With the gold price trending lower in recent months, we assess the outlook for the precious metal.

We assess the near and mid-term implications of central-bank and government policy for bond markets.

Bond markets have endured a tough year. We discuss the inflation threat and where to find best value.

We assess the impact of rising bond yields on the UK equity market.

Rebecca White discusses how we engage with companies on diversity and inclusion.

We look at recent academic work that underpins the effectiveness of global equity-income investing.

Why we believe the time is right to consider global equity income.

We assess the implications of the UK Budget for bond markets and the wider economy.

How we consider climate change in the Global Dynamic Bond and Sustainable Global Dynamic Bond strategies.

Making the case for revisiting companies’ cash flow statements.

The Real Return team consider key lessons from a pandemic year, and why a flexible approach remains key.

How we consider climate change in the Real Return and Sustainable Real Return strategies.

Our fixed income team engaged with the retailer to discuss palm oil, greenwashing and more.

Why equity-income investing has underperformed recently, and why we believe the outlook is more positive.

We discuss the outlook for UK equities.

With the cryptocurrency increasingly in the spotlight, we consider its role in a multi-asset portfolio.

Will inflation finally re-emerge in a post-pandemic recovery, and how can a balanced portfolio prepare for it?

We summarise the findings of new academic research which we believe underscores the relevance of equity-income investing.

We discuss the results of our ESG review of Ryanair and engagement with the company.

Newton's approach to responsible investing is founded on protecting and enhancing the value of its clients' holdings.

As policy intervention ratchets up to new levels in response to Covid-19, what are the implications for investors?

We consider why the US equity market has made such strong advances in a highly uncertain environment.

While Covid-19 meant that new-year fireworks celebrations were scaled back, markets saw some pyrotechnics during 2020’s final quarter.

Why we believe using themes to guide an investment process can help to deliver long-term sustainable returns.

Portfolio manager Scott Freedman explains how sustainable investments can be less vulnerable in a crisis.

Key trends that will help to shape the growth of the sustainable fixed-income market in 2021 and beyond.

We look at three macro trends that investors need to be aware of.

We discuss the outlook for cyclical stocks.

How a multi-asset credit approach could help investors seeking better yields and diversification.

Catherine Gill assesses the sustainable investment choices for DC schemes

Why engagement is an effective way to support the energy sector’s transition to a lower-carbon future.

We discuss the outlook for the precious metal.

We discuss the outlook for UK equities.

A focus on two more of our primary investment themes: ‘state intervention’ and ‘healthy demand’

Investors should be mindful of structural challenges posed to income generation as a result of rapid thematic change.

As demand for plant-based meat grows, we consider the health and investment implications.

Catherine Doyle explains why a further reduction in the DC charge cap could be detrimental to members' outcomes.

We consider how Joe Biden’s election win might change the outlook for the energy sector.

Highlights from a discussion on financial risks and opportunities of climate change with Andrew Parry and Chris Rapley.

We summarise the findings of a 2015 academic paper which discusses the effectiveness of actively engaging with companies.

A multi-asset solution for a predictable, natural income, which maintains the prospect of capital growth

We analyse how the pandemic is shaping key trends affecting the investment landscape today and in the future.

We examine how the pandemic might pave the way to a more sustainable future.

A focus on three of our primary investment themes: ‘Earth matters’, ‘consumer power’ and ‘China influence’.

Could the US election outcome and hopes of an imminent Covid-19 vaccine keep markets trending upwards?

We assess the implications of Joe Biden’s US presidential election victory.

We discuss how bond markets have responded to the US election.

As the global pandemic fallout continues, we assess the relative merits of developed and emerging-market debt.