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Newton Investment Management

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Newton Portal
  • UK Institutional
  • Insights

Insights

insights

A selection of the blog posts, articles, videos and podcasts we produce on a regular basis.

Insights
India and net zero: the path ahead
Video

India and net zero: the path ahead

How is India tackling climate change?

10 May 2022
Emerging markets & Asia, Global equities, Responsible investment, Sector research, Sustainable
Video

Sustainable Real Return – Quarterly outlook

Portfolio manager Phil Shucksmith discusses market outlook, the energy transition and key areas of engagement.

06 May 2022
Macro views, Real Return, Sustainable
Global equity income
Video

Global Equity Income – quarterly outlook

Portfolio manager Jon Bell explores they key factors affecting equity markets and discusses why equity-income stocks are well-positioned.

27 April 2022
Global income, Macro views
Nutrition and health: what are the investment implications?
Article

Nutrition and health: what are the investment implications?

Why we believe nutrition and health should be key considerations for investors.

26 April 2022
Responsible investment, Sustainable
Global Emerging Markets
Video

Global Emerging Markets – quarterly outlook

Portfolio manager Paul Birchenough discusses the key factors driving emerging equity markets and the implications for portfolios.

26 April 2022
Emerging markets & Asia, Macro views
Investment thoughts from our Real Return team - Apr 2022
Article

Investment thoughts from our Real Return team

We discuss how the Russia-Ukraine crisis has accelerated the trend of deglobalisation, and the implications for investors.

22 April 2022
Macro views, Real Return
Responsible investment quarterly report
Article

Responsible investment report – Q1 2022

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

21 April 2022
Responsible investment
A nuclear renaissance?
Audio

A nuclear renaissance?

In our latest Double Take podcast, we explore nuclear power and its potential as a clean energy alternative.

21 April 2022
Industry views, Macro views, Responsible investment, Sector research
Investment comment - April 2022
Article

Investment comment – April 2022

Investors face heightened uncertainty from rising inflation, tighter monetary policy and Russia’s invasion of Ukraine.

13 April 2022
Macro views
Russian bear, Chinese dragon: feasting on honey or playing with fire?
Blog

Russian bear, Chinese dragon: feasting on honey or playing with fire?

As conflict continues in Ukraine, we assess the potential investment implications arising from evolving Sino-Russian relations.

Richard Bullock
08 April 2022
Fixed income, Global equities, Macro views, Sector research, Ukraine
Server, Computer, Hardware
Blog

Retake on Double Take: Data privacy and regulating big tech

We investigate how big tech companies are mining personal data, and how regulators and lawmakers are responding.

Raphael J. Lewis, Jack Encarnacao
07 April 2022
Industry views, Macro views, Sector research
‘I’s on the prize – income, inflation and infrastructure outlook
Blog

‘I’s on the prize – income, inflation and infrastructure outlook

We discuss the outlook for infrastructure amid rising inflation and increased demand for income.

James A Lydotes
04 April 2022
Global income, Sector research
Why now for equity income?
Video

Why now for equity income?

Why we believe the time is right for equity income.

01 April 2022
Global income, Macro views, Sector research
Ukraine Russia war soldier
Blog

Russian bear: grizzly and exiled

We examine the long-term global structural impacts of the Ukraine war and Russia’s pariah status.

Richard Bullock
21 March 2022
Macro views, Sector research, Ukraine
Equity income: the academic evidence supporting the sector
Audio

Why equity-income investing is back.

Why equity income, why now?

18 March 2022
Global equities, Global income, Macro views, Responsible investment, Sector research, Sustainable
Sustainable bonds: a year of regulatory growth?
Blog

Sustainable bonds: a year of regulatory growth?

We highlight some trends that we believe will influence the sustainable fixed-income market in 2022.

Scott Freedman
16 March 2022
Fixed income, Responsible investment, Sustainable
Light, Laser, Graphics
Audio

Data privacy and regulating big tech

In our latest Double Take podcast, we investigate the massive changes happening in big tech and regulator reactions.

09 March 2022
Industry views, Macro views, Sector research
ESG and data: the need for consistency
Blog

ESG and data: the need for consistency

We assess the need for global consistency and guidelines on sustainable investment.

Ian Burger
04 March 2022
Responsible investment, Sustainable
Exploring sustainable innovation with Iceland
Article

Influencing sustainable innovation at Iceland

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

01 March 2022
Fixed income, Responsible investment, Sustainable
Russian bear out in the cold
Blog

Russian bear out in the cold

We assess the possible investment implications of Russia’s invasion of Ukraine.

Richard Bullock
25 February 2022
Fixed income, Sector research, Ukraine
Is 2022 the year for income stocks?
Article

Is 2022 the year for income stocks?

Why income stocks deserve consideration in 2022.

14 February 2022
Global income, Sector research
Emerging markets: three drivers of long-term growth
Blog

Emerging markets: three drivers of long-term growth

We discuss three key drivers of sustainable growth in emerging markets and the importance of strong corporate governance.

Ian Smith
09 February 2022
Emerging markets & Asia, Sustainable
Is your multi-asset strategy fit for the future?
Article

Is your multi-asset strategy fit for the future?

CEO Euan Munro explains why key boundary conditions make it important to challenge the norms of multi-asset investing.

04 February 2022
Industry views, Macro views, Multi-asset, Real Return
Winter of discontent?
Blog

Winter of discontent?

We assess the geopolitical and economic implications of China’s imminent Winter Olympics, and the country’s priorities for 2022.

Richard Bullock
02 February 2022
Emerging markets & Asia, Global equities, Sector research
Why sustainability matters in emerging markets
Article

Why sustainability matters in emerging markets

Why an active and sustainable approach works for long-term growth in emerging markets.

31 January 2022
Emerging markets & Asia, Sustainable
On the rise…
Blog

On the rise…

We assess what the Fed’s latest monetary-policy signalling could mean for bond markets.

Paul Brain
28 January 2022
Fixed income, Macro views, Sector research
Responsible investment quarterly report
Article

Responsible investment report – Q4 2021

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

28 January 2022
Responsible investment
UK equities: time to keep a cool head
Blog

The value of a smile … it costs nothing but creates much

The importance of (and challenges with) valuing intangibles.

Jeremy Stuber
27 January 2022
Industry views, Sector research
Deal or no deal?
Blog

Deal or no deal?

We assess Russian President Vladimir Putin’s list of demands over Ukraine and future implications for Europe’s security architecture.

Richard Bullock
20 January 2022
Emerging markets & Asia, Global equities, Macro views, Ukraine
Investment thoughts
Article

Investment thoughts from our Real Return team

Is inflation starting to run too hot, and what are the implications for policymakers, economies and investors?

18 January 2022
Macro views, Real Return
Investment comment January 2022
Article

Investment comment – January 2022

Markets contemplate whether policymakers can engineer a ‘soft landing’ to ease inflationary pressures without stifling the rebounding economy.

17 January 2022
Macro views
Sovereign sustainability
Article

Assessing the sustainability of sovereign bonds

Why we believe our sovereign sustainability process is a key differentiator.

14 January 2022
Fixed income, Sustainable
Real Return outlook
Article

Real Return: 2022 outlook

Our Real Return team considers the investment implications of higher inflation and a central-bank regime shift.

07 January 2022
Macro views, Real Return
Emerging giants: Can India emulate China's recent growth?
Audio

China and India: taking a sustainable approach

We discuss the importance of thematic and sustainability considerations when investing in emerging markets.

04 January 2022
Emerging markets & Asia, Global equities, Macro views, Responsible investment, Sector research, Sustainable
How fixed income can help deliver net zero
Blog

How fixed income can help deliver net zero

We outline our thoughts on the prospects for global fixed-income markets as we move towards a low-carbon economy.

Scott Freedman
22 December 2021
Fixed income, Sustainable
Avoiding turbulence
Article

Avoiding turbulence

We discuss the results of Newton Investment Management Ltd’s ESG review of Ryanair and engagement with the company.

22 December 2021
Responsible investment
A monetary regime change or just a mild bout of inflation?
Article

A monetary regime change or just a mild bout of inflation?

Seeking out structural growth opportunities against an evolving backdrop.

20 December 2021
Macro views, Real Return
Emerging giants: Can India emulate China's recent growth?
Audio

Emerging giants: Can India emulate China's recent growth?

Can India emulate China's recent growth?

15 December 2021
Emerging markets & Asia, Macro views, Responsible investment, Sector research
Copper: strong tailwinds, although the ride could be bumpy
Blog

Copper: strong tailwinds, although the ride could be bumpy

With tight supply and growing demand, we discuss the outlook for copper.

Catherine Doyle
06 December 2021
Real Return, Sector research
Is music streaming an industry friend or foe?
Blog

Is music streaming an industry friend or foe?

We assess the evolving market landscape of the music streaming industry.

Paul Flood
01 December 2021
Industry views, Multi-asset
Symbol, Road Sign, Sign
Blog

Inflation: stick or twist?

We assess central banks’ latest strategies on interest rates as near-term inflation continues to rise.

Paul Brain
29 November 2021
Fixed income
The China policy assault
Video

The China policy assault

How should investors interpret the latest government policy? We interview Terry Branstad, former US ambassador to China.

23 November 2021
Emerging markets & Asia, Macro views
The future of the Fortune 500 in China
Video

The future of the Fortune 500 in China

We speak to the US-China Business Council about how multinational corporations are thinking about their investments with China.

23 November 2021
Emerging markets & Asia, Macro views
Stewardship, decarbonisation and the energy transition
Article

Stewardship, decarbonisation and the energy transition

We explain the role stewardship plays in identifying companies positioned for success amid the energy transition.

23 November 2021
Responsible investment, Sustainable
The digital revolution: have investors missed the boat?
Article

The digital revolution: have investors missed the boat?

We discuss the value creation and disruption caused by digital transformation, and the related investment implications.

22 November 2021
Global equities, Macro views, UK equities
How to invest in an inflationary environment
Article

How to invest in an inflationary environment

We pick out the potential implications across the investment landscape of faster changes in consumer prices.

22 November 2021
Fixed income, Global equities, Global income, Multi-asset, Real Return
The rise and rise of China
Article

The rise and rise of China

As China’s economy and geopolitical influence continue to grow, what are the threats and opportunities for investors?

22 November 2021
Emerging markets & Asia, Macro views, Sector research
Engaging for healthy markets
Blog

Engaging for healthy markets

We discuss the benefits of collaborative engagement to reduce the social health impacts of the global food system.

Rebecca White
17 November 2021
Responsible investment, Sustainable

Archive

Access all of our views in the following areas:

Defined contribution
Emerging markets & Asia
Fixed income
Global equities
Global income
Industry views
Macro views

Multi-asset
Newton philosophy
Real Return
Responsible investment
Sector research
Sustainable
UK equities

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This is a financial promotion. Issued by Newton Investment Management Limited, The Bank of New York Mellon Centre, 160 Queen Victoria Street, London, EC4V 4LA. Registered in England No. 01371973. Newton Investment Management is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN and is a subsidiary of The Bank of New York Mellon Corporation. Material in this publication is for general information only. The opinions expressed in this document are those of Newton and should not be construed as investment advice or recommendations for any purchase or sale of any specific security or commodity. Certain information contained herein is based on outside sources believed to be reliable, but its accuracy is not guaranteed. You should consult your advisor to determine whether any particular investment strategy is appropriate. This material is for institutional investors only. Past performance is not a guide to future performance. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.