insights

Global infrastructure securities can hold up as a buffer in this inflationary environment.

Key (and sometimes surprising) findings from a recent trip to Vietnam.

Why we believe the financial industry needs its own transition as it seeks to help companies become sustainable.

After decades of abundant food supply, changes in the agricultural commodity equilibrium may have lasting effects for consumers.

What is the Uyghur Forced Labor Prevention Act and what does it mean for investors?

We analyse potential consequences of new UK fiscal and monetary policy for UK bonds and the wider economy.

We discuss the challenges of accounting for goodwill.

We analyse how diverging economies can create opportunities for bond investors with a global mindset.

We explore the effects of the current macroeconomic environment on the IPO market.

Rebecca White outlines the investment implications of the future of work.

In the aftermath of the emissions scandal, we assess the auto manufacturer's credentials as a sustainable investment.

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

The new energy crisis – food scarcity – presents challenges and opportunities as the world prepares for structural…

The decade-old theme still points to long-term growth opportunities in differentiated areas including enterprise businesses and international markets.

We explore the key investment risks and opportunities associated with the gaming industry.

Jon Bell talks to David Chambers and Adam Reed about their academic research challenging misconceptions about equity-income investing.

Energy security and decarbonisation: are they mutually exclusive?

Ian Smith outlines the key drivers of emerging markets and why India could be an exciting opportunity.

Portfolio manager Phil Shucksmith covers nature and biodiversity, net zero and the energy transition in this quarter’s outlook.

How our macro-focused investment themes have evolved to deal with a changing geopolitical and economic backdrop.

Investment risks are changing in Asia, and income opportunities are rising.

Portfolio manager Paul Markham considers what interest rate hikes and the return of inflation mean for equity markets.

Portfolio manager Suzanne Hutchins discusses the implications of inflation, interest rates and the Chinese economy for investors.

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

Why Newton is focused on the Science Based Targets initiative in the drive to achieve net zero

Portfolio manager Paul Brain assesses the main factors driving fixed-income markets and the key areas of opportunity.

We outline the key ESG issues related to defence and how we integrate these in our investment approach.

How are legacy financial institutions managing cryptocurrencies? We discuss this and more in our latest Double Take episode.

As conflict continues in Ukraine, we assess the potential implications for DC investors of evolving Sino-Russian relations.

We explain how DC investors can play their part in helping to achieve net-zero global carbon emissions.

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

How can investors get comfortable with corporate governance in China and broader emerging markets?

We discuss the macroeconomic factors driving the potential return of manufacturing jobs to the US.

As central banks attempt to curb inflation, are they hiking economies into recession?

Portfolio manager Jon Bell discusses why inflation is here to stay and explores key opportunities within equity income.

How our Real Return team seeks to find long-term growth opportunities amid prolonged market volatility and rising inflation.

We share our key learnings from a recent visit to a vertical farm.

Geopolitical tensions remained high and inflationary forces intensified during the second quarter. What are the implications for investors?

Is the US ahead of the curve or behind in the regulation and disclosure of human capital management?

Why deglobalisation and supply shortages are leading to greater government intervention.

We examine the conditions that have led to increasingly high levels of inflation.

Why now for US small and mid-caps?

The music industry has returned to growth thanks to the rise of streaming. Can the momentum be maintained?

With financial markets remaining turbulent, which sectors and asset classes present opportunities for an unconstrained multi-asset strategy?

We discuss how investors assess and monitor acquisitions.

We examine the potential opportunities emerging as the performance of UK large and mid-cap stocks diverges.

We analyse the steps we believe will be necessary to collectively achieve net-zero global carbon emissions.

Defining Newton's approach to driving down carbon emissions.