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Newton Portal
UK Institutional UK Institutional

Article

macro views

Article

Investment thoughts from our Real Return team - January 2023

After a brutal year for financial-market participants, are there blue skies on the horizon?

25 January 2023
Macro views, Real Return
Real Return outlook
Article

Real Return: our 2023 outlook

With the backdrop uncertain and challenging, we assess the investment opportunities.

24 January 2023
Macro views, Real Return
Article

Investment comment - January 2023

With inflation showing signs of peaking and uncertainty over the path of monetary policy, how should investors respond?

18 January 2023
Macro views
Beyond the boundaries: investment opportunities in a new market regime
Article

Beyond the boundaries: investment opportunities in a new market regime

CEO Euan Munro explores opportunities amid a changing structural backdrop and as market conditions have evolved dramatically.

21 December 2022
Fixed income, Global income, Macro views, Themes
Article

The evolution of our themes

Our themes continue to evolve in line with the significant changes we are seeing across the globe.

10 November 2022
Macro views, Sector research, Themes
Investment thoughts from our Real Return team - Oct 2022
Article

Investment thoughts from our Real Return team – Oct 2022

With monetary tightening and geopolitical tensions putting pressure on returns, where can investors find opportunities?

19 October 2022
Macro views, Real Return
Investment comment – October 2022
Article

Investment comment - October 2022

Widening geopolitical fault lines and monetary tightening provided an increasingly uncertain backdrop for investors during the third quarter.

18 October 2022
Macro views
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.

29 July 2022
Defined contribution, Industry views, Macro views, Multi-asset, Real Return
Investment thoughts from our Real Return team July 2022Tire, Wheel, Machine
Article

Investment thoughts from our Real Return team

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

22 July 2022
Macro views, Real Return
Investment comment - July 2022
Article

Investment comment - July 2022

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

18 July 2022
Macro views
Fixed-income solutions for a challenging market backdrop
Article

Fixed-income solutions for a challenging investment backdrop

Using fixed income to help navigate a rising interest-rate environment.

16 May 2022
Defined contribution, Fixed income, 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
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
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
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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.