Legal disclaimer

Cancel

Continue

The site you are about to enter is intended for UK institutional investors and investment consultants only.

By using this website I also confirm that:
I accept the Terms of Use and I agree to comply with them – View our Important information

Cancel

Continue

Newton Investment Management

  • Portal login
  • UK Institutional
UK Institutional
  • About Newton
    Back
    • Our purpose
    • Our clients
    • Our people
    • Our culture
    • Corporate responsibility
    • Diversity, equity and inclusion
    • Careers
    • Media
  • Strategies
    Back
    • All strategies
    • Featured strategies
      Back
      • Real Return
      • Sustainable Global Emerging Markets
      • Concentrated Global Emerging Markets
      • Sustainable Global Equity
      • Sustainable Real Return
      • Global Dynamic Bond
      • Global Equity
      • Sustainable Global Dynamic Bond
    • By investment approach
      Back
      • Absolute-return strategies
      • Active equity strategies
      • Multi-asset solutions
      • Income strategies
      • Fixed income strategies
      • Sustainable strategies
      • Thematic strategies
    • By asset class
    • Bespoke solutions
    • Fund information
      Back
      • Fund prices
      • Fund performance
      • Fund related costs
      • Key Investor Information Documents
  • Investment philosophy
    Back
    • Multidimensional research
    • Themes
    • Responsible investment
  • Responsible investment
  • Insights
    Back
    • All insights
    • Newton blog
  • Prices
    Back
    • Fund prices
    • Fund performance
      Back
      • Net performance
      • Gross performance
    • Fund related costs
      Back
      • Ex-ante costs and charges
      • Ex-post costs and charges
    • Key Investor Information Documents
Newton Portal
UK Institutional Defining our approach to thematic investing

Audio

Defining our approach to thematic investing

Listen to why and how Newton uses micro and macro themes as part of its investment research.

26 January 2023

Thematic strategist Brian Blongastainer talks to the investment communications team’s Matthew Goodburn about the key role that themes play within Newton’s multidimensional research.

This podcast was recorded on 30 November 2022.

Follow us on LinkedIn
Published on January 26th, 2023
Categories Macro views , Sector research , Themes
Previous Audio

Investing in climate adaptation

Next Audio

Forced labour, supply strain

Share

Presented by

Matt Goodburn
Matt Goodburn

Investing in Generative AI
Audio

Investing in generative AI

How has the generative artificial intelligence (AI) market evolved, and where is it heading? We discuss with Rob May, an AI entrepreneur and an angel investor in early-stage AI companies.

22 March 2023
Sector research, Themes
Audio

Investigative research: how we do it and why it matters

Find out how we apply investigative skills to our investment process.

21 March 2023
Responsible investment, Sector research, Sustainable
Blog

SVB: Breaking the system?

Could we see further financial casualties this year?

Paul Brain
20 March 2023
Fixed income, Macro views, Sector research, Themes
Blog

SVB: a new banking crisis?

We assess the fallout from the failure of Silicon Valley Bank and the implications for the financial sector.

Vivek Gautam
17 March 2023
Sector research
Blog

Utilities and the regulatory arms race  

The Inflation Reduction Act (IRA) has incited a clean-energy arms race among utilities regulators across the globe.

James A Lydotes
03 March 2023
Global equities, Industry views, Sector research, Sustainable
  • Site map
  • Social media
  • Cookie policy
  • Manage cookies
  • BNY Mellon privacy notice
  • Important information
  • Fraud notice
  • Careers
  • Events
  • Contact
A BNY Mellon Company

Follow us

Select your location

Investor type

Individual Investors will be redirected to bnymellon.com

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.