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Newton Investment Management

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Newton Portal
UK Institutional UK Institutional

Blog

2016 Archive

Blog

A pot shot

Federal legislation is key for the marijuana market, but obstacles remain.

Newton global research team
22 December 2016
Sector research
Blog

Pensions: financial sinkholes?

Assessing the investment risks associated with growing defined-benefit pension deficits.

Jeremy Stuber
20 December 2016
Sector research
Blog

How low can they go?

Despite the Fed rate hike, news of China’s falling foreign-exchange reserves might not be as critical as it…

Trevor Holder
19 December 2016
Fixed income
Blog

Rising-yield survival kit

After 35 years of a bull market, what is next for bonds?

Paul Brain
15 December 2016
Fixed income
Blog

Going dotty

The Federal Reserve raises rates, and forecasts further increases in 2017, but is it getting carried away?

Paul Brain, Newton Real Return team
15 December 2016
Fixed income, Real Return
Blog

Please sir, can I have some more?

A look at the growing pay divide and why investors should take notice.

Ian Burger
14 December 2016
Blog

Strike a pose

How millennials and the ‘selfie generation’ are transforming the beauty industry.

Amy Chamberlain
12 December 2016
Sector research
Blog

A look over Trump’s wall

Which areas of the emerging world might weather President Trump’s policies?

Newton equity opportunities team
09 December 2016
Emerging markets & Asia
Blog

Breaking their banks

The pressure continues to pile up on Italy's banking sector.

Brendan Mulhern, Newton global research team
07 December 2016
Macro views, Sector research
Blog

Credit preference

Assessing the outlook for Indian mortgage finance.

Newton global research team
06 December 2016
Emerging markets & Asia
Blog

OPEC cuts a deal

Our take on OPEC’s first production cut since the financial crisis.

Laura Sheehan
01 December 2016
Sector research
Blog

Heads together: in pictures

15 snapshots of our 2016 investment conference

Julian Lyne
29 November 2016
Macro views, Real Return, Sector research
Blog

Top Trumps

A fixed-income spin on the popular card game.

Paul Brain
25 November 2016
Fixed income
Blog

Renewables vs. Trump – overblown?

Why we believe a Trump presidency does not mean the end of growth for the renewables sector.

Newton global research team
23 November 2016
Sector research
Blog

A change of face

The beauty industry is undergoing a makeover.

Amy Chamberlain
16 November 2016
Sector research
Blog

The billionaire Robin Hood

While Trump’s election campaign championed the working poor, his election might have big implications for globalisation and investors.

Brendan Mulhern
14 November 2016
Macro views
Blog

Taking the rise

Why has Governor Mark Carney struck a markedly different tone after the Bank of England’s latest Inflation Report?

Howard Cunningham
07 November 2016
Fixed income, UK equities
Blog

It’s how much?!

Why Marmite-gate is just the start of price increases for the UK consumer.

Amy Chamberlain
03 November 2016
Sector research
Blog

Global warning

There are growing political and economic signs that the latest period of international cooperation is starting to unravel.

Brendan Mulhern
31 October 2016
Macro views
Blog

Pensions for the hashtag generation

With millennials under financial strain, how can they be nudged into saving for retirement?

Catherine Doyle
27 October 2016
Blog

Finding the guilty party

What’s really behind the recent sell-off in UK gilts?

Howard Cunningham
21 October 2016
Fixed income, UK equities
Blog

China: it’s not ALL bad…

China’s stock market has endured a bumpy ride, but there could be opportunities, if you know where to…

Newton equity opportunities team
20 October 2016
Emerging markets & Asia
Blog

Rate expectations

Second-guessing the next US administration’s policies is tough, but bond investors can take some precautions.

Paul Brain
17 October 2016
Fixed income, Macro views
Blog

Cheap thrills

Why it takes more than low prices to make it as a value retailer today.

Maria Toneva
13 October 2016
Sector research
Blog

Don't Trump to conclusions

How do you begin to position portfolios for the forthcoming US presidential election?

Paul Markham
11 October 2016
Global equities
Blog

#iwantitnow

Growth could be just a swipe, a click and a like away if luxury brands can embrace the…

Newton global research team
07 October 2016
Sector research
Blog

Slack magic

Why ‘2’ may not hold the magical properties central bankers believe it does.

Newton Real Return team
05 October 2016
Macro views, Real Return
Blog

Out of eur depth

Rather than unite it, Brexit has unearthed further deep divisions that threaten the eurozone’s future.

Brendan Mulhern
03 October 2016
Blog

Signed, sealed… but undelivered?

OPEC agrees on first production cut in eight years, but we remain sceptical.

Duncan Bulgin
29 September 2016
Sector research
Blog

Hey big spender

In the exclusive world of luxury goods, some big changes are afoot.

Newton global research team
28 September 2016
Sector research
Blog

The doctor can’t see you now

As patient demand increases, businesses are preparing for a world of greater consumer-driven health care.

Newton global research team
26 September 2016
Sector research
Blog

Ever-changing moods...

The market’s addiction to monetary stimulus is growing, while the capabilities of central bankers are being stretched to…

Paul Brain
23 September 2016
Fixed income, Macro views
Blog

Under their spell

With investors in thrall to central bankers, there has been a notable rise in correlation between bonds and…

Jon Day
21 September 2016
Fixed income
Blog

End of the road?

There are signs that the monetary policy regime of the last 30 years could be nearing its conclusion.

Brendan Mulhern
19 September 2016
Macro views
Blog

More trouble than it’s worth

Could the scale of US household wealth leave investors vulnerable?

Newton Real Return team
14 September 2016
Macro views
Blog

UK equities – incoming

Five reasons we believe UK equity income offers a compelling opportunity.

Newton equity income team
09 September 2016
UK equities
Blog

Blame it on Rio

Whoever emerges from the chaos to win Brazil’s next election faces a daunting task just to balance the…

Carl Shepherd
07 September 2016
Emerging markets & Asia
Blog

Mind the GAAP

Why investors should heed the Tube announcer’s favourite warning.

Jeremy Stuber
06 September 2016
Sector research
Blog

We don’t need no legislation

A policy lull should allow DC schemes breathing space to focus on default fund basics.

Catherine Doyle
31 August 2016
UK equities
Blog

Keep on truckin’

Policymakers may want to stop and check their engine rather than keep pushing on.

Philip Shucksmith
24 August 2016
Real Return
Blog

Italian banks: kicking the habit

A systemic solution is necessary to unburden Italy of its mountain of non-performing loans.

Newton global research team
22 August 2016
Sector research
Blog

Time to put the kettle on?

OPEC announces it will meet in September, but its course of action is uncertain.

Duncan Bulgin
18 August 2016
Sector research
Blog

That’s all folks

Are government bond markets about to fall off a cliff Wile E. Coyote style?

Paul Brain
17 August 2016
Fixed income
Blog

Don't bank on it

New CMA proposals could bring dramatic change in the UK retail banking sector.

Newton global research team
15 August 2016
Sector research
Blog

Cleared for take-off

Growing funding pressures and strong demand are helping to create investment opportunities in aviation finance.

Paul Flood
12 August 2016
Multi-asset, Sector research
Blog

South Africa: look closer

Why there’s more to South Africa’s investment case than the economic and political headlines.

Newton equity opportunities team
08 August 2016
Emerging markets & Asia
Blog

Shock and awe

Mark Carney shakes off the label of ‘unreliable boyfriend’ in today’s Bank of England announcement.

Howard Cunningham
04 August 2016
Fixed income
Blog

Working up a debt

Despite the palliative of loose monetary policy, the challenges of the global debt burden remain.

Newton Real Return team
03 August 2016
Macro views, Real Return
Blog

Let’s get fiscal

Politicians may well turn to fiscal stimulus – financed by central banks – to fight economic weakness.

Brendan Mulhern
29 July 2016
Macro views
Blog

Warning! Yield gap reversing (again)!

What would a permanent return to a positive equity/bond yield gap mean for investors?

Newton Real Return team
26 July 2016
Macro views, Real Return
Blog

Weeding out new opportunities

Marijuana – the next frontier for the tobacco industry?

21 July 2016
Sector research
Blog

A view from the bridge

‘Remain’ or ‘leave’, the UK’s property bubble has been in the making for some time.

Jon Day
20 July 2016
Fixed income
Blog

Shaken and stirred

After being shaken by the financial crisis, banks are coming under fire to adapt their business models.

Newton global research team
18 July 2016
Sector research
Blog

A presidential prescription

President Obama provides three key lessons in health care for his potential successor.

Newton global research team
15 July 2016
Sector research
Blog

88 months and counting

Today’s Bank of England policy announcement was something of an anti-climax.

Howard Cunningham
14 July 2016
Fixed income
Blog

Anatomy of a post credit-crisis world

Following the UK’s ‘Brexit’ vote, we look at how electorates and policymakers respond to crises.

Paul Brain
12 July 2016
Fixed income
Blog

Mexico’s potential unwrapped

Recent reforms are unlocking new growth opportunities in Mexico.

Newton equity opportunities team
08 July 2016
Emerging markets & Asia
Blog

Changing the state of play

State intervention is gaining pace in the corporate sector.

Matt Brown
07 July 2016
Multi-asset, Real Return, Sector research
Blog

Electric dreams

Why electric vehicle technology is moving up a gear

Bhavin Shah
05 July 2016
Multi-asset, Sector research
Blog

Mind the gap

The seismic shift in the UK political landscape offers valuable insight into what is driving fragmentation globally.

Brendan Mulhern
01 July 2016
Macro views
Blog

Cutting the FTSE down to size

Looking past the headlines at the effect of the EU referendum on equity markets.

Newton Real Return team
30 June 2016
Macro views, Real Return, UK equities
Blog

Teaching an old dog new tricks, part II

Can tobacco companies produce a non-harmful cigarette alternative?

Newton global research team
28 June 2016
Sector research
Blog

Brexit implications

The UK’s vote to leave the EU merely adds to the importance of careful investment.

Newton Real Return team
24 June 2016
Macro views
Blog

Expecting the Spanish indecision

It’s back to the polls once again for the Spanish electorate, but results are expected to be inconclusive.

Jon Day
23 June 2016
Fixed income
Blog

Teaching an old dog new tricks, part I

The tobacco sector, a traditional and well-established source of returns for investors, is evolving to meet its changing…

Newton global research team
21 June 2016
Sector research
Blog

Not-so-great expectations

The latest Federal Reserve announcement brings a sense of déjà vu for our resident strategist.

Brendan Mulhern
17 June 2016
Macro views
Blog

Labour pains

Deteriorating US labour-market data proves uncomfortable for policymakers pushing for a rate rise.

Brendan Mulhern
13 June 2016
Macro views
Blog

Going off grid?

Despite the growth in domestic solar installations, the sun may not be setting on traditional energy companies just…

Newton global research team
10 June 2016
Sector research
Blog

A re-vaulting idea

More evidence in the eurozone and Japan that the response to unconventional monetary policies isn't going to plan.

Newton Real Return team
09 June 2016
Macro views
Blog

Out of left yield

The idea that borrowing costs should, in the long run, match the growth rate of GDP could be…

Newton Real Return team
08 June 2016
Macro views
Blog

Zero tolerance

Contrary to central-bank dogma, negative interest rates may well lead to a sustained tightening of financial conditions.

Brendan Mulhern
06 June 2016
Macro views
Blog

Which came first – the vaccine or the egg?

Flu vaccine production can require up to half a million eggs a day.

Newton global research team
03 June 2016
Sector research
Blog

What do you buy the ‘Chairman of Everything’?

China’s slowing economic growth could be the reason behind Xi Jinping’s increasingly autocratic behaviour.

Newton equity opportunities team
01 June 2016
Emerging markets & Asia
Blog

Devious moles and displaced investors – the problem with financialisation

The combination of financialisation and the numbers of displaced investors anaesthetised to risk is causing us concerns.

Newton Real Return team
30 May 2016
Real Return
Blog

Japan’s ball and chain: Demographics, debt and deflation

Japan dodges recession in Q1, but there’s still good cause for Japan’s policymakers to feel deflated.

Newton Real Return team
27 May 2016
Real Return
Blog

Peer pressure

Following recent wobbles in some US peer-to-peer lending companies, Paul Schenk takes a look at the sector.

Newton global research team
25 May 2016
Sector research
Blog

"Sell in May and go away"? - A bond-market perspective

'Tis the season for risk-asset volatility, but what about safe-haven assets?

Paul Brain
24 May 2016
Fixed income
Blog

Emerging-market politics in a nutshell

Looking past the political headlines in Brazil and the Philippines.

Newton equity opportunities team
23 May 2016
Emerging markets & Asia
Blog

Argentinian government bonds: from default to the record books

Argentinian sovereign debt: oversubscribed and overrated?

Carl Shepherd
20 May 2016
Emerging markets & Asia, Fixed income
Blog

If in doubt, do nowt – UK monetary policy

The shadow of the forthcoming 'Brexit' referendum looms large over UK central bankers.

Howard Cunningham
19 May 2016
Fixed income
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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.