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Newton Portal
UK Institutional UK Institutional

Blog

2017 Archive

Blog

Around the block

Blockchain technology could revolutionise financial services.

Paul Markham
12 December 2017
Sector research
Blog

Hitting turbulence

Why have previously fast-growing Middle Eastern airlines suffered a marked slowdown this year?

Newton global research team
28 November 2017
Industry views, Sector research
Blog

India’s great ‘financialisation’

One year on from the Indian government’s demonetisation initiative, asset management-related businesses are reaping the rewards.

Newton equity opportunities team
24 November 2017
Emerging markets & Asia
Blog

UK Budget: a lot to be modest about

In spite of housing and productivity initiatives, the UK’s Budget was overshadowed by a significant downgrade in growth…

Howard Cunningham
22 November 2017
Fixed income, Macro views
Blog

Turning point

After a strong run, is the high-yield bond market due a more serious setback?

Paul Brain
16 November 2017
Fixed income
Blog

Lessons in litigation

What can UK DC schemes learn from the US about managing litigation risk?

Julian Lyne
15 November 2017
Industry views
Blog

An issue of strength

Last week’s $2bn bond issuance by China coincided with the 19th Party Congress.

Trevor Holder
03 November 2017
Fixed income
Blog

Movember for the MPC

Cautious messaging around the much-anticipated UK rate rise puts the focus squarely on the health of the economy.

Howard Cunningham, Paul Brain
03 November 2017
Fixed income, Macro views
Blog

Dancing to a Brazilian beat

Are reasons for optimism emerging in Brazil’s sovereign debt markets?

Carl Shepherd
27 October 2017
Fixed income
Blog

Growing old irresponsibly

How prepared are governments for the ageing of their populations?

Newton equity opportunities team
24 October 2017
Macro views
Blog

The Great Deception

Is it time for central banks to disregard CPI as a guide for determining monetary policy?

Brendan Mulhern
20 October 2017
Macro views, Real Return
Blog

One Belt, One Road, and the $900bn dollar question

China has a grand vision for its One Belt One Road project, but can it become a reality?

Newton equity opportunities team
16 October 2017
Emerging markets & Asia
Blog

Ready, set, shop!

Why we believe fast fashion sidesteps the obstacles associated with our ‘abundance’ theme.

Amy Chamberlain
03 October 2017
Sector research
Blog

Planes, (economic) gains and automobiles

Increased infrastructure spending in India could be good news for investors.

Newton equity opportunities team
28 September 2017
Emerging markets & Asia
Blog

Forks in the road

Trump’s promises, a questionable economic recovery and how to navigate them.

Aron Pataki
24 September 2017
Real Return
Blog

Draining the punchbowl

As central banks start to withdraw liquidity support, can risk assets continue their strong run?

Brendan Mulhern
20 September 2017
Global equities, Macro views, Real Return
Blog

China in 3 charts

Three macro snapshots of China that investors should keep in mind.

Newton equity opportunities team
18 September 2017
Emerging markets & Asia
Blog

The $500,000 drug: set to upset the apple CAR-T?

The launch of a groundbreaking new treatment could change the way we think about drug pricing.

Newton global research team
12 September 2017
Sector research
Blog

Do you want chips with that?

The memory chip supply/demand sweet spot.

Newton equity opportunities team
08 September 2017
Sector research
Blog

Putting a cap on it

Despite a shift in policy, a peak in rates may not be too far away.

Paul Brain
05 September 2017
Fixed income
Blog

Understatement of the year?

As Donald Trump recently commented, the health-care world is a “complicated” one to navigate.

Newton global research team
01 September 2017
Sector research
Blog

Much ado about nothing

Investment-grade debt has been bolstered by central-bank support, but we see little to get excited about.

Paul Flood
23 August 2017
Fixed income, Multi-asset
Blog

A mixed bag

Despite talk of a UK economic slowdown, the picture appears more mixed than outright negative.

Howard Cunningham
18 August 2017
Fixed income, Macro views
Blog

Throwing a curve ball

Has a long-held central-bank assumption on what triggers inflation become obsolete?

Brendan Mulhern
15 August 2017
Macro views, Real Return
Blog

Checking the forecast

With a climate-change sceptic in the White House, has our outlook for renewable-energy investment changed?

Paul Flood
10 August 2017
Multi-asset
Blog

Ghoul’s gold: China’s ghost towns

Why investors should beware of China’s haunted property market.

Parmeshwar Chadha
08 August 2017
Fixed income
Blog

In the line of sight

What can an optical illusion teach us about investment management?

Newton equity income team
03 August 2017
Global income
Blog

Circumventing nomadic bond markets

What approach should investors take while awaiting more certainty on monetary policy direction?

Paul Brain
01 August 2017
Fixed income, Macro views
Blog

Reflation fade

High hopes of a President Trump-sponsored injection into global growth have taken a hit.

Newton Real Return team
27 July 2017
Macro views, Real Return
Blog

Electric vehicles – charging ahead?

Electric vehicles could spell the end of the road for the internal combustion engine.

Newton global research team
24 July 2017
Sector research
Blog

At the heart of the process

Sovereign and corporate ESG credentials can be significant factors in shaping our fixed-income investment decisions

,
21 July 2017
Fixed income
Blog

A blueprint for post-retirement?

The lack of innovation in the post-retirement market remains disappointing...

Nick Pope
18 July 2017
Industry views
Blog

Credit where credit’s due

On the surface, the scale of emerging-market debt has rocketed – but has China confused the picture?

Newton equity opportunities team
10 July 2017
Emerging markets & Asia
Blog

By popular demand...

Why demand remains the mother lode of health-care investing.

Newton global research team
06 July 2017
Sector research
Blog

Fake news: who can you trust?

How to avoid investing in an echo chamber.

Newton equity opportunities team
04 July 2017
Blog

Is more less?

What a simple experiment with jam can tell us about abundance and the consumer.

Amy Chamberlain
27 June 2017
Sector research
Blog

Gilt trip

A week is a long time in politics, and in the gilt market...

Howard Cunningham
22 June 2017
Fixed income
Blog

An attack on real wealth

Rising inflation and currency weakness may combine to dampen the prospects for gilts over the medium term.

Paul Flood
16 June 2017
Fixed income, Multi-asset
Blog

Building the dream

Infrastructure is currently a hot topic for investors, but what’s the reality?

Newton global research team
14 June 2017
Multi-asset, Sector research
Blog

A return to old-fashioned politics?

The UK election offered voters genuinely different options for the first time in decades.

Newton equity income team
09 June 2017
Global income
Blog

Shot in the foot?

Theresa May’s decision to call a snap election looks to have put the UK on the back foot.

Brendan Mulhern
09 June 2017
Real Return
Blog

Heavy Brexit weather

What could the UK’s hung parliament mean for Brexit and fixed income markets?

Paul Brain, Howard Cunningham
09 June 2017
Macro views
Blog

Grand designs

Why all infrastructure investment opportunities aren’t created equal.

Philip Shucksmith
06 June 2017
Real Return, Sector research
Blog

Emerging attraction

Emerging market sovereign debt has defied market expectations so far this year, but can it last?

Trevor Holder
02 June 2017
Emerging markets & Asia
Blog

Artificial intelligence – no fake news

Advances in robotics are likely to have sweeping implications across economies.

Newton equity opportunities team
31 May 2017
Emerging markets & Asia
Blog

Robo-advice: technology over judgement?

Why we believe a business run for people is best run by people.

Bhavin Shah
25 May 2017
Industry views
Blog

Hacked off!

Some corporates may be left feeling insecure after the latest hacking to hit the headlines.

Newton global research team
24 May 2017
Sector research
Blog

Brazil: fiesta or fiasco?

The latest scandal in Brazil serves to underpin our long-term views on the country.

Newton equity opportunities team
19 May 2017
Emerging markets & Asia
Blog

When to leave the party

Timing the turn is never easy, but you don’t want to be left ‘dancing near the door’.

,
18 May 2017
Fixed income
Blog

A world of lycra lovers?

A look at the risks and opportunities in the athletic apparel and footwear market.

Newton global research team
11 May 2017
Sector research
Blog

Macron’s long road ahead

Macron’s strong showing in the French presidential election does not mean his route ahead will be plain sailing.

Newton Real Return team
08 May 2017
Blog

View from afar

Could lessons from abroad help overcome the challenges in the UK DC market?

Julian Lyne
05 May 2017
Industry views
Blog

Working 9 till 5

Why we believe labour-intensive manufacturing is unlikely to return to the US for purely economic reasons.

Newton equity opportunities team
02 May 2017
Emerging markets & Asia
Blog

The next China crisis?

Could China’s wealth management products spark a crisis in the country’s financial system?

Newton global research team
28 April 2017
Sector research
Blog

France decides

Despite a relatively predictable first round, there may still be surprises ahead in the French presidential election.

Paul Flood
26 April 2017
Multi-asset
Blog

Diverging prospects

How our investment themes help us identify opportunities and risks in changing bond markets.

,
26 April 2017
Fixed income
Blog

Running on empty?

Despite car sales at a record high, we’re not so sure the auto finance industry is firing on…

Newton equity income team
21 April 2017
Global income
Blog

What lies beneath

Strong markets and data point to confidence in economic recovery, but scratch the surface and a darker picture…

Newton Real Return team
19 April 2017
Macro views, Real Return
Blog

Testing the narrative

A slowdown in credit is cause for concern for a US economy increasingly dependent on debt for economic…

Brendan Mulhern
11 April 2017
Macro views
Blog

Reality check

A trip to Japan provides a chance to find out more about developments in virtual reality.

Paul Markham
05 April 2017
Global equities
Blog

Spreading negative energy

Continuing weakness in the oil price is having a big impact on credit spreads in the energy sector.

Parmeshwar Chadha
03 April 2017
Fixed income
Blog

France at the crossroads

The French presidential election will provide the next opportunity to measure the progress of global populism.

Newton Real Return team
31 March 2017
Real Return
Blog

Seconds out…for Brexit

There is much at stake for the UK and EU as Theresa May rings the starting bell for…

Howard Cunningham
29 March 2017
Fixed income, Macro views
Blog

Could Yellen regret joining the party?

A look at how much ‘good news’ is priced into market valuations and whether it is deserved.

Newton equity income team
24 March 2017
Global income
Blog

Plotting the populist vote

How income inequality could be a guide to future political risk.

Jon Day
23 March 2017
Fixed income, Macro views
Blog

Doctor on demand

The use of technology in health-care delivery is becoming increasingly sophisticated.

Newton global research team
20 March 2017
Sector research
Blog

Why ‘America first’ might be worst

President Trump’s proposed protectionist policies could have negative consequences at home as well as abroad.

Newton equity opportunities team
17 March 2017
Emerging markets & Asia
Blog

Dutch courage

EU leaders will view the Dutch election result with relief, but the bloc’s future success remains far from…

Paul Markham
16 March 2017
Macro views
Blog

A financial boost?

With the Fed set to raise rates again, we assess the outlook for the financial sector.

Paul Flood
14 March 2017
Emerging markets & Asia, Global equities, Sector research
Blog

Tech, trade and tackling China’s slowdown

Examining three hot topics for Asian equity investors today.

Zoe Kan
10 March 2017
Emerging markets & Asia
Blog

Read between the lines

Are many of the recent positive US economic indicators based more on expectations than reality?

Brendan Mulhern
09 March 2017
Macro views
Blog

Brexit means Brexit, but not yet

Chancellor Philip Hammond’s first Budget reveals little about the UK economy’s post-Brexit path.

Howard Cunningham
08 March 2017
Fixed income, UK equities
Blog

“It’s behind you!”

Why global equity income might offer a solution for cash flow negative schemes.

Newton equity income team
03 March 2017
Global income, UK equities
Blog

Central Europe: different and the same

Comparing and contrasting three central European economies.

Trevor Holder
02 March 2017
Fixed income
Blog

Who wants to live forever?

An interview with Professor Sarah Harper on the challenges and opportunities of an ageing population.

Julian Lyne
24 February 2017
Blog

Trust exercises

How can pension schemes ensure they have a trustee board fit for the 21st century?

Catherine Doyle
23 February 2017
UK equities
Blog

A taxing business

How can we try to identify the winners and the losers from US corporate tax reform?

Jeremy Stuber
22 February 2017
Sector research
Blog

The great inflation hunt

Despite a growing belief that sustained global inflation may be on the cards, hurdles still remain.

Brendan Mulhern
17 February 2017
Macro views
Looking
Blog

Emerging-market debt – a watching brief

Assessing the outlook for emerging-market bond investing.

Carl Shepherd
15 February 2017
Emerging markets & Asia, Fixed income
Blog

A windy day

A trip to a wind farm provides valuable on-the-ground insights.

Paul Flood
14 February 2017
Multi-asset, Sector research
Blog

The Trumpometer

A fixed-income perspective on the US president’s potential policies.

Paul Brain
08 February 2017
Fixed income
Blog

2017: a picture of good health

What’s the prescription for health care in 2017?

Newton global research team
06 February 2017
Sector research
Blog

Trump – the new Reagan?

Many investors appear to believe Donald Trump can deliver a Reagan-like reform agenda, but change will not be…

Newton Real Return team
03 February 2017
Macro views, Real Return
Blog

Superpower drill

What can we learn from the past about power shifts in the global economy?

Paul Brain
01 February 2017
Fixed income
Blog

Making the right calls

A look at the investment landscape ahead in the telecommunications sector.

Newton global research team
27 January 2017
Sector research
Blog

Banking on it?

Dissecting the prospects for a sector attracting keen investor interest as Donald Trump takes office.

Newton global research team
25 January 2017
Sector research
Blog

Brussels rout?

Europe’s rising populist tide threatens to wash away the EU, unless it can undertake urgent and profound reforms.

Paul Markham
23 January 2017
Global equities
Blog

“It’s going to be a beautiful thing.”

Why do so many investors believe Trump can transform the US economy, and are they right?

Newton Real Return team
20 January 2017
Real Return
Blog

Mission: Improbable

Agent May’s plan for Operation Brexit provides a reality check.

Howard Cunningham
18 January 2017
Fixed income, UK equities
Blog

China’s New Year resolutions

Four pieces of good news for health care in China.

Newton global research team
16 January 2017
Sector research
Blog

Positive Spin?

Donald Trump’s victory has added further momentum to an already buoyant US market, but can the positivity last?

Brendan Mulhern
12 January 2017
Global equities
Blog

The 2017 shopping list

The big themes to watch this year in the consumer sector.

Amy Chamberlain , Maria Toneva
10 January 2017
Sector research
Blog

Driving growth

The rich economic potential of the electric vehicle market could be realised much faster than previously expected.

Newton global research team
06 January 2017
Sector research
Blog

What’s next in tech?

A look at how investors might navigate the next technological revolution in 2017 and beyond.

Newton equity opportunities team
03 January 2017
Sector research
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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.