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Blog

2018 Archive

Blog

Brexit: what’s next?

We analyse the possible Brexit outcomes that lie ahead for the UK.

Paul Markham
21 December 2018
Global equities
Thematic investment
Blog

The investment continuum

Our recent conference panel session looked at where markets are heading against an ever-shifting backdrop.

Julian Lyne
19 December 2018
Macro views, Newton philosophy
Blog

Not EU again

Theresa May has survived for now, but will the EU budge from the deal on the table?

Howard Cunningham
13 December 2018
Fixed income
Blog

Downward momentum

Trade confrontations may dominate the headlines, but deeper structural concerns are driving market movements.

Brendan Mulhern
10 December 2018
Macro views, Real Return
Blog

Electrifying growth?

How our ‘Earth matters’ theme is guiding us towards investment opportunities in emerging markets.

Newton equity opportunities team
07 December 2018
Emerging markets & Asia
Blog

Brexit stage left…or right?

Lack of clarity over the UK’s tortuous negotiations to leave the EU continues to weigh heavily on markets.

Paul Markham
03 December 2018
Global equities
Blog

Awaiting the endgame

At our investment conference, we discussed the stress indicators that could herald the next market stage for bonds.

Paul Brain
30 November 2018
Fixed income
Blog

Is an ‘Italexit’ on the cards?

A continuing budget dispute is leading to renewed speculation over an Italian exit from the EU.

Paul Markham
21 November 2018
Global equities, Macro views
Blog

A tale of two countries

Turkey and Argentina are adopting radically different approaches as they attempt to remedy their economic ills.

Newton equity opportunities team
06 November 2018
Emerging markets & Asia
Blog

Brexit or bust?

As the March 2019 deadline approaches, the chances of the UK and EU reaching an agreement are in…

Paul Markham
30 October 2018
Global equities, UK equities
Blog

Stating the case

How our ‘state intervention’ theme helps us to select our emerging-market investments

Newton equity opportunities team
23 October 2018
Emerging markets & Asia
Blog

Fear of missing out (FOMO)

In mountaineering, the descent is often more hazardous than the ascent. The same applies in equity markets.

Newton equity income team
02 October 2018
Global equities, Global income
Blog

Lessons unlearned

A decade on from the global financial crisis, the seeds are being sown for further instability.

Newton equity opportunities team
27 September 2018
Global equities
Blog

US decoupling: can it last?

Can the US equity market continue its stellar performance into 2019?

Brendan Mulhern
25 September 2018
Emerging markets & Asia, Global equities, Macro views
Blog

Oil: staying in range?

How are external and internal factors likely to affect the global oil price over the coming months?

Paul Markham
20 September 2018
Global equities, Sector research
Blog

Walking the tightrope

How can individuals shackled with personal debt be encouraged to save for retirement?

Catherine Doyle
17 September 2018
Industry views
Blog

Global equity income: is now the time?

Could the performance of dividend strategies revert to the long-term mean after three years of relative underperformance?

Newton equity income team
13 September 2018
Global income, Sector research
Blog

Turkey: the canary in the coal mine?

Are Turkey’s travails a precursor of worse to come for the global financial system as quantitative tightening starts…

Brendan Mulhern
29 August 2018
Emerging markets & Asia, Macro views
Blog

The big not-so-easy?

China recently signalled a shift towards short-term economic growth by loosening monetary policy. Will this stimulate global reflation?

Brendan Mulhern
16 August 2018
Macro views, Themes
Blog

Time to unwind…

How US monetary policy affects different sectors of the bond market at different times.

Paul Brain
09 August 2018
Fixed income, Macro views
Blog

Do you want kale with that?

Gen Z is spending more on health, fitness, food and fashion. We assess the investment implications.

Amy Chamberlain , Stephen Rowntree
01 August 2018
Sector research, Themes
Blog

Brexit: deal or no deal?

Everything you wanted to know about Brexit…but were afraid to ask.

Paul Markham
30 July 2018
Global equities
Blog

Starting to bite?

What are the potential consequences of China/US trade friction for emerging and developed markets?

Trevor Holder
17 July 2018
Emerging markets & Asia, Fixed income, Sector research
Blog

Whose gene is it anyway?

Genomics has the potential to change health-care systems on a global scale. How will this affect investors and…

Paul Flood
03 July 2018
Sector research, Themes
Blog

Navigating troubled waters

How can investors seek to engineer a return in today’s bond markets?

Paul Brain
22 June 2018
Fixed income
Blog

Watt’s the future of electric vehicles?

The automobile industry is changing rapidly. What does this mean for traditional cars and their new electric counterparts?

Newton equity opportunities team
20 June 2018
Sector research
Blog

Rewriting the code

Gene-editing technology could have numerous applications in health care and beyond, but what does it mean for investors?

Newton global research team
18 June 2018
Sector research
Blog

Crypto currently

Demystifying the mysterious money of the internet – what is Bitcoin and how will it affect investors?

Aron Pataki
13 June 2018
Sector research, Themes
Blog

Italian bonds in a bind?

Italy’s current political uncertainty could put its heavily bought bond market and the eurozone under further pressure.

Paul Brain, Jon Day
04 June 2018
Fixed income
Blog

Call the fire brigade

We evaluate the current inflationary backdrop through the lens of our ‘fire risks’ investment theme.

Brendan Mulhern
30 May 2018
Macro views, Real Return
Blog

Could tech bite twice?

The technology sector is booming, but memories of the dot-com bubble may leave investors nervous. What’s really going…

Paul Markham
24 May 2018
Macro views, Themes
Blog

Russia’s rocky road to reform

With the FIFA World Cup fast approaching, can Russia sustain an economic recovery after its deep recession?

Newton equity opportunities team
22 May 2018
Emerging markets & Asia, Macro views
Blog

Time to be peso-mistic?

With Argentina raising interest rates to 40% to defend its rapidly falling currency, what does the future hold?

Carl Shepherd
18 May 2018
Emerging markets & Asia, Fixed income
Blog

We’re going to need more avocados

The rise of the middle-class consumer and its implications for investors.

Newton global research team
16 May 2018
Emerging markets & Asia, Macro views, Themes
Blog

Tough gig

What are the consequences of the increase in short-term contracts and freelance work for inflation and bond markets?

Paul Brain
14 May 2018
Macro views, Themes
Blog

Planting the seeds of discord

Improvements sparked by the advent of the plough help to inform our view that trade wars produce no…

Brendan Mulhern
10 May 2018
Macro views
Blog

State of the EU-nion

The eurozone appears to have weathered various crises, but it may not be out of the woods yet.

Jon Day
08 May 2018
Macro views
Blog

Reaping the dividends?

Five reasons now could be a good time to consider Asian and emerging-market income investing.

Newton equity income team
03 May 2018
Emerging markets & Asia
Blog

Electric revolution

Do electric vehicles spell the end for oil?

Laura Sheehan
20 April 2018
Sector research
Blog

New ways of seeing

The growing sophistication and investment potential of the virtual reality experience

Paul Markham
17 April 2018
Sector research
Blog

From ‘doves to hawks’?

Analysing the investment landscape against a backdrop of rising interest rates.

Paul Brain
13 April 2018
Fixed income, Macro views
Blog

Fanning an inflationary fire

A global trade war could fuel rising inflation and renewed volatility.  

Paul Flood
04 April 2018
Macro views, Multi-asset
Blog

Music matters

Who takes home the lion’s share –  record labels or streaming services?

Newton equity opportunities team
29 March 2018
Sector research
Blog

Up in smoke?

Is the close of an ex-rapper’s cannabis venture capital fund a sign that points to the top of…

Brendan Mulhern
26 March 2018
Macro views
Blog

A perspective on returns 3: Boom and bust

Why we think this cycle has a significant chance of ending with a bang rather than a whimper.

Newton Real Return team
20 March 2018
Macro views, Real Return
When markets sneeze
Blog

When markets sneeze

Volatility returned with a vengeance in February. What are the ramifications for emerging markets?

Newton equity opportunities team
16 March 2018
Emerging markets & Asia
Blog

A perspective on returns 2: This time it’s different?

While many argue against the current economic cycle being a rerun of the last, we beg to differ.

Newton Real Return team
12 March 2018
Macro views, Real Return
Blog

A perspective on returns 1: Where are we now?

Have we seen an extended cyclical bull market or sustainable secular expansion?

Newton Real Return team
09 March 2018
Macro views, Real Return
Blog

Rewriting the rules

How can multi-asset investors manage a changing relationship between bond and equity markets?

Paul Flood
28 February 2018
Fixed income, Global equities, Multi-asset
Blog

From rooster to dog: China in 2018

Can China sustain its positive momentum in the Year of the Dog?

Newton equity opportunities team
16 February 2018
Emerging markets & Asia
Blog

Fresh air and the Big Smoke

How technical innovation could help to address London’s decades-old air-pollution problem.

Newton global research team
15 February 2018
Sector research
Blog

Year of the Dog

A look at the canine characteristics of the world’s leading central banks.

Paul Brain
07 February 2018
Fixed income, Macro views, Sector research
Blog

Continuous evolution

With further reforms to implement, and markets trending higher, what is next for the DC pensions sector?

Catherine Doyle
31 January 2018
Industry views
Blog

Silva lining?

Why the latest court ruling on Brazil’s former president could spell good news for its economy.

Carl Shepherd
29 January 2018
Emerging markets & Asia, Fixed income, Macro views
Blog

UK gilt yields: the long and short of it

A funny thing happened on the way from the referendum…

Howard Cunningham
22 January 2018
Fixed income
Blog

What can we learn from Indian health care?

Efficiency and low-cost solutions are helping to drive India’s health-care sector.

Newton global research team
18 January 2018
Emerging markets & Asia, Sector research
Blog

Ready for take-off

The structural growth story in global Chinese tourism could run for decades.

Newton global research team
15 January 2018
Emerging markets & Asia, Industry views, Macro views, Sector research
2021: better income outcomes?
Blog

What next for global equities?

What lies ahead for global equity markets in 2018?

Paul Markham
10 January 2018
Global equities, Macro views
Blog

What lies ahead for fixed income?

Where are opportunities for flexible fixed-income investors likely to arise in 2018?

Paul Brain
05 January 2018
Fixed income, Macro views
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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.