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Newton Investment Management

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Newton Portal
UK Institutional UK Institutional

Blog

2019 Archive

More sprouts, less turkey
Blog

More sprouts, less turkey

How to eat well for the planet and your health.

Newton responsible investment team
23 December 2019
Responsible investment, Sustainable, Themes
A gilt-edged pledge?
Blog

A gilt-edged pledge?

How the spending pledges from the two main political parties could affect the UK gilts market.

Howard Cunningham
12 December 2019
Fixed income, Macro views
QE 4 to the rescue? Not quite…
Blog

QE 4 to the rescue? Not quite…

Does recent US Federal Reserve activity hint at what lies ahead for US monetary policy?

Brendan Mulhern
09 December 2019
Macro views, Multi-asset, Real Return
Latin American spring?
Blog

Latin American spring?

As street protests spread across the region, is Latin America approaching a tipping point?

Carl Shepherd
05 December 2019
Emerging markets & Asia, Fixed income
Aeging doesn't have to get old
Blog

Ageing doesn’t have to get old

Disruptive innovation in health care could help us age more healthily

Emily Heaven
03 December 2019
Global equities, Sector research, Themes
High-stakes fortnight
Blog

High-stakes fortnight

With less than two weeks to go, we examine the latest developments in the UK general election.

Paul Markham
02 December 2019
Global equities, UK equities
Planting the seeds
Blog

Planting the seeds for sustainable agriculture

What did our visit to an underground farm teach us about agricultural innovations?

Rebecca White
27 November 2019
Responsible investment, Sector research, Sustainable, Themes
Blog

Megacities – where themes collide

Our dynamic thematic framework helps identify structural growth opportunities created by rapid urbanisation.

Ed Geall
21 November 2019
Emerging markets & Asia, Macro views, Newton philosophy, Sector research, Themes
Made in Vietnam?
Blog

Made in Vietnam?

A trip to Vietnam has highlighted the dual opportunity of the growing middle class and potential trade-war tailwinds.

Newton equity opportunities team
19 November 2019
Emerging markets & Asia
Under starter's orders
Blog

Under starter’s orders

We assess the potential implications for Brexit, politics and markets ahead of the UK’s impending December election.

Paul Markham
13 November 2019
UK equities
The pain in Spain
Blog

The pain in Spain

As the political deadlock looks set to continue in Spain, we assess the impact on debt markets.

Paul Brain
11 November 2019
Fixed income
Which way now?
Blog

Which way now?

A further Brexit delay and an unpredictable election spell further near-term uncertainty for the UK economy.

Howard Cunningham
06 November 2019
Fixed income, Sector research
2019 Investment conference
Blog

Cutting through the noise

How can investors thrive in a world defined by disruption?

Charles French
04 November 2019
Macro views, Newton philosophy
Burning issues
Blog

Burning issues

Charities’ investment decisions are increasingly being influenced by issues such as climate and sustainability.

Stephanie Smith
30 October 2019
Industry views
Diesel drama
Blog

Diesel drama

Are electric vehicles always greener than diesel cars?

Mathieu Poitrat Rachmaninoff
15 October 2019
Responsible investment, Sustainable, Themes
Blog

Towards the light

Emerging-market governments and companies are attaching increasing importance to environmental, social and governance considerations.

Newton equity opportunities team
14 October 2019
Emerging markets & Asia, Responsible investment, Sustainable
Blog

Russian roulette

As Brexit uncertainty drags on, we assess the potential future consequences for the UK’s debt markets.

Howard Cunningham
10 October 2019
Fixed income
Blog

Law and disorder

The UK Supreme Court’s ruling against Boris Johnson appears to have deepened Brexit divisions in Parliament.

Paul Markham
26 September 2019
Global equities, UK equities
Blog

A just transition?

Our candid thoughts from the 2019 PRI in Person conference.

Rebecca White, Yuko Takano
19 September 2019
Industry views, Responsible investment, Sustainable
Blog

The bright future of active management

How increasingly abundant data, and the way in which it is analysed, could become a competitive advantage.

Curt Custard
12 September 2019
Industry views
Blog

From shareholder to stakeholder

Why we believe a pledge from an influential US business group is a positive step for sustainable investors.

Rebecca White
10 September 2019
Responsible investment, Sustainable
Blog

Prorogue to win or prologue to a loss?

Boris Johnson has embarked upon a radical but controversial Brexit strategy.

Paul Markham
30 August 2019
Global equities, Macro views
Blog

When renewable innovation meets a fossil-fuel provider

We contemplate the nuances of sustainable investment.

Newton responsible investment team
21 August 2019
Responsible investment, Sector research, Sustainable
Blog

Brexit or Brex-tension?

We assess the latest developments as the UK moves closer to the 31 October Brexit extension deadline.

Paul Markham
19 August 2019
Global equities, Macro views
Responsible and sustainable insights
Blog

Making the grade

How has the PRI rated our responsible investment policies and practices in 2019?

Rebecca White
14 August 2019
Responsible investment
Blog

One year on: diversity voting and engagement

Here’s what we’ve learned in the first year of stepping up our diversity engagement work with companies.

Newton responsible investment team
12 August 2019
Responsible investment
Blog

Wind? We’re fans

We discuss the role of wind and solar power in a transition to a greener energy economy.

Tom Atkinson
06 August 2019
Sector research, Sustainable, Themes
Get well sooner
Blog

Get well sooner

Spending money on health and wellness is gaining popularity. What opportunities does this present?

Emily Heaven
26 July 2019
Sector research, Themes
Blog

A liquid alternative

We consider the role of liquid real assets in a diversified portfolio.

Paul Flood
25 July 2019
Multi-asset, Sector research
Blog

Two become one

What could Boris Johnson’s victory mean for the UK’s gilt and currency markets, and future Brexit strategy?

Howard Cunningham
23 July 2019
Fixed income, Macro views
Blog

A question of quantity

We discuss the new revenue recognition standards.

Jeremy Stuber
19 July 2019
Industry views, Sector research
Blog

Perspective on the pivot

With financial markets threatening to bounce the Fed into a fresh easing cycle, we give our perspective.

Newton Real Return team
17 July 2019
Macro views, Real Return
Blog

Keeping the cobalt cowboys at bay

As cobalt becomes more ubiquitous, how can we make sure that vulnerable miners are being protected?

Newton responsible investment team
15 July 2019
Responsible investment, Sustainable
Blog

Flights not Ferraris

How is the millennial trend of spending on experiences, rather than things, affecting investors and industries?

Consumer power theme group
10 July 2019
Sector research, Themes
The ABCs of ESG
Blog

The ABCs of ESG

Why we believe environmental, social and governance factors are critical to investment decision-making, regardless of ethics or values.

Curt Custard
01 July 2019
Industry views, Newton philosophy, Responsible investment
Blog

What sort of social investor are you?

How to address latent (and untapped) demand for responsible investment.

Julian Lyne
25 June 2019
Responsible investment, Sustainable
Blog

Party like it’s Norway (or not)

The global liquidity party remains very much in evidence, despite the Norwegian central bank’s latest rate hike.

Jon Day
21 June 2019
Fixed income, Themes
Blog

Sovereign scruples

What are the ESG risks surrounding sovereign bonds?

Trevor Holder
19 June 2019
Fixed income, Responsible investment
Blog

Population prospects

Major demographic shifts will have pronounced implications for economies and investors.

Ed Geall
12 June 2019
Macro views, Sector research, Themes
Blog

Pensions? Nah, pass the avocado

The DC millennial challenge and some (but definitely not all) solutions

Newton responsible investment team
06 June 2019
Defined contribution, Industry views
Waiting for BoJo
Blog

Waiting for BoJo

How is the UK’s Brexit waiting game playing out in the bond markets?

Howard Cunningham
05 June 2019
Fixed income
Blog

Trade trouble

As tariffs are hiked again, where does the US-China trade war go from here?

Trevor Holder
29 May 2019
Emerging markets & Asia, Fixed income, Macro views, Themes
Blog

The rise and rise of ‘MMT’ economics

Modern Monetary Theory is gaining traction among policymakers, but what are the possible consequences for investors and markets?

Brendan Mulhern
28 May 2019
Macro views, Real Return, Themes
Golden Opportunity?
Blog

Golden opportunity?

Gold can be hard to decipher as an investment. How should you go about understanding this tricky commodity?

Newton Real Return team
21 May 2019
Real Return, Sector research
Blog

The good in going green

Discussions around sustainability often involve exclusion – but what are the positive opportunities in sustainable investment?

Philip Shucksmith
20 May 2019
Responsible investment, Sustainable
Blog

All that glitters

Gold can be an enticing investment – but is it suitable for sustainable strategies?

Lloyd McAllister
03 May 2019
Responsible investment, Sustainable
Blog

What now for Spain?

Political uncertainty could create short-term instability for Spanish bond spreads, but will it last?

Paul Brain
01 May 2019
Fixed income, Macro views
Blog

Prop-ping up a powerhouse

How the property market continues to dominate the cyclical ups and downs of China’s economy.

Brendan Mulhern
15 April 2019
Emerging markets & Asia, Real Return, Themes
Brexit trick or treat
Blog

Brexit trick or treat?

The EU and UK finally agree on a Brexit extension until 31 October. What happens next?

Paul Markham
12 April 2019
Global equities, UK equities
Blog

Keep palm and carry on?

Why you should look past the online outrage directed at the world’s most consumed vegetable oil

Newton responsible investment team
05 April 2019
Responsible investment, Sustainable
Sustainability
Blog

Sustainability is the new black

Consumers increasingly want products that stand for something, but how can companies balance purpose and profit?

Newton responsible investment team
29 March 2019
Responsible investment, Sector research, Sustainable, Themes
Blog

The MP strikes back

In an unprecedented move, politicians are wresting control of the Brexit process from the UK prime minister.

Paul Markham
26 March 2019
Global equities, UK equities
Populist push
Blog

Populist push

A new ‘post-globalisation’ era may have major implications for investors.

Andy Warwick
25 March 2019
Macro views, Real Return, Themes
Blog

Inflation: the rise and fall

With consumer price inflation remaining subdued despite extreme monetary policies, should investors still worry about inflation risk?

Newton Real Return team
22 March 2019
Macro views, Real Return
Blog

Charting the course

What are the investment implications of the World Bank’s key charts of 2018?

Rebecca White
20 March 2019
Macro views, Responsible investment
Blog

Groundhog May

Amid another tumultuous week, the outcome of the UK’s Brexit negotiations look even murkier.

Howard Cunningham
14 March 2019
Fixed income, Macro views
Blog

Theresa’s may day

Another vote, another Brexit deal defeat for the UK prime minister. What happens next?

Paul Markham
13 March 2019
Global equities, Sector research, UK equities
Blog

Carry on Leo

The Irish and UK prime ministers are experiencing contrasting fortunes as Brexit negotiations rumble on.

Howard Cunningham
11 March 2019
Fixed income, Macro views, Sector research
Blog

A not-so-model industry

The fashion industry is facing growing pressure to clean up its sustainability act.

Newton responsible investment team
08 March 2019
Global income, Responsible investment, Sector research
Blog

Fuelling the future

In uncertain political times, how can governments and the oil industry manage the economics of reducing emissions?

Laura Sheehan
22 February 2019
Responsible investment, Sector research
Blog

Driving us Caracas

Venezuela’s president and opposition leader are deepening a political crisis that could hold major implications for global markets.

Carl Shepherd
19 February 2019
Emerging markets & Asia, Fixed income, Sector research
Blog

How much does the boss earn?

New CEO pay reporting requirements and their potential impact.

Ian Burger
13 February 2019
Responsible investment
Blog

Tick tock

As the bond-market cycle clock ticks on, we offer our outlook for 2019.

Paul Brain
11 February 2019
Fixed income, Macro views
Around the world in global equities
Blog

Around the world in global equities

We assess the prospects for global equities in 2019

Paul Markham
08 February 2019
Global equities, Macro views
Blog

A year of two halves?

With a decade of financial excess now behind us, the risks appear skewed to the downside.

Brendan Mulhern
05 February 2019
Macro views, Real Return
Blog

The robots are coming (again)!

Artificial intelligence is sweeping the planet. We set out the risks and potential rewards.

Lloyd McAllister
29 January 2019
Responsible investment, Sector research, Themes
Blog

Brexit’s May day?

The UK Prime Minister’s emphatic Brexit vote loss last night raises more Brexit questions than it answers.

Paul Markham
16 January 2019
Global equities, Macro views
Blog

You can’t always get (the Brexit) you want…

Theresa May’s crushing Brexit deal defeat appears relatively meaningless compared to what might happen next.

Howard Cunningham
16 January 2019
Fixed income, Macro views
Blog

Joining the dot-coms

How our ‘net effects’ theme contributes to investment decisions in emerging markets.

Newton equity opportunities team
09 January 2019
Emerging markets & Asia, Themes
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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.