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Blog

James A Lydotes

James A. Lydotes
Author

James A Lydotes

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
Blog

What does net zero mean for portfolios?

We discuss how we are navigating net zero in our portfolios to achieve real-world decarbonisation.

James A Lydotes, Philip Shucksmith
17 January 2023
Global equities, Real Return, Sustainable
2023 Outlook for Global Infrastructure
Blog

2023 outlook for global infrastructure

We believe infrastructure has exposure to themes with greater transparency that can provide some stability in uncertain times.

James A Lydotes
16 December 2022
Global equities, Sector research
Global infrastructure: Tangible assets for tangible returns?
Blog

Global infrastructure: Tangible assets for tangible returns?

Global infrastructure securities can hold up as a buffer in this inflationary environment.

James A Lydotes
05 October 2022
Global equities, Sector research
‘I’s on the prize – income, inflation and infrastructure outlook
Blog

‘I’s on the prize – income, inflation and infrastructure outlook

We discuss the outlook for infrastructure amid rising inflation and increased demand for income.

James A Lydotes
04 April 2022
Global income, 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.