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Newton Portal
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Blog

coronavirus

On the defensive
Blog

On the defensive

With protectionist measures on the increase globally, we discuss some of the opportunities and risks for investors.

Matt Brown
25 May 2021
Coronavirus, Macro views, Real Return
COVID-19: UK bond market impact
Blog

Going for (green) growth

We assess the implications of the UK Budget for bond markets and the wider economy.

Howard Cunningham
04 March 2021
Coronavirus, Fixed income, Macro views, Sector research
Is the stage set for inflation?
Blog

Is the stage set for inflation?

Will inflation finally re-emerge in a post-pandemic recovery, and how can a balanced portfolio prepare for it?

Aron Pataki
01 February 2021
Coronavirus, Macro views, Real Return
Return of the Cyclicals
Blog

Return of the cyclicals

We discuss the outlook for cyclical stocks.

Paul Markham
17 December 2020
Coronavirus, Global equities, Sector research
Fast forward: A journey to the future of investment
Blog

The future today: four key trends shaping the investment landscape

We analyse how the pandemic is shaping key trends affecting the investment landscape today and in the future.

Curt Custard
17 November 2020
Coronavirus, Global equities, Macro views, Real Return, Themes
Market melt-up?
Blog

Market melt-up?

Could the US election outcome and hopes of an imminent Covid-19 vaccine keep markets trending upwards?

Brendan Mulhern
12 November 2020
Coronavirus, Macro views, Real Return
Navigating the debt mountain
Blog

Navigating the debt mountain

As the global pandemic fallout continues, we assess the relative merits of developed and emerging-market debt.

Trevor Holder
03 November 2020
Coronavirus, Emerging markets & Asia, Fixed income
Blog

Beyond Covid-19: The ‘U-bend’ recovery

Why we believe the post-pandemic economy will take some time to get back to pre-crisis levels.

Paul Brain
20 August 2020
Coronavirus, Fixed income, Macro views, Sector research, Themes
Coal, Covid-19 and the rise of renewables
Blog

Coal, Covid-19 and the rise of renewables

What legacy will the dwindling use of coal leave for the energy industry and investors in renewables?

Paul Flood
11 August 2020
Coronavirus, Multi-asset, Sector research, Sustainable
Blog

The danger of ‘SDG washing’

Despite good words and intentions, corporate and government support for the UN’s Sustainable Development Goals is falling behind.

Newton responsible investment team
03 August 2020
Coronavirus, Responsible investment, Sector research, Sustainable
Blog

European recovery assured?

We assess the ramifications of the European Union’s €750bn deal for EU bond markets and the euro.

Paul Brain
21 July 2020
Coronavirus, Fixed income, Macro views, Sector research
Why the global recovery shouldn’t cost the planet
Blog

Why the global recovery shouldn’t cost the planet

We assess the potential for a more sustainable recovery from the latest global crisis.

Newton responsible investment team
14 July 2020
Coronavirus, Responsible investment, Sustainable
Is volatility here to stay?
Blog

Is volatility here to stay?

We provide our macro outlook for the second half of 2020.

Suzanne Hutchins
10 July 2020
Coronavirus, Defined contribution, Macro views, Multi-asset, Real Return
Engaging for a Greener Future
Blog

Covid-19: Winning the peace

How the pandemic could help pave the way to a more sustainable future.

Newton responsible investment team
03 July 2020
Coronavirus, Responsible investment, Sector research, Sustainable
Tough gig
Blog

Covid-19: A tough gig

The pandemic is shining a spotlight on the treatment of those undertaking low-paid, flexible work.

Rebecca White
15 May 2020
Coronavirus, Responsible investment, Sustainable
Blog

Looking through the pandemic: The shape of the recovery

We assess some potential consequences of the pandemic, and how they may play out in the global economy.

Paul Brain, Howard Cunningham
11 May 2020
Coronavirus, Fixed income, Macro views, Sector research, Themes
2019 Charity Investment Survey
Blog

A bridge to a lower-carbon future

We assess the role that carbon offsetting can play within the transition to a lower-carbon world.

Newton responsible investment team
01 May 2020
Coronavirus, Responsible investment, Sector research, Sustainable
Blog

Oil dividends: Losing energy?

We examine how the pandemic may affect oil company dividends and the transition to a greener world.

Laura Sheehan
28 April 2020
Coronavirus, Responsible investment, Sector research, Sustainable
Our purpose
Blog

Covid-19: Looking beyond the pandemic

How will society and the global economy fare once the coronavirus pandemic begins to dissipate?

Paul Markham
23 April 2020
Coronavirus, Global equities, Sector research
The rise and rise of ‘MMT’ economics
Blog

Save and prosper?

How the pandemic and rescue packages are changing both corporate behaviour and the dynamics of fixed-income markets.

Howard Cunningham, Paul Brain
20 April 2020
Coronavirus, Fixed income, Sector research
Blog

Over a barrel?

We assess how the oil sector is facing up to an unprecedented fall in global demand.

Laura Sheehan
16 April 2020
Coronavirus, Industry views, Sector research
Blog

How Covid-19 could transform the future of health care

We examine the longer-term impact of the virus on the health-care sector.

Newton global research team
07 April 2020
Coronavirus, Sector research, Themes
Blog

Covid-19: Health care for the greater good

We analyse how the global health-care sector is faring in the face of the global pandemic.

Newton global research team
01 April 2020
Coronavirus, Sector research, Themes
Being an engaged investor
Blog

Being an engaged investor in the time of Covid-19

We give you the lowdown on the most pressing ESG concerns during this pandemic.

Newton responsible investment team
30 March 2020
Coronavirus, Industry views, Responsible investment
Blog

Covid-19: The US goes big

We assess the potential impact of an unprecedented US fiscal stimulus package on markets.

Brendan Mulhern
26 March 2020
Coronavirus, Global equities, Macro views, Real Return
Covid-19: BoE: ‘take back control’
Blog

Covid-19: BoE: ‘take back control’

We assess the impact of the Bank of England’s latest efforts to calm febrile markets.

Howard Cunningham
20 March 2020
Coronavirus, Fixed income, Sector research
Covid-19: ECB’s ‘shock and awe’
Blog

Covid-19: ECB’s ‘shock and awe’

We assess what the European Central Bank’s latest financial rescue package means for European bond markets.

Jon Day
20 March 2020
Coronavirus, Fixed income, Sector research
Covid-19: Looking through the crisis
Blog

Covid-19: Looking through the crisis

We analyse the impact of Covid-19 on global bond markets in anticipation of the next stage.

Paul Brain
19 March 2020
Coronavirus, Fixed income, Macro views
Searching for a silver lining
Blog

Searching for a silver lining

As market turmoil continues, we consider the outlook for global equities

Paul Markham
18 March 2020
Coronavirus, Global equities
COVID-19: UK bond market impact
Blog

Covid-19: UK bond market impact

We analyse the impact of the UK government’s financial rescue package on bond markets

Howard Cunningham
18 March 2020
Coronavirus, Fixed income, Sector research
Blog

Coronavirus: Back from the brink?

Coronavirus-induced volatility continues to plague markets, but are there some tentative early signs of recovery?

Brendan Mulhern
09 March 2020
Coronavirus, Macro views, Real Return
Blog

Time to panic?

What does the coronavirus mean for Chinese equities?

Newton equity opportunities team
25 February 2020
Coronavirus, Emerging markets & Asia
Going viral
Blog

Going viral

How does the spread of coronavirus affect the global investment outlook?

Brendan Mulhern
07 February 2020
Coronavirus, Macro views, Real Return
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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.