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Newton Portal
UK Institutional UK Institutional

Blog

global equities

Blog

Biofuels: fuelling the next food crisis?

With biofuels set to play an important role in the energy transition, we consider potential pitfalls.

Albert Chu
30 January 2023
Global equities, Industry views
Russia and China: a new world order
Blog

Geopolitical outlook: how ‘great power competition’ will define 2023

How the theme of ‘great power competition’ could shape the macroeconomic backdrop in 2023 and beyond.

Richard Bullock
23 January 2023
Emerging markets & Asia, Fixed income, Global equities, Macro views, Sector research, Ukraine
Blog

ADAS, on the road to autonomy

We explore potentially life-saving advanced driver assistance system technology.

Robert C Zeuthen, Frank J Goguen, George Saffaye
17 January 2023
Global equities, Industry views, Sector research
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
Global equities: Our outlook for 2023
Blog

Global equities: Our outlook for 2023

We examine the current macro backdrop and where investors can potentially find pockets of growth.

John R Porter III
23 December 2022
Global equities, Sector research
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
Unpacking the Future of Blockchain
Blog

Unpacking the future of blockchain

We discuss our 2023 outlook.

Jonathan Piskorowski
13 December 2022
Global equities, Sector research
Supercharging the Global Electric Vehicle Supply Chain
Blog

Supercharging the global electric vehicle supply chain

The regionalisation and localisation of supply chains can amplify their resiliency and sustainability, creating potential long-term investment opportunities.

Robert C Zeuthen, Frank J Goguen, George Saffaye
07 December 2022
Global equities, Industry views, Sector research
Agriculture, Nature, Outdoors
Blog

2023 outlook for global natural resources: Volatility and the scarcity economy

We believe active managers should look to global natural resources for attractive opportunities amid this multi-year commodity upcycle.

Albert Chu
07 December 2022
Global equities, Sector research
Asian Equity Income
Blog

Japan: Can the sun rise again?

We reveal our key macro findings from a recent fact-finding trip to Tokyo.

Richard Bullock
01 December 2022
Fixed income, Global equities, Industry views, Macro views, Sector research
Climate Change and Agriculture
Blog

Climate change and agriculture

As we navigate the future of agriculture, efficient price discovery could be a key agent for positive change.

Albert Chu
28 November 2022
Global equities, Sector research
The Importance of Water to Agriculture
Blog

The importance of water to agriculture

Exploring agriculture can present one of the best indirect methods to accurately price water, a perpetually mispriced commodity.

Albert Chu
26 October 2022
Global equities, Sector research
Policy response
Blog

Vladimir Putin: Mr three per cent?

We examine how the Russian leader’s actions have affected the market’s risk premium and what might happen next.

Richard Bullock
21 October 2022
Fixed income, Global equities, Macro views, Sector research, Ukraine
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
The Geopolitics of Agriculture and Food
Blog

The geopolitics of agriculture and food

After decades of abundant food supply, changes in the agricultural commodity equilibrium may have lasting effects for consumers.

Albert Chu
29 September 2022
Global equities, Sector research
The Emergence of Enterprise Blockchain Applications
Blog

The emergence of enterprise blockchain applications

Blockchain solutions are rapidly evolving beyond cryptocurrencies.

Jonathan Piskorowski
01 September 2022
Global equities, Sector research
The Hesitant IPO Market
Blog

The hesitant IPO market

We explore the effects of the current macroeconomic environment on the IPO market.

Jack Encarnacao
31 August 2022
Global equities, UK equities, US equities
Understanding the Shifting Agricultural Landscape
Blog

Understanding the shifting agricultural landscape

The new energy crisis – food scarcity – presents challenges and opportunities as the world prepares for structural…

Albert Chu
22 August 2022
Global equities, Sector research
Graphics, Art, Crystal
Blog

The next wave of digital transformation

The decade-old theme still points to long-term growth opportunities in differentiated areas including enterprise businesses and international markets.

Robert C Zeuthen, Maria Toneva
22 August 2022
Global equities, Sector research, Themes
Evolution not revolution: how our macro themes evolve
Blog

Evolution not revolution: how our macro themes evolve

How our macro-focused investment themes have evolved to deal with a changing geopolitical and economic backdrop.

Paul Brain
04 August 2022
Emerging markets & Asia, Fixed income, Global equities, Themes
Blog

Russian bear, Chinese dragon: feasting on honey or playing with fire?

As conflict continues in Ukraine, we assess the potential investment implications arising from evolving Sino-Russian relations.

Richard Bullock
08 April 2022
Fixed income, Global equities, Macro views, Sector research, Ukraine
Winter of discontent?
Blog

Winter of discontent?

We assess the geopolitical and economic implications of China’s imminent Winter Olympics, and the country’s priorities for 2022.

Richard Bullock
02 February 2022
Emerging markets & Asia, Global equities, Sector research
Deal or no deal?
Blog

Deal or no deal?

We assess Russian President Vladimir Putin’s list of demands over Ukraine and future implications for Europe’s security architecture.

Richard Bullock
20 January 2022
Emerging markets & Asia, Global equities, Macro views, Ukraine
Outer Space, Space, Universe
Blog

Which areas of accounting need improving?

Why we believe the IASB’s Third Agenda Consultation is a great opportunity for investors to influence its priorities.

Jeremy Stuber
22 October 2021
Global equities, Industry views
Return of the Cyclicals
Blog

Return of the cyclicals

We discuss the outlook for cyclical stocks.

Paul Markham
17 December 2020
Global equities, Sector research
US election
Blog

Biden: his time

We assess the implications of Joe Biden’s US presidential election victory.

Paul Markham
09 November 2020
Global equities, Macro views
US election
Blog

US election: All eyes on November

With the US election fast approaching, we assess the potential implications for markets.

Paul Markham
30 September 2020
Global equities, Macro views
ESG: On the radar of the tech giants
Blog

ESG: On the radar of the tech giants

As the world slowly emerges from the pandemic, we assess the technology sector’s shifting attitudes to ESG issues

Catherine Doyle
25 June 2020
Global equities, Real Return, 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
Global equities, Sector research
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
Global equities, Macro views, Real Return
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
Global equities
The end of the beginning?
Blog

The end of the beginning?

The UK may have officially left the European Union, but the real negotiations are yet to begin.

Paul Markham
04 February 2020
Global equities, UK equities
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

Newton global research team
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
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

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

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
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

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
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
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

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

Brexit: what’s next?

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

Paul Markham
21 December 2018
Global equities
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

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

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

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

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

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
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

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

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

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

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

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

Don't Trump to conclusions

How do you begin to position portfolios for the forthcoming US presidential election?

Paul Markham
11 October 2016
Global equities
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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.