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Newton Investment Management

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Newton Portal
UK Institutional UK Institutional

Blog

sector research

Russian bear, Chinese dragon: feasting on honey or playing with fire?
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
Server, Computer, Hardware
Blog

Retake on Double Take: Data privacy and regulating big tech

We investigate how big tech companies are mining personal data, and how regulators and lawmakers are responding.

Raphael J. Lewis, Jack Encarnacao
07 April 2022
Industry views, Macro views, 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
Ukraine Russia war soldier
Blog

Russian bear: grizzly and exiled

We examine the long-term global structural impacts of the Ukraine war and Russia’s pariah status.

Richard Bullock
21 March 2022
Macro views, Sector research, Ukraine
Russian bear out in the cold
Blog

Russian bear out in the cold

We assess the possible investment implications of Russia’s invasion of Ukraine.

Richard Bullock
25 February 2022
Fixed income, 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
On the rise…
Blog

On the rise…

We assess what the Fed’s latest monetary-policy signalling could mean for bond markets.

Paul Brain
28 January 2022
Fixed income, Macro views, Sector research
UK equities: time to keep a cool head
Blog

The value of a smile … it costs nothing but creates much

The importance of (and challenges with) valuing intangibles.

Jeremy Stuber
27 January 2022
Industry views, Sector research
Copper: strong tailwinds, although the ride could be bumpy
Blog

Copper: strong tailwinds, although the ride could be bumpy

With tight supply and growing demand, we discuss the outlook for copper.

Catherine Doyle
06 December 2021
Real Return, Sector research
What’s behind the current energy crisis?
Blog

What’s behind the current energy crisis?

There’s more than meets the eye in relation to rising gas prices and their effect on the economy.

Paul Flood
19 October 2021
Multi-asset, Sector research
Antenna, Electrical Device, Radio Telescope
Blog

UK technology stocks: under the radar?

We discuss opportunities in UK technology stocks.

Louise Kernohan
26 August 2021
Sector research, UK equities
Outer Space, Space, Universe
Blog

Global minimum tax: why it matters

Why we believe tax is under-analysed, and how it informs our broader view of governance.

Jeremy Stuber
24 June 2021
Industry views, Sector research
How to value a company during a pandemic
Blog

How to value a company during a pandemic

We discuss how the pandemic has distorted standard valuation measures.

Jeremy Stuber
14 May 2021
Industry views, Sector research
India: Ready for a China-Style Takeoff?
Blog

India: Ready for a China-style take-off?

We assess India’s prospects of emulating the recent rapid growth trajectory of China.

Ian Smith
13 April 2021
Emerging markets & Asia, Sector research
No longer glittering
Blog

No longer glittering?

With the gold price trending lower in recent months, we assess the outlook for the precious metal.

Catherine Doyle
09 April 2021
Multi-asset, Real Return, Sector research
Inflationary Fears Overdone?
Blog

Inflationary fears overdone?

We assess the near and mid-term implications of central-bank and government policy for bond markets.

Paul Brain
07 April 2021
Fixed income, Macro views, Sector research
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
Blog

Turnover is vanity, profit is sanity, but cash is reality

Making the case for revisiting companies’ cash flow statements.

Jeremy Stuber
25 February 2021
Industry views, Sector research
Bitcoin
Blog

Bitcoin – fool’s gold or digital Mecca?

With the cryptocurrency increasingly in the spotlight, we consider its role in a multi-asset portfolio.

Catherine Doyle
03 February 2021
Multi-asset, Real Return, Sector research
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
Sustainable Global Equity Strategy
Blog

Engaging for a greener future

Why engagement is an effective way to support the energy sector’s transition to a lower-carbon future.

Newton responsible investment team
15 December 2020
Responsible investment, Sector research, Sustainable
Gold, Box, Treasure
Blog

Gold: tailwinds?

We discuss the outlook for the precious metal.

Catherine Doyle
14 December 2020
Macro views, Real Return, Sector research
Building, Factory, Refinery
Blog

A turning point for US energy policy?

We consider how Joe Biden’s election win might change the outlook for the energy sector.

Laura Sheehan
27 November 2020
Industry views, Sector research
Fast forward: A journey to the future of investment
Blog

Tomorrow’s world: fast forward to a sustainable future

We examine how the pandemic might pave the way to a more sustainable future.

Newton responsible investment team
16 November 2020
Responsible investment, Sector research, Sustainable, Themes
Energy: Uncertainty and complexity creates opportunity
Blog

Energy: uncertainty and complexity creates opportunity

We discuss the pandemic’s lasting legacy on the energy sector.

Laura Sheehan
02 November 2020
Industry views, Sector research
Blog

The hidden world of cybersecurity

As cybersecurity threats continue to rise, ESG-focused investors should take note.

Catherine Doyle
02 September 2020
Responsible investment, Sector research
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

Taxing times

Corporate taxation practices are attracting growing scrutiny. What are the investment implications?

Rebecca White
06 August 2020
Responsible investment, Sector research
Blog

PRI ratings: Newton’s 2020 grades

How has Newton fared in the latest United Nations Principles for Responsible Investment (PRI) annual assessment ratings?

Rebecca White
05 August 2020
Newton philosophy, Responsible investment, 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

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
Doing the right thing: ESG and EMD
Blog

Doing the right thing: ESG and EMD

We analyse the importance of sound governance and disciplined ESG analysis when selecting emerging-market government bonds.

Carl Shepherd, Trevor Holder
27 July 2020
Emerging markets & Asia, Fixed income, Responsible investment, Sector research
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
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
Blog

Is investment grade nearing the ‘danger zone’?

We assess two potential tail-risk scenarios from the pandemic that could hurt investment-grade bond investors.

Howard Cunningham
26 June 2020
Fixed income, Sector research
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
Taking Action on the Implications of Climate Change
Blog

Fossil fuels: Survival of the adaptors

We assess the prospects for oil & gas companies as they seek to navigate the energy transition.

Newton responsible investment team
26 May 2020
Newton philosophy, Responsible investment, Sector research, Sustainable, Themes
US dollar: devalue to save the world?
Blog

US dollar: devalue to save the world?

We assess how US-dollar strength will affect the global economy as it starts to recover from the pandemic.

Paul Brain
22 May 2020
Fixed income, Macro views, Sector research
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
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: 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
UK high street down but not out
Blog

The high street – down but not out

Our ‘consumer power’ theme helps us navigate the disruptive forces facing retailers.

Amy Chamberlain
03 January 2020
Sector research, Themes
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
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.

Newton global research team
21 November 2019
Emerging markets & Asia, Macro views, Newton philosophy, Sector research, Themes
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
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

Wind? We’re fans

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

Newton global research team
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?

Newton global research team
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

A question of quantity

We discuss the new revenue recognition standards.

Jeremy Stuber
19 July 2019
Industry views, Sector research
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
Blog

Population prospects

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

Newton global research team
12 June 2019
Macro views, Sector research, 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
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

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

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

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

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

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

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

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

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

Music matters

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

Newton equity opportunities team
29 March 2018
Sector research
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

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
Blog

Around the block

Blockchain technology could revolutionise financial services.

Paul Markham
12 December 2017
Sector research
Blog

Hitting turbulence

Why have previously fast-growing Middle Eastern airlines suffered a marked slowdown this year?

Newton global research team
28 November 2017
Industry views, Sector research
Blog

Ready, set, shop!

Why we believe fast fashion sidesteps the obstacles associated with our ‘abundance’ theme.

Amy Chamberlain
03 October 2017
Sector research
Blog

The $500,000 drug: set to upset the apple CAR-T?

The launch of a groundbreaking new treatment could change the way we think about drug pricing.

Newton global research team
12 September 2017
Sector research
Blog

Do you want chips with that?

The memory chip supply/demand sweet spot.

Newton equity opportunities team
08 September 2017
Sector research
Blog

Understatement of the year?

As Donald Trump recently commented, the health-care world is a “complicated” one to navigate.

Newton global research team
01 September 2017
Sector research
Blog

Electric vehicles – charging ahead?

Electric vehicles could spell the end of the road for the internal combustion engine.

Newton global research team
24 July 2017
Sector research
Blog

By popular demand...

Why demand remains the mother lode of health-care investing.

Newton global research team
06 July 2017
Sector research
Blog

Is more less?

What a simple experiment with jam can tell us about abundance and the consumer.

Amy Chamberlain
27 June 2017
Sector research
Blog

Building the dream

Infrastructure is currently a hot topic for investors, but what’s the reality?

Newton global research team
14 June 2017
Multi-asset, Sector research
Blog

Grand designs

Why all infrastructure investment opportunities aren’t created equal.

Philip Shucksmith
06 June 2017
Real Return, Sector research
Blog

Hacked off!

Some corporates may be left feeling insecure after the latest hacking to hit the headlines.

Newton global research team
24 May 2017
Sector research
Blog

A world of lycra lovers?

A look at the risks and opportunities in the athletic apparel and footwear market.

Newton global research team
11 May 2017
Sector research
Blog

The next China crisis?

Could China’s wealth management products spark a crisis in the country’s financial system?

Newton global research team
28 April 2017
Sector research
Blog

Doctor on demand

The use of technology in health-care delivery is becoming increasingly sophisticated.

Newton global research team
20 March 2017
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.