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Newton Investment Management

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Newton Portal
UK Institutional UK Institutional

Insight

global equities

Investment matters: Russia, China and the new world order
Audio

Russia, China and the new world order

How the Ukraine conflict could change the geopolitical and investment landscape.

19 May 2022
Emerging markets & Asia, Fixed income, Global equities, Macro views, Sector research
Global equity
Video

Global Equity – quarterly outlook

Portfolio manager Paul Markham discusses how the Russia-Ukraine conflict and inflation are influencing portfolio positioning.

18 May 2022
Global equities, Macro views
India and net zero: the path ahead
Video

India and net zero: the path ahead

How is India tackling climate change?

10 May 2022
Emerging markets & Asia, Global equities, Responsible investment, Sector research, Sustainable
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
Equity income: the academic evidence supporting the sector
Audio

Why equity-income investing is back.

Why equity income, why now?

18 March 2022
Global equities, Global income, Macro views, Responsible investment, Sector research, Sustainable
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
Emerging giants: Can India emulate China's recent growth?
Audio

China and India: taking a sustainable approach

We discuss the importance of thematic and sustainability considerations when investing in emerging markets.

04 January 2022
Emerging markets & Asia, Global equities, Macro views, Responsible investment, Sector research, Sustainable
The digital revolution: have investors missed the boat?
Article

The digital revolution: have investors missed the boat?

We discuss the value creation and disruption caused by digital transformation, and the related investment implications.

22 November 2021
Global equities, Macro views, UK equities
How to invest in an inflationary environment
Article

How to invest in an inflationary environment

We pick out the potential implications across the investment landscape of faster changes in consumer prices.

22 November 2021
Fixed income, Global equities, Global income, Multi-asset, Real Return
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
Evergreening Evergrande Calling Time
Article

Evergreening Evergrande: Calling time

We unpick the implications of the growing crisis in China’s real-estate sector for investors.

19 October 2021
Emerging markets & Asia, Global equities, Macro views, Sector research
The new tech cold war: unearthing opportunities in a silicon-focused world
Article

The new tech cold war: unearthing growth in a silicon-focused world

Navigating the US/China semiconductor rivalry to unearth long-term growth opportunities.

29 September 2021
Emerging markets & Asia, Global equities, Sector research
Equity income: the academic evidence supporting the sector
Audio

Equity income: the academic evidence supporting the sector

We look at recent academic work that underpins the effectiveness of global equity-income investing.

18 March 2021
Global equities, Global income, Macro views, 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
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
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
Coronavirus, 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
Coronavirus, 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
Coronavirus, 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.