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UK Institutional UK Institutional

Insight

global 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

Emily Heaven
03 December 2019
Global equities, Sector research, Themes
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
Harnessing the power of global equity
Article

Harnessing the power of global equity

A closer look at our global equity investment process

23 October 2019
Global equities, Responsible investment
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
Enforced Discipline: Capturing the Significance of Dividends
Article

Enforced discipline: capturing the significance of dividends

How a disciplined approach to equity income investment has generated a 13-year track record.

21 June 2019
Global equities, Global income
Sustainable Global Equity Fund – Client case study
Article

Sustainable Global Equity Strategy – Client case study

Charting one client's journey towards a sustainable investment mandate.

07 June 2019
Global equities, Sustainable
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.

Nick Clay
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
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

Europe’s new reformation era

Can Europe’s reform agenda truly help the area achieve growth?

Emma Mogford
06 November 2017
Global equities
Blog

Japan’s demographics: Working it out

Women and the elderly appear to be helping Japan’s labour force defy its poor demographics.

Yuko Takano
06 October 2017
Global equities
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

Crossing the line

What are the political and economic consequences of the European refugee crisis?

Emma Mogford
29 August 2017
Global equities
Blog

European election fever

Why we believe markets may be overexcited about developments in European politics.

Emma Mogford
20 June 2017
Global equities
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

2017: the year of the vote

Looking at a busy and critical electoral calendar in Europe.

Emma Mogford
01 March 2017
Global equities
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
Blog

The emperor’s speech

Japanese Emperor Akihito hints Prime Minister Abe’s constitutional reforms may be off target.

Yuko Takano
23 August 2016
Global equities
Blog

What’s nexit?

A European look on the brighter side of Brexit.

Emma Mogford
10 August 2016
Global equities
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This is a financial promotion. Issued in the UK 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. The opinions expressed in this document are those of Newton and should not be construed as investment advice. This document is for UK professional 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.