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Insight

industry views

Diversity and Human Capital
Audio

Diversity and human capital

Is the US ahead of the curve or behind in the regulation and disclosure of human capital management?

30 June 2022
Industry views, Macro views, Sector research
Streaming to success
Blog

Streaming to success

The music industry has returned to growth thanks to the rise of streaming. Can the momentum be maintained?

Connor Middleton
22 June 2022
Industry views, Multi-asset
How to value a company during a pandemic
Blog

It was the best of deals, it was the worst of deals

We discuss how investors assess and monitor acquisitions.

Jeremy Stuber
15 June 2022
Industry views, Sector research
Global Equities: Navigating a Volatile Backdrop
Blog

Global equities: Navigating a volatile backdrop

We discuss how our global equity specialists are managing the volatility of today’s market landscape.

John R Porter III
06 June 2022
Industry views, Macro views, Sector research
Retake on Double Take: A Nuclear Renaissance?
Blog

Retake on Double Take: A nuclear renaissance?

We discuss the potential of nuclear energy and how it may fit into the global energy transition.

Raphael J. Lewis, Jack Encarnacao
26 May 2022
Industry views, Macro views, Sector research, Sustainable
The reshoring decision
Audio

The reshoring decision

Will the potential reshoring boom lead to a capital-expenditure supercycle? We discuss in our latest Double Take episode.

24 May 2022
Industry views, Macro views, Sector research
A nuclear renaissance?
Audio

A nuclear renaissance?

In our latest Double Take podcast, we explore nuclear power and its potential as a clean energy alternative.

21 April 2022
Industry views, Macro views, Responsible investment, Sector research
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
Light, Laser, Graphics
Audio

Data privacy and regulating big tech

In our latest Double Take podcast, we investigate the massive changes happening in big tech and regulator reactions.

09 March 2022
Industry views, Macro views, Sector research
Is your multi-asset strategy fit for the future?
Article

Is your multi-asset strategy fit for the future?

CEO Euan Munro explains why key boundary conditions make it important to challenge the norms of multi-asset investing.

04 February 2022
Industry views, Macro views, Multi-asset, Real Return
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
Is music streaming an industry friend or foe?
Blog

Is music streaming an industry friend or foe?

We assess the evolving market landscape of the music streaming industry.

Paul Flood
01 December 2021
Industry views, Multi-asset
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
Investment Matters
Audio

How will we get to net zero? Part II

Why cooperation on reducing carbon emissions must be truly global.

03 August 2021
Industry views, Responsible investment, Sector research, Sustainable
Investment Matters
Audio

How will we get to net zero? Part I

Tackling climate change: How did we get here?

16 July 2021
Industry views, Macro views, Responsible investment, Sector research, Sustainable
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
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
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
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

Capping more than costs?

Why we believe a further reduction in the DC charge cap would be detrimental to members’ outcomes.

Catherine Doyle
16 September 2020
Defined contribution, Industry views, Real Return, Responsible investment
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
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
Staying joined up in a dislocated world
Blog

Staying joined up in a dislocated world

How can pension schemes and asset managers keep up with a disruptive and fast-moving investment backdrop?

Julian Lyne
09 January 2020
Industry views, Macro views
Blog

A just transition?

Our candid thoughts from the 2019 PRI in Person conference.

Rebecca White
19 September 2019
Industry views, Responsible investment, Sustainable
Blog

A question of quantity

We discuss the new revenue recognition standards.

Jeremy Stuber
19 July 2019
Industry views, Sector research
Blog

Pensions? Nah, pass the avocado

The DC millennial challenge and some (but definitely not all) solutions

Newton responsible investment team
06 June 2019
Defined contribution, Industry views
Blog

Walking the tightrope

How can individuals shackled with personal debt be encouraged to save for retirement?

Catherine Doyle
17 September 2018
Industry views
Blog

Continuous evolution

With further reforms to implement, and markets trending higher, what is next for the DC pensions sector?

Catherine Doyle
31 January 2018
Industry views
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

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

Lessons in litigation

What can UK DC schemes learn from the US about managing litigation risk?

Julian Lyne
15 November 2017
Industry views
Blog

A blueprint for post-retirement?

The lack of innovation in the post-retirement market remains disappointing...

Nick Pope
18 July 2017
Industry views
Blog

Robo-advice: technology over judgement?

Why we believe a business run for people is best run by people.

Bhavin Shah
25 May 2017
Industry views
Blog

View from afar

Could lessons from abroad help overcome the challenges in the UK DC market?

Julian Lyne
05 May 2017
Industry views
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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.