Legal disclaimer

Cancel

Continue

The site you are about to enter is intended for UK institutional investors and investment consultants only.

By using this website I also confirm that:
I accept the Terms of Use and I agree to comply with them – View our Important information
I accept the BNY Mellon Privacy Policy and I agree to comply with it – View the BNY Mellon Privacy Policy
I accept and consent to the use of cookies and analytics – View our Cookie Policy

Cancel

Continue

Newton Investment Management

  • Portal login
  • UK Institutional
UK Institutional
  • Our purpose
  • Our clients
  • Strategies
    Back
    • Absolute-return strategies
      Back
      • Global Dynamic Bond
      • Multi-Asset Diversified Return
      • Real Return
      • Sustainable Global Dynamic Bond
      • Sustainable Real Return
    • Income strategies
      Back
      • Asian Equity Income
      • Emerging Equity Income
      • Global Dynamic Bond Income
      • Global Equity Income
      • Multi-Asset Income
      • Sustainable Global Equity Income
      • UK Equity Income
    • High-conviction strategies
      Back
      • Concentrated Global Equity
      • Global Emerging Markets Equity
      • Global Equity
      • Sustainable Global Equity
      • UK Opportunities
    • Sustainable strategies
      Back
      • Sustainable Global Dynamic Bond
      • Sustainable Global Equity
      • Sustainable Global Equity Income
      • Sustainable Real Return
      • Sustainable Sterling Bond
    • Thematic strategies
      Back
      • Future Earth
      • Future Food
      • Future Life
    • Defined contribution
    • All strategies
    • Fund information
      Back
      • Fund prices
      • Fund performance
      • Fund related costs
      • Key Investor Information Documents
    • Literature
    • Strategy updates
  • Themes
    Back
    • Our thematic investment process
    • Thematic investing: what it is and how we do it
    • Our investment themes
      Back
      • China influence
      • Consumer power
      • Earth matters
      • Financialisation
      • Healthy demand
      • Net effects
      • Population dynamics
      • Smart revolution
      • State intervention
    • Our thematic investment strategies
      Back
      • Future Earth
      • Future Food
      • Future Life
  • Responsible investment
    Back
    • UN Principles for Responsible Investment
    • What is responsible investment?
    • Meet the team
    • Our ESG approach
    • Engagement in practice
    • Voting
    • Our stewardship in action
    • Corporate responsibility
      Back
      • Diversity and inclusion
    • Our heritage
    • How do we hold ourselves to account?
    • What do we offer?
    • Our credentials
  • Insights
    Back
    • Coronavirus
    • The big picture
    • Real Return
    • Multi-asset
    • Global equities
    • Emerging markets & Asia
    • Themes
    • Fixed income
    • Responsible and sustainable
    • Defined contribution
    • Media
  • Blog
    Back
    • Categories
      Back
      • The big picture
      • Real Return
      • Multi-asset
      • Global equities
      • Themes
      • Emerging markets and Asia
      • Fixed income
      • Responsible and sustainable
    • Authors
    • Archives
      Back
      • 2020
      • 2019
      • 2018
      • 2017
      • 2016
    • Subscribe
  • Prices
    Back
    • Fund prices
    • Fund performance
      Back
      • Net performance
      • Gross performance
    • Fund related costs
      Back
      • Ex-ante costs and charges
      • Ex-post costs and charges
    • Key Investor Information Documents
Newton Portal
UK Institutional UK Institutional

Insight

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.

Andrew Parry
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
The Future of Work
Article

The future of work

Rebecca White outlines the investment implications of the future of work.

30 October 2020
Responsible investment, Sector research, Sustainable
Thematic investing
Article

Thematic investing: what it is and how we do it

We explain how we currently use themes in our investment approach.

28 October 2020
Newton philosophy, Sector research
Beyond the pandemic - Podcast
Audio

Beyond the pandemic: the bonds perspective: Part II

The outlook for inflation, and a focus on sustainable fixed-incoming investing.

27 October 2020
Coronavirus, Fixed income, Macro views, Responsible investment, Sector research, Sustainable
Beyond the pandemic - Podcast
Audio

Beyond the pandemic: the bonds perspective

How the monetary and fiscal response to Covid-19 is reshaping bond markets.

21 October 2020
Coronavirus, Fixed income, Macro views, Responsible investment, Sector research, Sustainable
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.

Andrew Parry
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
Podcast: Looking through the pandemic episode-1
Audio

Looking through the pandemic: Part II

How is the pandemic changing global trends?

08 July 2020
Coronavirus, Macro views, Responsible investment, Sector research, Sustainable
Engaging for a Greener Future
Blog

Covid-19: Winning the peace

How the pandemic could help pave the way to a more sustainable future.

Andrew Parry
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
Podcast: Looking through the pandemic episode-1
Audio

Looking through the pandemic: Part I

How will Covid-19 shape the post-pandemic investment landscape?

24 June 2020
Coronavirus, Macro views, Responsible investment, 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.

Andrew Parry
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.

Andrew Parry
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.

Emily Heaven
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.

Emily Heaven
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

Emily Heaven
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.

Ed Geall
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.

Tom Atkinson
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?

Emily Heaven
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.

Ed Geall
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

The real cost of low-cost travel

The low prices offered by budget airlines make them attractive to customers – but what about investors?

Rebecca White
08 November 2018
Responsible investment, Sector research
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, Emily Heaven
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?

Ben Smith
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.

Tom Atkinson
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.

Emily Heaven, Stephen Rowntree
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

Renewables revolution

Could falling wind and solar costs spur even greater investment in the sector in 2018?

Paul Flood
21 December 2017
Multi-asset, Responsible investment, 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

Who’s king of the carbon policy hill?

While China, Denmark and Norway are moving in the right direction, the US appears to be in reverse.

Mathieu Poitrat Rachmaninoff
17 August 2017
Responsible investment, Sector research
Blog

Electric vehicles – charging ahead?

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

Mathieu Poitrat Rachmaninoff
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
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

A taxing business

How can we try to identify the winners and the losers from US corporate tax reform?

Jeremy Stuber
22 February 2017
Sector research
Blog

A windy day

A trip to a wind farm provides valuable on-the-ground insights.

Paul Flood
14 February 2017
Multi-asset, Sector research
Blog

2017: a picture of good health

What’s the prescription for health care in 2017?

Emily Heaven
06 February 2017
Sector research
Blog

Making the right calls

A look at the investment landscape ahead in the telecommunications sector.

Jonathan McMullan
27 January 2017
Sector research
Blog

Banking on it?

Dissecting the prospects for a sector attracting keen investor interest as Donald Trump takes office.

Newton global research team
25 January 2017
Sector research
Blog

China’s New Year resolutions

Four pieces of good news for health care in China.

Newton global research team
16 January 2017
Sector research
Blog

The 2017 shopping list

The big themes to watch this year in the consumer sector.

Amy Chamberlain , Maria Toneva
10 January 2017
Sector research
  • Site map
  • Social media
  • Cookie policy
  • Manage cookies
  • BNY Mellon privacy notice
  • Important information
  • Careers
  • Events
  • Contact
A BNY Mellon Company

Follow us

Select your location

Investor type

Individual Investors will be redirected to bnymellon.com

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.