sector research

ESG ratings play an important role in asset management, but we believe their application needs to be better…

Listen to why and how Newton uses micro and macro themes as part of its investment research.

How could scalable technology help mitigate the impacts of climate change?

Why should we be concerned about investing in climate crisis adaption today?

After a prolonged period of relative underperformance, could emerging-market equities be set for a renaissance?

How the theme of ‘great power competition’ could shape the macroeconomic backdrop in 2023 and beyond.

We explore potentially life-saving advanced driver assistance system technology.

We discuss the evolution of sustainability reporting.

We examine the current macro backdrop and where investors can potentially find pockets of growth.

We believe infrastructure has exposure to themes with greater transparency that can provide some stability in uncertain times.

We discuss our 2023 outlook.

Explore how commercial real estate can build from pandemic lows as offices reopen.

We discuss the uncertain outlook facing the global economy and financial markets.

The regionalisation and localisation of supply chains can amplify their resiliency and sustainability, creating potential long-term investment opportunities.

We believe active managers should look to global natural resources for attractive opportunities amid this multi-year commodity upcycle.

How can a different approach to equity investment seek out opportunities in a radically different market regime?

We reveal our key macro findings from a recent fact-finding trip to Tokyo.

As we navigate the future of agriculture, efficient price discovery could be a key agent for positive change.

We discuss the outlook for equity income investing.

We assess the impact of the UK government’s Autumn Statement on the gilt market.

Our themes continue to evolve in line with the significant changes we are seeing across the globe.

What are the barriers to safe autonomous driving?

We explain what we would like to see from the participants at this year’s climate-change event in Egypt.

Assessing the UK’s monetary and fiscal predicament.

Exploring agriculture can present one of the best indirect methods to accurately price water, a perpetually mispriced commodity.

In the latest Double Take, we examine the investment implications of the continuing energy crisis enveloping the UK.

Are global bond opportunities starting to appear?

We examine how the Russian leader’s actions have affected the market’s risk premium and what might happen next.

We investigate the rapidly evolving world of cryptocurrency compliance as financial institutions plan to expand into digital assets.

What opportunities and perils lie in store for investors as the energy crisis unfolds in Europe?

Global infrastructure securities can hold up as a buffer in this inflationary environment.

Key (and sometimes surprising) findings from a recent trip to Vietnam.

After decades of abundant food supply, changes in the agricultural commodity equilibrium may have lasting effects for consumers.

We discuss the challenges of accounting for goodwill.

Blockchain solutions are rapidly evolving beyond cryptocurrencies.

The new energy crisis – food scarcity – presents challenges and opportunities as the world prepares for structural…

The decade-old theme still points to long-term growth opportunities in differentiated areas including enterprise businesses and international markets.

Jon Bell talks to David Chambers and Adam Reed about their academic research challenging misconceptions about equity-income investing.

Why Newton is focused on the Science Based Targets initiative in the drive to achieve net zero

How are legacy financial institutions managing cryptocurrencies? We discuss this and more in our latest Double Take episode.

We discuss the macroeconomic factors driving the potential return of manufacturing jobs to the US.

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

Why now for US small and mid-caps?

We discuss how investors assess and monitor acquisitions.

We examine how the theme of divergence is creating opportunities for global bond investors in the US market.

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

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

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

Paul Brain discusses why US bond markets are offering opportunities not currently available in European markets.

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

How is India tackling climate change?

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

As conflict continues in Ukraine, we assess the potential investment implications arising from evolving Sino-Russian relations.

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

We discuss the outlook for infrastructure amid rising inflation and increased demand for income.

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

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

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

We assess the geopolitical and economic implications of China’s imminent Winter Olympics, and the country’s priorities for 2022.

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

The importance of (and challenges with) valuing intangibles.

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

Can India emulate China's recent growth?

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

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

We discuss opportunities in UK technology stocks.

Why cooperation on reducing carbon emissions must be truly global.

Tackling climate change: How did we get here?

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

We discuss how the pandemic has distorted standard valuation measures.

Where are the best opportunities for sustainable-bond investors?

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

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

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

We assess the implications of the UK Budget for bond markets and the wider economy.

Making the case for revisiting companies’ cash flow statements.

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

We discuss the outlook for cyclical stocks.

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

We discuss the outlook for the precious metal.

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

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

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

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

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

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

Why we believe the post-pandemic economy will take some time to get back to pre-crisis levels.

What legacy will the dwindling use of coal leave for the energy industry and investors in renewables?

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

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

Despite good words and intentions, corporate and government support for the UN’s Sustainable Development Goals is falling behind.

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

We assess the ramifications of the European Union’s €750bn deal for EU bond markets and the euro.

How is the pandemic changing global trends?

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

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

As the world slowly emerges from the pandemic, we assess the technology sector’s shifting attitudes to ESG issues

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

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

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