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.

Why we believe the time is right for equity income.

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

Why equity income, why now?

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.

Why income stocks deserve consideration in 2022.

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.

As China’s economy and geopolitical influence continue to grow, what are the threats and opportunities for investors?

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

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

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

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 assess how the pandemic has sharpened the focus of energy companies on the low-carbon energy transition.

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

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.

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

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

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.

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.

We assess some potential consequences of the pandemic, and how they may play out in the global economy.

We assess the role that carbon offsetting can play within the transition to a lower-carbon world.

We examine how the pandemic may affect oil company dividends and the transition to a greener world.

How will society and the global economy fare once the coronavirus pandemic begins to dissipate?

How the pandemic and rescue packages are changing both corporate behaviour and the dynamics of fixed-income markets.

We assess how the oil sector is facing up to an unprecedented fall in global demand.

We examine the longer-term impact of the virus on the health-care sector.

We analyse how the global health-care sector is faring in the face of the global pandemic.

We assess the impact of the Bank of England’s latest efforts to calm febrile markets.

We assess what the European Central Bank’s latest financial rescue package means for European bond markets.

We analyse the impact of the UK government’s financial rescue package on bond markets

Our ‘consumer power’ theme helps us navigate the disruptive forces facing retailers.

Disruptive innovation in health care could help us age more healthily

What did our visit to an underground farm teach us about agricultural innovations?

Our dynamic thematic framework helps identify structural growth opportunities created by rapid urbanisation.

A further Brexit delay and an unpredictable election spell further near-term uncertainty for the UK economy.

We contemplate the nuances of sustainable investment.

We discuss the role of wind and solar power in a transition to a greener energy economy.

Spending money on health and wellness is gaining popularity. What opportunities does this present?

We consider the role of liquid real assets in a diversified portfolio.

We discuss the new revenue recognition standards.

How is the millennial trend of spending on experiences, rather than things, affecting investors and industries?

Major demographic shifts will have pronounced implications for economies and investors.

Gold can be hard to decipher as an investment. How should you go about understanding this tricky commodity?

Consumers increasingly want products that stand for something, but how can companies balance purpose and profit?

Another vote, another Brexit deal defeat for the UK prime minister. What happens next?

The Irish and UK prime ministers are experiencing contrasting fortunes as Brexit negotiations rumble on.

The fashion industry is facing growing pressure to clean up its sustainability act.

In uncertain political times, how can governments and the oil industry manage the economics of reducing emissions?

Venezuela’s president and opposition leader are deepening a political crisis that could hold major implications for global markets.

Artificial intelligence is sweeping the planet. We set out the risks and potential rewards.

How are external and internal factors likely to affect the global oil price over the coming months?

Could the performance of dividend strategies revert to the long-term mean after three years of relative underperformance?

Gen Z is spending more on health, fitness, food and fashion. We assess the investment implications.

What are the potential consequences of China/US trade friction for emerging and developed markets?

Genomics has the potential to change health-care systems on a global scale. How will this affect investors and…

The automobile industry is changing rapidly. What does this mean for traditional cars and their new electric counterparts?