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Insight

uk equities

What next for the FTSE?
Blog

What next for the FTSE?

We discuss the outlook for UK equities.

Georgina Cooper
22 March 2023
UK equities
Blog

2022: Reflections of a UK equity investor

Looking back on a year of multiple crises.

David Cumming
10 January 2023
UK equities
COVID-19: UK bond market impact
Blog

What’s next for UK equities?

We describe the opportunities and challenges facing the UK equity market in 2023.

David Cumming
03 January 2023
UK equities
The Hesitant IPO Market
Blog

The hesitant IPO market

We explore the effects of the current macroeconomic environment on the IPO market.

Jack Encarnacao
31 August 2022
Global equities, UK equities, US equities
UK equities: What’s the market missing in the mid-cap area?
Blog

UK equities: What’s the market missing in the mid-cap area?

We examine the potential opportunities emerging as the performance of UK large and mid-cap stocks diverges.

Georgina Cooper
14 June 2022
UK equities
Antenna, Electrical Device, Radio Telescope
Blog

UK technology stocks: under the radar?

We discuss opportunities in UK technology stocks.

Louise Kernohan
26 August 2021
Sector research, UK equities
UK equities: time to keep a cool head
Blog

UK equities: time to keep a cool head

With a good degree of recovery priced in, we discuss the outlook for UK equities.

Louise Kernohan
06 May 2021
Themes, UK equities
UK equities: why bond yields matter
Blog

UK equities: why bond yields matter

We assess the impact of rising bond yields on the UK equity market.

Louise Kernohan
23 March 2021
Themes, UK equities
Vegetation, Plant, Rainforest
Blog

UK equities: a rocky road to recovery?

We discuss the outlook for UK equities.

Louise Kernohan
08 February 2021
Themes, UK equities
Rug, Home Decor, Art
Blog

UK equities: deal or no deal

We discuss the outlook for UK equities.

Louise Kernohan
10 December 2020
Themes, UK equities
The end of the beginning?
Blog

The end of the beginning?

The UK may have officially left the European Union, but the real negotiations are yet to begin.

Paul Markham
04 February 2020
Global equities, UK equities
High-stakes fortnight
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
Under starter's orders
Blog

Under starter’s orders

We assess the potential implications for Brexit, politics and markets ahead of the UK’s impending December election.

Paul Markham
13 November 2019
UK equities
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
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
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

Brexit means Brexit, but not yet

Chancellor Philip Hammond’s first Budget reveals little about the UK economy’s post-Brexit path.

Howard Cunningham
08 March 2017
Fixed income, UK equities
Blog

“It’s behind you!”

Why global equity income might offer a solution for cash flow negative schemes.

Newton equity income team
03 March 2017
Global income, UK equities
Blog

Trust exercises

How can pension schemes ensure they have a trustee board fit for the 21st century?

Catherine Doyle
23 February 2017
UK equities
Blog

Mission: Improbable

Agent May’s plan for Operation Brexit provides a reality check.

Howard Cunningham
18 January 2017
Fixed income, UK equities
Blog

Taking the rise

Why has Governor Mark Carney struck a markedly different tone after the Bank of England’s latest Inflation Report?

Howard Cunningham
07 November 2016
Fixed income, UK equities
Blog

Finding the guilty party

What’s really behind the recent sell-off in UK gilts?

Howard Cunningham
21 October 2016
Fixed income, UK equities
Blog

UK equities – incoming

Five reasons we believe UK equity income offers a compelling opportunity.

Newton equity income team
09 September 2016
UK equities
Blog

We don’t need no legislation

A policy lull should allow DC schemes breathing space to focus on default fund basics.

Catherine Doyle
31 August 2016
UK equities
Blog

Cutting the FTSE down to size

Looking past the headlines at the effect of the EU referendum on equity markets.

Newton Real Return team
30 June 2016
Macro views, Real Return, UK equities
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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.