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 Notice and I agree to comply with it – View the BNY Mellon Privacy Notice
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
  • About Newton
    Back
    • Our purpose
    • Our people
    • Our culture
    • Corporate responsibility
    • Diversity, equity and inclusion
    • Careers
  • Our clients
  • Strategies
    Back
    • All strategies
    • Featured strategies
      Back
      • Real Return
      • Sustainable Global Emerging Markets
      • Global Emerging Markets Equity
      • Sustainable Global Equity
      • Sustainable Real Return
      • Global Dynamic Bond
      • Global Equity
      • Sustainable Global Dynamic Bond
    • By investment approach
      Back
      • Absolute-return strategies
      • Equity opportunities strategies
      • Multi-asset solutions
      • Income strategies
      • Fixed income strategies
      • Sustainable strategies
      • Thematic strategies
    • By asset class
    • Fund information
      Back
      • Fund prices
      • Fund performance
      • Fund related costs
      • Key Investor Information Documents
  • 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
  • Insights
    Back
    • Ukraine
    • 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
      • 2021
      • 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
  • Insights
  • Fixed income

Insights

fixed income

Expert comment and analysis from our investment team and industry specialists

Fixed income insights
Russian bear, Chinese dragon: feasting on honey or playing with fire?
Blog

Russian bear, Chinese dragon: feasting on honey or playing with fire?

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

Richard Bullock
08 April 2022
Fixed income, Global equities, Macro views, Sector research, Ukraine
Sustainable bonds: a year of regulatory growth?
Blog

Sustainable bonds: a year of regulatory growth?

We highlight some trends that we believe will influence the sustainable fixed-income market in 2022.

Scott Freedman
16 March 2022
Fixed income, Responsible investment, Sustainable
Exploring sustainable innovation with Iceland
Article

Influencing sustainable innovation at Iceland

Our fixed income team engaged with the retailer to discuss palm oil, greenwashing and more.

01 March 2022
Fixed income, Responsible investment, Sustainable
Russian bear out in the cold
Blog

Russian bear out in the cold

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

Richard Bullock
25 February 2022
Fixed income, Sector research, Ukraine
On the rise…
Blog

On the rise…

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

Paul Brain
28 January 2022
Fixed income, Macro views, Sector research
Sovereign sustainability
Article

Assessing the sustainability of sovereign bonds

Why we believe our sovereign sustainability process is a key differentiator.

14 January 2022
Fixed income, Sustainable
How fixed income can help deliver net zero
Blog

How fixed income can help deliver net zero

We outline our thoughts on the prospects for global fixed-income markets as we move towards a low-carbon economy.

Scott Freedman
22 December 2021
Fixed income, Sustainable
Symbol, Road Sign, Sign
Blog

Inflation: stick or twist?

We assess central banks’ latest strategies on interest rates as near-term inflation continues to rise.

Paul Brain
29 November 2021
Fixed income
How to invest in an inflationary environment
Article

How to invest in an inflationary environment

We pick out the potential implications across the investment landscape of faster changes in consumer prices.

22 November 2021
Fixed income, Global equities, Global income, Multi-asset, Real Return
Nature, Outdoors, Night
Blog

Remember, remember, the fourth of November

We assess the impact of a potential rate rise by the Bank of England next week.

Howard Cunningham
29 October 2021
Fixed income, Macro views
Insights
Blog

Time for taper tantrum II?

We assess the mood in bond markets as central banks once again start to focus on tapering quantitative-easing…

Paul Brain
17 September 2021
Fixed income, Themes
Something strange in bond markets
Blog

Something strange in bond markets…

We assess the drivers behind unusual recent moves in global bond markets and consider what may happen next.

Paul Brain
28 July 2021
Fixed income
From niche to mainstream
Blog

From niche to mainstream

How sustainable fixed-income investing is growing in prominence, and why an active approach makes sense.

Catherine Doyle
29 June 2021
Fixed income, Responsible investment, Sustainable
Bond market tug of war
Video

Tackling the bond market tug of war

Continuing professional development (CPD) opportunity: ESG training series for consultants and trustees

06 May 2021
Fixed income, Sustainable
Investment Matters - Episode 10
Audio

Bonds: Spotlight on sustainable fixed income

Where are the best opportunities for sustainable-bond investors?

21 April 2021
Fixed income, Sector research, Sustainable
Inflationary Fears Overdone?
Blog

Inflationary fears overdone?

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

Paul Brain
07 April 2021
Fixed income, Macro views, Sector research
Investment Matters - Podcast
Audio

Bonds: tackling inflation and finding value in fixed-income markets

Bond markets have endured a tough year. We discuss the inflation threat and where to find best value.

07 April 2021
Fixed income, Macro views
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
Growing the sustainable pie the right way
Blog

Growing the sustainable pie the right way

Key trends that will help to shape the growth of the sustainable fixed-income market in 2021 and beyond.

Scott Freedman
11 January 2021
Fixed income, Responsible investment, Sustainable
Fast forward: A journey to the future of investment
Blog

Finding opportunities in a world of vanishing interest rates

How a multi-asset credit approach could help investors seeking better yields and diversification.

Paul Brain
16 December 2020
Fixed income
US election
Blog

US election: bond investors shift focus to 2021

We discuss how bond markets have responded to the US election.

Paul Brain
09 November 2020
Fixed income, Macro views
Navigating the debt mountain
Blog

Navigating the debt mountain

As the global pandemic fallout continues, we assess the relative merits of developed and emerging-market debt.

Trevor Holder
03 November 2020
Coronavirus, Emerging markets & Asia, Fixed income
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
Investment Matters - 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

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
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
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
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
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
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: Looking through the crisis
Blog

Covid-19: Looking through the crisis

We analyse the impact of Covid-19 on global bond markets in anticipation of the next stage.

Paul Brain
19 March 2020
Coronavirus, Fixed income, Macro views
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
Learning to love low yields
Blog

Learning to love low yields

Despite yields plunging following the Fed’s coronavirus-motivated rate cut, we believe opportunities still exist in bond markets.

Jon Day
11 March 2020
Fixed income
A gilt-edged pledge?
Blog

A gilt-edged pledge?

How the spending pledges from the two main political parties could affect the UK gilts market.

Howard Cunningham
12 December 2019
Fixed income, Macro views
Latin American spring?
Blog

Latin American spring?

As street protests spread across the region, is Latin America approaching a tipping point?

Carl Shepherd
05 December 2019
Emerging markets & Asia, Fixed income
The pain in Spain
Blog

The pain in Spain

As the political deadlock looks set to continue in Spain, we assess the impact on debt markets.

Paul Brain
11 November 2019
Fixed income
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

Russian roulette

As Brexit uncertainty drags on, we assess the potential future consequences for the UK’s debt markets.

Howard Cunningham
10 October 2019
Fixed income
Blog

Two become one

What could Boris Johnson’s victory mean for the UK’s gilt and currency markets, and future Brexit strategy?

Howard Cunningham
23 July 2019
Fixed income, Macro views
Blog

Party like it’s Norway (or not)

The global liquidity party remains very much in evidence, despite the Norwegian central bank’s latest rate hike.

Jon Day
21 June 2019
Fixed income, Themes
Blog

Sovereign scruples

What are the ESG risks surrounding sovereign bonds?

Trevor Holder
19 June 2019
Fixed income, Responsible investment
Waiting for BoJo
Blog

Waiting for BoJo

How is the UK’s Brexit waiting game playing out in the bond markets?

Howard Cunningham
05 June 2019
Fixed income
Blog

Trade trouble

As tariffs are hiked again, where does the US-China trade war go from here?

Trevor Holder
29 May 2019
Emerging markets & Asia, Fixed income, Macro views, Themes
Blog

What now for Spain?

Political uncertainty could create short-term instability for Spanish bond spreads, but will it last?

Paul Brain
01 May 2019
Fixed income, Macro views
Blog

Groundhog May

Amid another tumultuous week, the outcome of the UK’s Brexit negotiations look even murkier.

Howard Cunningham
14 March 2019
Fixed income, Macro views
  • 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.