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The evolution of our themes

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

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Investment thoughts from our Real Return team – October 2023

Do recent moves in government bond markets signal mounting headwinds for the global economy?

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Investment comment – October 2023

With interest rates set to remain elevated, we consider the implications for economies and financial markets.

Defining our approach to net zero
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Defining our approach to net zero

Defining Newton's approach to driving down carbon emissions.

Investment thoughts from our Real Return team
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Investment thoughts from our Real Return team – July 2023

As many forecast an economic ‘soft landing’, we consider why there may be cause for caution.

Investment comment - July 2023
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Investment comment – July 2023

After a quarter dominated by AI-related enthusiasm and the rate-hiking cycle, we assess whether economies face a slowdown.

Beyond the boundaries: investment opportunities in a new market regime
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Beyond the boundaries: investment opportunities in a new market regime

CEO Euan Munro explores opportunities amid a changing structural backdrop and as market conditions have evolved dramatically.

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