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Newton Investment Management

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Newton Portal
  • UK Institutional
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  • Themes

Insights

themes

Expert comment and analysis from our investment team and industry specialists

Thematic investment strategies
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
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
Why now for equity income investing?
Audio

Why now for equity income investing?

Why equity-income investing has underperformed recently, and why we believe the outlook is more positive.

16 February 2021
Global income, Macro views, Themes
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
State of play
Blog

State of play

As policy intervention ratchets up to new levels in response to Covid-19, what are the implications for investors?

Matt Brown
18 January 2021
Macro views, Real Return, Themes
The case for thematic investing
Article

The case for thematic investing

Why we believe using themes to guide an investment process can help to deliver long-term sustainable returns.

14 January 2021
Newton philosophy, Themes
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 importance of thematic investing
Audio

The importance of thematic investing: Part two

A focus on two more of our primary investment themes: ‘state intervention’ and ‘healthy demand’

09 December 2020
Macro views, Themes
2021: better income outcomes?
Blog

2021: better income outcomes?

Investors should be mindful of structural challenges posed to income generation as a result of rapid thematic change.

Jon Bell
08 December 2020
Global income, Themes
Fast forward: A journey to the future of investment
Blog

The future today: four key trends shaping the investment landscape

We analyse how the pandemic is shaping key trends affecting the investment landscape today and in the future.

Curt Custard
17 November 2020
Coronavirus, Global equities, Macro views, Real Return, Themes
Fast forward: A journey to the future of investment
Blog

Tomorrow’s world: fast forward to a sustainable future

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

Newton responsible investment team
16 November 2020
Responsible investment, Sector research, Sustainable, Themes
The importance of thematic investing
Audio

The importance of thematic investing: Part one

A focus on three of our primary investment themes: ‘Earth matters’, ‘consumer power’ and ‘China influence’.

12 November 2020
Macro views, Themes
Engine, Machine, Motor
Blog

Powering up: Covid-19 and renewables

We assess the main drivers of an increase in renewables within the energy mix during the spring lockdowns.

Newton global research team
26 October 2020
Responsible investment, Sustainable, Themes
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
Taking Action on the Implications of Climate Change
Blog

Fossil fuels: Survival of the adaptors

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

Newton responsible investment team
26 May 2020
Newton philosophy, Responsible investment, Sector research, Sustainable, Themes
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
Blog

How Covid-19 could transform the future of health care

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

Newton global research team
07 April 2020
Coronavirus, Sector research, Themes
Blog

Covid-19: Health care for the greater good

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

Newton global research team
01 April 2020
Coronavirus, Sector research, Themes
Life is sweet, unfortunately
Blog

Life is sweet, unfortunately

Child obesity is an endemic problem, what can investors do?

Newton responsible investment team
23 January 2020
Responsible investment, Themes
UK high street down but not out
Blog

The high street – down but not out

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

Amy Chamberlain
03 January 2020
Sector research, Themes
More sprouts, less turkey
Blog

More sprouts, less turkey

How to eat well for the planet and your health.

Newton responsible investment team
23 December 2019
Responsible investment, Sustainable, Themes
Aeging doesn't have to get old
Blog

Ageing doesn’t have to get old

Disruptive innovation in health care could help us age more healthily

Newton global research team
03 December 2019
Global equities, Sector research, Themes
Planting the seeds
Blog

Planting the seeds for sustainable agriculture

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

Rebecca White
27 November 2019
Responsible investment, Sector research, Sustainable, Themes
Blog

Megacities – where themes collide

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

Newton global research team
21 November 2019
Emerging markets & Asia, Macro views, Newton philosophy, Sector research, Themes
Diesel drama
Blog

Diesel drama

Are electric vehicles always greener than diesel cars?

Newton global research team
15 October 2019
Responsible investment, Sustainable, Themes
Blog

Wind? We’re fans

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

Newton global research team
06 August 2019
Sector research, Sustainable, Themes
Get well sooner
Blog

Get well sooner

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

Newton global research team
26 July 2019
Sector research, Themes
Blog

Flights not Ferraris

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

Consumer power theme group
10 July 2019
Sector research, Themes
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

Population prospects

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

Newton global research team
12 June 2019
Macro views, Sector research, Themes
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

The rise and rise of ‘MMT’ economics

Modern Monetary Theory is gaining traction among policymakers, but what are the possible consequences for investors and markets?

Brendan Mulhern
28 May 2019
Macro views, Real Return, Themes
Blog

Prop-ping up a powerhouse

How the property market continues to dominate the cyclical ups and downs of China’s economy.

Brendan Mulhern
15 April 2019
Emerging markets & Asia, Real Return, Themes
Sustainability
Blog

Sustainability is the new black

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

Newton responsible investment team
29 March 2019
Responsible investment, Sector research, Sustainable, Themes
Populist push
Blog

Populist push

A new ‘post-globalisation’ era may have major implications for investors.

Andy Warwick
25 March 2019
Macro views, Real Return, Themes
Blog

The robots are coming (again)!

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

Lloyd McAllister
29 January 2019
Responsible investment, Sector research, Themes
Blog

Joining the dot-coms

How our ‘net effects’ theme contributes to investment decisions in emerging markets.

Newton equity opportunities team
09 January 2019
Emerging markets & Asia, Themes
Blog

The big not-so-easy?

China recently signalled a shift towards short-term economic growth by loosening monetary policy. Will this stimulate global reflation?

Brendan Mulhern
16 August 2018
Macro views, Themes
Blog

Do you want kale with that?

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

Amy Chamberlain , Stephen Rowntree
01 August 2018
Sector research, Themes
Blog

Whose gene is it anyway?

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

Paul Flood
03 July 2018
Sector research, Themes
Blog

Crypto currently

Demystifying the mysterious money of the internet – what is Bitcoin and how will it affect investors?

Aron Pataki
13 June 2018
Sector research, Themes
Blog

Could tech bite twice?

The technology sector is booming, but memories of the dot-com bubble may leave investors nervous. What’s really going…

Paul Markham
24 May 2018
Macro views, Themes
Blog

We’re going to need more avocados

The rise of the middle-class consumer and its implications for investors.

Newton global research team
16 May 2018
Emerging markets & Asia, Macro views, Themes
Blog

Tough gig

What are the consequences of the increase in short-term contracts and freelance work for inflation and bond markets?

Paul Brain
14 May 2018
Macro views, Themes
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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.