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Newton Investment Management

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Insights

insights

A selection of the articles and videos we produce on a regular basis.

Insights
Responsible investment quarterly report
Article

Responsible investment report – Q4 2020

Newton's approach to responsible investing is founded on protecting and enhancing the value of its clients' holdings.

20 January 2021
Responsible investment
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
19 January 2021
Macro views, Real Return, Themes
Investment comment - January 2021
Article

Investment comment – January 2021

While Covid-19 meant that new-year fireworks celebrations were scaled back, markets saw some pyrotechnics during 2020’s final quarter.

15 January 2021
Macro views
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’.

18 December 2020
Macro views, Themes
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
17 December 2020
Fixed income
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
16 December 2020
Global income, Macro views, Themes
Rug, Art, Rock
Blog

UK equities – deal or no deal

We discuss the outlook for UK equities.

Louise Kernohan
16 December 2020
Macro views, Themes, UK equities
Gold, Box, Treasure
Blog

Gold: tailwinds?

We discuss the outlook for the precious metal.

Catherine Doyle
15 December 2020
Macro views, Real Return, Sector research
Market melt-up?
Blog

Market melt-up?

Could the US election outcome and hopes of an imminent Covid-19 vaccine keep markets trending upwards?

Brendan Mulhern
14 December 2020
Coronavirus, Macro views, Real Return
A climate for engagement
Blog

Engaging for a greener future

Why engagement is an effective way to support the energy sector’s transition to a lower-carbon future.

Andrew Parry
11 December 2020
Responsible investment, Sustainable, Themes
The importance of thematic investing
Audio

The importance of thematic investing: Part one

The importance of thematic investing: Part one

04 December 2020
Macro views, Sustainable, Themes
ESG Cutting through the Jargon - Climate Change
Video

Talk: Cutting through the ESG jargon on climate change – highlights

Highlights from a discussion on financial risks and opportunities of climate change with Andrew Parry and Chris Rapley.

27 November 2020
Responsible investment, Sustainable
The Future of Work
Article

The Future of Work

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

23 November 2020
Responsible investment
Active ownership
Article

Active ownership – does it work?

We summarise the findings of a 2015 academic paper which discusses the effectiveness of actively engaging with companies.

23 November 2020
Responsible investment, Sustainable
US election
Blog

Biden: his time

We assess the implications of Joe Biden’s US presidential election victory.

Paul Markham
20 November 2020
Global equities, Macro views
Energy: Uncertainty and complexity creates opportunity
Blog

Energy: uncertainty and complexity creates opportunity

We discuss the pandemic’s lasting legacy on the energy sector.

Laura Sheehan
18 November 2020
Coronavirus, Industry views, Sector research
Beyond the pandemic - Podcast
Audio

Beyond the pandemic: the bonds perspective: Part II

A closer look at the inflation outlook and sustainable fixed-income investing.

02 November 2020
Coronavirus, Fixed income, Macro views, Responsible investment, Sector research, Sustainable
A Flexible Alternative for Unpredictable Markets
Article

The flexibility to navigate unpredictable markets

Why a flexible approach to asset allocation could be critical in generating credible long-term absolute returns.

30 October 2020
Coronavirus, Multi-asset, Real Return
Preserve and protect 
Blog

Preserve and protect

There are significant risks on the horizon, but opportunities are emerging.

Suzanne Hutchins
29 October 2020
Real Return
Beyond the pandemic - 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
Responsible investment quarterly report
Article

Responsible investment report – Q3 2020

Newton's approach to responsible investing is founded on protecting and enhancing the value of its clients' holdings.

21 October 2020
Responsible investment

Archive

Access all of our views in the following areas:

Fixed income
Global equities
Global income
Industry views
Macro views

Multi-asset
Newton philosophy
Real return
Responsible investment
Sustainable

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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. 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.