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Newton Investment Management

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Insights

insights

A selection of the blog posts, articles, videos and podcasts we produce on a regular basis.

Insights
Investment Matters - Podcast
Audio

Bonds and inflation: where are we now?

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

01 April 2021
Fixed income
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
30 March 2021
Themes, UK equities
Diversity engagement and voting policy
Blog

Responsible investing: the diversity dividend

Rebecca White discusses how we engage with companies on diversity and inclusion.

Rebecca White
23 March 2021
Responsible investment
Investment Matters podcast
Audio

Equity income: the academic evidence

We look at recent academic work that underpins the effectiveness of global equity-income investing

18 March 2021
Global equities, Global income, Macro views, Sector research
Global Dynamic Bond: managing climate opportunities and risks
Article

Global Dynamic Bond: managing climate opportunities and risks

How we consider climate change in the Global Dynamic Bond and Sustainable Global Dynamic Bond strategies.

25 February 2021
Fixed income
Five lessons learned in 2020 - Sq teaser
Article

Five lessons learned in 2020

The Real Return team consider key lessons from a pandemic year, and why a flexible approach remains key.

23 February 2021
Real Return
Real Return: managing climate opportunities and risks
Article

Real Return: managing climate opportunities and risks

How we consider climate change in the Real Return and Sustainable Real Return strategies.

19 February 2021
Real Return, 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.

18 February 2021
Fixed income, Responsible investment, Sustainable
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
15 February 2021
Themes, UK equities
Is the stage set for inflation?
Blog

Is the stage set for inflation?

Will inflation finally re-emerge in a post-pandemic recovery, and how can a balanced portfolio prepare for it?

Aron Pataki
10 February 2021
Coronavirus, Macro views, Real Return
Bitcoin
Blog

Bitcoin – fool’s gold or digital Mecca?

With the cryptocurrency increasingly in the spotlight, we consider its role in a multi-asset portfolio.

Catherine Doyle
09 February 2021
Multi-asset, Real Return, Sector research
Thematic investing
Article

Thematic investing: what it is and how we do it

We explain how we currently use themes in our investment approach.

03 February 2021
Newton philosophy, Sector research
Fixed-income solutions for a challenging market backdrop
Article

Fixed-income solutions for a challenging market backdrop

Finding fixed-income solutions in a yield-hungry world .

01 February 2021
Fixed income, Sustainable
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
29 January 2021
Fixed income, Responsible investment, Sustainable
Avoiding turbulence
Article

Avoiding turbulence: a review of Ryanair

We discuss the results of our ESG review of Ryanair and engagement with the company.

29 January 2021
Responsible investment
Equity income investing
Article

Equity-income investing: debunking the myths

We summarise the findings of new academic research which we believe underscores the relevance of equity-income investing.

29 January 2021
Global income
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, Home Decor, Art
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
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
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
Investment comment - Oct 2020
Article

Investment comment – October 2020

For much of the quarter, financial markets also appeared to have returned to business as usual.

13 October 2020
Industry views, Macro views
Human rights and wrongs
Blog

Human rights and wrongs

How investors can address human rights abuses and modern slavery.

Rebecca White
24 September 2020
Responsible investment
Value of engagement
Article

The value of active engagement

Why we believe that active engagement results in better outcomes for both investors and society.

23 September 2020
Responsible investment, Sustainable
Blog

The hidden world of cybersecurity

As cybersecurity threats continue to rise, ESG-focused investors should take note.

Catherine Doyle
23 September 2020
Responsible investment, Sector research
Talk: ESG in fixed income
Video

Talk: ESG in fixed income

Our fixed-income team look at reasons to consider ESG bond investing.

23 September 2020
Fixed income, Sustainable
Child labour in cobalt supply chain
Article

The hidden side of supply chains

Opacity in supply chains can hide human rights abuses like child labour. What are we doing about it?

14 September 2020
Responsible investment, Sustainable
Amazon case study
Article

Amazon: are worker-related issues at a tipping point?

With the online retailer’s working practices under scrutiny, we assess the facts and outline our engagement approach.

28 August 2020
Responsible investment, Sustainable
Diversity engagement and voting policy
Article

Newton’s diversity engagement and voting policy

A short look at the policy which guides our diversity engagement and voting decisions.

28 August 2020
Responsible investment
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
27 August 2020
Coronavirus, Fixed income, Macro views, Sector research, Themes
Article

PRI ratings: Newton’s 2020 grades

Our latest annual PRI assessment grades revealed.

19 August 2020
Defined contribution, Newton philosophy, Responsible investment, Sustainable
Coal, Covid-19 and the rise of renewables
Blog

Coal, Covid-19 and the rise of renewables

What legacy will the dwindling use of coal leave for the energy industry and investors in renewables?

Paul Flood
18 August 2020
Coronavirus, Multi-asset, Sector research, Sustainable
Blog

Taxing times

Corporate taxation practices are attracting growing scrutiny. What are the investment implications?

Rebecca White
17 August 2020
Responsible investment, Sector research
Blog

The danger of ‘SDG washing’

Despite good words and intentions, corporate and government support for the UN’s Sustainable Development Goals is falling behind.

Andrew Parry
14 August 2020
Responsible investment, Sustainable

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
Sector research
Sustainable
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. 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.