insights

We outline the importance of carbon offset markets, why they need to be improved, and related investment considerations.

Phil Shucksmith and Catherine Doyle explain why they view emerging markets as a key area of opportunity.

Andy Warwick and Aron Pataki assess the market outlook and discuss where they see opportunities.

Tapping into long-term sustainable growth in emerging markets.

Paul Markham discusses how recent bank failures have affected the outlook for equity markets.

We discuss the role of data in biodiversity and the complexity of measuring impact.

Paul Brain assesses what volatility means for fixed-income markets and explores the key areas of opportunity.

Portfolio manager Jon Bell considers the key structural changes driving markets and the outlook for equity income.

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

Why deglobalisation will be a key theme for investors to watch over the next decade.

We explore the investment implications and financial materiality of biodiversity.

As market participants navigate China’s reopening, banking turmoil and an uncertain monetary-policy trajectory, we consider the investment implications.

What is meant by ‘net zero’, and what can asset managers do about it?

What do individuals know and think about net zero, and what are the implications for investors?

We outline six key ESG-related areas of focus that our responsible investment team believe are important.

The Inflation Reduction Act (IRA) has incited a clean-energy arms race among utilities regulators across the globe.

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

We outline how we are engaging with companies to improve nutritional content and access to food.

Why we believe dividend-focused equity strategies could be key in helping investors achieve attractive outcomes.

We work with companies to better understand their exposure to physical risks.

Listen to why and how Newton uses macro and micro themes as part of its investment research.

We discuss how we are navigating net zero in our portfolios to achieve real-world decarbonisation.

With the backdrop uncertain and challenging, we assess the investment opportunities.

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

With inflation showing signs of peaking and uncertainty over the path of monetary policy, how should investors respond?

Looking back on a year of multiple crises.

We examine the current macro backdrop and where investors can potentially find pockets of growth.

We believe infrastructure has exposure to themes with greater transparency that can provide some stability in uncertain times.

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

How can a different approach to equity investment seek out opportunities in a radically different market regime?

We discuss the outlook for equity income investing.

Why we believe nutrition and health should be key considerations for investors.

We discuss our collaborative engagements on plant-based and alternative proteins.

We explain what we would like to see from the participants at this year’s climate-change event in Egypt.

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

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

We discuss several of the key social impacts of social media, and why they matter to investors.

Widening geopolitical fault lines and monetary tightening provided an increasingly uncertain backdrop for investors during the third quarter.

Global infrastructure securities can hold up as a buffer in this inflationary environment.

What is the Uyghur Forced Labor Prevention Act and what does it mean for investors?

Why we believe the financial industry needs its own transition as it seeks to help companies become sustainable.

We explore the key investment risks and opportunities associated with the gaming industry.

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

Energy security and decarbonisation: are they mutually exclusive?

We outline the key ESG issues related to defence and how we integrate these in our investment approach.

We share our key learnings from a recent visit to a vertical farm.

CEO Euan Munro explains why key boundary conditions make it important to challenge the norms of multi-asset investing.

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