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Newton Investment Management

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Newton Portal
UK Lgps LGPS

Article

macro views

Fixed-income solutions for a challenging market backdrop
Article

Fixed-income solutions for a challenging investment backdrop

Using fixed income to help navigate a rising interest-rate environment.

23 May 2022
Fixed income, Macro views
Investment comment - April 2022
Article

Investment comment – April 2022

Investors face heightened uncertainty from rising inflation, tighter monetary policy and Russia’s invasion of Ukraine.

13 April 2022
Macro views
Investing in an era of unusual change
Article

Investing in an age of unusual change

Navigating a period of great and rapid change in emerging markets.

23 March 2022
Emerging markets & Asia, Macro views, Sustainable
Is your multi-asset strategy fit for the future?
Article

Is your multi-asset strategy fit for the future?

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

16 February 2022
Industry views, Macro views, Multi-asset, Real Return
Investment comment January 2022
Article

Investment comment - January 2022

Markets contemplate whether policymakers can engineer a ‘soft landing’ to ease inflationary pressures without stifling the rebounding economy.

17 January 2022
Macro views
Real Return outlook
Article

Real Return: 2022 outlook

Our Real Return team considers the investment implications of higher inflation and a central-bank regime shift.

07 January 2022
Macro views, Real Return
A monetary regime change or just a mild bout of inflation?
Article

A monetary regime change or just a mild bout of inflation?

Seeking out structural growth opportunities against an evolving backdrop.

20 December 2021
Macro views, Real Return
Investment comment - Oct 2021
Article

Investment comment – October 2021

Inflationary pressures and China-related concerns dented an improving picture during the third quarter.

12 October 2021
Macro views
The new tech cold war: unearthing opportunities in a silicon-focused world
Article

The new tech cold war: unearthing opportunities in a silicon-focused world

Navigating the new tech cold war: unearthing long-term growth from the US/China tech race.

03 September 2021
Global equities, Macro views, Sector research
Investment comment - July 2021
Article

Investment comment - July 2021

Optimism and recovery dominated investor sentiment during a quarter in which the inflation debate remained centre stage.

15 July 2021
Macro views
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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.