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Newton Investment Management

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      • 2020
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Newton Portal
UK Lgps LGPS

Blog

macro views

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
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
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
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
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
Is volatility here to stay?
Blog

Is volatility here to stay?

We provide our macro outlook for the second half of 2020.

Suzanne Hutchins
14 July 2020
Coronavirus, Macro views, Multi-asset, Real Return
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
11 May 2020
Coronavirus, Fixed income, Macro views, Sector research, 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. 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.