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Newton Investment Management

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Newton Portal
UK Lgps LGPS

Insight

macro views

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
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
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
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
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
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
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
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
Investment comment July 2020
Article

Investment comment – July 2020

Equity markets appeared at times to be detached from reality as they rebounded strongly during the second quarter.

10 July 2020
Macro views
Podcast: Looking through the pandemic episode-1
Audio

Looking through the pandemic: Part II

How is the pandemic changing global trends?

10 July 2020
Coronavirus, Macro views, Responsible investment, Sector research, Sustainable
Podcast: Looking through the pandemic episode-1
Audio

Looking through the pandemic: Part I

How will Covid-19 shape the post-pandemic investment landscape?

26 June 2020
Coronavirus, Macro views, Responsible investment, Sector research, Sustainable
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
Investment comment - April 2020
Article

Investment comment – April 2020

In 2015 American philanthropist Bill Gates warned of the potential threat a pandemic posed to the global economy.

09 April 2020
Macro views
Article

Covid-19: The US goes big

We assess the potential impact of an unprecedented US fiscal stimulus package on markets.

27 March 2020
Coronavirus, Industry views, Macro views
COVID-19: UK bond market impact
Article

Covid-19: UK bond market impact

We analyse the impact of the UK government's financial rescue package on bond markets.

20 March 2020
Coronavirus, Fixed income, Macro views
Searching for a silver lining
Article

Searching for a silver lining

As market turmoil continues, we consider the outlook for global equities

20 March 2020
Coronavirus, Global equities, Macro views
Covid-19: Looking through the crisis
Article

Covid-19: Looking through the crisis

We analyse the impact of Covid-19 on global bond markets in anticipation of the next stage.

20 March 2020
Coronavirus, Fixed income, 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.