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Insight

real return

Video

Sustainable Real Return – quarterly outlook

Phil Shucksmith and Catherine Doyle consider the key sustainable topics and explore the challenges faced by copper.

16 February 2023
Real Return, Sustainable
Real Return
Video

Real Return – quarterly outlook

Andy Warwick and Aron Pataki consider the investment outlook for 2023 and discuss where they see opportunities.

14 February 2023
Macro views, Real Return
Blog

What does net zero mean for portfolios?

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

James A Lydotes, Philip Shucksmith
01 February 2023
Global equities, Real Return, Sustainable
Real Return outlook
Article

Real Return: our 2023 outlook

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

24 January 2023
Macro views, Real Return
Keeping the lights switched on
Blog

Keeping the lights switched on

Energy security and decarbonisation: are they mutually exclusive?

Philip Shucksmith
25 August 2022
Real Return, Responsible investment, Sustainable
Vertical farming: a growing opportunity
Blog

Vertical farming: a growing opportunity

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

Philip Shucksmith
02 August 2022
Real Return, Responsible investment, 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.

29 July 2022
Industry views, Macro views, Multi-asset, Real Return
Real Return outlook
Blog

Positioning for a new market regime

With financial markets remaining turbulent, which sectors and asset classes present opportunities for an unconstrained multi-asset strategy?

Catherine Doyle
15 July 2022
Multi-asset, Real Return, Themes
Spinning on a new inflationary axis
Blog

Spinning on a new inflationary axis

We examine the conditions that have led to increasingly high levels of inflation.

Brendan Mulhern
29 June 2022
Macro views, Real Return
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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.