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Newton Investment Management

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Insight

sector research

How to value a company during a pandemic
Blog

It was the best of deals, it was the worst of deals

We discuss how investors assess and monitor acquisitions.

Jeremy Stuber
15 June 2022
Industry views, Sector research
Equity income: the academic evidence supporting the sector
Audio

Why equity-income investing is back

Why the investment backdrop looks favourable for equity income.

01 April 2022
Global equities, Global income, Macro views, Sector research
Why sustainability matters in emerging markets
Article

Why sustainability matters in emerging markets

We explore the themes of Earth, wealth and health in emerging markets.

23 March 2022
Emerging markets & Asia, Global equities, Responsible investment, Sector research, Sustainable
Russian bear out in the cold
Blog

Russian bear out in the cold

We assess the possible investment implications of Russia’s invasion of Ukraine.

Richard Bullock
03 March 2022
Fixed income, Global equities, Macro views, Sector research, Ukraine
Winter of discontent?
Blog

Winter of discontent

We assess the geopolitical and economic implications of China’s imminent Winter Olympics, and the country’s priorities for 2022.

Richard Bullock
02 February 2022
Emerging markets & Asia, Global equities, Sector research
Copper: strong tailwinds, although the ride could be bumpy
Blog

Copper: strong tailwinds, although the ride could be bumpy

With tight supply and growing demand, we discuss the outlook for copper.

Catherine Doyle
20 December 2021
Real Return, Sector research
Emerging giants: Can India emulate China's recent growth?
Audio

Emerging-world superpowers: China and India

Can India emulate China's recent growth?

15 December 2021
Emerging markets & Asia, Macro views, Responsible investment, Sector research
What’s behind the current energy crisis?
Blog

What’s behind the current energy crisis?

There’s more than meets the eye in relation to rising gas prices and their effect on the economy.

Paul Flood
02 November 2021
Multi-asset, Sector research
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 Matters
Audio

How will we get to net zero? Part I

Tackling climate change: How did we get here?

21 July 2021
Industry views, Responsible investment, Sector research, Sustainable
Outer Space, Space, Universe
Blog

Global minimum tax: why it matters

Why we believe tax is under-analysed, and how it informs our broader view of governance.

Jeremy Stuber
29 June 2021
Industry views, Sector research
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
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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.