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  • Coronavirus

Insights

Covid-19

Here we provide updates on the rapidly developing Covid-19 story and its implications for financial markets and our investment strategies.

Covid-19
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
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
Energy: Uncertainty and complexity creates opportunity
Blog

Energy: uncertainty and complexity creates opportunity

We discuss the pandemic’s lasting legacy on the energy sector.

Laura Sheehan
18 November 2020
Coronavirus, Industry views, Sector research
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
Coal, Covid-19 and the rise of renewables
Blog

Coal, Covid-19 and the rise of renewables

What legacy will the dwindling use of coal leave for the energy industry and investors in renewables?

Paul Flood
18 August 2020
Coronavirus, Multi-asset, Sector research, Sustainable
Why the global recovery shouldn’t cost the planet
Blog

Why the global recovery shouldn’t cost the planet

We assess the potential for a more sustainable recovery from the latest global crisis.

Andrew Parry
22 July 2020
Coronavirus, Responsible investment, Sustainable
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
Podcast: Looking through the pandemic episode-1
Audio

Looking through the pandemic: Part two

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 one

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
Being an engaged investor
Blog

Being an engaged investor in the time of Covid-19

We give you the lowdown on the most pressing ESG concerns during this pandemic.

Newton responsible investment team
24 April 2020
Coronavirus, Industry views, Responsible investment
Our purpose
Blog

Covid-19: Looking beyond the pandemic

How will society and the global economy fare once the coronavirus pandemic begins to dissipate?

Paul Markham
23 April 2020
Coronavirus, Global equities, Sector research
Blog

How Covid-19 could transform the future of health care

We examine the longer-term impact of the virus on the health-care sector.

Emily Heaven
07 April 2020
Coronavirus, Sector research, Themes
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: BoE: ‘take back control’
Article

Covid-19: BoE: ‘take back control’

We assess the impact of the Bank of England's latest efforts to calm febrile markets.

24 March 2020
Coronavirus, Fixed income, Industry views
Covid-19: ECB’s ‘shock and awe’
Article

Covid-19: ECB’s ‘shock and awe’

We assess what the European Central Bank's latest financial rescue package means for European bond markets.

24 March 2020
Coronavirus, Fixed income, Industry 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.