China and India: taking a sustainable approach
Change brings opportunities for long-term sustainable growth
The emerging world is a growth opportunity that is hard to ignore, especially when one considers its rich potential growth profile:
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Emerging-market economies account for more than 40% of global GDP1 … -
…and some 75% of global growth in output and consumption.2 -
In Asia alone, the middle class is expected to grow from 2 billion to 3.5 billion over the next 10 years, according to the World Economic Forum.3
Explore Newton’s Sustainable Global Emerging Markets strategy
Sustainable Global Emerging Markets
An actively managed strategy investing in emerging-market companies that demonstrate attractive investment attributes and that are seeking to manage social and environmental factors well to generate sustainable returns.
Three reasons to invest in the Newton Sustainable Global Emerging Markets strategy
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This strategy is offered by Newton Investment Management Ltd (‘NIM’). NIM is part of the Newton Investment Management Group.
We believe that an active and highly selective approach, which puts sustainability considerations at the heart of the investment process, is the best way to unearth exciting long-term growth opportunities in this area. -
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Emphasis on quality and governance
Our strategy aims to capture long-term value creation, and seeks to invest in compounders – companies that generate real value from their growth and reinvest it for the benefit of all shareholders. -
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Consistent, repeatable approach
The strategy follows a highly committed, active and repeatable process, which aims to deliver strong cumulative returns that are driven by a high-conviction, benchmark-agnostic approach. While the team does not exclude whole countries from the investment universe, it may decide that the investment case for one specific economy is not as robust as for other countries. -
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Experience and track record
Newton has over 20 years’ experience in investing in emerging markets. Investors can benefit from the broad expertise of Newton’s emerging and Asian equity team and the proprietary research produced by Newton’s team of global sector and responsible investment analysts.
Meet the team
Ian Smith, Paul Birchenough and Alex Khosla are emerging-market equity specialists. They form part of the global opportunities team, which consists of nine investment professionals, with an average of 17 years’ investment experience.*
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Ian Smith
Portfolio manager, global opportunities team -
Paul Birchenough
Portfolio manager, global opportunities team -
Alex Khosla
Portfolio manager, global opportunities team
Contact us
Keen to speak to a member of the team about
Newton’s Sustainable Global Emerging Markets strategy?
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.
This is a financial promotion. These opinions should not be construed as investment or any other advice and are subject to change. This podcast is for information purposes only. Any reference to a specific security, country or sector should not be construed as a recommendation to buy or sell investments in those countries or sectors.
Newton Investment Management Ltd will make investment decisions that are not based solely on ESG considerations. Other attributes of an investment may outweigh ESG considerations when making investment decisions. The way that ESG considerations are assessed may vary depending on the asset class and strategy involved. The research team performs ESG Quality Reviews on equity securities prior to their addition to Newton Investment Management Limited’s Research Recommended List (RRL). ESG Quality Reviews are not performed for all fixed income securities. The portfolio managers may purchase equity securities that are not included on the RRL and which do not have ESG Quality Reviews. Not all securities held by Newton Investment Management Limited’s strategies have an ESG Quality Review completed prior to investment, although since 2020 it has been a requirement for all (single name) equity securities to have an ESG Quality Review before they are purchased for the first time.
Issued in the UK 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 Limited is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN.
1 https://www.yardeni.com/pub/mscipe.pdf 23 March 2021
2 https://www.yardeni.com/pub/mscipe.pdf 23 March 2021
3 https://www.weforum.org/agenda/2020/07/the-rise-of-the-asian-middle-class 13 July 2020 13 July 2020
* Source: Newton group of companies, 7 February 2022. From 1 September 2021, Newton group of companies includes Newton Investment Management Limited (NIM) and Newton Investment Management North America (NIMNA). Years’ investment experience are team average numbers as at 7 February 2022.