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Blog

Global rEAL rETURn

Listen in to the buzz from our investment team and industry specialists

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
January 18, 2021
Macro views, Real Return, Themes
Gold, Box, Treasure
Blog

Gold: Tailwinds?

We discuss the outlook for the precious metal.
Catherine Doyle
December 14, 2020
Macro views, Real Return, Sector research
Fast forward: A journey to the future of investment
Blog

The Future Today: Key Trends Shaping the Investment Landscape

We analyze how the pandemic is shaping key trends affecting the investment landscape today and in the future.
Curt Custard
November 18, 2020
Coronavirus, Global equities, Macro views, Real Return, Responsible investment, Sector research, Sustainable, Themes
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
November 12, 2020
Coronavirus, Macro views, Real Return
Blog

Preserve and Protect

There are significant risks on the horizon, but we believe opportunities are emerging.
Suzanne Hutchins
October 26, 2020
Coronavirus, Macro views, Real Return
Blog

Is Volatility Here to Stay?

We provide our macro outlook for the second half of 2020.
Suzanne Hutchins
July 10, 2020
Coronavirus, Defined contribution, Macro views, Real Return
Blog

ESG: On the Radar of the Tech Giants

As the world slowly emerges from the pandemic, we assess the technology sector’s shifting attitudes to ESG issues.
Catherine Doyle
June 30, 2020
Defined contribution, Global equities, Real Return, Responsible investment, Sector research, Sustainable, Themes
Blog

Covid-19: The US Goes Big

We assess the potential impact of an unprecedented US fiscal stimulus package on markets.
Brendan Mulhern
March 26, 2020
Coronavirus, 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. Newton is registered with the SEC as an investment adviser under the Investment Advisers Act of 1940. Newton’s investment business is described in Form ADV, Part 1 and 2, which can be obtained from the SEC.gov website or obtained upon request. 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. This material is for institutional investors only. 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. Unless you are notified to the contrary, the products and services mentioned are not insured by the FDIC (or by any governmental entity) and are not guaranteed by or obligations of The Bank of New York or any of its affiliates. The Bank of New York assumes no responsibility for the accuracy or completeness of the above data and disclaims all expressed or implied warranties in connection therewith. © 2006 The Bank of New York Company, Inc. All rights reserved.