Legal disclaimer

Cancel

Continue

The site you are about to enter is intended for US institutional investors and investment consultants only.

By using this website I also confirm that:
I accept the Terms of Use and I agree to comply with them – View our Important information
I accept the BNY Mellon Privacy Notice and I agree to comply with it – View the BNY Mellon Privacy Notice
I accept and consent to the use of cookies and analytics – View our Cookie Policy

Cancel

Continue

Newton Investment Management

  • Portal login
  • US Institutional
US Institutional
  • About Newton
    Back
    • Our Purpose
    • Our People
    • Our Culture
    • Corporate Responsibility
    • Diversity, equity and inclusion
    • Careers
  • Our Clients
  • Strategies
    Back
    • All Strategies
    • Featured Strategies
      Back
      • Dynamic Equity
      • Global Real Return
      • Global Dynamic Bond
      • Global Dynamic Bond Income
      • Global Emerging Markets Equity
      • Sustainable Strategies
      • Risk Parity
      • US Small Mid Cap Growth Equity
      • US Small Cap Growth Equity
    • By Investment Approach
      Back
      • Absolute-Return Strategies
      • Equity Opportunities Strategies
      • Multi-Asset Solutions
      • Income Strategies
      • Fixed Income Strategies
      • Sustainable Strategies
      • Thematic Strategies
    • By Asset Class
  • Themes
    Back
    • Our Thematic Investment Process
    • Our Themes
      Back
      • China Influence
      • Consumer Power
      • Earth Matters
      • Financialization
      • Healthy Demand
      • Net Effects
      • Population Dynamics
      • Smart Revolution
      • State Intervention
    • Our Thematic Investment Strategies
      Back
      • Future Earth
      • Future Food
      • Future Life
  • Responsible Investment
  • Insights
    Back
    • Ukraine
    • The Big Picture
    • Global Real Return
    • Multi-Asset
    • Emerging Markets & Asia
    • Global Equities
    • Fixed Income
    • Responsible and Sustainable
    • Media
  • Fly on the Wall
    Back
    • Categories
      Back
      • The big picture
      • Global Real Return
      • Multi-Asset
      • Emerging markets and Asia
      • Global equities
      • Fixed income
      • Responsible and sustainable
    • Authors
    • Archive
      Back
      • 2021
      • 2020
      • 2019
      • 2018
      • 2017
    • Subscribe
Newton Portal
  • US Institutional
  • Fly on the Wall
  • Categories
  • Global Real Return

Blog

Global rEAL rETURn

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

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
December 8, 2021
Real Return, Sector research
A monetary regime change or just a mild bout of inflation?
Blog

Not Another Financial Crisis

Why we believe the post-Covid recovery will be different from the post-financial crisis period.

Brendan Mulhern
October 14, 2021
Macro views, Real Return
A monetary regime change or just a mild bout of inflation?
Blog

Inflation: The Only Question That Matters

We unpick the cozy consensus on inflation

Brendan Mulhern
August 25, 2021
Macro views, Real Return
On the defensive
Blog

On the Defensive

With protectionist measures on the increase globally, we discuss some of the opportunities and risks for investors.

Matt Brown
May 25, 2021
Coronavirus, Macro views, Real Return
Blog

No Longer Glittering?

With the gold price trending lower in recent months, we assess the outlook for the precious metal.

Catherine Doyle
April 12, 2021
Multi-asset, Real Return, Sector research
Blog

Bitcoin – Fool’s Gold or Digital Mecca?

With the cryptocurrency increasingly in the spotlight, we consider its role in a multi-asset portfolio.

Catherine Doyle
February 4, 2021
Multi-asset, Real Return, Sector research
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
February 2, 2021
Coronavirus, Macro views, Real Return
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

Archive section

Access all of our blog posts in this area.

View all Global Real Return blog posts
  • Site map
  • Social media
  • Cookie policy
  • Manage cookies
  • BNY Mellon privacy notice
  • Important information
  • Form ADV
  • Careers
  • Contact
A BNY Mellon Company

Follow us

Select your location

Investor type

Individual Investors will be redirected to bnymellon.com

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.