Blog

Megacities – Where Themes Collide

Our dynamic thematic framework helps identify structural growth opportunities created by rapid urbanization.
Ed Geall
November 28, 2019
Emerging markets & Asia, Macro views, Newton philosophy, Sector research
Blog

Cutting Through the Noise

How can investors thrive in a world defined by disruption?
Charles French
November 5, 2019
Macro views, Newton philosophy
Blog

Towards the Light

Emerging-market governments and companies are attaching increasing importance to environmental, social and governance considerations.
Naomi Waistell
October 15, 2019
Macro views, Responsible investment, Sustainable
Blog

A Just Transition?

Our candid thoughts from the 2019 PRI in Person conference.
Rebecca White, Yuko Takano
September 19, 2019
Industry views, Responsible investment, Sustainable
Blog

The Bright Future of Active Management

How increasingly abundant data, and the way in which it is analyzed, could become a competitive advantage.
Curt Custard
September 12, 2019
Industry views
Blog

Two Become One

What could Boris Johnson’s appointment as UK prime minister mean for bond and currency markets, and Brexit strategy?
Howard Cunningham
July 23, 2019
Fixed income, Macro views
Blog

A Question of Quantity

We discuss the new revenue recognition standards.
Jeremy Stuber
July 19, 2019
Industry views, Sector research
Blog

Perspective on the Pivot

With financial markets threatening to bounce the Fed into a fresh easing cycle, we give our perspective.
Newton Real Return team
July 18, 2019
Macro views, Real Return

Archive

Access all of our blog posts in the following areas:

Macro views
Industry views
Sector research
Newton philosophy