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Newton Investment Management

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Newton Portal
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  • Insights

Insights

insights

A selection of the blog posts, articles, videos and podcasts we produce on a regular basis.

Insights
Re-Entry Point: Current Volatility Provides Opportunity for SMID Growth
Article

Re-Entry Point: Current Volatility Provides Opportunity for SMID Growth

We believe current economic conditions can offer attractive entry points to world-class growth companies for investors.

May 11, 2022
Global equities
Global Emerging Markets
Video

Global Emerging Markets – Quarterly Outlook

Portfolio manager Paul Birchenough discusses the key factors driving emerging equity markets and the implications for portfolios.

May 10, 2022
Emerging markets & Asia, Macro views
Russian bear, Chinese dragon: feasting on honey or playing with fire?
Blog

Russian Bear and Chinese Dragon

Feasting on honey or playing with fire?

Richard Bullock
May 4, 2022
Emerging markets & Asia, Fixed income, Global equities, Ukraine
Investment comment - April 2022
Article

Investment Outlook – April 2022

Investors face heightened uncertainty from rising inflation, tighter monetary policy and Russia’s invasion of Ukraine.

April 28, 2022
Macro views
Investment thoughts from our Real Return team - Apr 2022
Article

Real Return Team Viewpoint

We discuss how the Russia-Ukraine crisis has accelerated the trend of deglobalization, and the implications for investors.

April 28, 2022
Macro views, Real Return
A nuclear renaissance?
Audio

A Nuclear Renaissance?

In our latest Double Take podcast, we explore nuclear power and its potential as a clean energy alternative.

April 21, 2022
Industry views, Macro views, Responsible investment, Sector research
Server, Computer, Hardware
Blog

Retake on Double Take: Data Privacy and Regulating Big Tech

We investigate how big tech companies are mining personal data, and how regulators and lawmakers are responding.

Raphael J. Lewis, Jack Encarnacao
April 4, 2022
Industry views, Macro views, Sector research
Ukraine Russia war soldier
Blog

Russian Bear: Exiled and Grizzly

We examine the long-term global structural impacts of the Ukraine war and Russia’s pariah status.

Richard Bullock
March 23, 2022
Emerging markets & Asia, Fixed income, Global equities, Macro views, Ukraine
‘I’s on the Prize – Income, Inflation and Infrastructure Outlook
Blog

‘I’s on the Prize – Income, Inflation and Infrastructure Outlook

We discuss the outlook for infrastructure amid rising inflation and increased demand for income.

James A Lydotes
March 22, 2022
Global income, Sector research
Equity income: the academic evidence supporting the sector
Audio

Why equity-income investing is back.

Why equity income, why now?

March 18, 2022
Global equities, Global income, Macro views, Responsible investment, Sector research, Sustainable
ESG and data: the need for consistency
Blog

ESG and Data: The Need for Consistency

We assess the need for global consistency and guidelines on sustainable investment.

Ian Burger
March 17, 2022
Responsible investment, Sustainable
Inflation Hedging in Strategic Asset Allocations: Gold or Something Else?
Blog

Inflation Hedging: Gold or Something Else?

Conventional wisdom says that traditional stock and bond investments typically perform poorly during inflation episodes.

Roberto M Croce
March 16, 2022
Macro views
Light, Laser, Graphics
Audio

Data Privacy and Regulating Big Tech

In our latest Double Take podcast, we investigate the massive changes happening in big tech and regulator reactions.

March 9, 2022
Industry views, Macro views, Sector research
Russian bear out in the cold
Blog

Russian Bear Out in the Cold

We assess the possible investment implications of Russia’s invasion of Ukraine.

Richard Bullock
March 3, 2022
Fixed income, Global equities, Macro views, Sector research, Ukraine
Is your multi-asset strategy fit for the future?
Article

Is Your Multi-Asset Strategy Fit for the Future?

CEO Euan Munro explains why key boundary conditions make it important to challenge the norms of multi-asset investing.

February 11, 2022
Industry views, Macro views, Multi-asset, Real Return
Emerging markets: three drivers of long-term growth
Blog

Emerging Markets: Three Drivers of Long-Term Growth

We discuss three key drivers of sustainable growth in emerging markets and the importance of strong corporate governance.

Ian Smith
February 9, 2022
Emerging markets & Asia, Responsible investment, Sustainable
Winter of Discontent?
Article

Winter of Discontent?

We assess the geopolitical and economic implications of China’s Winter Olympics, and the country’s priorities for 2022.

February 4, 2022
Emerging markets & Asia, Sector research
Responsible investment quarterly report
Article

2021 Q4 – Responsible Investment Report

Newton's approach to responsible investing is founded on protecting and enhancing the value of its clients' holdings.

February 3, 2022
Responsible investment
2022: The Investment Road Ahead
Audio

2022: The Investment Road Ahead

How should investors be positioned in 2022 and beyond? We discuss in our latest episode of Double Take.

February 3, 2022
Industry views, Macro views
UK equities: time to keep a cool head
Blog

The Value of a Smile … It Costs Nothing but Creates Much

The importance of (and challenges with) valuing intangibles.

Jeremy Stuber
January 31, 2022
Industry views, Sector research
Deal or no deal?
Article

Deal or No Deal

How do Russia's latest demands over Ukraine impact future European security?

January 28, 2022
Emerging markets & Asia, Global equities, Sector research, Sustainable, Ukraine
On the rise…
Blog

On the Rise…

We assess what the Fed’s latest monetary-policy signaling could mean for bond markets.

Paul Brain
January 28, 2022
Fixed income, Macro views, Sector research
Investment comment January 2022
Article

Investment Outlook – January 2022

Markets contemplate whether policymakers can engineer a ‘soft landing’ to ease inflationary pressures without stifling the rebounding economy.

January 27, 2022
Macro views
Sovereign sustainability
Article

Assessing the Sustainability of Sovereign Bonds

Why we believe Newton Investment Management Ltd’s sovereign sustainability process is a key differentiator.

January 27, 2022
Fixed income, Sustainable
Investment thoughts
Article

Real Return Team Viewpoint

Is inflation starting to run too hot, and what are the implications for policymakers, economies and investors?

January 26, 2022
Macro views, Real Return
Real Return outlook
Article

Global Real Return: 2022 Outlook

Our Real Return team considers the investment implications of higher inflation and a central-bank regime shift.

January 7, 2022
Macro views, Real Return
Emerging giants: Can India emulate China's recent growth?
Audio

China and India: taking a sustainable approach

We discuss the importance of thematic and sustainability considerations when investing in emerging markets.

January 4, 2022
Emerging markets & Asia, Global equities, Macro views, Responsible investment, Sector research, Sustainable
Capitalizing on the Wide-Ranging Impact of Blockchain Technology
Article

Breaking Down Blockchain Series: Part 3 – Capitalizing on the Wide-Ranging Impact of Blockchain Technology

Blockchain technology has the potential to massively disrupt several industries.

December 30, 2021
Global equities
How fixed income can help deliver net zero
Blog

How Fixed Income Can Help Deliver Net Zero

We outline our thoughts on the prospects for global fixed-income markets as we move towards a low-carbon economy.

Scott Freedman
December 22, 2021
Fixed income, Sustainable
Buy Now, Pay Later
Audio

Buy Now, Pay (More?) Later?

We explore this year’s red-hot payment installment program that is supercharging holiday gifting – buy now, pay later.

December 21, 2021
Industry views, Macro views
The China policy assault
Video

The China Policy Assault

How should investors interpret the latest government policy? We interview Terry Branstad, former US ambassador to China.

December 20, 2021
Emerging markets & Asia, Macro views
The rise and rise of China
Article

The Rise and Rise of China

As China’s economy and geopolitical influence continue to grow, what are the threats and opportunities for investors?

December 17, 2021
Emerging markets & Asia, Macro views, Sector research
Emerging giants: Can India emulate China's recent growth?
Audio

Emerging Giants: Can India Emulate China's Recent Growth?

Can India emulate China's recent growth?

December 15, 2021
Emerging markets & Asia, Macro views, Responsible investment, Sector research
Amazon case study
Article

Amazon: Are Worker-Related Issues at a Tipping Point?

With the online retailer’s working practices under scrutiny, we assess the facts and outline our engagement approach.

December 14, 2021
Responsible investment, Sustainable
Bitcoin: The New Smart Money - Part 1
Article

Breaking Down Blockchain Series: Part 1 – Bitcoin: The New Smart Money

A fundamental understanding of cryptocurrencies can help investors understand Blockchain’s possible implications.

December 9, 2021
Global equities
The Transformation Toward Digital Liquidity
Article

Breaking Down Blockchain Series: Part 2 – The Transformation Toward Digital Liquidity

Blockchain may have the potential to fundamentally change the longstanding infrastructure of the financial sector and other industries.

December 9, 2021
Global equities
The Crypto Asset Iceberg
Article

The Crypto Asset Iceberg

What might be some longer-term implications of the meteoric rise of Bitcoin's price?

December 9, 2021
Global equities
Unchaining Distributed Ledger Technology
Article

Unchaining Distributed Ledger Technology

With numerous pitfalls, navigating the nebulous environment of cryptoassets can be perilous.

December 9, 2021
Global equities
The Rise of Bitcoin
Article

The Rise of Bitcoin

We explore the rise of Bitcoin as cryptocurrencies continue their migration to mainstream investable blockchain technology.

December 9, 2021
Global equities
Enterprise Blockchain: Urgency Builds as Needs Intensify
Article

Enterprise Blockchain: Urgency Builds as Needs Intensify

Momentum for enterprise blockchain is reaching a tipping point, and 2019 could be the year for broad adoption.

December 9, 2021
Global equities
Building the Future of Blockchain
Article

Building the Future of Blockchain

Discover how the blockchain platform is linking businesses and governments with transformational benefits.

December 9, 2021
Global equities
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
Is music streaming an industry friend or foe?
Blog

Is Music Streaming an Industry Friend or Foe?

We assess the evolving market landscape of the music streaming industry.

Paul Flood
December 3, 2021
Industry views, Multi-asset
Stewardship, decarbonisation and the energy transition
Article

Stewardship, Decarbonization and the Energy Transition

We explain the role stewardship plays in identifying companies positioned for success amid the energy transition.

November 30, 2021
Responsible investment, Sustainable
The digital revolution: have investors missed the boat?
Article

The Digital Revolution: Have Investors Missed the Boat?

We discuss the value creation and disruption caused by digital transformation, and the related investment implications.

November 30, 2021
Global equities, Macro views, UK equities
Symbol, Road Sign, Sign
Blog

Inflation: Stick or Twist?

We assess central banks’ latest strategies on interest rates as near-term inflation continues to rise.

Paul Brain
November 29, 2021
Fixed income
How to invest in an inflationary environment
Article

How to Invest in an Inflationary Environment

We pick out the potential implications across the investment landscape of faster changes in consumer prices.

November 26, 2021
Fixed income, Global equities, Global income, Multi-asset, Real Return
The future of the Fortune 500 in China
Video

The Future of the Fortune 500 in China

We speak to the US-China Business Council about how multinational corporations are thinking about their investments with China.

November 26, 2021
Emerging markets & Asia, Macro views

Archive

Access all of our views in the following areas:

Emerging markets & Asia
Fixed income
Global equities
Global income
Industry views
Macro views
Multi-asset

Newton philosophy
Real Return
Responsible investment
Sector research
Sustainable
UK equities

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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.