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

Cancel

Continue

Newton Investment Management

  • Portal login
  • US Institutional
US Institutional
  • About Newton
    Back
    • Our Purpose
    • Our Clients
    • Our People
    • Our Culture
    • Corporate Responsibility
    • Diversity, equity and inclusion
    • Careers
    • Media
  • Strategies
    Back
    • All Strategies
    • Featured Strategies
      Back
      • Dynamic Equity
      • Global Real Return
      • Global Dynamic Bond
      • Global Dynamic Bond Income
      • Concentrated Global Emerging Markets
      • Sustainable Strategies
      • Risk Parity
      • US Small Mid Cap Growth Equity
      • US Small Cap Growth Equity
    • By Investment Approach
      Back
      • Absolute-Return Strategies
      • Active Equity Strategies
      • Multi-Asset Solutions
      • Income Strategies
      • Fixed Income Strategies
      • Sustainable Strategies
      • Thematic Strategies
    • By Asset Class
    • Bespoke Solutions
  • Investment Philosophy
    Back
    • Multidimensional Research
    • Themes
    • Responsible Investment
  • Responsible Investment
  • Insights
    Back
    • All Insights
    • Newton Blog
    • Podcasts
      Back
      • Double Take
      • Investment Matters
Newton Portal
US Institutional Defining Our Approach to Thematic Investing

Audio

Defining Our Approach to Thematic Investing

Listen to why and how Newton uses micro and macro themes as part of its investment research.

January 26, 2023

Thematic strategist Brian Blongastainer talks to the investment communications team’s Matthew Goodburn about the key role that themes play within Newton’s multidimensional research.

This podcast was recorded on 30 November 2022.

Follow us on LinkedIn
Published on January 26th, 2023
Categories Macro views , Sector research , Themes
Previous Audio

Adapting to Climate Change

Next Audio

Investing in Climate Adaptation

Share

Presented by

Matt Goodburn
Matt Goodburn

Shrinking Machine Learning
Audio

Shrinking Machine Learning

What are the potential ramifications of this rising new chapter of generative artificial intelligence (AI)? We discuss with Davis Sawyer, co-founder and chief product officer at Deeplite and chairperson at tinyML Foundation.

March 28, 2023
Sector research, Themes
Blog

The Future of Agriculture: Avoiding the Malthusian Trap

We imagine the farm of the future and the dining table of tomorrow. Key Points            We believe that,…

Albert Chu
March 28, 2023
Global equities, Sector research, Themes
Blog

Breaking the System

We analyze the potential consequences of tighter money supply and changing central-bank rate policy

Paul Brain
March 22, 2023
Fixed income, Macro views, Sector research, Themes
Audio

Investigative Research: How We Do It and Why It Matters

Find out how we apply investigative skills to our investment process.

March 21, 2023
Responsible investment, Sector research, Sustainable
Blog

SVB: A New Banking Crisis?

We assess the fallout from the failure of Silicon Valley Bank and the implications for the financial sector.

Vivek Gautam
March 20, 2023
Sector research
  • Site map
  • Social media
  • Cookie policy
  • Manage cookies
  • BNY Mellon privacy notice
  • Important information
  • Fraud notice
  • 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.