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Newton Investment Management

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Newton Portal
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Blog

2018 Archive

Blog

Electrifying Growth?

How our ‘Earth matters’ theme is guiding us towards investment opportunities in emerging markets.

Newton equity opportunities team
December 17, 2018
Emerging markets & Asia, Newton philosophy
Blog

Awaiting the Endgame

Which key stress indicators could herald the next market stage for bonds?

Paul Brain
December 13, 2018
Fixed income
Blog

Downward Momentum

Trade confrontations may dominate the headlines, but deeper structural concerns are driving market movements.

Brendan Mulhern
December 10, 2018
Macro views, Real Return
Blog

Brexit Stage Left…or Right?

Lack of clarity over the UK’s tortuous negotiations to leave the EU continues to weigh heavily on markets.

Paul Markham
December 5, 2018
Global equities
Blog

Is an ‘Italexit’ on the Cards?

A continuing budget dispute is leading to renewed speculation over an Italian exit from the European Union.

Paul Markham
November 28, 2018
Global equities, Macro views
Blog

Towards Greater Climate Risk Transparency

Why we welcome, support and report in line with the Task Force on Climate-related Financial Disclosures (TCFD) recommendations.

Hanneke Smits
November 26, 2018
Responsible investment, Sustainable
Blog

Stating the Case

How our ‘state intervention’ theme helps us to select our emerging-market investments.

Newton equity opportunities team
November 23, 2018
Emerging markets & Asia
Blog

A Tale of Two Countries

Turkey and Argentina are adopting radically different approaches as they attempt to remedy their economic ills.

Newton equity opportunities team
November 19, 2018
Emerging markets & Asia
Blog

Coal Museum Goes Solar, and Other Stories

A quarterly update from our responsible investment team.

Newton responsible investment team
November 8, 2018
Responsible investment
Blog

Brexit or Bust?

As the March 2019 deadline approaches, the chances of the UK and EU reaching an agreement are in…

Paul Markham
November 5, 2018
Global equities
Blog

Fear of Missing Out (FOMO)

In mountaineering, the descent is often more hazardous than the ascent. The same applies in equity markets.

Newton equity income team
October 17, 2018
Global income
Blog

U.S. Decoupling: Can It Last?

Can the U.S. equity market continue its stellar performance into 2019?

Brendan Mulhern
October 9, 2018
Emerging markets & Asia, Global equities, Macro views
Blog

Lessons Unlearned

A decade on from the global financial crisis, the seeds are being sown for further instability.

Newton equity opportunities team
October 5, 2018
Global equities
Blog

Oil: Staying in Range?

How are external and internal factors likely to affect the global oil price over the coming months?

Paul Markham
October 2, 2018
Global equities, Sector research
Blog

Walking the Tightrope

How can individuals shackled with personal debt be encouraged to save for retirement?

Catherine Doyle
September 26, 2018
Industry views
Blog

Global Equity Income: Is Now the Time?

Could the performance of dividend strategies revert to the long-term mean after three years of relative underperformance?

Newton equity income team
September 21, 2018
Global income, Sector research
Blog

Six Reasons to Consider Sustainable Bonds

Sustainable investing could be an option for fixed-income investors looking to make a positive impact.

Scott Freedman
September 13, 2018
Fixed income, Responsible investment
Blog

Turkey: the Canary in the Coal Mine?

Are Turkey’s travails a precursor of worse to come for the global financial system as quantitative tightening starts…

Brendan Mulhern
September 3, 2018
Emerging markets & Asia, Macro views
Blog

Whose Gene Is It Anyway?

Genomics has the potential to change health-care systems on a global scale. How will this affect investors and…

Paul Flood, Emily Heaven
August 28, 2018
Sector research
Blog

Do You Want Kale With That?

Gen Z is spending more on health, fitness, food and fashion. We assess the investment implications.

Amy Chamberlain
August 24, 2018
Sector research
Blog

The Big Not-So-Easy

China recently signaled a shift towards short-term economic growth by loosening monetary policy. Will this stimulate global reflation?

Brendan Mulhern
August 21, 2018
Macro views
Blog

Time to Unwind…

How U.S. monetary policy affects different sectors of the bond market at different times

Paul Brain
August 17, 2018
Fixed income, Macro views
Blog

Carbon Dioxide Disasters

Our responsible investment team report back on events over the second quarter

Rob Stewart
August 14, 2018
Responsible investment
Blog

Brexit: Deal or No Deal?

Everything you wanted to know about Brexit…but were afraid to ask.

Paul Markham
July 31, 2018
Macro views, UK equities
Blog

The Value of Active Engagement

Why we believe that active engagement results in better outcomes for both investors and society

Rob Stewart
July 19, 2018
Responsible investment
Blog

Watt’s the Future of Electric Vehicles?

The automobile industry is changing rapidly. What does this mean for traditional cars and their new electric counterparts?

Newton equity opportunities team
July 12, 2018
Sector research
Blog

Rewriting the Code

Gene-editing technology could have numerous applications in health care and beyond, but what does it mean for investors?

Newton global research team
July 4, 2018
Sector research
Blog

Crypto Currently

Demystifying the mysterious money of the internet – what is Bitcoin and how will it affect investors?

Aron Pataki
June 28, 2018
Sector research
Blog

Call to Action

The responsible investment landscape is changing amid climate-change governance risks. What are we doing about it?

Newton responsible investment team
June 25, 2018
Responsible investment
Blog

Navigating Troubled Waters

How can investors seek to engineer a return in today’s bond markets?

Paul Brain
June 22, 2018
Fixed income
Blog

Call the Fire Department

We evaluate the current inflationary backdrop through the lens of our ‘fire risks’ investment theme.

Iain Stewart, Brendan Mulhern
June 19, 2018
Macro views, Real Return
Blog

Planting the Seeds of Discord

Improvements sparked by the advent of the plough help to inform our view that trade wars produce no…

Brendan Mulhern
June 15, 2018
Macro views
Blog

Russia’s Rocky Road to Reform

With the FIFA World Cup fast approaching, can Russia sustain an economic recovery after its deep recession?

Newton equity opportunities team
June 8, 2018
Emerging markets & Asia, Macro views
Blog

Sisters Are Doing It for Themselves – and the Economy

Why improving gender equality has a host of potential macroeconomic benefits.

Newton responsible investment team
June 4, 2018
Macro views
Blog

Tough Gig

What are the consequences of the increase in short-term contracts and freelance work for inflation and bond markets?

Paul Brain
May 31, 2018
Macro views
Blog

Time to Be Peso-mistic?

With Argentina raising interest rates to 40% to defend its rapidly falling currency, what does the future hold?

Carl Shepherd
May 25, 2018
Emerging markets & Asia, Fixed income
Blog

From ‘Doves’ to ‘Hawks’?

Analyzing the investment landscape against a backdrop of rising interest rates.

Paul Brain
May 22, 2018
Fixed income, Macro views
Blog

Fanning an Inflationary Fire?

A global trade war could fuel rising inflation and renewed volatility.

Paul Flood
May 18, 2018
Macro views, Multi-asset
Blog

Music Matters

Who takes home the lion’s share – record labels or streaming services?

Ben Smith
May 16, 2018
Sector research
Blog

Electric Revolution

Do electric vehicles spell the end for oil?

Laura Sheehan
May 10, 2018
Sector research
Blog

New Ways of Seeing

The growing sophistication and investment potential of the virtual reality experience

Paul Markham
April 26, 2018
Sector research, Themes
Blog

Too Quick to Judge?

Avoiding the consensus view of corporate governance in emerging markets.  

Ian Burger
April 1, 2018
Emerging markets & Asia, Responsible investment
When markets sneeze
Blog

When Markets Sneeze

Volatility returned with a vengeance in February. What are the ramifications for emerging markets?

Newton equity opportunities team
March 28, 2018
Emerging markets & Asia
Blog

A Perspective on Returns 3: Boom and Bust

Why we think this cycle has a significant chance of ending with a bang rather than a whimper.

Newton Real Return team
March 26, 2018
Macro views, Real Return
Blog

A Perspective on Returns 2: This Time It’s Different?

While many argue against the current economic cycle being a rerun of the last, we beg to differ.

Newton Real Return team
March 22, 2018
Macro views, Real Return
Blog

A Perspective on Returns 1: Where Are We Now?

Have we seen an extended cyclical bull market or sustainable secular expansion?

Newton Real Return team
March 20, 2018
Macro views, Real Return
Blog

What Can We Learn from Indian Health Care?

Efficiency and low-cost solutions are helping to drive India’s health-care sector.

Emily Heaven
March 12, 2018
Emerging markets & Asia, Sector research
Blog

From Rooster to Dog: China in 2018

Can China sustain its positive momentum in the Year of the Dog?

Newton equity opportunities team
March 6, 2018
Emerging markets & Asia
Blog

Fresh Air and the Big Smoke

How technical innovation could help to address London’s decades-old air-pollution problem.

Tom Atkinson
February 28, 2018
Sector research
Blog

Year of the Dog

A look at the canine characteristics of the world’s leading central banks.

Paul Brain
February 20, 2018
Fixed income
Blog

Ready for Take-Off

The structural growth story in global Chinese tourism could run for decades.

Newton global research team
February 8, 2018
Emerging markets & Asia, Macro views, Sector research
Blog

Trendsetting: The Year Ahead in ESG

We explore some of the key trends our responsible investment team will be looking at in 2018.

Rob Stewart
February 2, 2018
Responsible investment
2021: better income outcomes?
Blog

What Next for Global Equities?

What lies ahead for global equity markets in 2018?

Paul Markham
January 26, 2018
Global equities, Macro views
Blog

What Lies Ahead for Fixed Income?

Where are opportunities for flexible fixed-income investors likely to arise in 2018?

Paul Brain
January 17, 2018
Fixed income, Macro views
Blog

Renewables Revolution

Could falling wind and solar costs spur even greater investment in the sector in 2018?

Paul Flood
January 11, 2018
Multi-asset, Responsible investment, Sector research
Blog

Around the Block

Blockchain technology could revolutionize financial services.

Paul Markham
January 5, 2018
Macro views
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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.