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Blog

2020 Archive

Return of the Cyclicals
Blog

Return of the Cyclicals

We discuss the outlook for cyclical stocks.

Paul Markham
December 17, 2020
Coronavirus, Global equities, Sector research
Engaging for a Greener Future
Blog

Engaging for a Greener Future

Why engagement can be an effective way to support the energy sector’s transition to a lower-carbon future.

Newton responsible investment team
December 15, 2020
Responsible investment, Sustainable, Themes
Gold, Box, Treasure
Blog

Gold: Tailwinds?

We discuss the outlook for the precious metal.

Catherine Doyle
December 14, 2020
Macro views, Real Return, Sector research
Rug, Home Decor, Art
Blog

UK Equities: Deal or No Deal

We discuss the outlook for UK equities.

Louise Kernohan
December 10, 2020
Themes, UK equities
2021: better income outcomes?
Blog

2021: Better Income Outcomes?

Investors should be mindful of structural challenges posed to income generation as a result of rapid thematic change.

Jon Bell
December 9, 2020
Global income, Themes
Food, Burger, Plant
Blog

Responsible Investing and Plant-Based Meat Substitutes

As demand for plant-based meat grows, we consider the health and investment implications.

Rebecca White
December 4, 2020
Responsible investment
Building, Factory, Refinery
Blog

A Turning Point for US Energy Policy?

We consider how Joe Biden’s election win might change the outlook for the energy sector.

Laura Sheehan
November 27, 2020
Industry views, Sector research
Fast forward: A journey to the future of investment
Blog

The Future Today: Key Trends Shaping the Investment Landscape

We analyze how the pandemic is shaping key trends affecting the investment landscape today and in the future.

Curt Custard
November 18, 2020
Coronavirus, Global equities, Macro views, Real Return, Responsible investment, Sector research, Sustainable, Themes
Fast forward: A journey to the future of investment
Blog

Tomorrow’s World: Fast Forward to a Sustainable Future

We examine how the pandemic might pave the way to a more sustainable future.

Newton responsible investment team
November 17, 2020
Coronavirus, Responsible investment, Sector research, Sustainable, Themes
Market melt-up?
Blog

Market Melt-Up?

Could the US election outcome and hopes of an imminent Covid-19 vaccine keep markets trending upwards?

Brendan Mulhern
November 12, 2020
Coronavirus, Macro views, Real Return
US election
Blog

Biden: His Time

We assess the implications of Joe Biden’s US presidential election victory.

Paul Markham
November 9, 2020
Global equities, Macro views
US election
Blog

US Election: Bond Investors Shift Focus to 2021

We discuss how bond markets have responded to the US election.

Paul Brain
November 9, 2020
Fixed income, Macro views
Navigating the debt mountain
Blog

Navigating the Debt Mountain

As the global pandemic fallout continues, we assess the relative merits of developed and emerging-market debt.

Trevor Holder
November 3, 2020
Coronavirus, Emerging markets & Asia, Fixed income
Energy: Uncertainty and complexity creates opportunity
Blog

Energy: Uncertainty and Complexity Creates Opportunity

We discuss the pandemic’s lasting legacy on the energy sector.

Laura Sheehan
November 3, 2020
Preserve and protect 
Blog

Preserve and Protect

There are significant risks on the horizon, but we believe opportunities are emerging.

Suzanne Hutchins
October 26, 2020
Coronavirus, Macro views, Real Return
The ABCs of ESG
Blog

The ABCs of ESG

Why we believe environmental, social and governance factors are critical to investment decision-making, regardless of ethics or values.

Curt Custard
October 14, 2020
Industry views, Responsible investment
US election
Blog

US Election: All Eyes on November

With the US election fast approaching, we assess the potential implications for markets.

Paul Markham
September 30, 2020
Global equities
Human rights and wrongs
Blog

Human Rights and Wrongs

How investors can address human rights abuses and modern slavery.

Rebecca White
September 4, 2020
Responsible investment
Blog

The Hidden World of Cybersecurity

As cybersecurity threats continue to rise, ESG-focused investors should take note.

Catherine Doyle
September 2, 2020
Responsible investment, Sector research
Blog

Beyond Covid-19: The ‘U-Bend’ Recovery

Why we believe the post-pandemic economy will take some time to get back to pre-crisis levels.

Paul Brain
August 20, 2020
Coronavirus, Fixed income, Macro views, Sector research, Themes
Coal, Covid-19 and the rise of renewables
Blog

Coal, Covid-19 and the Rise of Renewables

What legacy will the dwindling use of coal leave for the energy industry and investors in renewables?

Paul Flood
August 12, 2020
Coronavirus, Multi-asset, Sector research, Sustainable
Blog

Taxing Times

Corporate taxation practices are attracting growing scrutiny. What are the investment implications?

Rebecca White
August 6, 2020
Responsible investment, Sector research
Blog

The Danger of ‘SDG Washing’

Despite good words and intentions, corporate and government support for the UN’s Sustainable Development Goals is falling behind.

Newton responsible investment team
August 3, 2020
Responsible investment, Sector research, Sustainable
Doing the right thing: ESG and EMD
Blog

Doing the Right Thing: ESG and EMD

We analyze the importance of sound governance and disciplined ESG analysis when selecting emerging-market government bonds.

Carl Shepherd, Trevor Holder
July 28, 2020
Emerging markets & Asia, Fixed income, Responsible investment, Sector research, Sustainable
Blog

European Recovery Assured?

We assess the ramifications of the European Union’s €750bn deal for EU bond markets and the euro.

Paul Brain
July 23, 2020
Coronavirus, Fixed income, Sector research
Why the global recovery shouldn’t cost the planet
Blog

Why the Global Recovery Shouldn’t Cost the Planet

We assess the potential for a more sustainable recovery from the latest global crisis.

Newton responsible investment team
July 14, 2020
Coronavirus, Newton philosophy, Responsible investment, Sector research, Sustainable
Is volatility here to stay?
Blog

Is Volatility Here to Stay?

We provide our macro outlook for the second half of 2020.

Suzanne Hutchins
July 10, 2020
Coronavirus, Defined contribution, Macro views, Real Return
Engaging for a Greener Future
Blog

Covid-19: Winning the Peace

How the pandemic could help pave the way to a more sustainable future.

Newton responsible investment team
July 3, 2020
Coronavirus, Responsible investment, Sector research, Sustainable
ESG: On the radar of the tech giants
Blog

ESG: On the Radar of the Tech Giants

As the world slowly emerges from the pandemic, we assess the technology sector’s shifting attitudes to ESG issues.

Catherine Doyle
June 30, 2020
Defined contribution, Global equities, Real Return, Responsible investment, Sector research, Sustainable, Themes
Blog

Is Investment Grade Nearing The ‘Danger Zone’?

We assess two potential tail-risk scenarios from the pandemic that could hurt investment-grade bond investors.

Howard Cunningham
June 26, 2020
Coronavirus, Fixed income, Sector research, Themes
Are You Engaged?
Blog

Are You Engaged?

Our new research highlights that individuals care about sustainable investing, with active engagement key to reflecting people’s values.

Julian Lyne
June 8, 2020
Responsible investment, Sustainable
Taking Action on the Implications of Climate Change
Blog

Fossil Fuels: Survival of the Adaptors

We assess the prospects for oil & gas companies as they seek to navigate the energy transition.

Newton responsible investment team
May 26, 2020
Coronavirus, Responsible investment, Sector research, Sustainable, Themes
US dollar: devalue to save the world?
Blog

US Dollar: Devalue to Save the World?

We assess how US-dollar strength will affect the global economy as it starts to recover from the pandemic.

Paul Brain
May 22, 2020
Coronavirus, Fixed income, Macro views, Sector research
Tough gig
Blog

Covid-19: A Tough Gig

The pandemic is shining a spotlight on the treatment of those undertaking low-paid, flexible work.

Rebecca White
May 18, 2020
Responsible investment, Sustainable
Blog

Looking Through the Pandemic: The Shape of the Recovery

We assess some potential consequences of the pandemic, and how they may play out in the global economy.

Paul Brain, Howard Cunningham
May 11, 2020
Coronavirus, Fixed income, Macro views, Themes
Burning issues
Blog

A Bridge to a Lower-Carbon World

We assess the role that carbon offsetting can play within the transition to a lower-carbon world.

Newton responsible investment team
May 1, 2020
Coronavirus, Responsible investment, Sector research, Sustainable
Blog

Oil Dividends: Losing Energy?

We examine how the pandemic may affect oil company dividends and the transition to a greener world.

Laura Sheehan
April 28, 2020
Coronavirus, Sector research, Sustainable, Themes
Our purpose
Blog

Covid-19: Looking Through the Pandemic

How will society and the global economy fare once the coronavirus pandemic begins to dissipate?

Paul Markham
April 23, 2020
Coronavirus, Global equities, Sector research
The rise and rise of ‘MMT’ economics
Blog

Save and Prosper?

How the pandemic and rescue packages are changing both corporate behavior and the dynamics of fixed-income markets.

Howard Cunningham, Paul Brain
April 20, 2020
Coronavirus, Fixed income, Sector research
Blog

Over a Barrel

We assess how the oil sector is facing up to an unprecedented fall in global demand.

Laura Sheehan
April 16, 2020
Coronavirus, Industry views, Sector research
Blog

How Covid-19 Could Transform the Future of Health Care

We examine the longer-term impact of the virus on the health-care sector.

Newton global research team
April 7, 2020
Coronavirus, Sector research, Themes
Blog

Covid-19: Health Care for the Greater Good

We analyze how the global health-care sector is faring in the face of the global pandemic.

Newton global research team
April 1, 2020
Coronavirus, Sector research, Themes
Being an engaged investor
Blog

Being an Engaged Investor in the Time of Covid-19

We give you the lowdown on the most pressing ESG concerns during this pandemic.

Newton responsible investment team
March 31, 2020
Coronavirus, Industry views, Responsible investment
Blog

Covid-19: The US Goes Big

We assess the potential impact of an unprecedented US fiscal stimulus package on markets.

Brendan Mulhern
March 26, 2020
Coronavirus, Macro views, Real Return
Covid-19: ECB’s ‘shock and awe’
Blog

Covid-19: ECB’s ‘Shock and Awe’

We assess what the European Central Bank’s latest financial rescue package means for European bond markets.

Jon Day
March 20, 2020
Coronavirus, Fixed income, Sector research
Searching for a silver lining
Blog

Searching for a Silver Lining

As market turmoil continues, we consider the outlook for global equities.

Paul Markham
March 19, 2020
Global equities
Covid-19: Looking through the crisis
Blog

Covid-19: Looking Through the Crisis

We analyze the impact of Covid-19 on global bond markets in anticipation of the next stage.

Paul Brain
March 18, 2020
Coronavirus, Fixed income, Macro views, Sector research
Learning to love low yields
Blog

Learning to Love Low Yields

Despite yields plunging following the Fed’s coronavirus-motivated rate cut, we believe opportunities still exist in bond markets.

Jon Day
March 11, 2020
Fixed income
Blog

Coronavirus: Back from the Brink?

Coronavirus-induced volatility continues to plague markets, but are there some tentative early signs of recovery?

Brendan Mulhern
March 9, 2020
Coronavirus, Macro views, Real Return
Diesel drama
Blog

Diesel Drama

Are electric vehicles always greener than diesel cars?

Newton global research team
March 6, 2020
Responsible investment, Sustainable
Climate change and banks
Blog

Climate Change and Banks: Clear and Present Danger?

Banks face pressure to stop financing fossil-fuel companies.

Lloyd McAllister
February 28, 2020
Responsible investment
Blog

Time to Panic?

What does the coronavirus mean for Chinese equities?

Newton equity opportunities team
February 25, 2020
Coronavirus, Emerging markets & Asia
Going viral
Blog

Going Viral

How does the spread of coronavirus affect the global investment outlook?

Brendan Mulhern
February 7, 2020
Coronavirus, Macro views, Real Return
The end of the beginning?
Blog

The End of the Beginning?

The UK may have officially left the European Union, but the real negotiations are yet to begin.

Paul Markham
February 3, 2020
Global equities, UK equities
A mood of change
Blog

A Mood of Change

We explain why we believe companies need to reappraise their purpose in a rapidly changing world.

Newton responsible investment team
January 21, 2020
Responsible investment
More sprouts, less turkey
Blog

More Sprouts, Less Turkey

How to eat well for the planet and your health.

Newton responsible investment team
January 3, 2020
Responsible investment, Sustainable, Themes
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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.