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Blog

global equities

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
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
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
Deal or no deal?
Blog

Deal or No Deal

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

Richard Bullock
January 28, 2022
Emerging markets & Asia, Global equities, Sector research, Sustainable, Ukraine
Outer Space, Space, Universe
Blog

Which Areas of Accounting Need Improving?

Why we believe the IASB’s Third Agenda Consultation is a great opportunity for investors to influence its priorities.

Jeremy Stuber
October 22, 2021
Global equities, Industry views, Sector research
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
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
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: All Eyes on November

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

Paul Markham
September 30, 2020
Global equities
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
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
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
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
High-stakes fortnight
Blog

High-Stakes Fortnite

With less than two weeks to go, we examine the latest developments in the UK general election.

Paul Markham
December 2, 2019
Global equities, UK equities
Under starter's orders
Blog

Under Starter’s Orders

We assess the potential implications for Brexit, politics and markets ahead of the UK’s impending December election.

Paul Markham
November 13, 2019
Global equities, UK equities
Blog

Law and Disorder

The UK Supreme Court’s ruling against Boris Johnson appears to have deepened Brexit divisions in Parliament.

Paul Markham
September 27, 2019
Global equities
Blog

Prorogue to Win or Prologue to a Loss?

Boris Johnson has embarked upon a radical but controversial Brexit strategy.

Paul Markham
August 30, 2019
Global equities, UK equities
Blog

Brexit or Brex-tension?

We assess the latest developments as the UK moves closer to the October 31 Brexit extension deadline.

Paul Markham
August 20, 2019
Global equities, UK equities
Brexit trick or treat
Blog

Brexit trick or treat?

The EU and UK finally agree on a Brexit extension until October 31. What happens next?

Paul Markham
April 12, 2019
Global equities, UK equities
Blog

The MP Strikes Back

In an unprecedented move, UK politicians are wresting control of the Brexit process from Prime Minister Theresa May.

Paul Markham
March 26, 2019
Global equities, UK equities
Blog

Theresa’s May Day

Another vote, another Brexit deal defeat for the UK prime minister. What happens next?

Paul Markham
March 13, 2019
Global equities, Sector research, UK equities
Around the world in global equities
Blog

Around the World in Global Equities

We assess the prospects for global equities in 2019.

Paul Markham
February 13, 2019
Global equities, Macro views
Blog

Brexit’s May day

The UK prime minister’s emphatic Brexit vote loss last night raises more questions than it answers.

Paul Markham
January 16, 2019
Global equities, Macro views
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

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

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
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

Reality Check

A trip to Japan provides a chance to find out more about developments in virtual reality.

Paul Markham
August 19, 2017
Global equities
Blog

Fake News: Who Can You Trust?

How to avoid investing in an echo chamber.

Newton equity opportunities team
July 29, 2017
Global 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.