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Blog

industry views

2023 Mobility Outlook
Blog

2023 Mobility Outlook

Easing supply-chain pressures and rapid innovation should revitalize the mobility theme.

George Saffaye, Robert C Zeuthen, Frank J Goguen
January 25, 2023
Global equities, Industry views, Sector research
How to value a company during a pandemic
Blog

Financial and Sustainability Reporting – The Search for the Best Attainable Version of the Truth

We discuss the evolution of sustainability reporting.

Jeremy Stuber
January 24, 2023
Industry views, Sector research
Blog

ADAS, on the Road to Autonomy

We explore potentially life-saving advanced driver assistance system technology.

Robert C Zeuthen, Frank J Goguen, George Saffaye
January 17, 2023
Global equities, Industry views, Sector research
Blog

Biofuels: Fueling the Next Food Crisis?

With biofuels set to play an important role in the energy transition, we consider potential pitfalls.

Albert Chu
January 16, 2023
Global equities, Industry views
The journey to net zero in fixed income
Blog

The Journey to Net Zero in Fixed Income

Bond investors can play a pivotal role in moving the planet to a lower-carbon way of life.

Scott Freedman
January 4, 2023
Fixed income, Industry views, Responsible investment, Sustainable
Evolution not revolution: how our macro themes evolve
Blog

Quality Over Quantity: Making Sustainable Engagements Count

Why we believe effective sustainable engagement requires a truly holistic approach and a focus on quality over quantity.

Jennifer Law
December 6, 2022
Industry views, Newton philosophy, Responsible investment, Sustainable
2021: better income outcomes?
Blog

COP27: What Do We Want and What Might We Get?

We explain what we would like to see from the participants at this year’s climate-change event in Egypt.

Newton responsible investment team
November 7, 2022
Industry views, Responsible investment, Sector research, Sustainable
Value Opportunities in the Industrials Sector
Blog

Value Opportunities in the Industrials Sector

We discuss promising relative-value scenarios.

Newton US large cap value & income team
November 1, 2022
Industry views, Sector research, US equities
Retake on Double Take: A UK Winter of Discontent
Blog

Retake on Double Take: A UK Winter of Discontent

In the latest Double Take, we examine the investment implications of the continuing energy crisis enveloping the UK.

Jack Encarnacao, Raphael J. Lewis
October 25, 2022
Industry views, Macro views, Sector research
Forced labour and supply chains
Blog

Forced Labor and Supply Chains

What is the Uyghur Forced Labor Prevention Act and what does it mean for investors?

Rebecca White, Raphael J. Lewis
October 4, 2022
Industry views, Responsible investment
Responsible investment 2.0: the asset management transition story
Blog

Responsible Investment 2.0: The Asset Management Transition Story

Why we believe the financial industry needs its own transition as it seeks to help companies become sustainable.…

Therese Niklasson
October 3, 2022
Industry views, Responsible investment, Sustainable
Wristwatch, Coin, Money
Blog

Retake on Double Take: Compliant Crypto

We investigate the rapidly evolving world of cryptocurrency compliance as financial institutions plan to expand into digital assets.

Jack Encarnacao, Raphael J. Lewis
September 27, 2022
Industry views, Macro views, Sector research
Retake on Double Take: Cannabis Highs and Lows
Blog

Retake on Double Take: Cannabis Highs and Lows

As the US legal landscape evolves, we explore the many opportunities and unique challenges of selling marijuana products.

Raphael J. Lewis, Jack Encarnacao
September 22, 2022
Industry views, Macro views, Sector research
Investing in an era of unusual change
Blog

Genetic Medicines: A Two-Decade Revolution in Health Care?

Why we view genetic medicines as one of the most exciting developments in the health-care sector today.

Matthew Jenkin
September 13, 2022
Global equities, Industry views, Sector research, US equities
To amortise, or not to amortise, that is the question
Blog

To Amortize, or Not to Amortize, That Is the Question

We discuss the challenges of accounting for goodwill.

Jeremy Stuber
September 6, 2022
Industry views, Sector research
Office Building, Building, High Rise
Blog

Retake on Double Take: Equity and Inclusion

Why the integration and disclosure of people with disabilities in workplaces displays good values and is economically practical.

Raphael J. Lewis, Jack Encarnacao
August 23, 2022
Industry views, Macro views, Sector research
Defence stocks and ESG
Blog

Defense Stocks and ESG

We outline the key ESG issues related to defense and how we integrate these in our investment approach.

Sakshi Bahl
August 22, 2022
Industry views, Responsible investment, Sustainable
Person, Human, Rug
Blog

Retake on Double Take: Diversity and Human Capital

We discuss the evolving state of diversity, human capital management, and disclosure at public companies.

Raphael J. Lewis, Jack Encarnacao
August 19, 2022
Industry views, Macro views, Sector research
Supercharging the Global Electric Vehicle Supply Chain
Blog

Supercharging the Global Electric Vehicle Supply Chain

The regionalization and localization of supply chains can amplify their resiliency and sustainability, creating potential long-term opportunities investors.

Robert C Zeuthen, Frank J Goguen, George Saffaye
July 27, 2022
Global equities, Industry views, Sector research
Where We Find Value in Value Investing
Blog

Where We Find Value in Value Investing

The current macro environment and promising fundamentals in certain sectors bode well for US value stocks.

Newton US large cap value & income team
July 23, 2022
Industry views, Sector research, US equities
Retake on Double Take: The Reshoring Decision
Blog

Retake on Double Take: The Reshoring Decision

We investigate the trend of deglobalization and explore why some manufacturers are bringing operations back home.

Raphael J. Lewis, Jack Encarnacao
June 30, 2022
Industry views, Macro views, Sector research
Streaming to success
Blog

Streaming to Success?

The music industry has returned to growth thanks to the rise of streaming. Can the momentum be maintained?

Connor Middleton
June 23, 2022
Industry views, Multi-asset, Sector research
How to value a company during a pandemic
Blog

It Was the Best of Deals, It Was the Worst of Deals

We discuss how investors assess and monitor acquisitions.

Jeremy Stuber
June 15, 2022
Industry views, Sector research
Global Equities: Navigating a Volatile Backdrop
Blog

Global Equities: Navigating a Volatile Backdrop

We discuss how our global equity specialists are managing the volatility of today’s market landscape.

John R Porter III
June 6, 2022
Industry views, Macro views, Sector research
Retake on Double Take: A Nuclear Renaissance?
Blog

Retake on Double Take: A Nuclear Renaissance?

We discuss the potential of nuclear energy and how it may fit into the global energy transition.

Raphael J. Lewis, Jack Encarnacao
May 26, 2022
Industry views, Macro views, Sector research, Sustainable
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
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
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
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
Outer Space, Space, Universe
Blog

Global Minimum Tax: Why It Matters

Why we believe tax is under-analyzed, and how it informs our broader view of governance.

Jeremy Stuber
June 24, 2021
Industry views, Sector research
How to value a company during a pandemic
Blog

How to Value a Company During a Pandemic

We discuss how the pandemic has distorted standard valuation measures.

Jeremy Stuber
May 14, 2021
Industry views, Sector research
Blog

Turnover Is Vanity, Profit Is Sanity, but Cash Is Reality

Making the case for revisiting companies’ cash flow statements.

Jeremy Stuber
February 25, 2021
Industry views, Sector research
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
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
Industry views, Sector research
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
Industry views, Responsible investment
Blog

A Question of Quantity

We discuss the new revenue recognition standards.

Jeremy Stuber
July 19, 2019
Industry views, Sector research
Blog

Carry On Leo

The Irish and UK prime ministers are experiencing contrasting fortunes as Brexit negotiations rumble on.

Howard Cunningham
March 11, 2019
Fixed income, Industry views, 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

Lessons in Litigation

How can DC plans better protect themselves from litigation risk?

Julian Lyne
November 23, 2017
Industry 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.