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Insight

fixed income

Sovereign sustainability
Article

Assessing the Sustainability of Sovereign Bonds

Why we believe Newton Investment Management Ltd’s sovereign sustainability process is a key differentiator.

March 27, 2023
Fixed income, Sustainable
Breaking the System
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
Brainwaves episode 4: SVB, monetary policy and the bond markets
Video

Brainwaves Episode 4: SVB, Monetary Policy and the Bond Markets

Paul Brain considers what the collapse of Silicon Valley Bank means for bond markets.

March 21, 2023
Fixed income
Brainwaves episode 3: Has the bond market been getting it wrong?
Video

Brainwaves Episode 3: Has the Bond Market Been Getting It Wrong?

Fixed-income head Paul Brain discusses how bond markets can predict the economic cycle.

March 14, 2023
Fixed income
Brainwaves Episode 2: The bond outlook from Europe
Video

Brainwaves Episode 2: The Bond Outlook from Europe

Paul Brain discusses the bond outlook from Europe.

February 17, 2023
Fixed income
Coat, Clothing, Jacket
Video

Brainwaves Episode 1: The Outlook for Bonds in 2023

Why was 2022 so bad for bonds, and why are we more optimistic for 2023?

February 15, 2023
Fixed income, Macro views
Blog

Global Bond Outlook: How Far Can the Rally Go?

We analyze the prospects for bond markets in 2023.

Paul Brain
January 6, 2023
Fixed income, Macro views, Themes
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
Beyond the boundaries: investment opportunities in a new market regime
Article

Beyond the Boundaries: Investment Opportunities in a New Market Regime

CEO Euan Munro explores opportunities amid a changing structural backdrop and as market conditions have evolved dramatically.

December 21, 2022
Fixed income, Global income, Macro views, Themes
Newton Investment Management Logo
Blog

Second Time Lucky?

We assess the prospects for UK government bonds

Howard Cunningham
November 1, 2022
Defined contribution, Fixed income, Macro views, Sector research
Policy response
Blog

Vladimir Putin: Mr. Three Per Cent?

We examine how the Russian leader’s actions have affected the market’s risk premium and what might happen next.

Richard Bullock
October 24, 2022
Emerging markets & Asia, Fixed income, Global equities, Macro views, Ukraine
Paul Brain
Video

Opportunities in a Rising Rate Environment

Where now for global bond investors?

October 24, 2022
Fixed income, Macro views, Sector research
Made in Vietnam?
Blog

Vietnam: Supply-Chain Superstar

Key (and sometimes surprising) findings from a recent trip to Vietnam.

Richard Bullock
October 4, 2022
Emerging markets & Asia, Fixed income, Sector research, Themes
Blog

UK Mini Budget: The Closest Thing to Crazy?

We analyze potential consequences of new UK fiscal and monetary policy for UK bonds and the wider economy.

Howard Cunningham
September 28, 2022
Fixed income, Macro views
The power of divergence
Blog

The Power of Divergence

We analyze how diverging economies can create opportunities for bond investors with a global mindset.

Paul Brain
September 1, 2022
Fixed income, Macro views, Themes
Evolution not revolution: how our macro themes evolve
Blog

Evolution Not Revolution: How Our Macro Themes Evolve

We explain how our macro-focused investment themes have evolved to deal with a changing geopolitical and economic backdrop.

Paul Brain
August 18, 2022
Fixed income
Diverging fortunes: unearthing US bond opportunities
Blog

Diverging Fortunes: Unearthing US Bond Opportunities

We examine how the theme of divergence is creating opportunities for global bond investors in the US market.

Paul Brain
June 7, 2022
Fixed income, Macro views, Sector research, Themes, Ukraine
Investment matters: Russia, China and the new world order
Audio

Russia, China and the New World Order

How the Ukraine conflict could change the geopolitical and investment landscape.

May 19, 2022
Emerging markets & Asia, Fixed income, Global equities, Macro views, Sector research, Ukraine
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
On the rise…
Blog

On the Rise…

We assess what the Fed’s latest monetary-policy signaling could mean for bond markets.

Paul Brain
January 28, 2022
Fixed income, Macro views, Sector research
Symbol, Road Sign, Sign
Blog

Inflation: Stick or Twist?

We assess central banks’ latest strategies on interest rates as near-term inflation continues to rise.

Paul Brain
November 29, 2021
Fixed income
Insights
Blog

Time for Taper Tantrum II?

We assess the mood in bond markets as central banks once again start to focus on tapering quantitative-easing…

Paul Brain
September 17, 2021
Fixed income, Sector research
Something strange in bond markets
Blog

Something Strange in Bond Markets

We assess the drivers behind unusual recent moves in global bond markets and consider what may happen next.

Paul Brain
July 28, 2021
Fixed income
From niche to mainstream
Blog

From Niche to Mainstream

How sustainable fixed-income investing is growing in prominence, and why an active approach makes sense.

Catherine Doyle
June 29, 2021
Fixed income, Responsible investment, Sustainable
Investment Matters - Episode 10
Audio

Bonds: Spotlight on sustainable fixed income

Where are the best opportunities for sustainable-bond investors?

April 21, 2021
Fixed income, Sector research, Sustainable
Inflationary Fears Overdone?
Blog

Inflationary Fears Overdone?

We assess the near and mid-term implications of central-bank and government policy for bond markets.

Paul Brain
April 7, 2021
Fixed income
Investment Matters - Podcast
Audio

Bonds: tackling inflation and finding value in fixed-income markets

Bond markets have endured a tough year. We discuss the inflation threat and where to find best value.

April 7, 2021
Fixed income, 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
Emerging markets & Asia, Fixed income
Beyond the pandemic - Podcast
Audio

Beyond the pandemic: the bonds perspective: Part II

The outlook for inflation, and a focus on sustainable fixed-incoming investing.

October 27, 2020
Fixed income, Macro views, Responsible investment, Sector research, Sustainable
Investment Matters - Podcast
Audio

Beyond the pandemic: the bonds perspective

How the monetary and fiscal response to Covid-19 is reshaping bond markets.

October 21, 2020
Fixed income, Macro views, Responsible investment, Sector research, Sustainable
Episode 12: Election Implications
Audio

CIOs Perspectives: Election Implications

We examine potential election implications from the perspectives of our equity, fixed income, and multi-asset CIOs.

October 14, 2020
Fixed income, Global equities, Macro views, Multi-asset
Trump, Biden, and Municipal Bonds
Audio

Trump, Biden, and Municipal Bonds

We examine the historical economics of presidential elections and how this year's outcome might impact municipal bond portfolios.

September 11, 2020
Fixed income, Global equities
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
Fixed income, Macro views, Sector research, Themes
Millennials by the Numbers
Audio

Millennials: What the Data Tell Us

Demographic data is painting a richer picture of millennials; what are the investment implications in this post-pandemic world?

August 4, 2020
Fixed income, Global equities, Global income, Themes
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
Fixed income, Sector research
Board room
Audio

The G in ESG: How Does Governance Impact Investment Returns, and Why

We examine the growing emphasis on ESG considerations in fundamental analysis and how investor governance mandates change companies.

July 1, 2020
Fixed income, Global equities, Responsible investment
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
Fixed income, Sector research, Themes
Black and Green Swans
Audio

Black and Green Swans

The current crisis may present an avenue for a more resilient era. Explore why we may never return…

June 3, 2020
Fixed income, Global equities, Responsible investment
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
Fixed income, Macro views, Sector research
Consumer Behavior in the Time of COVID-19
Audio

Consumer Behavior in the Time of COVID-19

We examine how the solitude of COVID-19 is impacting both social and consumer behavior.

May 19, 2020
Fixed income, Global equities
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
Fixed income, Macro views, Themes
Geopolitics in the Age of Pandemic
Audio

Geopolitics in the Age of Pandemic

We discuss how the COVID-19 pandemic is reshaping the geopolitical landscape as we know it.

May 6, 2020
Fixed income, Global equities
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
Fixed income, Sector research
COVID-19: Changing Dynamics
Audio

COVID-19: Changing Dynamics

We explore how COVID-19 is reshaping supply chain dynamics, particularly within the healthcare economy.

April 13, 2020
Fixed income, Global equities, Sector research, Themes
Episode 4: COVID-19
Audio

COVID-19

In this special edition of Double Take, Mellon's former biotech and trading experts, along with Mellon's current Chief…

April 1, 2020
Fixed income, Global equities, Macro views
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
Fixed income, Sector research
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
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
A gilt-edged pledge?
Blog

A Gilt-Edged Pledge?

How the spending pledges from the two main British political parties could affect the UK's bond markets.

Howard Cunningham
December 12, 2019
Fixed income, Macro views
Latin American spring?
Blog

Latin American Spring?

As street protests spread across the region, is Latin America approaching a tipping point?

Carl Shepherd
December 11, 2019
Emerging markets & Asia, Fixed income
Episode 1: The New China Trade Reality
Audio

US/China Trade War: Irreversible Impacts?

Deal or no deal, what may have irreversibly changed in the US/China trade relationship.

November 22, 2019
Fixed income, Global equities, Macro views
The pain in Spain
Blog

The Pain in Spain

As the political deadlock looks set to continue in Spain, we assess the impact on debt markets.

Paul Brain
November 12, 2019
Fixed income
Which way now?
Blog

Which Way Now?

A further Brexit delay and an unpredictable election spell further near-term uncertainty for the UK economy.

Howard Cunningham
November 7, 2019
Fixed income, Sector research
Blog

Russian roulette

As Brexit uncertainty drags on, we assess the potential future consequences for the UK’s debt markets.

Howard Cunningham
October 10, 2019
Fixed income
Blog

Two Become One

What could Boris Johnson’s appointment as UK prime minister mean for bond and currency markets, and Brexit strategy?

Howard Cunningham
July 23, 2019
Fixed income, Macro views
Blog

Party Like It’s Norway (or Not)

The global liquidity party remains very much in evidence, despite the Norwegian central bank’s latest rate hike.

Jon Day
June 26, 2019
Fixed income, Macro views
Waiting for BoJo
Blog

Waiting for BoJo

How is the UK’s Brexit waiting game playing out in the bond markets?

Howard Cunningham
June 5, 2019
Fixed income
Blog

Trade Trouble

As tariffs are hiked again, where does the US-China trade war go from here?

Trevor Holder
May 30, 2019
Emerging markets & Asia, Fixed income, Macro views
Blog

What Now for Spain?

Political uncertainty could create short-term instability for Spanish bond spreads, but will it last?

Paul Brain
May 3, 2019
Fixed income, Macro views
Blog

Groundhog May

Amid another tumultuous week, the outcome of the UK’s Brexit negotiations look even murkier.

Howard Cunningham
March 14, 2019
Fixed income, Macro views
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

Driving Us Caracas

Venezuela’s president and opposition leader are deepening a political crisis that could hold major implications for global markets.

Carl Shepherd
February 20, 2019
Emerging markets & Asia, Fixed income, Sector research
Blog

Tick Tock

As the bond-market cycle clock ticks on, we offer our outlook for 2019.

Paul Brain
February 15, 2019
Fixed income, Macro views
Blog

Awaiting the Endgame

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

Paul Brain
December 13, 2018
Fixed income
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

Navigating Troubled Waters

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

Paul Brain
June 22, 2018
Fixed income
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

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

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

Turning Point

After a strong run, is the high-yield bond market due a more serious setback?

Paul Brain
November 20, 2017
Fixed income
Blog

Putting a Cap on It

Despite a shift in policy, a peak in rates may not be too far away.

Paul Brain
September 26, 2017
Fixed income
Blog

Ghoul’s Gold: China’s Ghost Towns

Why investors should beware of China’s haunted property market.

Parmeshwar Chadha
September 11, 2017
Fixed income
Blog

Circumventing Nomadic Bond Markets

What approach should investors take while awaiting more certainty on monetary policy direction?

Paul Brain
September 7, 2017
Fixed income
Blog

Much Ado About Nothing

Investment-grade debt has been bolstered by central-bank support, but we see little to get excited about.

Paul Flood
August 23, 2017
Fixed income, Multi-asset
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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.