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Insight

global equities

Blog

What Does Net Zero Mean for Portfolios?

We discuss how we are navigating net zero in our portfolios to achieve real-world decarbonization.

James A Lydotes, Philip Shucksmith
January 27, 2023
Global equities, Real Return, Sustainable
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
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
Global equities: Our outlook for 2023
Blog

Global Equities: Our Outlook for 2023

We examine the current macro backdrop and where investors can potentially find pockets of growth.

John R Porter III
December 23, 2022
Global equities, Sector research
2023 Outlook for Global Infrastructure
Blog

2023 Outlook for Global Infrastructure

We believe infrastructure has exposure to themes with greater transparency that can provide some stability in uncertain times.

James A Lydotes
December 16, 2022
Global equities, Sector research
Unpacking the Future of Blockchain
Blog

Unpacking the Future of Blockchain

We discuss our 2023 outlook.

Jonathan Piskorowski
December 8, 2022
Global equities, Sector research
Agriculture, Nature, Outdoors
Blog

2023 Outlook for Global Natural Resources: Volatility and the Scarcity Economy

We believe active managers should look to global natural resources for attractive opportunities amid this multi-year commodity upcycle.

Albert Chu
December 7, 2022
Global equities, Sector research
Investment Matters
Audio

How Can a Different Approach to Equity Investment Address the New Market Regime?

How can a different approach to equity investment seek out opportunities in a radically different market regime?

December 6, 2022
Global equities, Macro views, Multi-asset, Sector research
Climate Change and Agriculture
Blog

Climate Change and Agriculture

As we navigate the future of agriculture, efficient price discovery could be a key agent for positive change.

Albert Chu
November 28, 2022
Global equities, Sector research
Article

Different Approach, Different Outcome

Rethink your core equity allocation with Newton’s Dynamic Equity strategy.

October 28, 2022
Global equities, US equities
The Importance of Water to Agriculture
Blog

The Importance of Water to Agriculture

Exploring agriculture can present one of the best indirect methods to accurately price water, a perpetually mispriced commodity.

Albert Chu
October 26, 2022
Global equities, 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
Global infrastructure: Tangible assets for tangible returns?
Blog

Global Infrastructure: Tangible Assets for Tangible Returns?

Global infrastructure securities can hold up as a buffer in this inflationary environment.

James A Lydotes
October 5, 2022
Global equities, Sector research
What’s Next for SMID Growth Stocks?
Video

What’s Next for SMID Growth Stocks?

In our webinar we discuss how continuing market volatility could unearth compelling opportunities in the SMID growth space.

September 22, 2022
Global equities
The Geopolitics of Agriculture and Food
Blog

The Geopolitics of Agriculture and Food

After decades of abundant food supply, changes in the agricultural commodity equilibrium may have lasting effects for consumers.

Albert Chu
September 21, 2022
Global equities, 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
The Emergence of Enterprise Blockchain Applications
Blog

The Emergence of Enterprise Blockchain Applications

Blockchain solutions are rapidly evolving beyond cryptocurrencies.

Jonathan Piskorowski
September 1, 2022
Global equities, Sector research
The Hesitant IPO Market
Blog

The Hesitant IPO Market

We explore the effects of the current macroeconomic environment on the IPO market.

Jack Encarnacao
August 31, 2022
Global equities, UK equities, US equities
Texture, Pattern, Rug
Blog

The Escalation of Cybersecurity’s Threat Environment

Geopolitical events have heightened the need for robust cybersecurity, potentially creating opportunities as the industry moves toward consolidation.

Robert C Zeuthen, Connor Middleton
August 24, 2022
Global equities, Sector research, Themes
Understanding the Shifting Agricultural Landscape
Blog

Understanding the Shifting Agricultural Landscape

The new energy crisis – food scarcity – presents challenges and opportunities as the world prepares for structural…

Albert Chu
August 22, 2022
Global equities, Sector research
Graphics, Art, Crystal
Blog

The Next Wave of Digital Transformation

The decade-old theme still points to long-term growth opportunities in differentiated areas including enterprise businesses and international markets.

Robert C Zeuthen, Maria Toneva
August 17, 2022
Global equities, Sector research, Themes
Electronics, Hardware, Electronic Chip
Blog

The New Tech Cold War

A decoupling of US and China technology ecosystems presents opportunities.

Richard Bullock, Robbie Henderson
August 12, 2022
Global equities, Sector research, Themes
Infrastructure Investing Against a Backdrop of Rising Rates
Article

Infrastructure Investing Against a Backdrop of Rising Rates

Analyzed properly, we believe hard assets underpinning infrastructure equities can provide a natural hedge in an inflationary environment.

July 28, 2022
Global equities
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
Why now for US small and mid-cap investments?
Audio

Why Now for US Small and Mid-Cap Investments?

Why now for US small and mid-caps?

June 23, 2022
Global equities, Macro views, Newton philosophy, Sector research, US equities
Through the Looking Glass
Article

Through the Looking Glass: Cobwebs, Turkeys, and Our Views on Global Natural Resources

We believe in the attractiveness of the global natural resource sector and its place in a well-diversified portfolio.

May 23, 2022
Global equities, Macro views
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
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
Emerging giants: Can India emulate China's recent growth?
Audio

China and India: taking a sustainable approach

We discuss the importance of thematic and sustainability considerations when investing in emerging markets.

January 4, 2022
Emerging markets & Asia, Global equities, Macro views, Responsible investment, Sector research, Sustainable
Capitalizing on the Wide-Ranging Impact of Blockchain Technology
Article

Breaking Down Blockchain Series: Part 3 - Capitalizing on the Wide-Ranging Impact of Blockchain Technology

Blockchain technology has the potential to massively disrupt several industries.

December 30, 2021
Global equities
Bitcoin: The New Smart Money - Part 1
Article

Breaking Down Blockchain Series: Part 1 - Bitcoin: The New Smart Money

A fundamental understanding of cryptocurrencies can help investors understand Blockchain’s possible implications.

December 9, 2021
Global equities
The Transformation Toward Digital Liquidity
Article

Breaking Down Blockchain Series: Part 2 - The Transformation Toward Digital Liquidity

Blockchain may have the potential to fundamentally change the longstanding infrastructure of the financial sector and other industries.

December 9, 2021
Global equities
The Crypto Asset Iceberg
Article

The Crypto Asset Iceberg

What might be some longer-term implications of the meteoric rise of Bitcoin's price?

December 9, 2021
Global equities
Unchaining Distributed Ledger Technology
Article

Unchaining Distributed Ledger Technology

With numerous pitfalls, navigating the nebulous environment of cryptoassets can be perilous.

December 9, 2021
Global equities
The Rise of Bitcoin
Article

The Rise of Bitcoin

We explore the rise of Bitcoin as cryptocurrencies continue their migration to mainstream investable blockchain technology.

December 9, 2021
Global equities
Enterprise Blockchain: Urgency Builds as Needs Intensify
Article

Enterprise Blockchain: Urgency Builds as Needs Intensify

Momentum for enterprise blockchain is reaching a tipping point, and 2019 could be the year for broad adoption.

December 9, 2021
Global equities
Building the Future of Blockchain
Article

Building the Future of Blockchain

Discover how the blockchain platform is linking businesses and governments with transformational benefits.

December 9, 2021
Global equities
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
Episode 20: Space Travel
Audio

The Next Horizon in Space Travel

We explore the many facets of the new space age. What opportunities does the space economy present for…

July 28, 2021
Global equities, Multi-asset, Sector research
Episode 19: Decrypting Cryptocurrency
Audio

Decrypting Cryptocurrency

Is it money? Is it an investment? Is it a fad? We unlock the value behind cryptocurrency.

June 10, 2021
Global equities, Multi-asset, Themes
Episode 18: The Future of Mobility
Audio

The Future of Mobility

Flying cars, jet packs and land speeders? This is what the future of mobility can really look like.

May 10, 2021
Global equities, Multi-asset, Themes
Episode 17: Income Inequality
Audio

Income Inequality and Stimulus

Lower interest rates typically benefit asset holders. What does this mean for the growing gap in income inequality?

April 21, 2021
Global equities, Multi-asset, Responsible investment
Episode 16: Proxy Voting
Audio

Proxy Voting: The Power of the Shareholder

We unpack the power of proxy voting to influence positive outcomes and improve total shareholder return over the…

March 12, 2021
Global equities, Multi-asset, Responsible investment
Episode 15: Robinhood, Reddit and the SEC
Audio

Robinhood, Reddit and the SEC

We dissect the "Reddit trade" with the former Mellon head of trading and the former head of the…

February 23, 2021
Global equities, Multi-asset
Episode 14: Biophysical Economics
Audio

Biophysical Economics

We explore the emerging field of biophysical economics, which considers how the physical laws of nature limit and…

January 28, 2021
Global equities, Multi-asset
Return of the Cyclicals
Blog

Return of the Cyclicals

We discuss the outlook for cyclical stocks.

Paul Markham
December 17, 2020
Global equities, Sector research
Episode 13: Black Friday and Beyond
Audio

Black Friday and Beyond

From curbside pickup to the burgeoning healthy lifestyle industry, we look at consumer trends and changing behaviors in…

November 24, 2020
Global equities, Multi-asset, Sector research
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
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
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
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
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
Gene Technology in the Fight Against Covid-19
Article

Gene Technology in the Fight Against Covid-19

Discover how innovations in gene technology are helping us combat the Covid-19 virus.

July 31, 2020
Global equities, 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
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
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
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
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
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
Global equities, 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
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
Episode 3: Gene Therapy: Cures, Risks and Opportunities
Audio

Gene Therapy: Cures, Risks and Opportunities

Discover what happens to health care investing and financing when curative genes are delivered to patients.

February 18, 2020
Global equities, Sector research, Themes
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
Episode 2: 5G: Big Change Is In the Air
Audio

5G: Big Change Is In the Air

We examine the far-reaching implications of the advent of 5G on both consumers and corporations.

January 21, 2020
Global equities, Sector research, Themes
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
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
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
Gene Therapy: Building Blocks of Change
Article

Gene Therapy: Building Blocks of Change

Gene therapy could redefine the healthcare industry. We explore the science behind what’s changing.

August 30, 2019
Global equities, Sector research
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.