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Newton Investment Management

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Insight

macro views

Winds of change: three macro trends to watch
Article

Winds of Change: Three Macro Trends to Watch

We look at three macro trends that investors need to be aware of.

December 18, 2020
Macro views, Real Return
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
The importance of thematic investing
Audio

The importance of thematic investing: Part two

A focus on two more of our primary investment themes: ‘state intervention’ and ‘healthy demand’

December 9, 2020
Macro views, Themes
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
The importance of thematic investing
Audio

The importance of thematic investing: Part one

A focus on three of our primary investment themes: ‘Earth matters’, ‘consumer power’ and ‘China influence’.

November 12, 2020
Macro views, 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
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
Coronavirus, Fixed income, Macro views, Responsible investment, Sector research, Sustainable
Investment comment - Oct 2020
Article

Investment Outlook – October 2020

For much of the quarter, financial markets appeared to have returned to business as usual.

October 27, 2020
Macro views
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
Real Return
Article

Real Return Team Viewpoint

Our Real Return team considers the investment backdrop.

October 23, 2020
Macro views, Real Return
Beyond the pandemic - Podcast
Audio

Beyond the pandemic: the bonds perspective

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

October 21, 2020
Coronavirus, Fixed income, Macro views, Responsible investment, Sector research, Sustainable
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
Investment comment July 2020
Article

Investment Outlook

Equity markets appeared at times to be detached from reality as they rebounded strongly during the second quarter.

July 21, 2020
Macro views
Investment thoughts from our Real Return team
Article

Real Return Team Viewpoint

Our Real Return team considers the investment backdrop.

July 15, 2020
Macro views, Real Return
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
Podcast: Looking through the pandemic episode-1
Audio

Looking Through the Pandemic: Part II

How is the pandemic changing global trends?

July 9, 2020
Coronavirus, Macro views, Responsible investment, Sector research, Sustainable
Podcast: Looking through the pandemic episode-1
Audio

Looking Through the Pandemic: Part I

How will Covid-19 shape the post-pandemic investment landscape?

June 24, 2020
Coronavirus, Macro views, Responsible investment, Sector research, Sustainable
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
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
Investment comment - April 2020
Article

Investment Outlook – April 2020

In 2015 American philanthropist Bill Gates warned of the potential threat a pandemic posed to the global economy.

April 23, 2020
Macro views
Investment thoughts from our Real Return team
Article

Real Return Team Viewpoint

Our Real Return team considers the investment backdrop.

April 21, 2020
Macro views, Real Return
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: 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
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
Real return
Article

Real Return Team Viewpoint

Our Real Return team considers the investment backdrop

February 20, 2020
Macro views, Real Return
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
Investment comment - January 2020
Article

Investment Outlook – January 2020

The Roman god Janus is a fitting metaphor for an investment backdrop characterized by uncertainty and opposing views.

January 22, 2020
Macro views
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
QE 4 to the rescue? Not quite…
Blog

QE 4 to the Rescue? Not Quite…

Does recent Federal Reserve activity hint at what lies ahead for US monetary policy?

Brendan Mulhern
December 9, 2019
Macro views, Multi-asset, Real Return, Sector research
Megacities medium
Blog

Megacities – Where Themes Collide

Our dynamic thematic framework helps identify structural growth opportunities created by rapid urbanization.

Ed Geall
November 28, 2019
Emerging markets & Asia, Macro views, Newton philosophy, Sector research
Blog

Cutting Through the Noise

How can investors thrive in a world defined by disruption?

Charles French
November 5, 2019
Macro views, Newton philosophy
Investment comment - Oct 2019
Article

Investment Outlook - October 2019

While the world celebrated the anniversary of the first manned Moon landing, investors couldn’t make a giant leap.

October 24, 2019
Macro views
Blog

Towards the Light

Emerging-market governments and companies are attaching increasing importance to environmental, social and governance considerations.

Newton equity opportunities team
October 15, 2019
Macro views, Responsible investment, Sustainable
Investment comment - July 2019
Article

Investment Outlook – July 2019

Scientists have revealed the first image of a black hole. The gravitational forces of policymaking have reasserted themselves.

July 26, 2019
Macro views
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

Perspective on the Pivot

With financial markets threatening to bounce the Fed into a fresh easing cycle, we give our perspective.

Newton Real Return team
July 18, 2019
Macro views, Real Return
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
Blog

Population Prospects

Major demographic shifts will have pronounced implications for economies and investors.

Ed Geall
June 17, 2019
Macro views, Sector research
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

The Rise and Rise of ‘MMT’ Economics

Modern Monetary Theory is gaining traction among policymakers, but what are the possible consequences for investors and markets?

Brendan Mulhern
May 23, 2019
Macro views, Real Return
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
Populist push
Blog

Populist Push

A new ‘post-globalization’ era may have major implications for investors.

Andy Warwick
March 25, 2019
Macro views, Real Return
Blog

Inflation: The Rise and Fall

With consumer price inflation remaining subdued despite extreme monetary policies, should investors still worry about inflation risk?

Newton Real Return team
March 22, 2019
Macro views, Real Return
Blog

Charting the Course

What are the investment implications of the World Bank’s key charts of 2018?

Rebecca White
March 21, 2019
Macro views, Responsible investment
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

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
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

A Year of Two Halves?

With a decade of financial excess now behind us, the risks appear skewed to the downside.

Brendan Mulhern
February 11, 2019
Macro views, Real Return
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
Thematic investment
Blog

The Investment Continuum

Our recent London conference panel session looked at where markets are heading against an ever-shifting backdrop.

Julian Lyne
January 15, 2019
Macro views, Newton philosophy
Blog

Downward Momentum

Trade confrontations may dominate the headlines, but deeper structural concerns are driving market movements.

Brendan Mulhern
December 10, 2018
Macro views, Real Return
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

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

Turkey: the Canary in the Coal Mine?

Are Turkey’s travails a precursor of worse to come for the global financial system as quantitative tightening starts…

Brendan Mulhern
September 3, 2018
Emerging markets & Asia, Macro views
Blog

The Big Not-So-Easy

China recently signaled a shift towards short-term economic growth by loosening monetary policy. Will this stimulate global reflation?

Brendan Mulhern
August 21, 2018
Macro views
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

Brexit: Deal or No Deal?

Everything you wanted to know about Brexit…but were afraid to ask.

Paul Markham
July 31, 2018
Macro views, UK equities
Blog

Call the Fire Department

We evaluate the current inflationary backdrop through the lens of our ‘fire risks’ investment theme.

Iain Stewart, Brendan Mulhern
June 19, 2018
Macro views, Real Return
Blog

Planting the Seeds of Discord

Improvements sparked by the advent of the plough help to inform our view that trade wars produce no…

Brendan Mulhern
June 15, 2018
Macro views
Blog

Russia’s Rocky Road to Reform

With the FIFA World Cup fast approaching, can Russia sustain an economic recovery after its deep recession?

Newton equity opportunities team
June 8, 2018
Emerging markets & Asia, Macro views
Blog

Sisters Are Doing It for Themselves – and the Economy

Why improving gender equality has a host of potential macroeconomic benefits.

Newton responsible investment team
June 4, 2018
Macro views
Blog

Tough Gig

What are the consequences of the increase in short-term contracts and freelance work for inflation and bond markets?

Paul Brain
May 31, 2018
Macro views
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

Fanning an Inflationary Fire?

A global trade war could fuel rising inflation and renewed volatility.

Paul Flood
May 18, 2018
Macro views, Multi-asset
Blog

A Perspective on Returns 3: Boom and Bust

Why we think this cycle has a significant chance of ending with a bang rather than a whimper.

Newton Real Return team
March 26, 2018
Macro views, Real Return
Blog

A Perspective on Returns 2: This Time It’s Different?

While many argue against the current economic cycle being a rerun of the last, we beg to differ.

Newton Real Return team
March 22, 2018
Macro views, Real Return
Blog

A Perspective on Returns 1: Where Are We Now?

Have we seen an extended cyclical bull market or sustainable secular expansion?

Newton Real Return team
March 20, 2018
Macro views, Real Return
Blog

Ready for Take-Off

The structural growth story in global Chinese tourism could run for decades.

Newton global research team
February 8, 2018
Emerging markets & Asia, Macro views, 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

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

Around the Block

Blockchain technology could revolutionize financial services.

Paul Markham
January 5, 2018
Macro views
Blog

The Great Deception

Is it time for central banks to disregard CPI as a guide for determining monetary policy?

Brendan Mulhern
November 27, 2017
Macro views, Real Return
Blog

Throwing a Curveball

Has a long-held central-bank assumption on what triggers inflation become obsolete?

Brendan Mulhern
September 3, 2017
Macro views
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