Legal disclaimer

Cancel

Continue

The site you are about to enter is intended for US institutional investors and investment consultants only.

By using this website I also confirm that:
I accept the Terms of Use and I agree to comply with them – View our Important information
I accept the BNY Mellon Privacy Policy and I agree to comply with it – View the BNY Mellon Privacy Policy
I accept and consent to the use of cookies and analytics – View our Cookie Policy

Cancel

Continue

Newton Investment Management

  • Portal login
  • US Institutional
US Institutional
  • Our Purpose
  • Our Clients
  • Strategies
    Back
    • Absolute-Return Strategies
      Back
      • Global Dynamic Bond
      • Global Real Return
      • Sustainable Global Dynamic Bond
      • Sustainable Real Return
    • High-Conviction Strategies
      Back
      • Concentrated Global Equity
      • Global Emerging Markets Equity
      • Global Equity
      • Global Unconstrained
      • International Equity
    • Income Strategies
      Back
      • Global Dynamic Bond Income
      • Global Equity Income
      • Global Multi-Asset Income
    • Sustainable Strategies
      Back
      • Sustainable Balanced
      • Sustainable Global Dynamic Bond
      • Sustainable Global Equity
      • Sustainable Global Equity Income
      • Sustainable Real Return
      • Sustainable US Equity
    • Thematic Strategies
      Back
      • Future Earth
      • Future Food
      • Future Life
    • All Strategies
    • Strategy Updates
  • Themes
    Back
    • Our Thematic Investment Process
    • Our Themes
      Back
      • China Influence
      • Consumer Power
      • Earth Matters
      • Financialization
      • Healthy Demand
      • Net Effects
      • Population Dynamics
      • Smart Revolution
      • State Intervention
    • Our Thematic Investment Strategies
      Back
      • Future Earth
      • Future Food
      • Future Life
  • Responsible Investment
    Back
    • UN Principles for Responsible Investment
    • What is responsible investment?
    • Meet the team
    • Our ESG approach
    • Engagement in practice
    • Voting
    • Our stewardship in action
    • Corporate Responsibility
      Back
      • Diversity and Inclusion
    • Our heritage
    • How do we hold ourselves to account?
    • What do we offer?
    • Our credentials
  • Insights
    Back
    • Coronavirus
    • The Big Picture
    • Global Real Return
    • Multi-Asset
    • Emerging Markets & Asia
    • Global Equities
    • Fixed Income
    • Responsible and Sustainable
    • Media
  • Fly on the Wall
    Back
    • Categories
      Back
      • The big picture
      • Global Real Return
      • Multi-Asset
      • Emerging markets and Asia
      • Global equities
      • Fixed income
      • Responsible and sustainable
    • Authors
    • Archive
      Back
      • 2020
      • 2019
      • 2018
      • 2017
    • Subscribe
Newton Portal
US Institutional US Institutional

Insight

real return

Bitcoin
Blog

Bitcoin – Fool’s Gold or Digital Mecca?

With the cryptocurrency increasingly in the spotlight, we consider its role in a multi-asset portfolio.

Catherine Doyle
February 4, 2021
Multi-asset, Real Return, Sector research
Is the stage set for inflation?
Blog

Is the Stage Set for Inflation?

Will inflation finally re-emerge in a post-pandemic recovery, and how can a balanced portfolio prepare for it?

Aron Pataki
February 2, 2021
Coronavirus, Macro views, Real Return
Real return
Article

Real Return Team Viewpoint

We consider why the US equity market has made such strong advances in a highly uncertain environment.

January 25, 2021
Macro views, Real Return
State of play
Blog

State of Play

As policy intervention ratchets up to new levels in response to Covid-19, what are the implications for investors?

Matt Brown
January 18, 2021
Macro views, Real Return, Themes
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
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
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
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
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
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
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
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
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
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
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
Golden Opportunity?
Blog

Golden Opportunity?

Gold can be hard to decipher as an investment. How should you go about understanding this tricky commodity?

Newton Real Return team
May 31, 2019
Real Return, Sector research
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

Prop-ping up a Powerhouse

How the property market continues to dominate the cyclical ups and downs of China’s economy.

Brendan Mulhern
April 15, 2019
Emerging markets & Asia, Real Return
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

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

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

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

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

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

Forks in the Road

Trump’s promises, a questionable economic recovery and how to navigate them.

Aron Pataki
October 22, 2017
Real Return
Blog

Draining the Punchbowl

As central banks start to withdraw liquidity support, can risk assets continue their strong run?

Brendan Mulhern
September 28, 2017
Real Return
Blog

Grand Designs

Why all infrastructure investment opportunities aren’t created equal.

Philip Shucksmith
August 15, 2017
Real Return
  • Site map
  • Social media
  • Cookie policy
  • Manage cookies
  • BNY Mellon privacy policy
  • Important information
  • Form ADV
  • Careers
  • Contact
A BNY Mellon Company

Follow us

Select your location

Investor type

Individual Investors will be redirected to bnymellon.com

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.