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Newton Investment Management

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Insight

sector research

Return of the Cyclicals
Blog

Return of the Cyclicals

We discuss the outlook for cyclical stocks.

Paul Markham
December 17, 2020
Coronavirus, Global equities, Sector research
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
Thematic investing
Article

Thematic Investing: What It Is and How We Do It

We explain how we currently use themes in our investment approach.

December 9, 2020
Newton philosophy, 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
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
Fast forward: A journey to the future of investment
Blog

Tomorrow’s World: Fast Forward to a Sustainable Future

We examine how the pandemic might pave the way to a more sustainable future.

Newton responsible investment team
November 17, 2020
Coronavirus, Responsible investment, Sector research, Sustainable, Themes
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
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

The Hidden World of Cybersecurity

As cybersecurity threats continue to rise, ESG-focused investors should take note.

Catherine Doyle
September 2, 2020
Responsible investment, Sector research
Diversity engagement and voting policy
Article

Diversity Engagement and Voting Policy

A short look at the policy which guides our diversity engagement and voting decisions.

August 28, 2020
Industry views, Newton philosophy, 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
Coal, Covid-19 and the rise of renewables
Blog

Coal, Covid-19 and the Rise of Renewables

What legacy will the dwindling use of coal leave for the energy industry and investors in renewables?

Paul Flood
August 12, 2020
Coronavirus, Multi-asset, Sector research, Sustainable
Blog

Taxing Times

Corporate taxation practices are attracting growing scrutiny. What are the investment implications?

Rebecca White
August 6, 2020
Responsible investment, Sector research
Blog

PRI Ratings: Newton’s 2020 Grades

How has Newton fared in the latest United Nations Principles for Responsible Investment (PRI) annual assessment ratings?

Rebecca White
August 5, 2020
Newton philosophy, Responsible investment, Sector research, Sustainable
Blog

The Danger of ‘SDG Washing’

Despite good words and intentions, corporate and government support for the UN’s Sustainable Development Goals is falling behind.

Andrew Parry
August 3, 2020
Responsible investment, Sector research, Sustainable
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
Coronavirus, Fixed income, Sector research
Why the global recovery shouldn’t cost the planet
Blog

Why the Global Recovery Shouldn’t Cost the Planet

We assess the potential for a more sustainable recovery from the latest global crisis.

Andrew Parry
July 14, 2020
Coronavirus, Newton philosophy, Responsible investment, Sector research, Sustainable
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
Engaging for a Greener Future
Blog

Covid-19: Winning the Peace

How the pandemic could help pave the way to a more sustainable future.

Andrew Parry
July 3, 2020
Coronavirus, Responsible investment, Sector research, Sustainable
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
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
Coronavirus, Fixed income, Sector research, Themes
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
Taking Action on the Implications of Climate Change
Blog

Fossil Fuels: Survival of the Adaptors

We assess the prospects for oil & gas companies as they seek to navigate the energy transition.

Andrew Parry
May 26, 2020
Coronavirus, Responsible investment, Sector research, Sustainable, Themes
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
Taking action on the implications of climate change
Article

Taking Action on the Implications of Climate Change

How can investors seek to address climate-related risks and opportunities?

May 12, 2020
Industry views, Responsible investment, Sector research, Sustainable
Burning issues
Blog

A Bridge to a Lower-Carbon World

We assess the role that carbon offsetting can play within the transition to a lower-carbon world.

Andrew Parry
May 1, 2020
Coronavirus, Responsible investment, Sector research, Sustainable
Blog

Oil Dividends: Losing Energy?

We examine how the pandemic may affect oil company dividends and the transition to a greener world.

Laura Sheehan
April 28, 2020
Coronavirus, Sector research, Sustainable, Themes
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
Coronavirus, Global equities, Sector research
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
Coronavirus, Fixed income, 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
Coronavirus, Industry views, Sector research
Blog

How Covid-19 Could Transform the Future of Health Care

We examine the longer-term impact of the virus on the health-care sector.

Emily Heaven
April 7, 2020
Coronavirus, Sector research, Themes
Blog

Covid-19: Health Care for the Greater Good

We analyze how the global health-care sector is faring in the face of the global pandemic.

Emily Heaven
April 1, 2020
Coronavirus, Sector research, Themes
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
Coronavirus, 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
Coronavirus, Fixed income, Macro views, Sector research
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
Planting the seeds
Blog

Planting the Seeds for Sustainable Agriculture

What did our visit to an underground farm teach us about agricultural innovations?

Rebecca White
November 27, 2019
Responsible investment, Sector research, Sustainable
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

When Renewable Innovation Meets a Fossil-Fuel Provider

We contemplate the nuances of sustainable investment.

Newton responsible investment team
August 22, 2019
Responsible investment, Sector research, Sustainable
Blog

Wind? We’re Fans

We discuss the role of wind and solar power in a transition to a greener energy economy.

Tom Atkinson
August 7, 2019
Sector research, Sustainable
Get well sooner
Blog

Get Well Sooner

Spending money on health and wellness is gaining popularity. What opportunities does this present?

Emily Heaven
July 30, 2019
Sector research
Blog

A Liquid Alternative

We consider the role of liquid real assets in a diversified portfolio.

Paul Flood
July 26, 2019
Multi-asset, Sector research
Blog

A Question of Quantity

We discuss the new revenue recognition standards.

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

Flights Not Ferraris

How is the millennial trend of spending on experiences, rather than things, affecting investors and industries?

Consumer Power Theme Group
July 11, 2019
Sector research
Blog

Population Prospects

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

Ed Geall
June 17, 2019
Macro views, Sector research
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

All That Glitters

Gold can be an enticing investment – but is it suitable for sustainable strategies?

Lloyd McAllister
May 8, 2019
Responsible investment, Sector research, Sustainable
Blog

Keep Palm and Carry On?

Why you should look past the online outrage directed at the world’s most consumed vegetable oil.

Newton responsible investment team
April 11, 2019
Responsible investment, Sector research, Sustainable
Sustainability
Blog

Sustainability Is the New Black

Consumers increasingly want products that stand for something, but how can companies balance purpose and profit?

Newton responsible investment team
April 2, 2019
Responsible investment, Sector research, Sustainable
Blog

A Not-So-Model Industry

The fashion industry is facing growing pressure to clean up its sustainability act.

Newton responsible investment team
March 19, 2019
Global income, Responsible investment, Sector research
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
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

Fueling the Future

In uncertain political times, how can governments and the oil industry manage the economics of reducing emissions?

Laura Sheehan
February 22, 2019
Responsible investment, 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

The Robots Are Coming (Again)!

Artificial intelligence is sweeping the planet. We set out the risks and potential rewards.

Lloyd McAllister
January 29, 2019
Responsible investment, Sector research
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
Blog

Global Equity Income: Is Now the Time?

Could the performance of dividend strategies revert to the long-term mean after three years of relative underperformance?

Newton equity income team
September 21, 2018
Global income, Sector research
Blog

Whose Gene Is It Anyway?

Genomics has the potential to change health-care systems on a global scale. How will this affect investors and…

Paul Flood, Emily Heaven
August 28, 2018
Sector research
Blog

Do You Want Kale With That?

Gen Z is spending more on health, fitness, food and fashion. We assess the investment implications.

Amy Chamberlain
August 24, 2018
Sector research
Blog

Watt’s the Future of Electric Vehicles?

The automobile industry is changing rapidly. What does this mean for traditional cars and their new electric counterparts?

Newton equity opportunities team
July 12, 2018
Sector research
Blog

Rewriting the Code

Gene-editing technology could have numerous applications in health care and beyond, but what does it mean for investors?

Newton global research team
July 4, 2018
Sector research
Blog

Crypto Currently

Demystifying the mysterious money of the internet – what is Bitcoin and how will it affect investors?

Aron Pataki
June 28, 2018
Sector research
Blog

Music Matters

Who takes home the lion’s share – record labels or streaming services?

Ben Smith
May 16, 2018
Sector research
Blog

Electric Revolution

Do electric vehicles spell the end for oil?

Laura Sheehan
May 10, 2018
Sector research
Blog

New Ways of Seeing

The growing sophistication and investment potential of the virtual reality experience

Paul Markham
April 26, 2018
Sector research, Themes
Blog

What Can We Learn from Indian Health Care?

Efficiency and low-cost solutions are helping to drive India’s health-care sector.

Emily Heaven
March 12, 2018
Emerging markets & Asia, Sector research
Blog

Fresh Air and the Big Smoke

How technical innovation could help to address London’s decades-old air-pollution problem.

Tom Atkinson
February 28, 2018
Sector research
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
Blog

Renewables Revolution

Could falling wind and solar costs spur even greater investment in the sector in 2018?

Paul Flood
January 11, 2018
Multi-asset, Responsible investment, Sector research
Blog

The Net Neutrality Controversy

What is it, who wants it, and who doesn’t?

Jonathan Mcmullan
November 30, 2017
Responsible investment, Sector research
Blog

Ready, Set, Shop!

Why we believe fast fashion sidesteps the obstacles associated with our ‘abundance’ theme.

Amy Chamberlain
October 27, 2017
Sector research
Blog

Understatement of the Year?

As Donald Trump recently commented, the health-care world is a “complicated” one to navigate.

Newton global research team
October 6, 2017
Sector research
Blog

The $500,000 Drug: Set to Upset the Apple CAR-T?

The launch of a groundbreaking new treatment could change the way we think about drug pricing.

Newton global research team
September 19, 2017
Sector research
Blog

Is More Less?

What a simple experiment with jelly can tell us about abundance and the consumer.

Amy Chamberlain
August 25, 2017
Sector research
Blog

Building the Dream

Infrastructure is currently a hot topic for investors, but what’s the reality?

Newton global research team
August 11, 2017
Sector research
Blog

Electric Vehicles – Charging Ahead?

Electric vehicles could spell the end of the road for the internal combustion engine.

Mathieu Poitrat Rachmaninoff
August 8, 2017
Sector research
Blog

Hacked Off!

Some corporates may be left feeling insecure after the latest hacking to hit the headlines.

Newton global research team
August 7, 2017
Sector research
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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.