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Insight

themes

Is China ‘uninvestible’?
Blog

Emerging-market equities: Finally Time to Shine?

After a prolonged period of relative underperformance, could emerging-market equities be set for a renaissance?

Ian Smith
January 27, 2023
Emerging markets & Asia, Macro views, Sustainable, Themes
Defining our approach to thematic investing
Audio

Defining Our Approach to Thematic Investing

Listen to why and how Newton uses micro and macro themes as part of its investment research.

January 26, 2023
Macro views, Sector research, Themes
Russia and China: a new world order
Blog

Geopolitical Outlook: How ‘Great Power Competition’ Will Define 2023

How the theme of ‘great power competition’ could shape the macroeconomic backdrop in 2023 and beyond.

Richard Bullock
January 26, 2023
Emerging markets & Asia, Sector research, Themes
Charity seminar online series
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
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
Better income outcomes
Blog

Global Equity Income: Better Income Outcomes in 2023?

We discuss the outlook for equity income investing.

Jon Bell, Zoe Kan
November 29, 2022
Global income, Sector research, Themes
Article

The Evolution of Our Themes

Our themes continue to evolve in line with the significant changes we are seeing across the globe.

November 10, 2022
Macro views, Sector research, Themes
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
Panoramic, Nature, Outdoors
Blog

Seeking Differentiated Returns in Volatile Markets

As a difficult earnings season approaches, we still see opportunities to seek out long-term structural growth.

John R Porter III
September 7, 2022
Themes, US equities
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
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
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
The end of globalisation as we know it
Blog

The End of Globalization as We Know It

Why deglobalization and supply shortages are leading to greater government intervention.

Simon Nichols
July 8, 2022
Macro views, Themes
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
Pushing back on plastic
Blog

Pushing Back on Plastic

As Plastic Free July continues, we assess opportunities around reducing the environmental impact of plastic and packaging waste.

Newton global research team
July 21, 2021
Responsible investment, Sustainable, Themes
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
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
Engaging for a Greener Future
Blog

Engaging for a Greener Future

Why engagement can be an effective way to support the energy sector’s transition to a lower-carbon future.

Newton responsible investment team
December 15, 2020
Responsible investment, Sustainable, Themes
Rug, Home Decor, Art
Blog

UK Equities: Deal or No Deal

We discuss the outlook for UK equities.

Louise Kernohan
December 10, 2020
Themes, UK equities
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
2021: better income outcomes?
Blog

2021: Better Income Outcomes?

Investors should be mindful of structural challenges posed to income generation as a result of rapid thematic change.

Jon Bell
December 9, 2020
Global income, 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
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
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
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
Fixed income, Sector research, Themes
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.

Newton responsible investment team
May 26, 2020
Responsible investment, Sector research, Sustainable, Themes
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
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
Sector research, Sustainable, Themes
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
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.

Newton global research team
April 7, 2020
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.

Newton global research team
April 1, 2020
Sector research, Themes
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
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
More sprouts, less turkey
Blog

More Sprouts, Less Turkey

How to eat well for the planet and your health.

Newton responsible investment team
January 3, 2020
Responsible investment, Sustainable, Themes
Blog

New Ways of Seeing

The growing sophistication and investment potential of the virtual reality experience

Paul Markham
April 26, 2018
Sector research, Themes
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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.