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Insight

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.

Andrew Parry
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

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
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
Coronavirus, Fixed income, Macro views, Sector research, 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
Coronavirus, 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.

Andrew Parry
May 26, 2020
Coronavirus, 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
Coronavirus, 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
Coronavirus, Sector research, Sustainable, 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.

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
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.