themes

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

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

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

We analyze the prospects for bond markets in 2023.

CEO Euan Munro explores opportunities amid a changing structural backdrop and as market conditions have evolved dramatically.

We discuss the outlook for equity income investing.

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

Key (and sometimes surprising) findings from a recent trip to Vietnam.

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

We analyze how diverging economies can create opportunities for bond investors with a global mindset.

Geopolitical events have heightened the need for robust cybersecurity, potentially creating opportunities as the industry moves toward consolidation.

The decade-old theme still points to long-term growth opportunities in differentiated areas including enterprise businesses and international markets.

A decoupling of US and China technology ecosystems presents opportunities.

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

We examine how the theme of divergence is creating opportunities for global bond investors in the US market.

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

Is it money? Is it an investment? Is it a fad? We unlock the value behind cryptocurrency.

Flying cars, jet packs and land speeders? This is what the future of mobility can really look like.

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

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

We discuss the outlook for UK equities.

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

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

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

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

Why we believe the post-pandemic economy will take some time to get back to pre-crisis levels.

Demographic data is painting a richer picture of millennials; what are the investment implications in this post-pandemic world?

As the world slowly emerges from the pandemic, we assess the technology sector’s shifting attitudes to ESG issues.

We assess two potential tail-risk scenarios from the pandemic that could hurt investment-grade bond investors.

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

We assess some potential consequences of the pandemic, and how they may play out in the global economy.

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

We explore how COVID-19 is reshaping supply chain dynamics, particularly within the healthcare economy.

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

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

Discover what happens to health care investing and financing when curative genes are delivered to patients.

We examine the far-reaching implications of the advent of 5G on both consumers and corporations.

How to eat well for the planet and your health.

The growing sophistication and investment potential of the virtual reality experience