INVESTMENT MATTERS

How we are investing against a changed global equity market backdrop.

How our ‘big government’ and ‘great power competition’ themes are helping to inform our investment approach.

How we use our thematic research framework to help interpret the threats and opportunities presented by artificial intelligence.

Why small caps could be set for a period of relative outperformance versus their large-cap peers.

Why deglobalization will be a key theme for investors to watch over the next decade.

Find out how we apply investigative skills to our investment process.

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

How can a different approach to equity investment seek out opportunities in a radically different market regime?

Why Newton is focused on the Science Based Targets initiative in the drive to achieve net zero.

Why now for US small and mid-caps?

How the Ukraine conflict could change the geopolitical and investment landscape.

We discuss the importance of thematic and sustainability considerations when investing in emerging markets.

Can India emulate China's recent growth?

How can we avert a future climate catastrophe?

Why cooperation on reducing carbon emissions must be truly global.

Tackling climate change: How did we get here?

Where are the best opportunities for sustainable-bond investors?

Bond markets have endured a tough year. We discuss the inflation threat and where to find best value.

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

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

The outlook for inflation, and a focus on sustainable fixed-incoming investing.

How the monetary and fiscal response to Covid-19 is reshaping bond markets.

How is the pandemic changing global trends?

How is the pandemic changing global trends?

How will Covid-19 shape the post-pandemic investment landscape?