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Insight

macro views

Why now for US small and mid-cap investments?
Audio

Why now for US small and mid-cap investments?

Hear equity CIO John Porter discuss investment opportunities within the US small and mid-cap sector.

11 April 2023
Global equities, Macro views
Water, Outdoors, Transportation
Article

Sustainable portfolio ‘withdrawal rates’ for charities

We consider how charity trustees can arrive at a sustainable spending or withdrawals policy for their endowment.

19 September 2022
Macro views, Multi-asset
Video

Sustainable Real Return – quarterly outlook

Portfolio manager Phil Shucksmith covers nature and biodiversity, net zero and the energy transition in this quarter’s outlook.

05 August 2022
Macro views, Real Return, Sustainable
Global equity
Video

Global Equity – quarterly outlook

Portfolio manager Paul Markham considers what interest rate hikes and the return of inflation mean for equity markets.

01 August 2022
Global equities, Macro views
Real Return
Video

Real Return – quarterly outlook

Portfolio manager Suzanne Hutchins discusses the implications of inflation, interest rates and the Chinese economy for investors.

01 August 2022
Macro views, Real Return
Global Dynamic Bond
Video

Fixed income – quarterly outlook

Portfolio manager Paul Brain assesses the main factors driving fixed-income markets and the key areas of opportunity.

29 July 2022
Fixed income, Macro views
Newton Sustainable Growth and Income Fund for Charities
Video

Charities investment team – quarterly outlook

Alison El-Araby and Rorie Evans discuss interest-rate rises, inflation and the key areas of opportunity.

29 July 2022
Macro views, Multi-asset
Investment comment - July 2022
Article

Investment comment - July 2022

Geopolitical tensions remained high and inflationary forces intensified during the second quarter. What are the implications for investors?

18 July 2022
Macro views
Video

A fast-changing world for charities

Learn about what has happened to income and the opportunities in charity portfolios

01 July 2022
Macro views, Multi-asset
Spinning on a new inflationary axis
Blog

Spinning on a new inflationary axis

We examine the conditions that have led to increasingly high levels of inflation.

Brendan Mulhern
29 June 2022
Macro views, Real Return
Why now for US small and mid-cap investments?
Audio

Why now for US small and mid-cap investments?

Hear equity CIO John Porter discuss investment opportunities within the US small and mid-cap sector.

23 June 2022
Global equities, Macro views
The end of globalisation as we know it
Blog

The end of globalisation as we know it

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

Simon Nichols
23 June 2022
Macro views, Themes
Video

Geopolitics and the competition between great powers

Understand the three implications of the changing globalisation pattern for charity investors.

22 June 2022
Macro views
Is volatility here to stay?
Blog

Investing in an environment of higher inflation and lower growth

What has happened to income, and what are the challenges and opportunities facing charity investors now?

Hilary Meades
20 June 2022
Macro views, Multi-asset
Fixed-income solutions for a challenging market backdrop
Article

Fixed-income solutions for a challenging investment backdrop

Using fixed income to help navigate a rising interest-rate environment.

23 May 2022
Fixed income, Macro views
Investment matters: Russia, China and the new world order
Audio

Russia, China and the new world order

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

18 May 2022
Emerging markets & Asia, Fixed income, Global equities, Macro views, Ukraine
Investment comment - April 2022
Article

Investment comment – April 2022

Investors face heightened uncertainty from rising inflation, tighter monetary policy and Russia’s invasion of Ukraine.

13 April 2022
Macro views
Ukraine Russia war soldier
Blog

Russian bear: exiled and grizzly

The implications of Russia's new pariah status

Richard Bullock
28 March 2022
Macro views, Ukraine
Russian bear out in the cold
Blog

Russian bear out in the cold

We assess the possible investment implications of Russia’s invasion of Ukraine.

Richard Bullock
03 March 2022
Fixed income, Global equities, Macro views, Sector research, Ukraine
Investment comment January 2022
Article

Investment comment - January 2022

Markets contemplate whether policymakers can engineer a ‘soft landing’ to ease inflationary pressures without stifling the rebounding economy.

17 January 2022
Macro views
Emerging giants: Can India emulate China's recent growth?
Audio

Emerging-world superpowers: China and India

Can India emulate China's recent growth?

15 December 2021
Emerging markets & Asia, Macro views, Responsible investment, Sector research
A monetary regime change or just a mild bout of inflation?
Blog

Not another financial crisis

Why we believe the post-Covid recovery will be different from the post-financial crisis period.

Brendan Mulhern
15 October 2021
Macro views, Real Return
Investment comment - Oct 2021
Article

Investment comment – October 2021

Inflationary pressures and China-related concerns dented an improving picture during the third quarter.

12 October 2021
Macro views
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
16 December 2020
Global income, Macro views, Themes
Rug, Home Decor, Art
Blog

UK equities – deal or no deal

We discuss the outlook for UK equities.

Louise Kernohan
16 December 2020
Macro views, Themes, UK equities
Gold, Box, Treasure
Blog

Gold: tailwinds?

We discuss the outlook for the precious metal.

Catherine Doyle
15 December 2020
Macro views, Real Return, Sector research
Market melt-up?
Blog

Market melt-up?

Could the US election outcome and hopes of an imminent Covid-19 vaccine keep markets trending upwards?

Brendan Mulhern
14 December 2020
Coronavirus, Macro views, Real Return
2020 Newton Charity Investment Survey
Video

Testing times: Charity Investment Survey findings webinar

We discuss the key findings from our 2020 Charity Investment Survey

19 November 2020
Macro views, 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. 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 document is for UK charities 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.