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Newton Portal
UK Institutional Defining our approach to thematic investing

Defining our approach to thematic investing

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

26 January 2023
Audio

Thematic strategist Brian Blongastainer talks to the investment communications team’s Matthew Goodburn about the key role that themes play within Newton’s multidimensional research.

This podcast was recorded on 30 November 2022.

Presented by

Matt Goodburn

Matt Goodburn

Multimedia editor

Topics

  • Macro views
  • 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. 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.