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Newton Investment Management

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Newton Portal
UK Lgps LGPS

Article

macro views

Human, Person, Apparel
Article

Investment comment – October 2020

For much of the quarter, financial markets also appeared to have returned to business as usual.

19 October 2020
Industry views, Macro views
Investment comment July 2020
Article

Investment comment – July 2020

Equity markets appeared at times to be detached from reality as they rebounded strongly during the second quarter.

10 July 2020
Macro views
Investment comment - April 2020
Article

Investment comment – April 2020

In 2015 American philanthropist Bill Gates warned of the potential threat a pandemic posed to the global economy.

09 April 2020
Macro views
Article

Covid-19: The US goes big

We assess the potential impact of an unprecedented US fiscal stimulus package on markets.

27 March 2020
Coronavirus, Industry views, Macro views
COVID-19: UK bond market impact
Article

Covid-19: UK bond market impact

We analyse the impact of the UK government's financial rescue package on bond markets.

20 March 2020
Coronavirus, Fixed income, Macro views
Searching for a silver lining
Article

Searching for a silver lining

As market turmoil continues, we consider the outlook for global equities

20 March 2020
Coronavirus, Global equities, Macro views
Covid-19: Looking through the crisis
Article

Covid-19: Looking through the crisis

We analyse the impact of Covid-19 on global bond markets in anticipation of the next stage.

20 March 2020
Coronavirus, Fixed income, Macro views
Investment comment - January 2020
Article

Investment comment – January 2020

The Roman god Janus is a fitting metaphor for an investment backdrop characterised by uncertainty and opposing views.

14 January 2020
Macro views
Investment comment - Oct 2019
Article

Investment comment - October 2019

While the world celebrated the anniversary of the first manned Moon landing, investors couldn’t make a giant leap.

17 October 2019
Macro views
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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. 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.