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Blog

2017 Archive

Blog

India’s Great ‘Financialization’

One year on from the Indian government’s demonetization initiative, asset management-related businesses are reaping the rewards.

Sophia Whitbread
December 14, 2017
Emerging markets & Asia
Blog

ESG Investing: Buzzwords or Better Investment?

We recently occupied a former prison to explore convictions about ESG investing.

Julian Lyne
December 11, 2017
Responsible investment
Blog

Europe’s New Reformation Era

Can Europe’s reform agenda truly help the area achieve growth?

Emma Mogford
December 6, 2017
Global equities
Blog

The Net Neutrality Controversy

What is it, who wants it, and who doesn’t?

Jonathan Mcmullan
November 30, 2017
Responsible investment, Sector research
Blog

The Great Deception

Is it time for central banks to disregard CPI as a guide for determining monetary policy?

Brendan Mulhern
November 27, 2017
Macro views, Real Return
Blog

Lessons in Litigation

How can DC plans better protect themselves from litigation risk?

Julian Lyne
November 23, 2017
Industry views
Blog

Turning Point

After a strong run, is the high-yield bond market due a more serious setback?

Paul Brain
November 20, 2017
Fixed income
Blog

Growing Old Irresponsibly

How prepared are governments for the ageing of their populations?

Newton equity opportunities team
November 10, 2017
Blog

Japan’s Demographics: Working It Out

Women and the elderly appear to be helping Japan’s labor force defy its poor demographics.

Yuko Takano
November 6, 2017
Global equities
Blog

One Belt, One Road, and the $900bn Dollar Question

China has a grand vision for its One Belt One Road project, but can it become a reality?

Newton equity opportunities team
November 1, 2017
Emerging markets & Asia
Blog

Ready, Set, Shop!

Why we believe fast fashion sidesteps the obstacles associated with our ‘abundance’ theme.

Amy Chamberlain
October 27, 2017
Sector research
Blog

Forks in the Road

Trump’s promises, a questionable economic recovery and how to navigate them.

Aron Pataki
October 22, 2017
Real Return
Blog

Planes, (Economic) Gains and Automobiles

Increased infrastructure spending in India could be good news for investors.

Newton equity opportunities team
October 17, 2017
Emerging markets & Asia
Blog

China in 3 Charts

Three macro snapshots of China that investors should keep in mind.

Robert Marshall-Lee, Sophia Whitbread
October 13, 2017
Emerging markets & Asia
Blog

The ‘PRI in Person’ conference in Berlin

The world’s largest responsible investment conference provided food for thought.

Rob Stewart
October 9, 2017
Responsible investment
Blog

Understatement of the Year?

As Donald Trump recently commented, the health-care world is a “complicated” one to navigate.

Newton global research team
October 6, 2017
Sector research
Blog

Draining the Punchbowl

As central banks start to withdraw liquidity support, can risk assets continue their strong run?

Brendan Mulhern
September 28, 2017
Real Return
Blog

Putting a Cap on It

Despite a shift in policy, a peak in rates may not be too far away.

Paul Brain
September 26, 2017
Fixed income
Blog

A Chip on their Shoulder

The memory chip supply/demand sweet spot.

Newton equity opportunities team
September 21, 2017
Emerging markets & Asia
Blog

The $500,000 Drug: Set to Upset the Apple CAR-T?

The launch of a groundbreaking new treatment could change the way we think about drug pricing.

Newton global research team
September 19, 2017
Sector research
Blog

Crossing the Line

What are the political and economic consequences of the European refugee crisis?

Emma Mogford
September 15, 2017
Global equities
Blog

Ghoul’s Gold: China’s Ghost Towns

Why investors should beware of China’s haunted property market.

Parmeshwar Chadha
September 11, 2017
Fixed income
Blog

Circumventing Nomadic Bond Markets

What approach should investors take while awaiting more certainty on monetary policy direction?

Paul Brain
September 7, 2017
Fixed income
Blog

Throwing a Curveball

Has a long-held central-bank assumption on what triggers inflation become obsolete?

Brendan Mulhern
September 3, 2017
Macro views
Blog

Checking the Forecast

With a climate-change sceptic in the White House, has our outlook for renewable-energy investment changed?

Paul Flood
August 29, 2017
Multi-asset
Blog

Is More Less?

What a simple experiment with jelly can tell us about abundance and the consumer.

Amy Chamberlain
August 25, 2017
Sector research
Blog

Much Ado About Nothing

Investment-grade debt has been bolstered by central-bank support, but we see little to get excited about.

Paul Flood
August 23, 2017
Fixed income, Multi-asset
Blog

Reality Check

A trip to Japan provides a chance to find out more about developments in virtual reality.

Paul Markham
August 19, 2017
Global equities
Blog

Grand Designs

Why all infrastructure investment opportunities aren’t created equal.

Philip Shucksmith
August 15, 2017
Real Return
Blog

Building the Dream

Infrastructure is currently a hot topic for investors, but what’s the reality?

Newton global research team
August 11, 2017
Sector research
Blog

Electric Vehicles – Charging Ahead?

Electric vehicles could spell the end of the road for the internal combustion engine.

Mathieu Poitrat Rachmaninoff
August 8, 2017
Sector research
Blog

Hacked Off!

Some corporates may be left feeling insecure after the latest hacking to hit the headlines.

Newton global research team
August 7, 2017
Sector research
Blog

“It’s Behind You!”

Why global equity income might be an effective solution for cash flow negative plans.

Newton equity income team
August 1, 2017
Global income
Blog

Fake News: Who Can You Trust?

How to avoid investing in an echo chamber.

Newton equity opportunities team
July 29, 2017
Global equities
Blog

European Election Fever

Why we believe markets may be overexcited about developments in European politics.

Emma Mogford
July 26, 2017
Global equities
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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. Newton is registered with the SEC as an investment adviser under the Investment Advisers Act of 1940. Newton’s investment business is described in Form ADV, Part 1 and 2, which can be obtained from the SEC.gov website or obtained upon request. 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. Unless you are notified to the contrary, the products and services mentioned are not insured by the FDIC (or by any governmental entity) and are not guaranteed by or obligations of The Bank of New York or any of its affiliates. The Bank of New York assumes no responsibility for the accuracy or completeness of the above data and disclaims all expressed or implied warranties in connection therewith. © 2006 The Bank of New York Company, Inc. All rights reserved.