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2019 Archive

A gilt-edged pledge?
Blog

A Gilt-Edged Pledge?

How the spending pledges from the two main British political parties could affect the UK's bond markets.

December 12, 2019 Howard Cunningham
Latin American spring?
Blog

Latin American Spring?

As street protests spread across the region, is Latin America approaching a tipping point?

December 11, 2019 Carl Shepherd
QE 4 to the rescue? Not quite…
Blog

QE 4 to the Rescue? Not Quite…

Does recent Federal Reserve activity hint at what lies ahead for US monetary policy?

December 9, 2019 Brendan Mulhern
Megacities medium
Blog

Megacities – Where Themes Collide

Our dynamic thematic framework helps identify structural growth opportunities created by rapid urbanization.

November 28, 2019 Newton global research team
Made in Vietnam?
Blog

Made in Vietnam?

A trip to Vietnam has highlighted the dual opportunity of the growing middle class and potential trade-war tailwinds.

November 25, 2019 Newton equity opportunities team
The pain in Spain
Blog

The Pain in Spain

As the political deadlock looks set to continue in Spain, we assess the impact on debt markets.

November 12, 2019 Paul Brain
Which way now?
Blog

Which Way Now?

A further Brexit delay and an unpredictable election spell further near-term uncertainty for the UK economy.

November 7, 2019 Howard Cunningham
Blog

Russian roulette

As Brexit uncertainty drags on, we assess the potential future consequences for the UK’s debt markets.

October 10, 2019 Howard Cunningham
Get well sooner
Blog

Get Well Sooner

Spending money on health and wellness is gaining popularity. What opportunities does this present?

July 30, 2019 Newton global research team
Blog

A Liquid Alternative

We consider the role of liquid real assets in a diversified portfolio.

July 26, 2019 Paul Flood
Blog

Two Become One

What could Boris Johnson’s appointment as UK prime minister mean for bond and currency markets, and Brexit strategy?

July 23, 2019 Howard Cunningham
Blog

Perspective on the Pivot

With financial markets threatening to bounce the Fed into a fresh easing cycle, we give our perspective.

July 18, 2019 Newton Real Return team
Blog

Flights Not Ferraris

How is the millennial trend of spending on experiences, rather than things, affecting investors and industries?

July 11, 2019 Newton global research team
Blog

Party Like It’s Norway (or Not)

The global liquidity party remains very much in evidence, despite the Norwegian central bank’s latest rate hike.

June 26, 2019 Jon Day
Blog

Population Prospects

Major demographic shifts will have pronounced implications for economies and investors.

June 17, 2019 Newton global research team
Waiting for BoJo
Blog

Waiting for BoJo

How is the UK’s Brexit waiting game playing out in the bond markets?

June 5, 2019 Howard Cunningham
Golden Opportunity?
Blog

Golden Opportunity?

Gold can be hard to decipher as an investment. How should you go about understanding this tricky commodity?

May 31, 2019 Newton Real Return team
Blog

Trade Trouble

As tariffs are hiked again, where does the US-China trade war go from here?

May 30, 2019 Trevor Holder
Blog

The Rise and Rise of ‘MMT’ Economics

Modern Monetary Theory is gaining traction among policymakers, but what are the possible consequences for investors and markets?

May 23, 2019 Brendan Mulhern
Blog

What Now for Spain?

Political uncertainty could create short-term instability for Spanish bond spreads, but will it last?

May 3, 2019 Paul Brain
Blog

Prop-ping up a Powerhouse

How the property market continues to dominate the cyclical ups and downs of China’s economy.

April 15, 2019 Brendan Mulhern
Populist push
Blog

Populist Push

A new ‘post-globalization’ era may have major implications for investors.

March 25, 2019 Andy Warwick
Blog

Inflation: The Rise and Fall

With consumer price inflation remaining subdued despite extreme monetary policies, should investors still worry about inflation risk?

March 22, 2019 Newton Real Return team
Blog

Groundhog May

Amid another tumultuous week, the outcome of the UK’s Brexit negotiations look even murkier.

March 14, 2019 Howard Cunningham
Blog

Carry On Leo

The Irish and UK prime ministers are experiencing contrasting fortunes as Brexit negotiations rumble on.

March 11, 2019 Howard Cunningham
Blog

Driving Us Caracas

Venezuela’s president and opposition leader are deepening a political crisis that could hold major implications for global markets.

February 20, 2019 Carl Shepherd
Blog

Tick Tock

As the bond-market cycle clock ticks on, we offer our outlook for 2019.

February 15, 2019 Paul Brain
Blog

A Year of Two Halves?

With a decade of financial excess now behind us, the risks appear skewed to the downside.

February 11, 2019 Brendan Mulhern
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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.