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2020 Archive

Gold, Box, Treasure
Blog

Gold: Tailwinds?

We discuss the outlook for the precious metal.

December 14, 2020 Catherine Doyle
Rug, Home Decor, Art
Blog

UK Equities: Deal or No Deal

We discuss the outlook for UK equities.

December 10, 2020 Louise Kernohan
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.

December 9, 2020 Jon Bell
Building, Factory, Refinery
Blog

A Turning Point for US Energy Policy?

We consider how Joe Biden’s election win might change the outlook for the energy sector.

November 27, 2020 Newton global research team
Market melt-up?
Blog

Market Melt-Up?

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

November 12, 2020 Brendan Mulhern
US election
Blog

US Election: Bond Investors Shift Focus to 2021

We discuss how bond markets have responded to the US election.

November 9, 2020 Paul Brain
Navigating the debt mountain
Blog

Navigating the Debt Mountain

As the global pandemic fallout continues, we assess the relative merits of developed and emerging-market debt.

November 3, 2020 Trevor Holder
Energy: Uncertainty and complexity creates opportunity
Blog

Energy: Uncertainty and Complexity Creates Opportunity

We discuss the pandemic’s lasting legacy on the energy sector.

November 3, 2020 Newton global research team
Blog

Beyond Covid-19: The ‘U-Bend’ Recovery

Why we believe the post-pandemic economy will take some time to get back to pre-crisis levels.

August 20, 2020 Paul Brain
Blog

European Recovery Assured?

We assess the ramifications of the European Union’s €750bn deal for EU bond markets and the euro.

July 23, 2020 Paul Brain
Blog

Is Investment Grade Nearing The ‘Danger Zone’?

We assess two potential tail-risk scenarios from the pandemic that could hurt investment-grade bond investors.

June 26, 2020 Howard Cunningham
US dollar: devalue to save the world?
Blog

US Dollar: Devalue to Save the World?

We assess how US-dollar strength will affect the global economy as it starts to recover from the pandemic.

May 22, 2020 Paul Brain
Blog

Looking Through the Pandemic: The Shape of the Recovery

We assess some potential consequences of the pandemic, and how they may play out in the global economy.

May 11, 2020 Paul Brain, Howard Cunningham
The rise and rise of ‘MMT’ economics
Blog

Save and Prosper?

How the pandemic and rescue packages are changing both corporate behavior and the dynamics of fixed-income markets.

April 20, 2020 Howard Cunningham, Paul Brain
Blog

Over a Barrel

We assess how the oil sector is facing up to an unprecedented fall in global demand.

April 16, 2020 Newton global research team
Blog

How Covid-19 Could Transform the Future of Health Care

We examine the longer-term impact of the virus on the health-care sector.

April 7, 2020 Newton global research team
Blog

Covid-19: Health Care for the Greater Good

We analyze how the global health-care sector is faring in the face of the global pandemic.

April 1, 2020 Newton global research team
Blog

Covid-19: The US Goes Big

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

March 26, 2020 Brendan Mulhern
Covid-19: ECB’s ‘shock and awe’
Blog

Covid-19: ECB’s ‘Shock and Awe’

We assess what the European Central Bank’s latest financial rescue package means for European bond markets.

March 20, 2020 Jon Day
Covid-19: Looking through the crisis
Blog

Covid-19: Looking Through the Crisis

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

March 18, 2020 Paul Brain
Learning to love low yields
Blog

Learning to Love Low Yields

Despite yields plunging following the Fed’s coronavirus-motivated rate cut, we believe opportunities still exist in bond markets.

March 11, 2020 Jon Day
Blog

Coronavirus: Back from the Brink?

Coronavirus-induced volatility continues to plague markets, but are there some tentative early signs of recovery?

March 9, 2020 Brendan Mulhern
Blog

Time to Panic?

What does the coronavirus mean for Chinese equities?

February 25, 2020 Newton equity opportunities team
Going viral
Blog

Going Viral

How does the spread of coronavirus affect the global investment outlook?

February 7, 2020 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.