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coronavirus

Investing in an era of unusual change
Blog

Genetic Medicines: A Two-Decade Revolution in Health Care?

Why we view genetic medicines as one of the most exciting developments in the health-care sector today.

By Matthew Jenkin
September 13, 2022
Coronavirus, Global equities, Industry views, Sector research, US equities
On the defensive
Blog

On the Defensive

With protectionist measures on the increase globally, we discuss some of the opportunities and risks for investors.

By Matt Brown
May 25, 2021
Coronavirus, Macro views, Real Return
Is the stage set for inflation?
Blog

Is the Stage Set for Inflation?

Will inflation finally re-emerge in a post-pandemic recovery, and how can a balanced portfolio prepare for it?

By Aron Pataki
February 2, 2021
Coronavirus, Macro views, Real Return
Return of the Cyclicals
Blog

Return of the Cyclicals

We discuss the outlook for cyclical stocks.

By Paul Markham
December 17, 2020
Coronavirus, Global equities, Sector research
Fast forward: A journey to the future of investment
Blog

Tomorrow’s World: Fast Forward to a Sustainable Future

We examine how the pandemic might pave the way to a more sustainable future.

By Newton responsible investment team
November 17, 2020
Coronavirus, Responsible investment, Sector research, Sustainable, Themes
Market melt-up?
Blog

Market Melt-Up?

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

By Brendan Mulhern
November 12, 2020
Coronavirus, Macro views, Real Return
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.

By Trevor Holder
November 3, 2020
Coronavirus, Emerging markets & Asia, Fixed income
Preserve and protect 
Blog

Preserve and Protect

There are significant risks on the horizon, but we believe opportunities are emerging.

By Suzanne Hutchins
October 26, 2020
Coronavirus, Macro views, Real Return
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.

By Paul Brain
August 20, 2020
Coronavirus, Fixed income, Macro views, Sector research, Themes
Coal, Covid-19 and the rise of renewables
Blog

Coal, Covid-19 and the Rise of Renewables

What legacy will the dwindling use of coal leave for the energy industry and investors in renewables?

By Paul Flood
August 12, 2020
Coronavirus, Multi-asset, Sector research, Sustainable
Blog

European Recovery Assured?

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

By Paul Brain
July 23, 2020
Coronavirus, Fixed income, Sector research
Why the global recovery shouldn’t cost the planet
Blog

Why the Global Recovery Shouldn’t Cost the Planet

We assess the potential for a more sustainable recovery from the latest global crisis.

By Newton responsible investment team
July 14, 2020
Coronavirus, Newton philosophy, Responsible investment, Sector research, Sustainable
Is volatility here to stay?
Blog

Is Volatility Here to Stay?

We provide our macro outlook for the second half of 2020.

By Suzanne Hutchins
July 10, 2020
Coronavirus, Defined contribution, Macro views, Real Return
Engaging for a Greener Future
Blog

Covid-19: Winning the Peace

How the pandemic could help pave the way to a more sustainable future.

By Newton responsible investment team
July 3, 2020
Coronavirus, Responsible investment, Sector research, Sustainable
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.

By Howard Cunningham
June 26, 2020
Coronavirus, Fixed income, Sector research, Themes
Taking Action on the Implications of Climate Change
Blog

Fossil Fuels: Survival of the Adaptors

We assess the prospects for oil & gas companies as they seek to navigate the energy transition.

By Newton responsible investment team
May 26, 2020
Coronavirus, Responsible investment, Sector research, Sustainable, Themes
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.

By Paul Brain
May 22, 2020
Coronavirus, Fixed income, Macro views, Sector research
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.

By Paul Brain, Howard Cunningham
May 11, 2020
Coronavirus, Fixed income, Macro views, Themes
Burning issues
Blog

A Bridge to a Lower-Carbon World

We assess the role that carbon offsetting can play within the transition to a lower-carbon world.

By Newton responsible investment team
May 1, 2020
Coronavirus, Responsible investment, Sector research, Sustainable
Blog

Oil Dividends: Losing Energy?

We examine how the pandemic may affect oil company dividends and the transition to a greener world.

By Laura Sheehan
April 28, 2020
Coronavirus, Sector research, Sustainable, Themes
Our purpose
Blog

Covid-19: Looking Through the Pandemic

How will society and the global economy fare once the coronavirus pandemic begins to dissipate?

By Paul Markham
April 23, 2020
Coronavirus, Global equities, Sector research
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.

By Howard Cunningham, Paul Brain
April 20, 2020
Coronavirus, Fixed income, Sector research
Blog

Over a Barrel

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

By Laura Sheehan
April 16, 2020
Coronavirus, Industry views, Sector research
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.

By Newton global research team
April 7, 2020
Coronavirus, Sector research, Themes
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.

By Newton global research team
April 1, 2020
Coronavirus, Sector research, Themes
Being an engaged investor
Blog

Being an Engaged Investor in the Time of Covid-19

We give you the lowdown on the most pressing ESG concerns during this pandemic.

By Newton responsible investment team
March 31, 2020
Coronavirus, Industry views, Responsible investment
Blog

Covid-19: The US Goes Big

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

By Brendan Mulhern
March 26, 2020
Coronavirus, Macro views, Real Return
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.

By Jon Day
March 20, 2020
Coronavirus, Fixed income, Sector research
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.

By Paul Brain
March 18, 2020
Coronavirus, Fixed income, Macro views, Sector research
Blog

Coronavirus: Back from the Brink?

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

By Brendan Mulhern
March 9, 2020
Coronavirus, Macro views, Real Return
Blog

Time to Panic?

What does the coronavirus mean for Chinese equities?

By Newton equity opportunities team
February 25, 2020
Coronavirus, Emerging markets & Asia
Going viral
Blog

Going Viral

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

By Brendan Mulhern
February 7, 2020
Coronavirus, Macro views, Real Return
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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.