sector research

As cybersecurity threats continue to rise, ESG-focused investors should take note.

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

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

Corporate taxation practices are attracting growing scrutiny. What are the investment implications?

How has Newton fared in the latest United Nations Principles for Responsible Investment (PRI) annual assessment ratings?

Despite good words and intentions, corporate and government support for the UN’s Sustainable Development Goals is falling behind.

We analyze the importance of sound governance and disciplined ESG analysis when selecting emerging-market government bonds.

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

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

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

As the world slowly emerges from the pandemic, we assess the technology sector’s shifting attitudes to ESG issues.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

What did our visit to an underground farm teach us about agricultural innovations?

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

We contemplate the nuances of sustainable investment.

We discuss the role of wind and solar power in a transition to a greener energy economy.

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

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

We discuss the new revenue recognition standards.

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

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

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

Gold can be an enticing investment – but is it suitable for sustainable strategies?

Why you should look past the online outrage directed at the world’s most consumed vegetable oil.

Consumers increasingly want products that stand for something, but how can companies balance purpose and profit?

The fashion industry is facing growing pressure to clean up its sustainability act.

Another vote, another Brexit deal defeat for the UK prime minister. What happens next?

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

In uncertain political times, how can governments and the oil industry manage the economics of reducing emissions?

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

Artificial intelligence is sweeping the planet. We set out the risks and potential rewards.

How are external and internal factors likely to affect the global oil price over the coming months?

Could the performance of dividend strategies revert to the long-term mean after three years of relative underperformance?

With populations aging all over the world, economies are shifting rapidly. What should you know as an investor?

Genomics has the potential to change health-care systems on a global scale. How will this affect investors and…

Gen Z is spending more on health, fitness, food and fashion. We assess the investment implications.

The automobile industry is changing rapidly. What does this mean for traditional cars and their new electric counterparts?

Gene-editing technology could have numerous applications in health care and beyond, but what does it mean for investors?

Demystifying the mysterious money of the internet – what is Bitcoin and how will it affect investors?

Who takes home the lion’s share – record labels or streaming services?

Do electric vehicles spell the end for oil?

The growing sophistication and investment potential of the virtual reality experience

Efficiency and low-cost solutions are helping to drive India’s health-care sector.

How technical innovation could help to address London’s decades-old air-pollution problem.

The structural growth story in global Chinese tourism could run for decades.

Could falling wind and solar costs spur even greater investment in the sector in 2018?

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

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

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

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

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

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

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

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