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sector research

Made in Vietnam?
Blog

Vietnam: Supply-Chain Superstar

Key (and sometimes surprising) findings from a recent trip to Vietnam.

By Richard Bullock
October 4, 2022
Emerging markets & Asia, Fixed income, Sector research, Themes
Wristwatch, Coin, Money
Blog

Retake on Double Take: Compliant Crypto

We investigate the rapidly evolving world of cryptocurrency compliance as financial institutions plan to expand into digital assets.

By Jack Encarnacao, Raphael J. Lewis
September 27, 2022
Industry views, Macro views, Sector research
The Geopolitics of Agriculture and Food
Blog

The Geopolitics of Agriculture and Food

After decades of abundant food supply, changes in the agricultural commodity equilibrium may have lasting effects for consumers.

By Albert Chu
September 21, 2022
Global equities, Sector research
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
To amortise, or not to amortise, that is the question
Blog

To Amortize, or Not to Amortize, That Is the Question

We discuss the challenges of accounting for goodwill.

By Jeremy Stuber
September 6, 2022
Industry views, Sector research
The Emergence of Enterprise Blockchain Applications
Blog

The Emergence of Enterprise Blockchain Applications

Blockchain solutions are rapidly evolving beyond cryptocurrencies.

By Jonathan Piskorowski
September 1, 2022
Global equities, Sector research
Texture, Pattern, Rug
Blog

The Escalation of Cybersecurity’s Threat Environment

Geopolitical events have heightened the need for robust cybersecurity, potentially creating opportunities as the industry moves toward consolidation.

By Robert C Zeuthen, Connor Middleton
August 24, 2022
Global equities, Sector research, Themes
Office Building, Building, High Rise
Blog

Retake on Double Take: Equity and Inclusion

Why the integration and disclosure of people with disabilities in workplaces displays good values and is economically practical.

By Raphael J. Lewis, Jack Encarnacao
August 23, 2022
Industry views, Macro views, Sector research
Understanding the Shifting Agricultural Landscape
Blog

Understanding the Shifting Agricultural Landscape

The new energy crisis – food scarcity – presents challenges and opportunities as the world prepares for structural…

By Albert Chu
August 22, 2022
Global equities, Sector research
Person, Human, Rug
Blog

Retake on Double Take: Diversity and Human Capital

We discuss the evolving state of diversity, human capital management, and disclosure at public companies.

By Raphael J. Lewis, Jack Encarnacao
August 19, 2022
Industry views, Macro views, Sector research
Graphics, Art, Crystal
Blog

The Next Wave of Digital Transformation

The decade-old theme still points to long-term growth opportunities in differentiated areas including enterprise businesses and international markets.

By Robert C Zeuthen, Maria Toneva
August 17, 2022
Global equities, Sector research, Themes
Electronics, Hardware, Electronic Chip
Blog

The New Tech Cold War

A decoupling of US and China technology ecosystems presents opportunities.

By Richard Bullock, Robbie Henderson
August 12, 2022
Global equities, Sector research, Themes
Supercharging the Global Electric Vehicle Supply Chain
Blog

Supercharging the Global Electric Vehicle Supply Chain

The regionalization and localization of supply chains can amplify their resiliency and sustainability, creating potential long-term opportunities investors.

By Robert C Zeuthen, Frank J Goguen
July 27, 2022
Global equities, Industry views, Sector research
Where We Find Value in Value Investing
Blog

Where We Find Value in Value Investing

The current macro environment and promising fundamentals in certain sectors bode well for US value stocks.

By Newton US large cap value & income team
July 23, 2022
Industry views, Sector research, US equities
Is your multi-asset strategy fit for the future?
Blog

The Nature of Drawdown

A perspective on the nature of drawdown as an inevitable element of long-term investing.

By John R Porter III
July 21, 2022
Sector research, US equities
Retake on Double Take: The Reshoring Decision
Blog

Retake on Double Take: The Reshoring Decision

We investigate the trend of deglobalization and explore why some manufacturers are bringing operations back home.

By Raphael J. Lewis, Jack Encarnacao
June 30, 2022
Industry views, Macro views, Sector research
Streaming to success
Blog

Streaming to Success?

The music industry has returned to growth thanks to the rise of streaming. Can the momentum be maintained?

By Connor Middleton
June 23, 2022
Industry views, Multi-asset, Sector research
How to value a company during a pandemic
Blog

It Was the Best of Deals, It Was the Worst of Deals

We discuss how investors assess and monitor acquisitions.

By Jeremy Stuber
June 15, 2022
Industry views, Sector research
Diverging fortunes: unearthing US bond opportunities
Blog

Diverging Fortunes: Unearthing US Bond Opportunities

We examine how the theme of divergence is creating opportunities for global bond investors in the US market.

By Paul Brain
June 7, 2022
Fixed income, Macro views, Sector research, Themes, Ukraine
Global Equities: Navigating a Volatile Backdrop
Blog

Global Equities: Navigating a Volatile Backdrop

We discuss how our global equity specialists are managing the volatility of today’s market landscape.

By John R Porter III
June 6, 2022
Industry views, Macro views, Sector research
Retake on Double Take: A Nuclear Renaissance?
Blog

Retake on Double Take: A Nuclear Renaissance?

We discuss the potential of nuclear energy and how it may fit into the global energy transition.

By Raphael J. Lewis, Jack Encarnacao
May 26, 2022
Industry views, Macro views, Sector research, Sustainable
Server, Computer, Hardware
Blog

Retake on Double Take: Data Privacy and Regulating Big Tech

We investigate how big tech companies are mining personal data, and how regulators and lawmakers are responding.

By Raphael J. Lewis, Jack Encarnacao
April 4, 2022
Industry views, Macro views, Sector research
‘I’s on the Prize – Income, Inflation and Infrastructure Outlook
Blog

‘I’s on the Prize – Income, Inflation and Infrastructure Outlook

We discuss the outlook for infrastructure amid rising inflation and increased demand for income.

By James A Lydotes
March 22, 2022
Global income, Sector research
Russian bear out in the cold
Blog

Russian Bear Out in the Cold

We assess the possible investment implications of Russia’s invasion of Ukraine.

By Richard Bullock
March 3, 2022
Fixed income, Global equities, Macro views, Sector research, Ukraine
Winter of Discontent?
Blog

Winter of Discontent?

We assess the geopolitical and economic implications of China’s Winter Olympics, and the country’s priorities for 2022.

By Richard Bullock
February 4, 2022
Emerging markets & Asia, Sector research
UK equities: time to keep a cool head
Blog

The Value of a Smile … It Costs Nothing but Creates Much

The importance of (and challenges with) valuing intangibles.

By Jeremy Stuber
January 31, 2022
Industry views, Sector research
On the rise…
Blog

On the Rise…

We assess what the Fed’s latest monetary-policy signaling could mean for bond markets.

By Paul Brain
January 28, 2022
Fixed income, Macro views, Sector research
Deal or no deal?
Blog

Deal or No Deal

How do Russia's latest demands over Ukraine impact future European security?

By Richard Bullock
January 28, 2022
Emerging markets & Asia, Global equities, Sector research, Sustainable, Ukraine
Copper: strong tailwinds, although the ride could be bumpy
Blog

Copper: Strong Tailwinds, Although the Ride Could Be Bumpy

With tight supply and growing demand, we discuss the outlook for copper.

By Catherine Doyle
December 8, 2021
Real Return, Sector research
Outer Space, Space, Universe
Blog

Which Areas of Accounting Need Improving?

Why we believe the IASB’s Third Agenda Consultation is a great opportunity for investors to influence its priorities.

By Jeremy Stuber
October 22, 2021
Global equities, Industry views, Sector research
What’s behind the current energy crisis?
Blog

What’s Behind the Current Energy Crisis?

There’s more than meets the eye in relation to rising gas prices and their effect on the economy.

By Paul Flood
October 19, 2021
Multi-asset, Sector research
Insights
Blog

Time for Taper Tantrum II?

We assess the mood in bond markets as central banks once again start to focus on tapering quantitative-easing…

By Paul Brain
September 17, 2021
Fixed income, Sector research
Outer Space, Space, Universe
Blog

Global Minimum Tax: Why It Matters

Why we believe tax is under-analyzed, and how it informs our broader view of governance.

By Jeremy Stuber
June 24, 2021
Industry views, Sector research
How to value a company during a pandemic
Blog

How to Value a Company During a Pandemic

We discuss how the pandemic has distorted standard valuation measures.

By Jeremy Stuber
May 14, 2021
Industry views, Sector research
No longer glittering
Blog

No Longer Glittering?

With the gold price trending lower in recent months, we assess the outlook for the precious metal.

By Catherine Doyle
April 12, 2021
Multi-asset, Real Return, Sector research
Blog

Turnover Is Vanity, Profit Is Sanity, but Cash Is Reality

Making the case for revisiting companies’ cash flow statements.

By Jeremy Stuber
February 25, 2021
Industry views, Sector research
Bitcoin
Blog

Bitcoin – Fool’s Gold or Digital Mecca?

With the cryptocurrency increasingly in the spotlight, we consider its role in a multi-asset portfolio.

By Catherine Doyle
February 4, 2021
Multi-asset, Real Return, Sector research
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
Gold, Box, Treasure
Blog

Gold: Tailwinds?

We discuss the outlook for the precious metal.

By Catherine Doyle
December 14, 2020
Macro views, Real Return, Sector research
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.

By Laura Sheehan
November 27, 2020
Industry views, 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
Blog

The Hidden World of Cybersecurity

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

By Catherine Doyle
September 2, 2020
Responsible investment, Sector research
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

Taxing Times

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

By Rebecca White
August 6, 2020
Responsible investment, Sector research
Blog

The Danger of ‘SDG Washing’

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

By Newton responsible investment team
August 3, 2020
Responsible investment, Sector research, Sustainable
Doing the right thing: ESG and EMD
Blog

Doing the Right Thing: ESG and EMD

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

By Carl Shepherd, Trevor Holder
July 28, 2020
Emerging markets & Asia, Fixed income, Responsible investment, 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
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
ESG: On the radar of the tech giants
Blog

ESG: On the Radar of the Tech Giants

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

By Catherine Doyle
June 30, 2020
Defined contribution, Global equities, Real Return, Responsible investment, Sector research, Sustainable, Themes
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
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
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
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?

By Brendan Mulhern
December 9, 2019
Macro views, Multi-asset, Real Return, Sector research
Megacities medium
Blog

Megacities – Where Themes Collide

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

By Newton global research team
November 28, 2019
Emerging markets & Asia, Macro views, Newton philosophy, Sector research
Planting the seeds
Blog

Planting the Seeds for Sustainable Agriculture

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

By Rebecca White
November 27, 2019
Responsible investment, Sector research, Sustainable
Which way now?
Blog

Which Way Now?

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

By Howard Cunningham
November 7, 2019
Fixed income, Sector research
Blog

Wind? We’re Fans

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

By Newton global research team
August 7, 2019
Sector research, Sustainable
Get well sooner
Blog

Get Well Sooner

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

By Newton global research team
July 30, 2019
Sector research
Blog

A Liquid Alternative

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

By Paul Flood
July 26, 2019
Multi-asset, Sector research
Blog

A Question of Quantity

We discuss the new revenue recognition standards.

By Jeremy Stuber
July 19, 2019
Industry views, Sector research
Blog

Flights Not Ferraris

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

By Consumer Power Theme Group
July 11, 2019
Sector research
Blog

Population Prospects

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

By Newton global research team
June 17, 2019
Macro views, Sector research
Golden Opportunity?
Blog

Golden Opportunity?

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

By Newton Real Return team
May 31, 2019
Real Return, Sector research
Blog

All That Glitters

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

By Lloyd McAllister
May 8, 2019
Responsible investment, Sector research, Sustainable
Blog

Keep Palm and Carry On?

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

By Newton responsible investment team
April 11, 2019
Responsible investment, Sector research, Sustainable
Sustainability
Blog

Sustainability Is the New Black

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

By Newton responsible investment team
April 2, 2019
Responsible investment, Sector research, Sustainable
Blog

A Not-So-Model Industry

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

By Newton responsible investment team
March 19, 2019
Global income, Responsible investment, Sector research
Blog

Theresa’s May Day

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

By Paul Markham
March 13, 2019
Global equities, Sector research, UK equities
Blog

Carry On Leo

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

By Howard Cunningham
March 11, 2019
Fixed income, Industry views, Sector research
Blog

Fueling the Future

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

By Laura Sheehan
February 22, 2019
Responsible investment, Sector research
Blog

Driving Us Caracas

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

By Carl Shepherd
February 20, 2019
Emerging markets & Asia, Fixed income, Sector research
Blog

The Robots Are Coming (Again)!

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

By Lloyd McAllister
January 29, 2019
Responsible investment, Sector research
Blog

Oil: Staying in Range?

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

By Paul Markham
October 2, 2018
Global equities, Sector research
Blog

Global Equity Income: Is Now the Time?

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

By Newton equity income team
September 21, 2018
Global income, Sector research
Blog

Whose Gene Is It Anyway?

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

By Paul Flood
August 28, 2018
Sector research
Blog

Do You Want Kale With That?

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

By Amy Chamberlain
August 24, 2018
Sector research
Blog

Watt’s the Future of Electric Vehicles?

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

By Newton equity opportunities team
July 12, 2018
Sector research
Blog

Rewriting the Code

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

By Newton global research team
July 4, 2018
Sector research
Blog

Crypto Currently

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

By Aron Pataki
June 28, 2018
Sector research
Blog

Music Matters

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

By Newton equity opportunities team
May 16, 2018
Sector research
Blog

Electric Revolution

Do electric vehicles spell the end for oil?

By Laura Sheehan
May 10, 2018
Sector research
Blog

New Ways of Seeing

The growing sophistication and investment potential of the virtual reality experience

By Paul Markham
April 26, 2018
Sector research, Themes
Blog

What Can We Learn from Indian Health Care?

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

By Newton global research team
March 12, 2018
Emerging markets & Asia, Sector research
Blog

Fresh Air and the Big Smoke

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

By Newton global research team
February 28, 2018
Sector research
Blog

Ready for Take-Off

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

By Newton global research team
February 8, 2018
Emerging markets & Asia, Macro views, Sector research
Blog

Ready, Set, Shop!

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

By Amy Chamberlain
October 27, 2017
Sector research
Blog

Understatement of the Year?

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

By Newton global research team
October 6, 2017
Sector research
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.

By Newton global research team
September 19, 2017
Sector research
Blog

Is More Less?

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

By Amy Chamberlain
August 25, 2017
Sector research
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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.