Results for Top picks
Finding an alternative to high bond/equity correlations
Newton’s Paul Flood hasn’t been shy about his aversion to bonds, but which four assets is he still backing instead?Read story
The lessons Argentina could teach Turkey
As recent laggards in the GEM space, Turkey and Argentina share common ground, but their differences tell a bigger story, says Newton’s Sophia Whitbread.Read story
Will the US decouple alone?
As the dominant player on the world stage, the US looks to have no one else its own size to play with. But that doesn’t mean it should pick upRead story
Global Income: The power of process
As one of the oldest strategies in the IA Global Equity Income sector, Newton’s global income team has learnt many lessons along the way. But on three things, the teamRead story
Report: making the case for infrastructure investing
Global infrastructure forms one of the basic foundations of modern society. From highways to hospitals and water supply to waste management, solid, well built and maintained infrastructure is critical inRead story
Muni bond sector mulls US Supreme Court rulings
Two recent US Supreme Court decisions could have significant long term implications for the American municipal credit market. Here the Standish1 municipal bond team considers the rulings and their likelyRead story
Why Newton spies an entry point for GEM stocks
Timing the market is rightly considered a fool’s game, yet direction of travel in currencies and markets present a sensible entry point not seen in years, says Newton’s2 Global EmergingRead story
Are EM risk fears masking market strengths?
Fears over rising geopolitical risk and wider governance issues in emerging markets risk overshadowing potentially strong opportunities in EM fixed income, says Insight Investment head of emerging market fixed income,Read story
Escalate… retaliate… repeat
Here, Aninda Mitra, senior sovereign analyst, BNY Mellon Investment Management, asks the question: who wins in a US/China trade war?Read story
US decoupling: Built to last?
Newton Investment Management global strategist Brendan Mulhern considers the current twin track trajectory of global growth. Can the US continue to soar? Will Europe and Asia fall further behind?Read story
Mobility innovation report: key developments across the investment landscape
Exciting scientific advances in areas such as cellular technology, rechargeable power systems and autonomous vehicles look set to reshape the structure and planning of our towns and cities and makeRead story
Back in vogue: the return of income strategies
After three tough years in which momentum and growth strategies have fared best, income is due a comeback, says Newton’s Nick Clay.Read story
Safer, cleaner, more autonomous: how mobility innovation will reshape our future
Mobility innovation, the disruptive, transformational shift in how we use, power and control all means of mobility, holds the potential to transform connectivity and transport. The Boston Company3 believes aRead story
Infographic: Electric vehicles - the niche investment hitting the mainstream
We stand on the cusp of a global electric vehicle (EV) revolution, Newton’s Naomi Waistell looks at what this means for some of the myths around the future of EV’sRead story
Our commitment to data privacy – the General Data Protection Regulation
You may be aware that the General Data Protection Regulation (EU) 2016/679 (“GDPR“) comes into force on 25 May 2018. The GDPR introduces additional obligations designed to enhance data protectionRead story
Have you missed the emerging markets surge (again)?
Emerging market leaders from BNY Mellon boutiques Insight and Newton address the strong performance in EM equities and bonds so far this year and ask whether it can continue.Read story