Investment Management

Intermediary

Results for Top picks

Finding an alternative to high bond/equity correlations

18 Dec 2018, Paul Flood

Newton’s Paul Flood hasn’t been shy about his aversion to bonds, but which four assets is he still backing instead?

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The lessons Argentina could teach Turkey

17 Dec 2018, Sophia Whitbread

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.

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Will the US decouple alone?

29 Nov 2018, Newton

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 up

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Global Income: The power of process

20 Nov 2018, Nick Clay

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 team

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Report: making the case for infrastructure investing

8 Nov 2018, The Boston Company

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 in

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Muni bond sector mulls US Supreme Court rulings

30 Oct 2018, Standish

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 likely

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Why Newton spies an entry point for GEM stocks

18 Oct 2018, Newton

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 Emerging

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Are EM risk fears masking market strengths?

5 Oct 2018, Colm McDonagh

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,

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Escalate… retaliate… repeat

5 Oct 2018, Standish

Here, Aninda Mitra, senior sovereign analyst, BNY Mellon Investment Management, asks the question: who wins in a US/China trade war?

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US decoupling: Built to last?

5 Oct 2018, Newton

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?

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Mobility innovation report: key developments across the investment landscape

5 Oct 2018, The Boston Company

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 make

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Back in vogue: the return of income strategies

5 Oct 2018, Nick Clay

After three tough years in which momentum and growth strategies have fared best, income is due a comeback, says Newton’s Nick Clay.  

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Safer, cleaner, more autonomous: how mobility innovation will reshape our future

18 Sep 2018, BNY Mellon

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 a

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Infographic: Electric vehicles - the niche investment hitting the mainstream

12 Sep 2018, Naomi Waistell

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’s

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Our commitment to data privacy – the General Data Protection Regulation

18 May 2018, BNY Mellon

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 protection

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Have you missed the emerging markets surge (again)?

13 Dec 2017, BNY Mellon

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.

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Dispelling the emerging market default myth

27 Oct 2017, Rodica Glavan

Emerging market debt issuers are often assumed to be inherently less creditworthy than their developed market  counterparts. But the reality tells a different story, says Rodica Glavan EMD portfolio manager

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