News and Insights

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.

Paul Flood looks at the diversification benefits offered by alternative assets, as well as providing a summary of 2018 and an outlook for 2019.  

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

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

It's not always easy going against the herd. Patience is a virtue but it takes a clear head and firm process not to come unstuck. Nick Clay, head of Newton's

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

The US mid-term elections saw the US Democratic Party regain control of the House of Representatives but fail to win the Senate in moves some analysts fear could create legislative

We are currently experiencing the longest running bull market driven by growth stocks. How can a global equity income fund benefit in these conditions?

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

Is it best to keep chasing momentum and growth or to hunker down and invest in companies with more defensive qualities? Nick Clay explains.

A spike in volatility coupled with idiosyncratic risks in countries across the developing world has made for tough times for emerging market investors in recent months. The team from Newton’s

Walter Scott provide an update on their research into Industry 4.0 and how this influences their Long Term Global Equity and Global Leaders strategies.

They say that markets are either driven by fear or greed. The dotcom boom of 1999 – and subsequent bust – were powered by widespread greed, with expectations based on

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

The Newton Global Income Fund seeks to generate capital growth, as well as a sustainable and attractive income, over the long-term through a committed, differentiated and diversified portfolio.

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,

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

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?

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

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

Emma Mogford, portfolio manager of the Newton UK Income Fund, gives a 15 minute update on the Fund and current market conditions.

Navigating market bias and consistently sticking to proven investment processes can help investors survive the peaks and troughs of heightened risk in volatile markets, says Newton Investment Management Global Equity

An introduction to new fund manager Andy Warwick and an update on performance and positioning to Q2 and beyond.  

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

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

Once viewed as little more than science-fiction fantasy, artificial intelligence (AI) now holds the potential to reshape the relationship between humans and machines and drive a new wave of economic

From a distance, fintech (financial technology) might seem like just another buzzword – but look closer and it has the potential to change every banking transaction on the planet, says

As environmental, social and governance considerations become ever more prominent, experts from BNY Mellon consider the implications for investors.

The last tech bubble came at the close of the millennium. Is this tech sector still dominating two decades on and will it continue?

With healthcare advancements targeting prolonged lifespans and potentially a healthier old age, we may need to rethink the way we have traditionally invested for retirement and how long our income

Despite the US withdrawl from the Paris Accord,  individual US states remain committed to its climate change initatives and resulting infrastructure spend. Dan Rabasco at Standish5 a part of BNY Mellon

What is the future for developed cities as re-urbanisation stretches resources and infrastructure needs? Jim Lydotes, portfolio manager at The Boston Company, part of BNY Mellon Asset Management North America

Millennials now form the largest generational cohort. From housing to technology, retail to travel their choices and spending patterns will have a profound impact on investing for decades to come

The gig economy is epitomised by companies such as Uber and Deliveroo, which enable piecemeal work fed through to workers via an app. Are they also responsible for structurally lower

An ageing population, a low crime rate and an openness to new technology make Japan the perfect incubator for the next wave of connectivity says BNY Mellon's8 Miyuki Kashima.  

The meteoric rise of the cryptocurrency Bitcoin has polarised debate within the financial community between those who welcome its innovation and those who fear its success. In this podcast, Newton

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

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.

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