Global thematic investing - Our investment approach is founded upon the use of themes which represent our ideas about the likely forces of change in the world. Our global, thematic philosophy and process allow us to gain long-term perspective on global financial markets and economies, to anticipate how the world will change and to identify the beneficiaries of such change.  Our themes evolve over time; old ones may cease to be relevant and new ones emerge as the investment backdrop changes. Because themes are about change, our process is much less likely to be caught out by change.
Investment Week Helena article
Responsible investment briefing
Newton Asia-Pacific equity strategy - February 2010

The Newton Asia-Pacific equity strategy aims to generate capital growth from a focused portfolio of high-quality stocks in the Asia-Pacific (ex-Japan) region.

Asset management: the UK as a global centre - February 2010

In November 2009, the Asset Management Working Group published its report on the UK asset management industry. In this brief paper, we review the key findings and recommendations (to the industry, regulator and government) in the report.

InPerspective - version 1 - January 2010

In this edition of InPerspective, we look at how our themes enable us to manage risk in our clients' portfolios and we debate the respective merits of using real-return and benchmark-aware investing.

Securing the future - Newton's investment briefing - November 2009

Newton held its annual investment conference in November 2009. If you joined us, I hope that you will find this report a useful précis of the presentations you heard. If you were not able to be there, I hope that you enjoy reading about the topics that we covered.

European prospects for 2010

In this paper we take a look at why Europe's economic recovery caught most observers by surprise in 2009 and we examine the outlook for Europe in 2010.

Newton's 'more government' theme is central to responsible investing

This theme is central to responsible investing and highlights the importance of the consideration of environmental, social and governance matters in Newton's investment approach.

The merits of active investment management - July 2009

The debate about the merits of active and passive investment management has received much attention recently in the aftermath of the global credit crisis and in light of the failure of a number of active strategies to meet investors' requirements during that crisis.

The role of the analyst at Newton

Our analysts play a vital part in our global thematic approach at Newton. In this short paper, we explain the role of the analysts and how they work with our portfolio managers to identify 'winning' investment opportunities on behalf of our clients.

300 Greeks - Global bonds and currencies - February 2010

The current concerns over Greek sovereign finance are natural as investors continue to worry about the country's large-scale debt, compounded by several years of less than prudent or transparent fiscal management.

Shopping for bargains in Europe - January 2010

Europe provides a number of opportunities in which to invest; and, with the European market being one of the cheapest in the world, now appears to be an excellent time to invest in some of Europe's best companies at compelling valuations.

If it were done... - Global bonds and currencies - January 2010

In a week in which the UK's Scottish leader was almost politically 'knifed' by members of his own party, it seems appropriate to summarise the state of the gilt (UK government bond) market with a quotation from Macbeth.

300 Greeks - Global bonds and currencies - February 2010

The current concerns over Greek sovereign finance are natural as investors continue to worry about the country's large-scale debt, compounded by several years of less than prudent or transparent fiscal management.

InPerspective U.S. - version 1 - January 2010

InPerspective is our new name for InSight. In this edition, we look at how to manage risk in our clients' portfolios and we debate the merits of absolute-return and relative-return investing.

Shopping for bargains in Europe - January 2010

Europe provides a number of opportunities in which to invest; and, with the European market being one of the cheapest in the world, now appears to be an excellent time to invest in some of Europe's best companies at compelling valuations.

November 2009 - Securing the future

An introduction and business update from Helena Morrissey at our annual invetment conference.

November 2009 - Securing the future

An introduction and business update from Helena Morrissey at our annual invetment conference.

November 2009 - Managing risk and return

A performance update from Jeff Munroe.

November 2009 - Managing risk and return

A performance update from Jeff Munroe.

November 2009 - Understanding how the world is changing

Iain Stewart and Simon Laing talk about how Newton is using themes to secure the future.

November 2009 - Understanding how the world is changing

Iain Stewart and Simon Laing talk about how Newton is using themes to secure the future.

November 2009 - Using themes to manage risk

Rob Stewart talks about how Newton uses themes to manage risk.

November 2009 - Using themes to manage risk

Rob Stewart talks about how Newton uses themes to manage risk.

September 2009 - Global Real Return strategy

Learn more about the Global Real Return strategy from James Harries, manager of the Global Real Return fund.

Newton Investment Management triumphed at the 2009 Trustnet Awards 2009 held in London last week. The Newton Global Higher Income Fund was winner of the 'Global Growth' sector award, beating strong competitor funds.

Newton is supporting the Royal Academy of Arts, GSK Contemporary, Earth: Art of a Changing World exhibition in London by sponsoring "Family Day - Explore, React, Create"

Newton Investment Management has announced the appointment of Simon Pryke as Head of its Private Investment Management division.

Newton was named Equity Manager of the Year for the second year running at the Financial News Awards for Excellence in Institutional Asset Management in London.