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2011 Q4 - Environmental, social and governance quarterly themes

As part of Newton's responsible investment process, members of Newton's Responsible Investment desk explored various aspects of investment as they relate to environmental, social and governance (ESG) matters. This document provides a commentary on a number of issues.

2011 Q4 - Responsible investment - Corporate governance and SRI

Newton's responsible investment quarterly report covers corporate governance and SRI activity for Q4 2011. The report details Newton's comprehensive voting profile and includes rationale for resolutions where votes against were instructed during the quarter. The report also covers the quarter's engagement activity undertaken by the responsible investment team on corporate governance issues as well as the wider environmental and social matters facing the companies in which Newton invests.

ESG Focus: Foreign Direct Investment in agribusiness - a new resource curse for Africa?

This report explores scenarios that may arise from the wave of investment in African agribusiness

A perspective on returns - January 2012

In many developed economies, a process of deleveraging (debt repayment) is under way which we believe will have highly significant consequences for investors.

A perspective on returns - January 2012

In many developed economies, a process of deleveraging (debt repayment) is under way which we believe will have highly significant consequences for investors.

September 2011 - The case for a global approach to investing

Paul Markham presents the case for a global approach to investing

Newton's approach to global bond investing - September 2011

We are active managers with a long track record of investing in global sovereign bonds and currencies

Newton's approach to global bond investing - September 2011

We are active managers with a long track record of investing in global sovereign bonds and currencies

inPerspective - January 2012

Welcome to the January 2012 edition of inPerspective, Newton's newsletter for the U.S. institutional market.

inPerpsective - January 2012

Welcome to the January 2012 edition of inPerspective, Newton's newsletter for the UK institutional market.

Investment comment - January 2012

As a year of revolutions and riots drew to a close, scientists were reported to have discovered new Earth-like planets, hundreds of light years away.

A strategy for all seasons - Global bonds and currencies - January 2012

As we look into 2012, we continue to see significant risks in the global economy, as a result of the continued effects of deleveraging by over-indebted countries.

A strategy for all seasons - Global bonds and currencies - January 2012

As we look into 2012, we continue to see significant risks in the global economy, as a result of the continued effects of deleveraging by over-indebted countries.

Investment comment - January 2012

As a year of revolutions and riots drew to a close, scientists were reported to have discovered new Earth-like planets, hundreds of light years away.

InPerspective U.S. - volume 4 - October 2011

Welcome to the October 2011 edition of inPerspective, Newton's newsletter for the U.S. institutional market.

InPerspective - volume 4 - October 2011

Welcome to the October 2011 edition of inPerspective, Newton's newsletter for the UK institutional market.

Let go - Global bonds and currencies - September 2011

The dreaded phrase "we will have to let you go" is being used repeatedly in western economies as employers cut their cloth according to the prolonged low-growth environment which many perceive to lie ahead. Could the phrase be applied to a country?

Let go - Global bonds and currencies - September 2011

The dreaded phrase "we will have to let you go" is being used repeatedly in western economies as employers cut their cloth according to the prolonged low-growth environment which many perceive to lie ahead. Could the phrase be applied to a country?

The dynamics of diversity - September 2011

Diversity is instrumental to the development of well-run, sustainable companies.

The dynamics of diversity - September 2011

Diversity is instrumental to the development of well-run, sustainable companies.

The investment wardrobe staple: global bond investing - July 2011

At Newton, we maintain a strong conviction about the advantages of a global approach to bond investing as appropriate to our clients' investment objectives.

De-risking investment portfolios in a volatile world - July 2011

In this article, we explore the concept of 'de-risking'. We consider some strategies which we believe should be beneficial to clients who propose to 'de-risk' their portfolios, and we evaluate the prospects for financial markets.

September 2011 - The case for a global approach to investing

Paul Markham presents the case for a global approach to investing

A short film on Newton

An introduction to Newton and our global perspective.

August 2011 - Real Return

Stephen Wells gives a short oversight on what the strategy is trying to achieve, aimed at a level suitable for DC members

April 2011 - Real Return strategy

Iain Stewart provides an update on the Newton Real Return strategy.

April 2011 - Global & EAFE equities at Newton

Paul Markham provides an update on Global & EAFE equities at Newton.

Newton has announced that Newton Capital Management Limited has recently been awarded a $50m global real return mandate for the Arkansas Public Employees Retirement System.

Helena has been recognised by Her Majesty Queen Elizabeth II for her services to business.

A global approach across bond, equity and multi-asset portfolios could better serve investors' risk and return objectives, the report suggests.