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QUARTERLY
INVESTMENT OUTLOOK

Intelligence for Your Portfolios

EQUIPPED FOR CHANGING TERRAIN

Change transforms where opportunity lives. Learn how alternative assets may help prepare portfolios for the road ahead.

Capital Market Assumptions

ENDURANCE UNDER PRESSURE

Our 10-year Capital Market Assumptions look beyond cyclical fluctuations and focus on the structural forces poised to influence the decade ahead.

Learn more

Our Capabilities

Why Newton Investment Management?

Newton believes interests of clients and of society are mutually supportive. Its sustainable investment strategies aim to encourage a better allocation of capital that leads to the generation of sustainable risk-adjusted returns for clients alongside improved long-term global outcomes for society and the environment.

Efficient Beta Fixed Income Solutions managed by Insight Investment

Clients have been telling us that they are not getting satisfactory fixed income returns from either their passive or active managers. Efficient Beta is our way of approaching this challenge.

2026 Q3

Quarterly Investment Outlook

Welcome to the Quarterly Investment Outlook. Formerly published as Vantage Point, the Quarterly Investment Outlook brings you the same forward-looking perspectives and investment insights in a more concise, easier-to-read format.

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Top picks

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Article | Macroeconomic

Treasury yields push to multi-decade highs, and history says they may climb further

A sharp repricing has pushed 10-year U.S. Treasury yields to around 5.30% following the Federal Reserve's (Fed) 25 basis point (bp) hike in September, with real yields doing the heavy lifting.

Article | Equities

Global infrastructure in focus: Real assets built to grow with inflation

Persistent inflation and rising infrastructure demand are reshaping portfolios. We explore how global infrastructure may support income, diversification and long-term growth.

Article | Macroeconomic

Real Return in focus: Investing through persistent inflation

Explore how an absolute-return approach may offer flexibility as persistent inflation challenges traditional portfolio assumptions and reshapes opportunities across markets.

Chart of the Week | Macroeconomic

History of stocks after the fed hikes

Sticky inflation and resilient growth have revived monetary tightening, increasing the risk of higher-for-longer rates and near-term volatility. We continue to believe economic resilience and strong corporate profits should continue to provide a favorable backdrop for stocks, and would use periods of market weakness to add selectively to equities. Additionally, owning real assets can help hedge against inflation.

The value of investments can fall. Investors may not get back the amount invested.

Investment Managers are appointed by BNY Mellon Investment Management EMEA Limited (BNYMIM EMEA), BNY Mellon Fund Managers Limited (BNYMFM), BNY Mellon Fund Management (Luxembourg) S.A. (BNY MFML) or affiliated fund operating companies to undertake portfolio management activities in relation to contracts for products and services entered into by clients with BNYMIM EMEA, BNY MFML or the BNY Mellon funds.