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Thematic Investing at Newton Investment Management
Investing in innovation for the future of society
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Many investors are looking to achieve a positive environmental or social impact, and to invest in sustainable businesses that will stand the test of time.
Systematic 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.
A Democratic Sweep: Oversight, Investigations, And Potential For Compromise
Article | Macroeconomic

Democrats have swept both the House and Senate, reshaping Washington’s balance of power. While early polling had pointed toward a more divided government, with Democrats gaining control of at least one chamber, the broader sweep now gives the party more policy leverage heading into 2027.

Play the long game
Chart of the Week | Macroeconomic

When it comes to investing, time matters. While headlines and short-term perspectives can lead investors to try and time the market, investors have historically been rewarded by playing the long game. Rather than overreacting to market noise, investing over longer time periods can help smooth the ride without sacrificing returns. The lesson: stay diversified and invested for the long term.

US equity income in focus: Navigating a volatile inflation and rate environment
Article | Equities

Persistent cost pressures appear here to stay, yet the same forces that strain rate-sensitive corners of the market may open doors elsewhere. Explore how US equity income can seek out businesses with durable cash flows, reasonable valuations and pricing power through an extended period of elevated costs.

Le Déluge: On the brink of a French fiscal crisis?
Article | Macroeconomic

Is France moving closer to a crisis? French government bond spreads are at their widest in almost 15 years driven by high inflation, rising global yields, and ongoing fiscal challenges, among other factors.

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.

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