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The site you are about to enter is intended for Australian wholesale clients only (as that term is defined in section 761G of the Corporations Act 2001 (Cth)) and is not intended for distribution to, nor should it be relied upon by, retail clients. Newton Investment Management Limited (Newton) is authorised and regulated in the UK by the Financial Conduct Authority (FCA). Newton is providing financial services to wholesale clients in Australia in reliance on ASIC Corporations (Repeal and Transitional) Instrument 2016/396, a copy of which is on the website of the Australian Securities and Investments Commission, www.asic.gov.au. The Instrument exempts entities that are authorised and regulated in the UK by the FCA, such as Newton, from the need to hold an Australian financial services license under the Corporations Act 2001 for certain financial services provided to Australian wholesale clients on certain conditions. Financial services provided by Newton are regulated by the FCA under the laws and regulatory requirements of the United Kingdom, which are different to the laws applying in Australia. This information is made available by Newton Investment Management Limited and Emesco Agents Pty Ltd.

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Newton Portal
Australia Insights Industry views

industry views

Audio

The power of waste

Could wastewater be a viable source of renewable energy?

19 July 2024 Jack Encarnacao, Raphael J. Lewis
Blog

Shareholder resolutions: Defining Newton’s approach

We explain why our approach to shareholder resolutions is to judge each one on its individual merits.

02 April 2024 Therese Niklasson, Diya Choudhury
Coil, Machine, Rotor
Audio

Behind Fed doors

Unlock the secrets of the US Federal Reserve’s decision-making process in our latest Double Take episode.

19 February 2024 Raphael J. Lewis, Jack Encarnacao
Chopsticks, Food, Food Presentation
Audio

Bug appétit?

Discover how one company is swarming the food industry with a six-legged new ingredient.

30 January 2024 Raphael J. Lewis, Jack Encarnacao
Crowd, Person, Clothing
Audio

The state of the media

News flash! Is the future bright for the media business?

09 January 2024 Jack Encarnacao, Raphael J. Lewis
Person, Worker, Boat
Audio

Mining’s race to the bottom

In an ocean of competition for critical mineral supply, could deep sea mining companies float to the top?

27 December 2023 Raphael J. Lewis, Jack Encarnacao
Audio

Investigative update: US labour relations - a shift in the power balance?

US labour relations: Is the balance of power between companies and their employees shifting?

11 December 2023 Matt Goodburn
Audio

Women on the rise

How do women in the workplace have a positive impact on the balance sheet?

01 December 2023 Raphael J. Lewis, Jack Encarnacao
Blog

Retake on Double Take: The insurance climate

As climate change reaches a boiling point, why are major insurers exiting disaster-prone regions?

27 November 2023 Jack Encarnacao, Raphael J. Lewis
Insights
Blog

Fixed-income outlook: Bonds beating cash

After two difficult years, we explain why we believe the prospects for bond investors are improving.

27 November 2023 Jon Day
Blog

Retake on Double Take: The skinny on weight loss drugs

New weight loss drugs melt away excess pounds, but could their effects spill beyond the health-care industry?

17 November 2023 Jack Encarnacao, Raphael J. Lewis
Blog

Retake on Double Take: Demography in the fourth turning

How can history help us anticipate social moods and events likely to occur during a ‘fourth turning’?

29 September 2023 Jack Encarnacao, Raphael J. Lewis
Food, Popcorn, Computer
Blog

Retake on Double Take: The future of television     

Is the era of content overload, with streamers trying to be all things to all people, winding down?

21 September 2023 Jack Encarnacao, Raphael J. Lewis
Blog

Retake on Double Take: Analogue in a digital world    

We explore the renewed interest in analogue goods and services in the post-pandemic world.

07 September 2023 Jack Encarnacao, Raphael J. Lewis
Blog

Retake on Double Take: Reddit and the AI turf war    

We investigate as sites like Reddit seek to capitalise on AI-fuelled demand, causing upheaval among users and developers.

07 August 2023 Jack Encarnacao, Raphael J. Lewis
Retake on Double Take: A Merger Freeze?
Blog

Retake on Double Take: A merger freeze?   

We investigate the shifting rules and philosophies of antitrust regulation in the Western hemisphere.

06 July 2023 Jack Encarnacao, Raphael J. Lewis
Blog

Retake on Double Take: Could AI rock the music industry?   

We investigate how generative artificial intelligence (AI) could disrupt the music industry.

27 June 2023 Jack Encarnacao, Raphael J. Lewis
Blog

Retake on Double Take: Rare earths 

We investigate the geopolitical and economic implications of rare-earth elements.

13 June 2023 Jack Encarnacao, Raphael J. Lewis
Blog

From lab to table: Cultivated meat

We examine the potential benefits and challenges of the emerging cultivated-meat industry.

08 June 2023 Karen Miki Behr, Rebecca White, Meghan Bruni
City, Aircraft, Takeoff
Blog

Electric vertical take-off and landing vehicles

The next step in advanced air mobility is arriving soon.

06 June 2023 Jake Geller, Thomas Karthaus, Meghan Bruni
Synthetic Data: Fuel for the AI World
Blog

Synthetic data: Fuel for the AI world

Augmenting real data opens up a world of possibilities.

25 May 2023 Newton secular research team, Newton private markets team, Newton responsible investment team
A Conversation with ChatGPT
Audio

A conversation with ChatGPT

Can artificial intelligence prove superior to human intelligence in any key aspects of investing?

22 May 2023 Raphael J. Lewis, Jack Encarnacao
Retake on Double Take: Investing in generative AI and shrinking machine learning
Blog

Retake on Double Take: Investing in generative AI and shrinking machine learning

We investigate the latest wave of generative artificial intelligence (AI) and its implications for investors.

16 May 2023 Jack Encarnacao, Raphael J. Lewis
First Republic demise a symptom of higher rates
Blog

First Republic demise a symptom of higher rates

Our thoughts on First Republic's collapse and what it means for the future of the banking sector.

09 May 2023 Vivek Gautam, Michael Holton
Shipping Container, Cargo Container
Blog

Retake on Double Take: Forced labour, supply strain

We investigate how a US forced-labour law targeting China is affecting US supply chains.

06 April 2023 Jack Encarnacao, Raphael J. Lewis
Blog

Utilities and the regulatory arms race  

The Inflation Reduction Act (IRA) has incited a clean-energy arms race among utilities regulators across the globe.

03 March 2023 James A Lydotes
Forced Labor, Supply Strain
Audio

Forced labour, supply strain

How is a US forced labour law aimed at China causing a logjam of goods in US ports?

27 February 2023 Raphael J. Lewis, Jack Encarnacao
The Environmental Effects of Digitalization
Blog

The environmental effects of digitalisation

We examine the environmental implications of the ever-expanding digital world.

17 February 2023 Onkar Jagtap, Robert C Zeuthen
Artificial Intelligence: The Third Epoch of Technology
Blog

Artificial intelligence: the third epoch of technology

The release of new generative platforms underscores the disruptive potential of artificial intelligence.

13 February 2023 Newton secular research team
Blog

Retake on Double Take: Climate adaptation

We investigate how investing in climate adaptation could help protect our planet’s future.

07 February 2023 Jack Encarnacao, Raphael J. Lewis
Blog

Retake on Double Take: Commercial real estate

We examine the future of commercial real estate and its implications for employers and employees alike.

02 February 2023 Jack Encarnacao, Raphael J. Lewis
Blog

Biofuels: fuelling the next food crisis?

With biofuels set to play an important role in the energy transition, we consider potential pitfalls.

30 January 2023 Newton global natural resources team
Investing in climate adaptation
Audio

Investing in climate adaptation

How could scalable technology help mitigate the impacts of climate change?

26 January 2023 Raphael J. Lewis, Jack Encarnacao
Adapting to Climate Change
Audio

Adapting to climate change

Why should we be concerned about investing in climate crisis adaption today?

25 January 2023 Raphael J. Lewis, Jack Encarnacao
Blog

ADAS, on the road to autonomy

We explore potentially life-saving advanced driver assistance system technology.

17 January 2023 Robert C Zeuthen, Frank J Goguen, George Saffaye
A Blueprint for Commercial Real Estate’s Future
Audio

A blueprint for commercial real estate’s future

Explore how commercial real estate can build from pandemic lows as offices reopen.

13 December 2022 Raphael J. Lewis, Jack Encarnacao
Supercharging the Global Electric Vehicle Supply Chain
Blog

Supercharging the global electric vehicle supply chain

The regionalisation and localisation of supply chains can amplify their resiliency and sustainability, creating potential long-term investment opportunities.

07 December 2022 Robert C Zeuthen, Frank J Goguen, George Saffaye
Asian Equity Income
Blog

Japan: Can the sun rise again?

We reveal our key macro findings from a recent fact-finding trip to Tokyo.

01 December 2022 Richard Bullock
Symbol, Road Sign, Sign
Blog

Leadership and sustainability: are they mutually exclusive?

How do we balance our role as stewards of our clients’ money with our obligations as sustainable investors?

14 November 2022 Mitesh Sheth
Autonomous Roadblocks
Audio

Autonomous roadblocks

What are the barriers to safe autonomous driving?

10 November 2022 Raphael J. Lewis, Jack Encarnacao
2021: better income outcomes?
Blog

COP27: What do we want and what might we get?

We explain what we would like to see from the participants at this year’s climate-change event in Egypt.

07 November 2022 Newton responsible investment team
Retake on Double Take: A UK Winter of Discontent
Blog

Retake on Double Take: A UK Winter of Discontent

In the latest Double Take, we examine the investment implications of the continuing energy crisis enveloping the UK.

25 October 2022 Jack Encarnacao, Raphael J. Lewis
Wristwatch, Coin, Money
Blog

Retake on Double Take: Compliant crypto

We investigate the rapidly evolving world of cryptocurrency compliance as financial institutions plan to expand into digital assets.

20 October 2022 Jack Encarnacao, Raphael J. Lewis
A UK Winter of Discontent
Audio

A UK winter of discontent

What opportunities and perils lie in store for investors as the energy crisis unfolds in Europe?

14 October 2022 Raphael J. Lewis, Jack Encarnacao
Responsible investment 2.0: the asset management transition story
Blog

Responsible investment 2.0: the asset management transition story

Why we believe the financial industry needs its own transition as it seeks to help companies become sustainable.

03 October 2022 Therese Niklasson
Forced labour and supply chains
Blog

Forced labour and supply chains

What is the Uyghur Forced Labor Prevention Act and what does it mean for investors?

29 September 2022 Rebecca White, Raphael J. Lewis
Defence stocks and ESG
Blog

Defence stocks and ESG

We outline the key ESG issues related to defence and how we integrate these in our investment approach.

28 July 2022 Sakshi Bahl
Compliant Crypto
Audio

Compliant crypto

How are legacy financial institutions managing cryptocurrencies? We discuss this and more in our latest Double Take episode.

27 July 2022 Raphael J. Lewis, Jack Encarnacao
Retake on Double Take: The Reshoring Decision
Blog

Retake on Double Take: The reshoring decision

We discuss the macroeconomic factors driving the potential return of manufacturing jobs to the US.

26 July 2022 Raphael J. Lewis, Jack Encarnacao
Diversity and Human Capital
Audio

Diversity and human capital

Is the US ahead of the curve or behind in the regulation and disclosure of human capital management?

30 June 2022 Raphael J. Lewis, Jack Encarnacao
Streaming to success
Blog

Streaming to success

The music industry has returned to growth thanks to the rise of streaming. Can the momentum be maintained?

22 June 2022 Newton global research team
Global Equities: Navigating a Volatile Backdrop
Blog

Global equities: Navigating a volatile backdrop

We discuss how our global equity specialists are managing the volatility of today’s market landscape.

06 June 2022 John R Porter III
Retake on Double Take: A Nuclear Renaissance?
Blog

Retake on Double Take: A nuclear renaissance?

We discuss the potential of nuclear energy and how it may fit into the global energy transition.

26 May 2022 Raphael J. Lewis, Jack Encarnacao
The reshoring decision
Audio

The reshoring decision

Will the potential reshoring boom lead to a capital-expenditure supercycle? We discuss in our latest Double Take episode.

24 May 2022 Raphael J. Lewis, Jack Encarnacao
A nuclear renaissance?
Audio

A nuclear renaissance?

In our latest Double Take podcast, we explore nuclear power and its potential as a clean energy alternative.

21 April 2022 Raphael J. Lewis, Jack Encarnacao
Server, Computer, Hardware
Blog

Retake on Double Take: Data privacy and regulating big tech

We investigate how big tech companies are mining personal data, and how regulators and lawmakers are responding.

07 April 2022 Raphael J. Lewis, Jack Encarnacao
Light, Laser, Graphics
Audio

Data privacy and regulating big tech

In our latest Double Take podcast, we investigate the massive changes happening in big tech and regulator reactions.

09 March 2022 Raphael J. Lewis, Jack Encarnacao
Is music streaming an industry friend or foe?
Blog

Is music streaming an industry friend or foe?

We assess the evolving market landscape of the music streaming industry.

01 December 2021 Paul Flood
Building, Factory, Refinery
Blog

A turning point for US energy policy?

We consider how Joe Biden’s election win might change the outlook for the energy sector.

27 November 2020 Newton global research team
Energy: Uncertainty and complexity creates opportunity
Blog

Energy: uncertainty and complexity creates opportunity

We discuss the pandemic’s lasting legacy on the energy sector.

02 November 2020 Newton global research team
Blog

Over a barrel?

We assess how the oil sector is facing up to an unprecedented fall in global demand.

16 April 2020 Newton global research team
Being an engaged investor
Blog

Being an engaged investor in the time of Covid-19

We give you the lowdown on the most pressing ESG concerns during this pandemic.

30 March 2020 Newton responsible investment team
Blog

A just transition?

Our candid thoughts from the 2019 PRI in Person conference.

19 September 2019 Rebecca White
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Individual Investors will be redirected to bnymellon.com

This is a financial promotion. Issued by Newton Investment Management Limited, The Bank of New York Mellon Centre, 160 Queen Victoria Street, London, EC4V 4LA. Registered in England No. 01371973. Newton Investment Management is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN and is a subsidiary of The Bank of New York Mellon Corporation. Newton is providing financial services to wholesale clients in Australia in reliance on ASIC Class Order 03/1099, a copy of which is on the website of the Australian Securities and Investments Commission, www.asic.gov.au. The Class Order exempts entities that are authorised and regulated in the UK by the FCA, such as Newton, from the need to hold an Australian financial services license under the Corporations Act 2001 for certain financial services provided to Australian wholesale clients on certain conditions. Financial services provided by Newton are regulated by the FCA under the laws and regulatory requirements of the United Kingdom, which are different to the laws applying in Australia.

Material in this publication is for general information only. The opinions expressed in this document are those of Newton and should not be construed as investment advice or recommendations for any purchase or sale of any specific security or commodity. Certain information contained herein is based on outside sources believed to be reliable, but its accuracy is not guaranteed. You should consult your advisor to determine whether any particular investment strategy is appropriate. This material is for institutional investors only. Past performance is not a guide to future performance. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.

This material is for Australian wholesale clients only and is not intended for distribution to, nor should it be relied upon by, retail clients. This information has not been prepared to take into account the investment objectives, financial objectives or particular needs of any particular person. Before making an investment decision you should carefully consider, with or without the assistance of a financial adviser, whether such an investment strategy is appropriate in light of your particular investment needs, objectives and financial circumstances.

This information is made available by Newton and BNY Mellon Investment Management Australia Ltd (AFSL 227865). This information is confidential and is only provided to Australian wholesale clients (as that term is defined in section 761G of the Corporations Act 2001 (Cth)). This is not an offering or the solicitation of an offer to purchase an interest in any financial product referred to in this website. This content is for general purposes only and should not be relied upon as financial product advice. This content has been prepared without taking into account the objectives, financial situation or needs of any person. Before making an investment decision an investor should consider the appropriateness of the information in this website having regard to these matters and read the disclosure document relating to a financial product. Investors should also consider obtaining independent advice before making any investment decisions. Investments can go up and down and to the extent that this website contains any past performance information, past performance is not a reliable indicator of the future performance of the relevant investment or any similar investment strategy.

Newton Investment Management Limited is exempt from the requirement to hold an Australian financial services licence in respect of the financial services it provides to wholesale clients in Australia and is authorised and regulated by the Financial Conduct Authority of the UK under UK laws, which differ from Australian laws.