Legal disclaimer

Cancel

Continue

The site you are about to enter is intended for investors from UK registered charities only and the content is suitable for retail investors.

By using this website I also confirm that:
I accept the Terms of Use and I agree to comply with them – View our Important information

Cancel

Continue

Newton Investment Management

search
  • Portal login
  • UK Charities
UK Charities
  • Home
  • About Newton
    Back
    • Our purpose
    • Our clients
    • Our people
    • Our culture
    • Corporate responsibility
    • Diversity, equity and inclusion
    • Careers
    • Media
  • Our approach
    Back
    • Multidimensional research
    • Multidimensional philosophy
    • Responsible investment
    • Themes
      Back
      • Big government
      • China influence
      • Financialisation
      • Great power competition
      • Human capital
      • Internet of things
      • Natural capital
      • Picture of health
      • Smart everything
      • Tectonic shifts
  • Investment services
  • Strategies
    Back
    • Charity-focused funds
      Back
      • Newton Growth and Income Fund for Charities
      • Newton Sustainable Growth and Income Fund for Charities
      • Newton SRI Fund for Charities
    • Absolute-return strategies
      Back
      • Global Dynamic Bond
      • Multi-Asset Diversified Return
      • Real Return
      • Sustainable Global Dynamic Bond
      • Sustainable Real Return
    • Active equity strategies
      Back
      • Concentrated Global Equity
      • Global Equity
      • Sustainable Global Equity
    • Income strategies
      Back
      • Growth and Income Fund for Charities
      • Newton Sustainable Growth and Income Fund for Charities
      • Global Dynamic Bond Income
      • Global Equity Income
      • Multi-Asset Income
      • Sustainable Global Equity Income
      • UK Equity Income
    • Sustainable strategies
      Back
      • Newton Sustainable Growth and Income Fund for Charities
      • Sustainable Global Dynamic Bond
      • Sustainable Global Equity
      • Sustainable Global Equity Income
      • Sustainable Real Return
    • All strategies
    • Quarterly updates
    • Fund literature
  • Insights
    Back
    • All insights
    • Newton blog
  • Prices
Newton Portal
  • UK Charities
  • Insights
  • Newton blog

FLY ON THE WALL

The Newton investment blog

Searching for a silver lining
Blog

Absolute-return investing: A new golden age?

Why we believe a changed macroeconomic backdrop makes an absolute-return investment approach increasingly relevant.

20 February 2024 Paul Brain, Catherine Doyle
Filter by:
Topic
  • Defined contribution
  • Emerging markets and Asia
  • Fixed income
  • Global equities
  • Global income
  • Industry views
  • Macro views
  • Multi-asset
  • Newton philosophy
  • Real Return
  • Responsible investment
  • Sector research
  • Sustainable investment
  • Themes
  • UK equities
  • Ukraine
  • US equities
Author
  • Richard Bullock
  • Newton secular research team
  • Rebecca White
  • Therese Niklasson
loading-newton
Architecture, Building, Cityscape
Blog

Macro-geopolitical 2024 outlook: Pivotal election year ahead

With several key trends set to reach an important climax in 2024, we consider the investment implications.

25 January 2024 Richard Bullock
The disruptive potential of artificial intelligence
Blog

The disruptive potential of artificial intelligence 

We outline why AI may be transformative for almost every business, and the implications for charity investors.

10 May 2023 Newton secular research team
Blog

Why biodiversity matters to investors

We explore the investment implications and financial materiality of biodiversity.

19 April 2023 Rebecca White, Therese Niklasson
  • Site map
  • Social media
  • Cookie notice
  • Manage cookies
  • BNY Mellon privacy notice
  • Important information
  • Fraud notice
  • Careers
  • Events
  • Contact
BNY Investments

Follow us

Select your location

    • Institutional investor
    • Investment consultant
    • LGPS investor
    • Charity investor
    • Other
    • Institutional investor
    • Other
    • Institutional investor
    • Institutional investor
    • Institutional investor
    • Other individuals
    • Rest of the world

Investor type

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. 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 document is for UK charities 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.