At Newton, we take an active approach to the allocation of our research resources. Deep fundamental research is at the heart of our multidimensional research capabilities.

Dedicated fixed-income and credit research analysts cover sovereign, investment-grade and high-yield markets, working closely with our equity and multi-asset analysts to thoroughly research companies across capital and governance structures.

Our investment team has access to technology-based tools that map an issuer’s ESG-related approach and performance, and is also supported by our well-resourced, global responsible investment team.*

We believe that our quantitative tools help our team better focus their efforts by identifying companies that resonate most strongly with observable thematic trends, uncovering the idiosyncratic nature of a company, or grouping businesses that have common characteristics.

Certain alternative investments, including infrastructure, renewable energy and music royalties, can be less sensitive to the economic cycle, offering diversification benefits and the prospect of stable returns. However, careful analysis remains essential, and our specialists undertake detailed research in order to obtain a deep understanding of the business models involved.

Themes provide our investment team with a long-range lens through which to view the structural changes that are taking place across the globe and to look beyond often-superficial classifications like sectors or countries of domicile. Themes can alert the members of our investment team to the new opportunities that change creates and help identify the emerging risks that will impair the value of investments.

Our team of skilled investigative researchers, led by a former investigative newspaper journalist, can equip our portfolio managers with differentiated views on key issues affecting investments that they consider. From talking to energy ministers to lawyers to peer journalists and academics, our investigative research team is a highly differentiated resource that can help give our investors a clearer picture on an investment case.

Companies are staying private for longer, which can make it difficult for public equity investors to fully understand the risk of disruption from private businesses. Our private-markets team allows our investors to peek into the private realm and provide insights that can enhance our investors’ understanding of the risks and opportunities in relation to their public holdings.

Our specialists undertake analysis into economic developments, monetary policy and market trends to support our investment process. We also partner with BNY Investments’ affiliates to access additional macroeconomic expertise.

Our geopolitical research helps our investors understand how politics and changing international relations are influencing financial markets. It also provides a valuable input into our ‘macro’ themes.

Thanks to a contractual partnership with a global law and government relations firm, our investment team has access to insights on legislative and regulatory developments that could affect industries and companies, as well as insights on civil and criminal litigation in the US.