Newton unveils two new investment themes for thematic strategy

Revealed at annual conference

Daniel Flynn
clock

Newton Investment Management has added two extra investment themes to its overall thematic investment approach, dubbed 'Abundance' and 'Mind the Gaps'.

The themes focus on how companies will be challenged to maintain pricing power, and weaker global growth will create greater differences between countries over the coming years. Announced at the company's annual conference, the two new investment themes will sit alongside Newton's existing investment themes, where they will be used to guide fundamental analysis. The company said it believes the issues are likely to shape the investment landscape in the years ahead. Newton's Shelton: 'Post-accident, there are many things I can't do, but I still love being a fund manager' "'Abunda...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Global

Fund managers more bullish on global growth following Trump win

Fund managers more bullish on global growth following Trump win

BofA Global Fund Manager survey

Beth Brearley
clock 14 November 2024 • 1 min read
21st Federal Reserve vice-chair Richard Clarida on Trump, the US election and the 2% inflation target

21st Federal Reserve vice-chair Richard Clarida on Trump, the US election and the 2% inflation target

Q&A with Pimco's global economic adviser

Linus Uhlig
clock 05 November 2024 • 5 min read
AJ Bell's James Flintoft: Negativity on China has become excessive

AJ Bell's James Flintoft: Negativity on China has become excessive

Increase in appetite for Chinese equities

James Flintoft
clock 22 October 2024 • 3 min read
Trustpilot