At Newton, we create bold, actively managed solutions designed to meet the real world challenges our clients face.

We use big thematic ideas about the long-term investment landscape to build portfolios with conviction.


Thematic investing
We have employed a global, thematic approach to investment for over 30 years.

Our global investment themes are vital in providing crucial perspective on the investment landscape, identifying key long-term forces of change, and giving us a framework for research and debate.

We use thematic investing in each of our strategies alongside rigorous bottom-up analysis and the consideration of environmental, social and governance risks.

This is a financial promotion. This content is for professional 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. These opinions expressed in this content are those of Newton and should not be construed as investment advice or any other advice and are subject to change. This content is for information purposes only. Any reference to a specific security, country or sector should not be construed as a recommendation to buy or sell investments in those countries or sectors. Please note that strategy holdings and positioning are subject to change without notice.