Newton Investment Management
While Covid-19 meant that new-year fireworks celebrations were scaled back, markets saw some pyrotechnics during 2020’s final quarter.
A focus on two more primary investment themes: ‘state intervention’ and ‘healthy demand’.
A focus on three primary investment themes: ‘Earth matters’, ‘consumer power’ and ‘China influence’.
We assess the main drivers of an increase in renewables within the energy mix during the spring lockdowns.
With the online retailer’s working practices under scrutiny, we assess the facts and outline our engagement approach.
Opacity in supply chains can hide human rights abuses like child labour. What are we doing about it?
Corporate taxation practices are attracting growing scrutiny. What are the investment implications?
What legacy will the dwindling use of coal leave for the energy industry and investors in renewables?