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The site you are about to enter is intended for Australian wholesale clients only (as that term is defined in section 761G of the Corporations Act 2001 (Cth)) and is not intended for distribution to, nor should it be relied upon by, retail clients. Newton Investment Management Limited (Newton) is authorised and regulated in the UK by the Financial Conduct Authority (FCA). Newton is providing financial services to wholesale clients in Australia in reliance on ASIC Corporations (Repeal and Transitional) Instrument 2016/396, a copy of which is on the website of the Australian Securities and Investments Commission, www.asic.gov.au. The Instrument exempts entities that are authorised and regulated in the UK by the FCA, such as Newton, from the need to hold an Australian financial services license under the Corporations Act 2001 for certain financial services provided to Australian wholesale clients on certain conditions. Financial services provided by Newton are regulated by the FCA under the laws and regulatory requirements of the United Kingdom, which are different to the laws applying in Australia. This information is made available by Newton Investment Management Limited and Emesco Agents Pty Ltd.

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Newton Portal
Australia Insights

Raphael J. Lewis

Head of specialist research

View full profile
Blog

Retake on Double Take: Bug appétit?

Could edible insects become a staple of the Western diet?

20 June 2024 Jack Encarnacao, Raphael J. Lewis
Blog

Retake on Double Take: Behind Fed doors

Get a behind-the-scenes look into how the US Federal Reserve arrives at its rate decisions.

14 June 2024 Jack Encarnacao, Raphael J. Lewis
Audio

Keeping up with Gen Z

Who is Generation Z and how are they influencing the market?

11 June 2024 Raphael J. Lewis, Jack Encarnacao
Audio

It’s a smaller world after all

We look at how the power of proximity is bringing the world to your fingertips.

29 May 2024 Raphael J. Lewis, Jack Encarnacao
Blog

Retake on Double Take: The state of the media

How are news outlets evolving with the ever-changing media industry?

21 May 2024 Jack Encarnacao, Raphael J. Lewis
Audio

An AI mindset

Can artificial intelligence read your mind?

15 May 2024 Raphael J. Lewis, Jack Encarnacao
Blog

Retake on Double Take: Mining’s race to the bottom

How are companies unearthing critical minerals in the depths of the ocean?

14 May 2024 Jack Encarnacao, Raphael J. Lewis
Blog

Retake on Double Take: China through an investment lens

As geopolitical tensions become a focal point, what should investors consider when investing in China?

29 April 2024 Jack Encarnacao, Raphael J. Lewis
Audio

Bracing for EV impact

Could electric vehicles cost more over the long haul?

29 April 2024 Raphael J. Lewis, Jack Encarnacao
Audio

Modernising medicine

Will virtual visits to the doctor go viral?

15 April 2024 Raphael J. Lewis, Jack Encarnacao
Audio

The election trade-off

What could a new presidential administration mean for US trade policy?

09 April 2024 Raphael J. Lewis, Jack Encarnacao
Audio

Realtors’ reality

Closing time? New litigation may affect the traditional US residential real estate business model.

25 March 2024 Raphael J. Lewis, Jack Encarnacao
Person, Money, Dollar
Audio

The almighty dollar

After decades of global dominance, is the US dollar under siege?

14 March 2024 Jack Encarnacao, Raphael J. Lewis
Blog

Retake on Double Take: Women on the rise

How do women in the workplace positively affect the bottom line?

29 February 2024 Raphael J. Lewis, Jack Encarnacao
Chain, Car, Transportation
Audio

Risk in the Red Sea

As tensions escalate in the Red Sea, how should investors assess shipping hazards in areas of geopolitical unrest?

28 February 2024 Raphael J. Lewis, Jack Encarnacao
Coil, Machine, Rotor
Audio

Behind Fed doors

Unlock the secrets of the US Federal Reserve’s decision-making process in our latest Double Take episode.

19 February 2024 Raphael J. Lewis, Jack Encarnacao
Chopsticks, Food, Food Presentation
Audio

Bug appétit?

Discover how one company is swarming the food industry with a six-legged new ingredient.

30 January 2024 Raphael J. Lewis, Jack Encarnacao
Crowd, Person, Clothing
Audio

The state of the media

News flash! Is the future bright for the media business?

09 January 2024 Jack Encarnacao, Raphael J. Lewis
Person, Worker, Boat
Audio

Mining’s race to the bottom

In an ocean of competition for critical mineral supply, could deep sea mining companies float to the top?

27 December 2023 Raphael J. Lewis, Jack Encarnacao
Audio

China through an investment lens

To invest or not invest? We take a closer look at the latest realities of China’s economy.

07 December 2023 Raphael J. Lewis, Jack Encarnacao
Audio

Women on the rise

How do women in the workplace have a positive impact on the balance sheet?

01 December 2023 Raphael J. Lewis, Jack Encarnacao
Blog

Retake on Double Take: The insurance climate

As climate change reaches a boiling point, why are major insurers exiting disaster-prone regions?

27 November 2023 Jack Encarnacao, Raphael J. Lewis
Blog

Retake on Double Take: The skinny on weight loss drugs

New weight loss drugs melt away excess pounds, but could their effects spill beyond the health-care industry?

17 November 2023 Jack Encarnacao, Raphael J. Lewis
Audio

Nature and the city

Could vertical farming elevate our urban food supply, with more efficient production, less energy consumption and fewer pesticides?

03 November 2023 Raphael J. Lewis, Jack Encarnacao
Cable, Power Lines, Architecture
Audio

The power of superconductivity

Could a breakthrough in superconducting material bring to light a new way to transport electricity?

17 October 2023 Raphael J. Lewis, Jack Encarnacao
Blog

Retake on Double Take: Demography in the fourth turning

How can history help us anticipate social moods and events likely to occur during a ‘fourth turning’?

29 September 2023 Jack Encarnacao, Raphael J. Lewis
The Insurance Climate
Audio

The insurance climate

Are there storm clouds ahead for the insurance industry as climate change looms on the horizon?

28 September 2023 Raphael J. Lewis, Jack Encarnacao
Food, Popcorn, Computer
Blog

Retake on Double Take: The future of television     

Is the era of content overload, with streamers trying to be all things to all people, winding down?

21 September 2023 Jack Encarnacao, Raphael J. Lewis
The Skinny on Weight Loss Drugs
Audio

The skinny on weight loss drugs

New weight loss drugs melt away excess pounds, but could their effects spill beyond the health-care industry?

15 September 2023 Raphael J. Lewis, Jack Encarnacao
Blog

Retake on Double Take: Analogue in a digital world    

We explore the renewed interest in analogue goods and services in the post-pandemic world.

07 September 2023 Jack Encarnacao, Raphael J. Lewis
Demography in the Fourth Turning
Audio

Demography in the fourth turning

Are we embarking upon the final act of a 100-year historical cycle?

23 August 2023 Raphael J. Lewis, Jack Encarnacao
Blog

Retake on Double Take: Reddit and the AI turf war    

We investigate as sites like Reddit seek to capitalise on AI-fuelled demand, causing upheaval among users and developers.

07 August 2023 Jack Encarnacao, Raphael J. Lewis
The Future of Television
Audio

The future of television

Could the conventional ad-supported model of TV delivery make a comeback?

01 August 2023 Raphael J. Lewis, Jack Encarnacao
Analog in a Digital World
Audio

Analogue in a digital world

Is there a place for classic analogue technology in our ever-evolving digitised world?

19 July 2023 Raphael J. Lewis, Jack Encarnacao
Retake on Double Take: A Merger Freeze?
Blog

Retake on Double Take: A merger freeze?   

We investigate the shifting rules and philosophies of antitrust regulation in the Western hemisphere.

06 July 2023 Jack Encarnacao, Raphael J. Lewis
Reddit and the AI Turf War
Audio

Reddit and the AI turf war

Sites like Reddit and Twitter seek to capitalise on AI-fuelled demand for their once-free platform data.

30 June 2023 Raphael J. Lewis, Jack Encarnacao
Blog

Retake on Double Take: Could AI rock the music industry?   

We investigate how generative artificial intelligence (AI) could disrupt the music industry.

27 June 2023 Jack Encarnacao, Raphael J. Lewis
A Merger Freeze?
Audio

A merger freeze?

We navigate the growing thicket of antitrust regulation in the Western hemisphere.

15 June 2023 Raphael J. Lewis, Jack Encarnacao
Blog

Retake on Double Take: Rare earths 

We investigate the geopolitical and economic implications of rare-earth elements.

13 June 2023 Jack Encarnacao, Raphael J. Lewis
Audio

Could AI rock the music industry?

We explore how the economic value of music has shifted over the years, and where it is heading.

01 June 2023 Raphael J. Lewis, Jack Encarnacao
A Conversation with ChatGPT
Audio

A conversation with ChatGPT

Can artificial intelligence prove superior to human intelligence in any key aspects of investing?

22 May 2023 Raphael J. Lewis, Jack Encarnacao
Retake on Double Take: Investing in generative AI and shrinking machine learning
Blog

Retake on Double Take: Investing in generative AI and shrinking machine learning

We investigate the latest wave of generative artificial intelligence (AI) and its implications for investors.

16 May 2023 Jack Encarnacao, Raphael J. Lewis
Rare Earths: The Geopolitical State of Play
Audio

Rare earths: the geopolitical state of play

Could the US establish a foothold in rare-earth mining to create a domestic supply for electric-vehicle manufacturing?

25 April 2023 Raphael J. Lewis, Jack Encarnacao
Audio

Plumbing the depths for rare earths

What does the future hold for sourcing the rare earths required to promote electrification across the global economy?

19 April 2023 Raphael J. Lewis, Jack Encarnacao
Shipping Container, Cargo Container
Blog

Retake on Double Take: Forced labour, supply strain

We investigate how a US forced-labour law targeting China is affecting US supply chains.

06 April 2023 Jack Encarnacao, Raphael J. Lewis
Shrinking Machine Learning
Audio

Shrinking machine learning

What are potential use cases for 'edge' generative artificial intelligence (AI) and language models?

31 March 2023 Raphael J. Lewis, Jack Encarnacao
Investing in Generative AI
Audio

Investing in generative AI

Could future artificial intelligence chatbots produce content and generate solutions with less training data?

22 March 2023 Raphael J. Lewis, Jack Encarnacao
Forced Labor, Supply Strain
Audio

Forced labour, supply strain

How is a US forced labour law aimed at China causing a logjam of goods in US ports?

27 February 2023 Raphael J. Lewis, Jack Encarnacao
Blog

Retake on Double Take: Climate adaptation

We investigate how investing in climate adaptation could help protect our planet’s future.

07 February 2023 Jack Encarnacao, Raphael J. Lewis
Blog

Retake on Double Take: Commercial real estate

We examine the future of commercial real estate and its implications for employers and employees alike.

02 February 2023 Jack Encarnacao, Raphael J. Lewis
Investing in climate adaptation
Audio

Investing in climate adaptation

How could scalable technology help mitigate the impacts of climate change?

26 January 2023 Raphael J. Lewis, Jack Encarnacao
Adapting to Climate Change
Audio

Adapting to climate change

Why should we be concerned about investing in climate crisis adaption today?

25 January 2023 Raphael J. Lewis, Jack Encarnacao
A Blueprint for Commercial Real Estate’s Future
Audio

A blueprint for commercial real estate’s future

Explore how commercial real estate can build from pandemic lows as offices reopen.

13 December 2022 Raphael J. Lewis, Jack Encarnacao
Autonomous Roadblocks
Audio

Autonomous roadblocks

What are the barriers to safe autonomous driving?

10 November 2022 Raphael J. Lewis, Jack Encarnacao
Retake on Double Take: A UK Winter of Discontent
Blog

Retake on Double Take: A UK Winter of Discontent

In the latest Double Take, we examine the investment implications of the continuing energy crisis enveloping the UK.

25 October 2022 Jack Encarnacao, Raphael J. Lewis
Wristwatch, Coin, Money
Blog

Retake on Double Take: Compliant crypto

We investigate the rapidly evolving world of cryptocurrency compliance as financial institutions plan to expand into digital assets.

20 October 2022 Jack Encarnacao, Raphael J. Lewis
A UK Winter of Discontent
Audio

A UK winter of discontent

What opportunities and perils lie in store for investors as the energy crisis unfolds in Europe?

14 October 2022 Raphael J. Lewis, Jack Encarnacao
Forced labour and supply chains
Blog

Forced labour and supply chains

What is the Uyghur Forced Labor Prevention Act and what does it mean for investors?

29 September 2022 Rebecca White, Raphael J. Lewis
Compliant Crypto
Audio

Compliant crypto

How are legacy financial institutions managing cryptocurrencies? We discuss this and more in our latest Double Take episode.

27 July 2022 Raphael J. Lewis, Jack Encarnacao
Retake on Double Take: The Reshoring Decision
Blog

Retake on Double Take: The reshoring decision

We discuss the macroeconomic factors driving the potential return of manufacturing jobs to the US.

26 July 2022 Raphael J. Lewis, Jack Encarnacao
Diversity and Human Capital
Audio

Diversity and human capital

Is the US ahead of the curve or behind in the regulation and disclosure of human capital management?

30 June 2022 Raphael J. Lewis, Jack Encarnacao
Retake on Double Take: A Nuclear Renaissance?
Blog

Retake on Double Take: A nuclear renaissance?

We discuss the potential of nuclear energy and how it may fit into the global energy transition.

26 May 2022 Raphael J. Lewis, Jack Encarnacao
The reshoring decision
Audio

The reshoring decision

Will the potential reshoring boom lead to a capital-expenditure supercycle? We discuss in our latest Double Take episode.

24 May 2022 Raphael J. Lewis, Jack Encarnacao
A nuclear renaissance?
Audio

A nuclear renaissance?

In our latest Double Take podcast, we explore nuclear power and its potential as a clean energy alternative.

21 April 2022 Raphael J. Lewis, Jack Encarnacao
Server, Computer, Hardware
Blog

Retake on Double Take: Data privacy and regulating big tech

We investigate how big tech companies are mining personal data, and how regulators and lawmakers are responding.

07 April 2022 Raphael J. Lewis, Jack Encarnacao
Light, Laser, Graphics
Audio

Data privacy and regulating big tech

In our latest Double Take podcast, we investigate the massive changes happening in big tech and regulator reactions.

09 March 2022 Raphael J. Lewis, Jack Encarnacao
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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. Newton is providing financial services to wholesale clients in Australia in reliance on ASIC Class Order 03/1099, a copy of which is on the website of the Australian Securities and Investments Commission, www.asic.gov.au. The Class Order exempts entities that are authorised and regulated in the UK by the FCA, such as Newton, from the need to hold an Australian financial services license under the Corporations Act 2001 for certain financial services provided to Australian wholesale clients on certain conditions. Financial services provided by Newton are regulated by the FCA under the laws and regulatory requirements of the United Kingdom, which are different to the laws applying in Australia.

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 material is for institutional 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.

This material is for Australian wholesale clients only and is not intended for distribution to, nor should it be relied upon by, retail clients. This information has not been prepared to take into account the investment objectives, financial objectives or particular needs of any particular person. Before making an investment decision you should carefully consider, with or without the assistance of a financial adviser, whether such an investment strategy is appropriate in light of your particular investment needs, objectives and financial circumstances.

This information is made available by Newton and BNY Mellon Investment Management Australia Ltd (AFSL 227865). This information is confidential and is only provided to Australian wholesale clients (as that term is defined in section 761G of the Corporations Act 2001 (Cth)). This is not an offering or the solicitation of an offer to purchase an interest in any financial product referred to in this website. This content is for general purposes only and should not be relied upon as financial product advice. This content has been prepared without taking into account the objectives, financial situation or needs of any person. Before making an investment decision an investor should consider the appropriateness of the information in this website having regard to these matters and read the disclosure document relating to a financial product. Investors should also consider obtaining independent advice before making any investment decisions. Investments can go up and down and to the extent that this website contains any past performance information, past performance is not a reliable indicator of the future performance of the relevant investment or any similar investment strategy.

Newton Investment Management Limited is exempt from the requirement to hold an Australian financial services licence in respect of the financial services it provides to wholesale clients in Australia and is authorised and regulated by the Financial Conduct Authority of the UK under UK laws, which differ from Australian laws.