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Newton Portal
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global equities

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
Blog

Japanese equities: key takeaways

Three findings from a recent research trip to Japan.

11 June 2024 Georgina Cooper
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
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
Blog

The allure of alternatives: Listed infrastructure

We believe listed infrastructure could be a compelling option for investors seeking alternative investments.

28 March 2024 James A Lydotes, Brian Blongastainer
Blog

Mobility 2024 outlook: Accelerating into the future

Our conviction remains high as emerging technology and innovation transform the industry.

14 March 2024 George Saffaye, Robert C Zeuthen, Frank J Goguen
Aircraft, Airplane, Transportation
Blog

Coming to America: Investing in utilities

Discover the catalysts that are creating significant tailwinds for US utilities.

13 March 2024 James A Lydotes, Brian Blongastainer
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
Road, City, Metropolis
Blog

Indonesian elections: Presiding over an emerging powerhouse

Against the backdrop of presidential and legislative elections, we assess the investment outlook for booming Indonesia.

15 February 2024 Newton fixed income team
2021: better income outcomes?
Blog

Global equities outlook 2024

We reveal the themes and sectors that we believe will help us to unlock long-term growth in 2024.

15 January 2024 Louise Kernohan
Appliance, Ceiling Fan, Device
Blog

A new spark for clean hydrogen?

Could the US Inflation Reduction Act provide the policy support needed to boost the viability of clean hydrogen?

04 January 2024 Brock Campbell, Amit Khandelwal
Nature, Outdoors, Weather
Blog

Fading fortunes: The slowdown of cross-border capital into China

We explore the investment implications of a decoupling between China and the West.

06 December 2023 Meghan Bruni, Elias Glenn
Architecture, Building, Cityscape
Blog

Macro-geopolitical 2024 outlook: Pivotal election year ahead

With several key trends set to reach an important climax in 2024, we consider the investment implications.

06 December 2023 Newton fixed income team
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
Architecture, Building, House
Blog

Genetic sequencing: Decoding human biology

Could advancements in gene sequencing technology accelerate scientific breakthroughs and provide attractive investment opportunities for years to come?

17 November 2023 Edward Walter
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
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
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
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
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
Ukraine: War, Peace and Reconstruction
Blog

Ukraine: war, peace and reconstruction

What recent events in Russia could mean for the Ukraine war and Europe’s mid-term inflation outlook.

31 July 2023 Newton fixed income team
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
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
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
City, Aircraft, Takeoff
Blog

Electric vertical take-off and landing vehicles

The next step in advanced air mobility is arriving soon.

06 June 2023 Jake Geller, Thomas Karthaus, Meghan Bruni
Mountain, Mountain Range, Nature
Blog

Big tech, bigger regulations?

How will looming big tech regulations change the way online platforms operate?

01 June 2023 Onkar Jagtap
Road, Freeway, Tunnel
Blog

Operation Warp Speed for cell and gene technologies

How is the US Food and Drug Administration fast-tracking genetic medicines?

01 June 2023 Matthew Jenkin, Stefanie Rintoul
Synthetic Data: Fuel for the AI World
Blog

Synthetic data: Fuel for the AI world

Augmenting real data opens up a world of possibilities.

25 May 2023 Newton secular research team, Newton private markets team, Newton responsible investment team
Land, Nature, Outdoors
Blog

Ethical dilemmas of artificial intelligence

Some potential risks can be managed, but difficult questions remain.

23 May 2023 Onkar Jagtap
Can Sustainable Fashion Become En Vogue?
Blog

Can sustainable fashion become en vogue?

The industry takes on the challenge.

22 May 2023 Rebecca White, Meghan Bruni
Levelling the playing field: Investing with a gender lens
Blog

Levelling the playing field: Investing with a gender lens

We examine the value of taking a gender-lens approach to economic and investment decision-making.

16 May 2023 Julianne McHugh, Karen Miki Behr
First Republic demise a symptom of higher rates
Blog

First Republic demise a symptom of higher rates

Our thoughts on First Republic's collapse and what it means for the future of the banking sector.

09 May 2023 Vivek Gautam, Michael Holton
Blog

The future of agriculture: Avoiding the Malthusian trap

We imagine the farm of the future and the dining table of tomorrow.

30 March 2023
Blog

Utilities and the regulatory arms race  

The Inflation Reduction Act (IRA) has incited a clean-energy arms race among utilities regulators across the globe.

03 March 2023 James A Lydotes
Blog

The compelling case for equity income

Why we believe dividend-focused equity strategies could be key in helping investors achieve attractive outcomes.

02 March 2023 Euan Munro
The Environmental Effects of Digitalization
Blog

The environmental effects of digitalisation

We examine the environmental implications of the ever-expanding digital world.

17 February 2023 Onkar Jagtap, Robert C Zeuthen
Conference Notes: Technology Takeaways from CES
Blog

Conference notes: technology takeaways from CES                                               

We provide our thoughts on the latest Consumer Electronics Show conference.

17 February 2023 Shivam Kollur
Artificial Intelligence: The Third Epoch of Technology
Blog

Artificial intelligence: the third epoch of technology

The release of new generative platforms underscores the disruptive potential of artificial intelligence.

13 February 2023 Newton secular research team
Blog

Biofuels: fuelling the next food crisis?

With biofuels set to play an important role in the energy transition, we consider potential pitfalls.

30 January 2023 Newton global natural resources team
Russia and China: a new world order
Blog

Geopolitical outlook: how ‘great power competition’ will define 2023

How the theme of ‘great power competition’ could shape the macroeconomic backdrop in 2023 and beyond.

23 January 2023 Newton fixed income team
Blog

ADAS, on the road to autonomy

We explore potentially life-saving advanced driver assistance system technology.

17 January 2023 Robert C Zeuthen, Frank J Goguen, George Saffaye
Global equities: Our outlook for 2023
Blog

Global equities: Our outlook for 2023

We examine the current macro backdrop and where investors can potentially find pockets of growth.

23 December 2022 John R Porter III
2023 Outlook for Global Infrastructure
Blog

2023 outlook for global infrastructure

We believe infrastructure has exposure to themes with greater transparency that can provide some stability in uncertain times.

16 December 2022 James A Lydotes
Unpacking the Future of Blockchain
Blog

Unpacking the future of blockchain

We discuss our 2023 outlook.

13 December 2022 Jonathan Piskorowski
Supercharging the Global Electric Vehicle Supply Chain
Blog

Supercharging the global electric vehicle supply chain

The regionalisation and localisation of supply chains can amplify their resiliency and sustainability, creating potential long-term investment opportunities.

07 December 2022 Robert C Zeuthen, Frank J Goguen, George Saffaye
Agriculture, Nature, Outdoors
Blog

2023 outlook for global natural resources: Volatility and the scarcity economy

We believe active managers should look to global natural resources for attractive opportunities amid this multi-year commodity upcycle.

07 December 2022 Newton global natural resources team
Climate Change and Agriculture
Blog

Climate change and agriculture

As we navigate the future of agriculture, efficient price discovery could be a key agent for positive change.

28 November 2022 Newton global natural resources team
The Importance of Water to Agriculture
Blog

The importance of water to agriculture

Exploring agriculture can present one of the best indirect methods to accurately price water, a perpetually mispriced commodity.

26 October 2022 Newton global natural resources team
Policy response
Blog

Vladimir Putin: Mr three per cent?

We examine how the Russian leader’s actions have affected the market’s risk premium and what might happen next.

21 October 2022 Newton fixed income team
Global infrastructure: Tangible assets for tangible returns?
Blog

Global infrastructure: Tangible assets for tangible returns?

Global infrastructure securities can hold up as a buffer in this inflationary environment.

05 October 2022 James A Lydotes
The Geopolitics of Agriculture and Food
Blog

The geopolitics of agriculture and food

After decades of abundant food supply, changes in the agricultural commodity equilibrium may have lasting effects for consumers.

29 September 2022 Newton global natural resources team
The Emergence of Enterprise Blockchain Applications
Blog

The emergence of enterprise blockchain applications

Blockchain solutions are rapidly evolving beyond cryptocurrencies.

01 September 2022 Jonathan Piskorowski
The Hesitant IPO Market
Blog

The hesitant IPO market

We explore the effects of the current macroeconomic environment on the IPO market.

31 August 2022 Jack Encarnacao
Understanding the Shifting Agricultural Landscape
Blog

Understanding the shifting agricultural landscape

The new energy crisis – food scarcity – presents challenges and opportunities as the world prepares for structural…

22 August 2022 Newton global natural resources team
Graphics, Art, Crystal
Blog

The next wave of digital transformation

The decade-old theme still points to long-term growth opportunities in differentiated areas including enterprise businesses and international markets.

22 August 2022 Robert C Zeuthen, Maria Toneva
Evolution not revolution: how our macro themes evolve
Blog

Evolution not revolution: how our macro themes evolve

How our macro-focused investment themes have evolved to deal with a changing geopolitical and economic backdrop.

04 August 2022 Paul Brain
Blog

Russian bear, Chinese dragon: feasting on honey or playing with fire?

As conflict continues in Ukraine, we assess the potential investment implications arising from evolving Sino-Russian relations.

08 April 2022 Newton fixed income team
Winter of discontent?
Blog

Winter of discontent?

We assess the geopolitical and economic implications of China’s imminent Winter Olympics, and the country’s priorities for 2022.

02 February 2022 Newton fixed income team
Deal or no deal?
Blog

Deal or no deal?

We assess Russian President Vladimir Putin’s list of demands over Ukraine and future implications for Europe’s security architecture.

20 January 2022 Newton fixed income team
Blog

Covid-19: The US goes big

We assess the potential impact of an unprecedented US fiscal stimulus package on markets.

26 March 2020 Brendan Mulhern
Aeging doesn't have to get old
Blog

Ageing doesn’t have to get old

Disruptive innovation in health care could help us age more healthily

03 December 2019 Newton global research team
Blog

Fear of missing out (FOMO)

In mountaineering, the descent is often more hazardous than the ascent. The same applies in equity markets.

02 October 2018 Newton equity income team
Blog

US decoupling: can it last?

Can the US equity market continue its stellar performance into 2019?

25 September 2018 Brendan Mulhern
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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. 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.