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industry views

Blog

Retake on Double Take: Realtors’ Reality

Could recent litigation upend the traditional US residential real estate industry?

June 20, 2024 Jack Encarnacao, Raphael J. Lewis
Blog

Retake on Double Take: The Almighty Dollar

Could an alternative currency topple the US dollar’s supremacy?

June 14, 2024 Raphael J. Lewis, Jack Encarnacao
Blog

Retake on Double Take: Risk in the Red Sea

What are the implications of rebel attacks on Red Sea trade routes?

June 4, 2024 Jack Encarnacao, Raphael J. Lewis
Blog

SMID Cap: A Coiled Spring?  

Small caps offer US market exposure to fast-growing, niche companies that can complement large caps.

June 3, 2024 John R Porter III, George Saffaye
Blog

A Powerful Investment Partnership

How humans and machines can thrive together in a new market regime.

May 24, 2024 Dimitri Curtil, Catherine Doyle
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.

May 22, 2024 Jack Encarnacao, Raphael J. Lewis
Blog

Retake on Double Take: The State of the Media

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

April 25, 2024 Raphael J. Lewis, Jack Encarnacao
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?

March 28, 2024 Jack Encarnacao, Raphael J. Lewis
Blog

Mobility 2024 Outlook: Accelerating into the Future

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

March 7, 2024 George Saffaye, Frank J Goguen, Robert C Zeuthen
Blog

Retake on Double Take: Women on the Rise

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

February 9, 2024 Raphael J. Lewis, Jack Encarnacao
Blog

Retake on Double Take: Nature and the City

How can we benefit from infusing elements of nature into our cities?

December 12, 2023 Jack Encarnacao, Raphael J. Lewis
Coil, Spiral, Couch
Blog

Global Natural Resources 2024 Outlook: Come Out Swinging

We explain why cyclical and secular forces support the current commodity cycle.

December 12, 2023 Newton global natural resources team
Blog

Retake on Double Take: The Power of Superconductivity

Could a breakthrough in superconducting material bring to light electronic efficiency?

December 5, 2023 Jack Encarnacao, Raphael J. Lewis
Blog

Retake on Double Take: The Insurance Climate

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

November 27, 2023 Raphael J. Lewis, Jack Encarnacao
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?

November 14, 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’?

September 29, 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?

September 21, 2023 Jack Encarnacao, Raphael J. Lewis
Blog

Retake on Double Take: Analog in a Digital World    

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

August 25, 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 capitalize on AI-fueled demand, causing upheaval among users and developers.

July 31, 2023 Jack Encarnacao, Raphael J. Lewis
Blog

Trendsetting: Conventional Trend Following Reimagined

We explore how trend-following strategies can be implemented and optimized for investors.

July 27, 2023 Newton multi-asset solutions 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.

July 6, 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.

June 26, 2023 Jack Encarnacao, Raphael J. Lewis
Blog

Retake on Double Take: Rare Earths 

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

June 8, 2023 Jack Encarnacao, Raphael J. Lewis
Blog

From Lab to Table: Cultivated Meat

We examine the potential benefits and challenges of the emerging cultivated-meat industry.

June 7, 2023 Karen Miki Behr, Rebecca White, Meghan Bruni
Blog

Electric Vertical Take-Off and Landing Vehicles

The next step in advanced air mobility is arriving soon.

June 1, 2023 Jake Geller, Thomas Karthaus, Meghan Bruni
Synthetic Data: Fuel for the AI World
Blog

Synthetic Data: Fuel for the AI World

Augmenting real data opens up a world of possibilities.

May 22, 2023 Newton secular research team, Newton private markets team, Newton responsible investment team
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.

May 15, 2023 Jack Encarnacao, Raphael J. Lewis
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 banking sector.

May 11, 2023 Vivek Gautam, Michael Holton
Shipping Container, Cargo Container
Blog

Retake on Double Take: Forced Labor, Supply Strain

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

April 6, 2023 Jack Encarnacao, Raphael J. Lewis
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.

March 1, 2023 James A Lydotes
The Environmental Effects of Digitalization
Blog

The Environmental Effects of Digitalization

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

February 17, 2023 Onkar Jagtap, Robert C Zeuthen
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.

February 8, 2023 Newton secular research team
Blog

Retake on Double Take: Climate Adaptation

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

February 7, 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.

February 2, 2023 Jack Encarnacao, Raphael J. Lewis
2023 Mobility Outlook
Blog

2023 Mobility Outlook

Easing supply-chain pressures and rapid innovation should revitalize the mobility theme.

January 25, 2023 George Saffaye, Robert C Zeuthen, Frank J Goguen
Blog

ADAS, on the Road to Autonomy

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

January 17, 2023 Robert C Zeuthen, Frank J Goguen, George Saffaye
Blog

Biofuels: Fueling the Next Food Crisis?

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

January 16, 2023 Newton global natural resources team
Value Opportunities in the Industrials Sector
Blog

Value Opportunities in the Industrials Sector

We discuss promising relative-value scenarios.

November 1, 2022 Newton US large cap value & income team
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.

October 25, 2022 Jack Encarnacao, Raphael J. Lewis
Forced labour and supply chains
Blog

Forced Labor and Supply Chains

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

October 4, 2022 Rebecca White, 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.

September 27, 2022 Jack Encarnacao, Raphael J. Lewis
Retake on Double Take: Cannabis Highs and Lows
Blog

Retake on Double Take: Cannabis Highs and Lows

As the US legal landscape evolves, we explore the many opportunities and unique challenges of selling marijuana products.

September 22, 2022 Raphael J. Lewis, Jack Encarnacao
Investing in an era of unusual change
Blog

Genetic Medicines: A Two-Decade Revolution in Health Care?

Why we view genetic medicines as one of the most exciting developments in the health-care sector today.

September 13, 2022 Matthew Jenkin
Office Building, Building, High Rise
Blog

Retake on Double Take: Equity and Inclusion

Why the integration and disclosure of people with disabilities in workplaces displays good values and is economically practical.

August 23, 2022 Raphael J. Lewis, Jack Encarnacao
Defence stocks and ESG
Blog

Defense Stocks and ESG

We outline the key ESG issues related to defense and how we integrate these in our investment approach.

August 22, 2022 Sakshi Bahl
Person, Human, Rug
Blog

Retake on Double Take: Diversity and Human Capital

We discuss the evolving state of diversity, human capital management, and disclosure at public companies.

August 19, 2022 Raphael J. Lewis, Jack Encarnacao
Supercharging the Global Electric Vehicle Supply Chain
Blog

Supercharging the Global Electric Vehicle Supply Chain

The regionalization and localization of supply chains can amplify their resiliency and sustainability, creating potential long-term opportunities investors.

July 27, 2022 Robert C Zeuthen, Frank J Goguen, George Saffaye
Where We Find Value in Value Investing
Blog

Where We Find Value in Value Investing

The current macro environment and promising fundamentals in certain sectors bode well for US value stocks.

July 23, 2022 Newton US large cap value & income team
Retake on Double Take: The Reshoring Decision
Blog

Retake on Double Take: The Reshoring Decision

We investigate the trend of deglobalization and explore why some manufacturers are bringing operations back home.

June 30, 2022 Raphael J. Lewis, Jack Encarnacao
Streaming to success
Blog

Streaming to Success?

The music industry has returned to growth thanks to the rise of streaming. Can the momentum be maintained?

June 23, 2022 Newton global research team
Global Equities: Navigating a Volatile Backdrop
Blog

Global Equities: Navigating a Volatile Backdrop

We discuss how our global equity specialists are managing the volatility of today’s market landscape.

June 6, 2022 John R Porter III
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.

May 26, 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.

April 4, 2022 Raphael J. Lewis, Jack Encarnacao
Is music streaming an industry friend or foe?
Blog

Is Music Streaming an Industry Friend or Foe?

We assess the evolving market landscape of the music streaming industry.

December 3, 2021 Paul Flood
Building, Factory, Refinery
Blog

A Turning Point for US Energy Policy?

We consider how Joe Biden’s election win might change the outlook for the energy sector.

November 27, 2020 Newton global research team
Blog

Over a Barrel

We assess how the oil sector is facing up to an unprecedented fall in global demand.

April 16, 2020 Newton global research team
Blog

Carry On Leo

The Irish and UK prime ministers are experiencing contrasting fortunes as Brexit negotiations rumble on.

March 11, 2019 Howard Cunningham
Blog

Walking the Tightrope

How can individuals shackled with personal debt be encouraged to save for retirement?

September 26, 2018 Catherine Doyle
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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 registered with the SEC as an investment adviser under the Investment Advisers Act of 1940. Newton’s investment business is described in Form ADV, Part 1 and 2, which can be obtained from the SEC.gov website or obtained upon request. 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. Unless you are notified to the contrary, the products and services mentioned are not insured by the FDIC (or by any governmental entity) and are not guaranteed by or obligations of The Bank of New York or any of its affiliates. The Bank of New York assumes no responsibility for the accuracy or completeness of the above data and disclaims all expressed or implied warranties in connection therewith. © 2006 The Bank of New York Company, Inc. All rights reserved.