The big picture

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Key (and sometimes surprising) findings from a recent trip to Vietnam.

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

Why we believe the financial industry needs its own transition as it seeks to help companies become sustainable.…

We analyze potential consequences of new UK fiscal and monetary policy for UK bonds and the wider economy.

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

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

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

We discuss the challenges of accounting for goodwill.

Blockchain solutions are rapidly evolving beyond cryptocurrencies.

We analyze how diverging economies can create opportunities for bond investors with a global mindset.

Geopolitical events have heightened the need for robust cybersecurity, potentially creating opportunities as the industry moves toward consolidation.

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

Portfolio manager Jon Bell discusses why inflation is here to stay and explores key opportunities within equity income.

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

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

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

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

A decoupling of US and China technology ecosystems presents opportunities.

Geopolitical tensions remained high and inflationary forces intensified during the second quarter. What are the implications for investors?

As central banks attempt to curb inflation, are they hiking economies into recession?

Why Newton is focused on the Science Based Targets initiative in the drive to achieve net zero.

How our Real Return team seeks to find long-term growth opportunities amid prolonged market volatility and rising inflation.

CEO Euan Munro explains why key boundary conditions make it important to challenge the norms of multi-asset investing.

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

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

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

A perspective on the nature of drawdown as an inevitable element of long-term investing.

Why deglobalization and supply shortages are leading to greater government intervention.

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

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

We examine the conditions that have led to increasingly high levels of inflation.

Why now for US small and mid-caps?

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

While the current environment poses challenges, we demonstrate that it may not be unambiguously negative for Dynamic Equity.

We discuss how investors assess and monitor acquisitions.

What a difference a year makes.

Our approach seeks an unbiased, consensus view to glide-path construction.

How Newton is tackling carbon emissions.

We examine how the theme of divergence is creating opportunities for global bond investors in the US market.

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

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

We believe in the attractiveness of the global natural resource sector and its place in a well-diversified portfolio.

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

How the Ukraine conflict could change the geopolitical and investment landscape.

Empirical evidence shows gold may not be a reliable inflation hedge.

Investors face heightened uncertainty from rising inflation, tighter monetary policy and Russia’s invasion of Ukraine.

We discuss how the Russia-Ukraine crisis has accelerated the trend of deglobalization, and the implications for investors.