Global equities

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

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

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

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

How a focus on innovation and technology could help drive food sector returns in 2023.

We provide our thoughts on the latest Consumer Electronics Show conference. We believe that many advancements across industries…

Jon Bell discusses the key areas of opportunity for equity income in the current market environment.

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

We discuss how we are navigating net zero in our portfolios to achieve real-world decarbonization.

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

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

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

Looking back on a year of multiple crises.

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

CEO Euan Munro explores opportunities amid a changing structural backdrop and as market conditions have evolved dramatically.

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

We discuss our 2023 outlook.

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

How can a different approach to equity investment seek out opportunities in a radically different market regime?

We discuss the outlook for equity income investing.

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

Rethink your core equity allocation with Newton’s Dynamic Equity strategy.

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

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

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

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.

Blockchain solutions are rapidly evolving beyond cryptocurrencies.

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

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

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

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.

Analyzed properly, we believe hard assets underpinning infrastructure equities can provide a natural hedge in an inflationary environment.

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

Why now for US small and mid-caps?

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

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

Feasting on honey or playing with fire?

We examine the long-term global structural impacts of the Ukraine war and Russia’s pariah status.

We discuss the outlook for infrastructure amid rising inflation and increased demand for income.

We assess the possible investment implications of Russia’s invasion of Ukraine.

How do Russia's latest demands over Ukraine impact future European security?

We discuss the importance of thematic and sustainability considerations when investing in emerging markets.

Why we believe the IASB’s Third Agenda Consultation is a great opportunity for investors to influence its priorities.

We discuss the outlook for income stocks.

We discuss the outlook for cyclical stocks.

We discuss the outlook for UK equities.