insights

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

Although the economic outlook is uncertain, we believe there are opportunities for Asian income investors.

Augmenting real data opens up a world of possibilities.

We outline the importance of carbon offset markets, why they need to be improved, and related investment considerations.

How stickier-than-expected inflation could influence monetary policy decisions over the coming weeks and months.

Andy Warwick and Aron Pataki assess the market outlook and discuss where they see opportunities.

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

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

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

Can 2023 continue to deliver better income outcomes?

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

Paul Birchenough assesses the implications of recent market events for emerging markets.

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

The industry takes on the challenge.

Portfolio manager Jon Bell considers the key structural changes driving markets and the outlook for equity income.

We discuss the role of data in biodiversity and the complexity of measuring impact.

Newton's approach to responsible investing is founded on protecting and enhancing the value of its clients' holdings.

What was behind the recent banking turmoil and what are the implications for the market outlook?

Can China escape from US-led containment policies?

As market participants navigate China’s reopening, banking turmoil and an uncertain monetary-policy trajectory, we consider the investment implications.

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

We examine Silicon Valley Bank’s collapse and its effects on venture capital and the banking industry.

Why deglobalization will be a key theme for investors to watch over the next decade.

We explore the investment implications and financial materiality of biodiversity.

We participated in the Council of Institutional Investors’ spring conference, Governance as the Linchpin: The “G” Is Key.

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

Why we believe small-cap stocks could outperform their larger-cap counterparts in the coming years.

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

What is meant by ‘net zero’, and what can asset managers do about it?

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

What do individuals know and think about net zero, and what are the implications for investors?

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

Why we believe Newton Investment Management Ltd’s sovereign sustainability process is a key differentiator.

We analyze the potential consequences of tighter money supply and changing central-bank rate policy

Paul Brain considers what the collapse of Silicon Valley Bank means for bond markets.

Find out how we apply investigative skills to our investment process.

We assess the fallout from the failure of Silicon Valley Bank and the implications for the financial sector.

We outline six key ESG-related areas of focus that our responsible investment team believe are important.

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

We discuss the unique characteristics of this hybrid asset class.

How Newton Investment Management Limited is engaging with companies to improve nutritional content and access to food.

Fixed-income head Paul Brain discusses how bond markets can predict the economic cycle.

Machine learning can be a powerful tool but its application requires special care.

Why the financial industry has a key role to play in supporting and enhancing biodiversity

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 work with companies to better understand their exposure to physical risks.

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