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George Saffaye
Global Investment Strategist
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Article

Equity Perspectives for Volatile Times

While equity markets were resilient going into the summer, we believe it remains prudent to position for volatility.

August 15, 2025 George Saffaye
Blog

Mobility Outlook 2025: A Multi-Year Journey of Transformative Opportunities

New trends and technology innovations are expanding the opportunity set.

January 23, 2025 George Saffaye Newton mobility team
Blog

The Return of Small Caps and IPOs

Could small-cap and IPO markets be poised for a comeback?

September 19, 2024 George Saffaye
Blog

Small and SMID Caps: Risks and Opportunities

Unlocking opportunities: Are small and SMID caps primed for market leadership?

June 17, 2024 George Saffaye
Blog

SMID Cap: A Coiled Spring?

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

June 03, 2024 George Saffaye
Blog

Mobility 2024 Outlook: Accelerating into the Future

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

March 07, 2024 George Saffaye Frank J Goguen Robert C Zeuthen
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

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
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