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Robert C Zeuthen
Head of secular pod, portfolio manager
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Blog

Diving into DeepSeek: Disruption in the AI Sector?

We examine the possible implications of DeepSeek’s potentially ground-breaking innovation.

February 20, 2025 Robert C Zeuthen Newton secular research team
Blog

Artificial Intelligence: The Second-Order Effects

As AI begins to influence multiple areas beyond technology, we review the latest developments and explore investment opportunities.

October 15, 2024 Brian Blongastainer Robert C Zeuthen
Blog

Getting up to Speed: The Growth of Real-Time Pricing

We investigate the opportunities around the next phase of dynamic pricing.

October 03, 2024 Robert C Zeuthen Shivam Kollur
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

The Environmental Effects of Digitalization

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

February 17, 2023 Onkar Jagtap 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

The Escalation of Cybersecurity’s Threat Environment

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

August 24, 2022 Robert C Zeuthen
Blog

The Next Wave of Digital Transformation

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

August 17, 2022 Robert C Zeuthen
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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