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The site you are about to enter is intended for Canadian institutional investors only, defined as 'Permitted Clients' in National Instrument 31-103 only. 'Newton' and/or 'Newton Investment Management' is a corporate brand which refers to the following group of affiliated companies: Newton Investment Management Limited (NIM) and Newton Investment Management North America LLC (NIMNA). NIM is availing itself of the International Adviser Exemption ("IAE") in the following Canadian Provinces: Alberta, British Columbia, Ontario and Québec. The IAE is in compliance with National Instrument 31-103, Registration Requirements, Exemptions and Ongoing Registrant Obligations. NIMNA is availing itself of the IAE in the following Canadian Provinces: Alberta, British Columbia and Manitoba. The IAE is in compliance with National Instrument 31-103, Registration Requirements, Exemptions and Ongoing Registrant Obligations.

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Canada Canada

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 3, 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 7, 2024 George Saffaye, Frank J Goguen, Robert C Zeuthen
The Environmental Effects of Digitalization
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
2023 Mobility Outlook
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
Texture, Pattern, Rug
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
Graphics, Art, Crystal
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, Maria Toneva
Supercharging the Global Electric Vehicle Supply Chain
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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This is a financial promotion. Issued by Newton Investment Management Limited, 160 Queen Victoria Street, London, EC4V 4LA. Registered in England No. 01371973. Newton Investment Management is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN and is a subsidiary of The Bank of New York Mellon Corporation. Newton is registered with the SEC as an investment adviser under the Investment Advisers Act of 1940. Newton’s investment business is described in Form ADV, Part 1 and 2, which can be obtained from the SEC.gov website or obtained upon request. Material in this publication is for general information only. The opinions expressed in this document are those of Newton and should not be construed as investment advice or recommendations for any purchase or sale of any specific security or commodity. Certain information contained herein is based on outside sources believed to be reliable, but its accuracy is not guaranteed. You should consult your advisor to determine whether any particular investment strategy is appropriate. This material is for institutional investors only. Past performance is not a guide to future performance. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested. Unless you are notified to the contrary, the products and services mentioned are not insured by the FDIC (or by any governmental entity) and are not guaranteed by or obligations of The Bank of New York or any of its affiliates. The Bank of New York assumes no responsibility for the accuracy or completeness of the above data and disclaims all expressed or implied warranties in connection therewith. © 2006 The Bank of New York Company, Inc. All rights reserved. Securities in Canada are offered through BNY Mellon Asset Management Canada Ltd. (MAML), registered as a Portfolio Manager and Exempt Market Dealer in all provinces and territories of Canada and as an Investment Fund Manager and Commodity Trading Manager in Ontario. MAML is an indirect wholly owned subsidiary of The Bank of New York Mellon Corporation and is an affiliate of Newton’s. Unless otherwise indicated, all financial data is shown in U.S. dollars. This document has been provided in Canada by MAML for use with institutional investors only and may not be redistributed without authorization.