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Sector research
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Audio

Greenland: The New Frontier

Greenland is moving from the edge of the map to the center of global conversations.

April 15, 2026 Raphael J. Lewis Jack Encarnacao
Article

Financials: Both Timely and Timeless

Financials are calibrated to deliver cyclical offense when you want it and defensive ballast when you need it.

April 01, 2026
Audio

Hot Copper

AI doesn’t run on code alone — it runs on copper.

March 17, 2026 Raphael J. Lewis Jack Encarnacao
Audio

The Data Center Space Race

Could space become the next major platform for powering AI?

February 25, 2026 Raphael J. Lewis Jack Encarnacao
Audio

Quantum Computing Means Business

Could quantum computing lead to investment opportunities?

February 11, 2026 Raphael J. Lewis Jack Encarnacao
Audio

Agentic AI: Your New Personal Shopper?

Your future shopping assistant is autonomous, always on and already changing retail.

January 27, 2026 Raphael J. Lewis Jack Encarnacao
Audio

Powering AI with Energy Storage

AI’s power problem has a solution: Long duration energy storage.

January 14, 2026 Raphael J. Lewis Jack Encarnacao
Video

Replay: Newton's Top Market Predictions for 2026

Watch our virtual roundtable, where BNY Investments Newton’s portfolio managers and analysts debate their most compelling, off-consensus predictions.

December 15, 2025
Audio

New Year, New Consensus

What happens when the market stops validating consensus views?

December 09, 2025 Raphael J. Lewis Jack Encarnacao
Blog

The One Big Beautiful Bill Act: A Potential Catalyst for US Value Investing

Explore how the Act’s incentives may drive investment opportunities.

November 24, 2025 Chris Hazelton Carolina Ortega Newton US large cap value & income team
Article

Beyond the Grid: Expanding the Investment Universe in Global Infrastructure

Why we expect to see a major acceleration in global infrastructure spending over the next decade.

November 21, 2025 Brian Blongastainer Carolina Ortega
Audio

The Global AI Race

How will the race for AI supremacy redefine markets?

November 19, 2025 Raphael J. Lewis Jack Encarnacao
Audio

To FICO or Not to FICO

Will credit score competition finally slash loan rates?

October 29, 2025 Raphael J. Lewis Jack Encarnacao
Audio

Could Dating Apps Swipe Right Again?

Learn how artificial intelligence could be the ultimate matchmaker for online dating.

October 08, 2025 Raphael J. Lewis Jack Encarnacao
Blog

Beyond the Boom: Where Value Emerges

Unlocking value in AI's third wave.

September 30, 2025 Chris Hazelton Newton US large cap value & income team
Audio

Decoding Stablecoins

Can stablecoins revolutionize digital payments?

September 24, 2025 Raphael J. Lewis Jack Encarnacao
Audio

One Big Beautiful Catalyst?

Recent tax changes are reshaping corporate America – discover what it means for investors.

September 03, 2025 Raphael J. Lewis Jack Encarnacao
Audio

Securing America’s Future: Rare Earths

Why are rare earths crucial to defense and innovation?

August 13, 2025 Raphael J. Lewis Jack Encarnacao
Audio

Supply Chain USA

Is AI the missing link in supply chains?

July 30, 2025 Raphael J. Lewis Jack Encarnacao
Audio

The Search Engine Shake-up

Has AI changed the way you search for information?

July 09, 2025 Raphael J. Lewis Jack Encarnacao
Audio

The AI Robotic Revolution

How is AI transforming the robotics industry?

June 18, 2025 Raphael J. Lewis Jack Encarnacao
Audio

A US Sovereign Wealth Fund?

How could the US capitalize on a sovereign wealth fund?

June 04, 2025 Raphael J. Lewis Jack Encarnacao
Audio

Pulse Check: Data Centers

Can data center infrastructure keep up with AI demand?

May 20, 2025 Jack Encarnacao Raphael J. Lewis
Blog

Navigating the Commodity Cycle Amid Trade Uncertainty

Supply constraints and infrastructure growth drive a positive outlook for US energy and commodities.

May 16, 2025 Newton global natural resources team
Audio

Lobbying in the Trump Era

Can corporate America influence policy effectively under Trump 2.0?

April 29, 2025 Raphael J. Lewis Jack Encarnacao
Audio

Innovating US Defense

From tradition to innovation: how will the defense industry adapt to the 21st-century battlefield?

April 03, 2025 Raphael J. Lewis Jack Encarnacao
Audio

Small Caps, Big Ideas

Discover a seasoned investor’s perspective on the state of small-cap investing.

March 26, 2025 Raphael J. Lewis Jack Encarnacao
Blog

Consumer Electronics Show 2025: AI or Bust

CES 2025 highlighted ‘AI everywhere’ and redefined innovation across industries.

March 17, 2025 Shivam Kollur Brian Byrnes
Blog

Infrastructure Ready for a European Vacation

We explore the growth potential for European utilities.

March 12, 2025 Brian Blongastainer
Audio

The Quantum Leap

Could quantum computing transform our approach to solving complex problems?

March 12, 2025 Raphael J. Lewis Jack Encarnacao
Blog

The Rebalancing Act: Large Cap Value’s Stability May Provide Dividends

Mega-cap tech firms have led returns, but with valuations stretched, the right move may be into value.

March 07, 2025 Chris Hazelton Newton US large cap value & income team
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

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

Large-Cap Core Equity Income Outlook 2025: Why Dividends Are Set to Shine

We describe the enduring appeal of high-quality companies with reliable dividends.

January 16, 2025 Peter Goslin
Audio

Insuring Cyber Risk

How has the magnified risk of data incidents affected the cyber insurance industry?

January 15, 2025 Raphael J. Lewis Jack Encarnacao
Article

The Evolution of Our Themes

Our themes continue to evolve in line with the significant changes we are seeing across the globe.

January 10, 2025
Blog

Newton’s Top 10 Debates for 2025

We debate the most out-of-consensus viewpoints for 2025.

January 07, 2025 Brock Campbell Newton secular research team
Blog

US Dynamic Large Cap Value Outlook 2025: Another Year of ‘Known Unknowns’

We discuss how a balanced approach can help navigate market uncertainty in 2025.

January 03, 2025 Chris Hazelton Newton US large cap value & income team
Blog

Navigating the Trump Presidency

We discuss the consensus ‘Trump trade’ and whether it will hold.

December 17, 2024 Brock Campbell
Blog

Global Natural Resources Outlook 2025: Navigating the Multi-Year Commodities Cycle

Cyclical and secular forces continue to support longer runways of growth for select commodities.

December 11, 2024 David Intoppa Brian Blongastainer Newton global natural resources team
Blog

Infrastructure Outlook 2025: Public and Private Investment Should Provide Opportunity

We believe a renewed emphasis on infrastructure will provide investment tailwinds.

December 06, 2024 Brian Blongastainer
Audio

The Uranium Rush

Should investors be “digging” uranium?

December 04, 2024 Raphael J. Lewis Jack Encarnacao
Blog

Large-Cap Value Investing: A Beacon of Stability

Could large-cap value stocks provide a port in the storm?

November 27, 2024 Chris Hazelton Newton US large cap value & income team
Audio

Tackling Sports Media Rights

Are streaming services a game changer for sports broadcasting?

October 30, 2024 Raphael J. Lewis Jack Encarnacao
Audio

The Online Gamble

Place your bets on the emerging online gambling industry.

October 17, 2024 Raphael J. Lewis Jack Encarnacao
Audio

Predicting the Presidency

Can prediction markets forecast an election outcome?

October 03, 2024 Raphael J. Lewis Jack Encarnacao
Blog

The Time Is (Always) Right for Value Investing

Discover how value investing can bring balance to a portfolio without sacrificing performance.

September 30, 2024 Chris Hazelton Newton US large cap value & income 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

Retake on Double Take: An AI Mindset

Could wearable technology interpret brain signals to improve everyday life?

September 16, 2024 Jack Encarnacao Raphael J. Lewis
Audio

Cooling Data Centers

As AI heats up markets, what is cooling down data centers?

September 11, 2024 Raphael J. Lewis Jack Encarnacao
Blog

Capitalizing on Infrastructure: Public Markets Versus Private Equity

Is it time for investors to flip from private to publicly listed infrastructure?

September 06, 2024 Brian Blongastainer
Blog

Large Cap Value Investing: Maintaining Balance

Changing investor sentiment is putting money in motion.

August 16, 2024 Chris Hazelton Newton US large cap value & income team
Blog

Global Bond Outlook: Is It Back to the Future?

How should bond investors approach market conditions similar to those last seen in the 1970s?

July 25, 2024 Ella Gude
Audio

The Power of Waste

Could wastewater be a viable source of renewable energy?

July 17, 2024 Raphael J. Lewis Jack Encarnacao
Audio

Undoing a Presidency

Can US presidents undo regulatory action taken by their predecessors?

June 26, 2024 Raphael J. Lewis Jack Encarnacao
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

Retake on Double Take: Bug Appétit?

Could edible insects become a staple of the Western diet?

May 15, 2024 Jack Encarnacao Raphael J. Lewis
Blog

Retake on Double Take: Mining’s Race to the Bottom

How are companies unearthing critical minerals in the depths of the ocean?

April 04, 2024 Raphael J. Lewis Jack Encarnacao
Blog

Coming to America: Investing in Utilities

Discover the catalysts that are creating significant tailwinds for US utilities.

February 27, 2024 Brian Blongastainer
Blog

Not Your Parents’ Energy Sector

Energy companies adjust their focus.

February 13, 2024 Newton US large cap value & income team
Blog

Global Equities Outlook 2024

We reveal the themes and sectors that we believe will help us to unlock long-term growth in 2024.

January 15, 2024 Louise Kernohan
Blog

A new spark for clean hydrogen?

Could the US Inflation Reduction Act provide the policy support needed to boost the viability of clean hydrogen?

January 04, 2024 Brock Campbell Amit Khandelwal
Blog

Macro-geopolitical 2024 outlook: Pivotal election year ahead

With several key trends set to reach an important climax in 2024, we consider the investment implications.

December 12, 2023 Newton fixed income team
Blog

Fixed-Income Outlook: Bonds Beating Cash

After two difficult years, we explain why we believe the prospects for bond investors are improving.

November 27, 2023 Jon Day
Blog

Ukraine: War, Peace and Reconstruction

We analyze what recent events in Russia could mean for the Ukraine war and Europe’s mid-term inflation outlook.

August 01, 2023 Newton fixed income team
Blog

Battery Storage and the Energy Transition

We detail some of the obstacles to unlocking ‘green’ energy opportunities and discuss how investors can navigate them.

July 21, 2023 Paul Flood
Blog

Biochar: The Future of Net-Zero Agriculture?

What is biochar, and how could it help in addressing carbon emissions?

June 23, 2023 Newton Real Return team
Blog

From Lab to Table: Cultivated Meat

We examine the potential benefits and challenges of the emerging cultivated-meat industry.

June 07, 2023 Karen Miki Behr Rebecca White
Blog

Big Tech, Bigger Regulations?

How will looming big tech regulations change the way online platforms operate?

May 30, 2023 Onkar Jagtap
Blog

Operation Warp Speed for Cell and Gene Technologies

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

May 26, 2023 Matthew Jenkin
Blog

First Republic Demise a Symptom of Higher Rates

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

May 11, 2023 Michael Holton
Audio

Rare Earths: The Geopolitical State of Play

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

April 21, 2023 Raphael J. Lewis Jack Encarnacao
Blog

The Collapse of SVB: Implications for Start-ups and the Banking Industry

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

April 20, 2023 Thomas Karthaus Michael Holton
Audio

Plumbing the Depths for Rare Earths

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

April 13, 2023 Raphael J. Lewis Jack Encarnacao
Audio

Shrinking Machine Learning

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

March 28, 2023 Raphael J. Lewis Jack Encarnacao
Blog

The Future of Agriculture: Avoiding the Malthusian Trap

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

March 28, 2023 Newton global natural resources team
Audio

Investing in Generative AI

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

March 20, 2023 Raphael J. Lewis Jack Encarnacao
Blog

Biodiversity and the Financial Sector

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

March 09, 2023
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

The Food Industry: What’s on the Menu for 2023?

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

February 14, 2023 Karen Miki Behr
Blog

Conference Notes: Technology Takeaways from CES

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

February 13, 2023 Shivam Kollur
Blog

Artificial Intelligence: The Third Epoch of Technology

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

February 08, 2023 Newton secular research team
Blog

Retake on Double Take: Climate Adaptation

We investigate how investing in climate adaptation could help protect our planet’s future.

February 07, 2023 Jack Encarnacao Raphael J. Lewis
Blog

Retake on Double Take: Commercial Real Estate

We examine the future of commercial real estate and its implications for employers and employees alike.

February 02, 2023 Jack Encarnacao Raphael J. Lewis
Blog

Geopolitical Outlook: How ‘Great Power Competition’ Will Define 2023

How the theme of ‘great power competition’ could shape the macroeconomic backdrop in 2023 and beyond.

January 26, 2023 Newton fixed income team
Audio

Investing in Climate Adaptation

How could scalable technology help mitigate the impacts of climate change?

January 26, 2023 Raphael J. Lewis Jack Encarnacao
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
Audio

Adapting to Climate Change

Why should we be concerned about investing in climate crisis adaption today?

January 19, 2023 Raphael J. Lewis Jack Encarnacao
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
Audio

A Blueprint for Commercial Real Estate’s Future

Explore how commercial real estate can build from pandemic lows as offices reopen.

December 08, 2022 Raphael J. Lewis Jack Encarnacao
Blog

2023 Outlook for Global Natural Resources: Volatility and the Scarcity Economy

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

December 07, 2022 Newton global natural resources team
Blog

Global Equity Income: Better Income Outcomes in 2023?

We discuss the outlook for equity income investing.

November 29, 2022 Jon Bell Zoe Kan
Blog

Climate Change and Agriculture

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

November 28, 2022 Newton global natural resources team
Audio

Autonomous Roadblocks

What are the barriers to safe autonomous driving?

November 07, 2022 Raphael J. Lewis Jack Encarnacao
Blog

Value Opportunities in the Industrials Sector

We discuss promising relative-value scenarios.

November 01, 2022 Newton US large cap value & income team
Blog

The Importance of Water to Agriculture

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

October 26, 2022 Newton global natural resources team
Blog

Retake on Double Take: A UK Winter of Discontent

In the latest Double Take, we examine the investment implications of the continuing energy crisis enveloping the UK.

October 25, 2022 Jack Encarnacao Raphael J. Lewis
Audio

A UK Winter of Discontent

What opportunities and perils lie in store for investors as the energy crisis unfolds in Europe?

October 11, 2022 Raphael J. Lewis Jack Encarnacao
Blog

Retake on Double Take: Compliant Crypto

We investigate the rapidly evolving world of cryptocurrency compliance as financial institutions plan to expand into digital assets.

September 27, 2022 Jack Encarnacao Raphael J. Lewis
Blog

The Geopolitics of Agriculture and Food

After decades of abundant food supply, changes in the agricultural commodity equilibrium may have lasting effects for consumers.

September 21, 2022 Newton global natural resources team
Blog

Genetic Medicines: A Two-Decade Revolution in Health Care?

Why we view genetic medicines as one of the most exciting developments in the health-care sector today.

September 13, 2022 Matthew Jenkin
Blog

The Emergence of Enterprise Blockchain Applications

Blockchain solutions are rapidly evolving beyond cryptocurrencies.

September 01, 2022
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

Retake on Double Take: Equity and Inclusion

Why the integration and disclosure of people with disabilities in workplaces displays good values and is economically practical.

August 23, 2022 Raphael J. Lewis Jack Encarnacao
Blog

Understanding the Shifting Agricultural Landscape

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

August 22, 2022 Newton global natural resources team
Blog

Retake on Double Take: Diversity and Human Capital

We discuss the evolving state of diversity, human capital management, and disclosure at public companies.

August 19, 2022 Raphael J. Lewis Jack Encarnacao
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

Vertical Farming: A Growing Opportunity

We share our key learnings from a recent visit to a vertical farm.

August 16, 2022 Newton Real Return team
Blog

The New Tech Cold War

A decoupling of US and China technology ecosystems presents opportunities.

August 13, 2022 Newton fixed income team
Audio

Compliant Crypto

How are legacy financial institutions managing cryptocurrencies? We discuss this and more in our latest Double Take episode.

July 27, 2022 Raphael J. Lewis Jack Encarnacao
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
Blog

Where We Find Value in Value Investing

The current macro environment and promising fundamentals in certain sectors bode well for US value stocks.

July 23, 2022 Newton US large cap value & income team
Audio

Diversity and Human Capital

Is the US ahead of the curve or behind in the regulation and disclosure of human capital management?

June 30, 2022 Raphael J. Lewis Jack Encarnacao
Blog

Retake on Double Take: The Reshoring Decision

We investigate the trend of deglobalization and explore why some manufacturers are bringing operations back home.

June 30, 2022 Raphael J. Lewis Jack Encarnacao
Blog

Streaming to Success?

The music industry has returned to growth thanks to the rise of streaming. Can the momentum be maintained?

June 23, 2022 Newton global research team
Blog

Retake on Double Take: A Nuclear Renaissance?

We discuss the potential of nuclear energy and how it may fit into the global energy transition.

May 26, 2022 Raphael J. Lewis Jack Encarnacao
Audio

The Reshoring Decision

Will the potential reshoring boom lead to a capital-expenditure supercycle? We discuss in our latest Double Take episode.

May 23, 2022 Raphael J. Lewis Jack Encarnacao
Audio

A Nuclear Renaissance?

In our latest Double Take podcast, we explore nuclear power and its potential as a clean energy alternative.

April 21, 2022 Raphael J. Lewis Jack Encarnacao
Blog

Retake on Double Take: Data Privacy and Regulating Big Tech

We investigate how big tech companies are mining personal data, and how regulators and lawmakers are responding.

April 04, 2022 Raphael J. Lewis Jack Encarnacao
Audio

Retake on Double Take: Data Privacy and Regulating Big Tech

We investigate how big tech companies are mining personal data, and how regulators and lawmakers are responding.

March 09, 2022 Raphael J. Lewis Jack Encarnacao
Blog

Russian Bear Out in the Cold

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

March 03, 2022 Newton fixed income team
Blog

Winter of Discontent?

We assess the geopolitical and economic implications of China’s Winter Olympics, and the country’s priorities for 2022.

February 04, 2022 Newton fixed income team
Blog

Deal or No Deal

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

January 28, 2022 Newton fixed income team
Blog

What’s Behind the Current Energy Crisis?

There’s more than meets the eye in relation to rising gas prices and their effect on the economy.

October 19, 2021 Paul Flood
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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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