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

Five drivers suggest market leadership could widen, potentially creating a more constructive backdrop for small caps.

After a strong yet volatile 2025, Brian Ferguson, shares how the Dynamic Value strategy is positioned for 2026.

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

Brian Ferguson explains how a balanced approach focused on quality fundamentals could uncover compelling value opportunities.

Brock Campbell explains why infrastructure equities could be a compelling opportunity amid market volatility.

Unlocking value in AI's third wave.

Learn about his philosophy, the role of research and why now is the time for value investing.

We consider what import tariffs and deregulation could mean for certain sectors of the US economy.

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

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

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

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

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

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

Is demand for drones taking flight?

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

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

Changing investor sentiment is putting money in motion.

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

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

The appeal for a manufacturing renaissance crosses party lines.

Now may the time to diversify beyond mega-cap technology stocks.

Energy companies adjust their focus.

We explain why we believe heightened volatility requires a balanced approach.

Artificial intelligence (AI) technology, if harnessed appropriately, could unlock a myriad of opportunities for economic and social progress.

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

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

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

Our large cap value outlook for 2023

We discuss promising relative-value scenarios.

Rethink your core equity allocation with Newton's Dynamic Equity strategy.

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

We explore the effects of the current macroeconomic environment on the IPO market.

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