loading-newton
Beyond the boundaries: investment opportunities in a new market regime
Article

Beyond the Boundaries: Investment Opportunities in a New Market Regime

CEO Euan Munro explores opportunities amid a changing structural backdrop and as market conditions have evolved dramatically.

Dynamic Equity and the New Regime
Article

Dynamic Equity and the New Regime

Lower fundamental and macro expectations have resulted in defensive positioning.

Blackboard, Art, Drawing
Article

Seven Deadly Sins of Quantitative Investing Using Machine Learning

Machine learning can be a powerful tool but its application requires special care.

How Can Dynamic US Equity Navigate Rising Rates?
Article

How Can Dynamic US Equity Navigate Rising Rates?

While the current environment poses challenges, we demonstrate that it may not be unambiguously negative for Dynamic Equity.

Newton's Systematic Approach to Predicting US Inflation and Interest Rates: An Update
Article

Newton’s Systematic Approach to Predicting US Inflation and Interest Rates: An Update

What a difference a year makes.

Archive

Access all of our insights in this area.