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As Arctic sea lanes open, Greenland is moving from the edge of the map to the center of global conversations.
As Arctic sea lanes open, Greenland is moving from the edge of the map to the centre of global conversations.
AI doesn’t run on code alone — it runs on copper.
Could space become the next major platform for powering AI?
Could space become the next major platform for powering artificial intelligence?
Could quantum computing lead to investment opportunities?
Your future shopping assistant is autonomous, always on and already changing retail.
Your future shopping assistant is autonomous, always on, and already changing retail.
Brock Campbell shares why he believes we’re entering a transformational infrastructure era.
AI’s power problem has a solution: Long duration energy storage.
AI’s power problem has a solution: long duration energy storage.
We explore the investment opportunities amid a constructive yet fragile backdrop for financial markets.
We examine six prospective investment catalysts for 2026.
What happens when the market stops validating consensus views?
Why we expect to see a major acceleration in global infrastructure spending over the next decade.
We discuss the value of risk overlay strategies in an era of tightening market correlations and unique risks.
How will the race for AI supremacy redefine markets?
Will credit score competition finally slash loan rates?
Learn how artificial intelligence could be the ultimate matchmaker for online dating.
Can stablecoins revolutionize digital payments?
Can stablecoins revolutionise digital payments?
Recent tax changes are reshaping corporate America – discover what it means for investors.
Why are rare earths crucial to defense and innovation?
Why are rare earths crucial to defence and innovation?
Is AI the missing link in supply chains?
Has AI changed the way you search for information?
How is AI transforming the robotics industry?
How could the US capitalise on a sovereign wealth fund
Amid a backdrop of uncertainty and financial-market correction, where are the opportunities for fixed-income investors?
How could the US capitalize on a sovereign wealth fund?
Can data centre infrastructure keep up with AI demand?
Can data center infrastructure keep up with AI demand?
With tariffs dominating headlines and a rebalancing of the market underway, we explore key opportunities for global equities.
Supply constraints and infrastructure growth drive a positive outlook for US energy and commodities.
We explore how applying a dynamic risk-budgeting approach can add value to an investment strategy.
Can corporate America influence policy effectively under Trump 2.0?
We outline our thinking around the shifting macroeconomic and geopolitical backdrop.
From tradition to innovation: how will the US defence industry adapt to the 21st-century battlefield?
From tradition to innovation: how will the defense industry adapt to the 21st-century battlefield?
Discover a seasoned investor’s perspective on the state of small-cap investing.
Could quantum computing transform our approach to solving complex problems?
CES 2025 highlighted ‘AI everywhere’ and redefined innovation across industries.
We explore the growth potential for European utilities.
We examine how liquid, diverse strategies and client-centric design can build resilient portfolios in a volatile world.
We examine how liquid, diverse strategies and client-centric design can build resilient portfolios in today's environment.
Is AI stirring the pot within the food-service industry?
Is artificial intelligence stirring the pot within the food-service industry?
We explore how liquid and dynamic strategies can help investors seize opportunities in a changing and volatile world.
We examine the possible implications of DeepSeek’s potentially ground-breaking innovation.
Can Europe fast track its economy and leave competitors in the dust?
The multi-asset solutions team provides an assessment of the macro landscape.
Food for thought: what are the economic implications of UPFs?
New trends and technology innovations are expanding the opportunity set.
How has the magnified risk of data incidents affected the cyber insurance industry?
CEO Euan Munro explores how we seek to unlock opportunity for our clients.
We debate the most out-of-consensus viewpoints for 2025.
We outline our thoughts on bonds, equities and alternatives from a multi-asset perspective.
Uncovering opportunities for global dividend-focused strategies.
We discuss the consensus ‘Trump trade’ and whether it will hold.
We believe a renewed emphasis on infrastructure should provide investment tailwinds.
How are investor relations teams evolving to adapt to today’s changing markets?
We assess the global outlook for 2025 and uncover the key areas of opportunity for bond investors.
Cyclical and secular forces continue to support longer runways of growth for select commodities.
Amid developments in the US and China and continued excitement around AI, we assess the investment outlook.
We believe a renewed emphasis on infrastructure will provide investment tailwinds.
Should investors be “digging” uranium?
Should investors be ‘digging’ uranium?
We consider the outlook for global equities.
Is demand for drones taking flight?
We consider the broad investment implications of Donald Trump’s US election victory.
Are streaming services a game changer for sports broadcasting?
We assess the impact of the Budget on bond markets.
As AI begins to influence multiple areas beyond technology, we review the latest developments and explore investment opportunities.
Place your bets on the emerging online gambling industry.
Can prediction markets forecast an election outcome?
Could investor dialogue with companies on Japanese corporate governance reforms uncover investment opportunities?
Could wearable technology interpret brain signals to improve everyday life?
Is it time for investors to flip from private to publicly listed infrastructure?
As AI heats up markets, what is cooling down data centers?
As AI heats up markets, what is cooling down data centres?
What does the future hold for the oil industry?
We assess the impact and effectiveness of recent corporate governance reforms in Japan.
What’s next for US trade policy in the new term?
Take a deep dive into the investment implications of microplastics.
We explore why conventional risk tools may have limited effectiveness in tackling sequencing risk in decumulation portfolios.
Is a record series of legal claims on the horizon for companies that use forever chemicals?
We assess how political change, indebtedness and growing global competition trends can create opportunities for mixed-asset investors.
How should bond investors approach market conditions similar to those last seen in the 1970s?
We assess how the new UK government and its policy initiatives might affect UK finances and bond markets.
Could recent litigation upend the traditional US residential real estate industry?
Could wastewater be a viable source of renewable energy?
What are the implications of rebel attacks on Red Sea trade routes?
The perception that investing in Asia is solely a play on global macro and export growth should change.
Can US presidents undo regulatory action taken by their predecessors?
We consider the impact of inflation on DC retirees and how plan sponsors and advisors could mitigate it.
We assess the current and potential future impact of inflation, debt and interest rates upon markets.
Could edible insects become a staple of the Western diet?
Get a behind-the-scenes look into how the US Federal Reserve arrives at its rate decisions.
Could an alternative currency topple the US dollar’s supremacy?
Three findings from a recent research trip to Japan.
Who is Generation Z and how are they influencing the market?
Biofuels are helping to drive the energy transition.
We look at how the power of proximity is bringing the world to your fingertips.
How are news outlets evolving with the ever-changing media industry?
Can artificial intelligence read your mind?
How are companies unearthing critical minerals in the depths of the ocean?
With an evolving macro and geopolitical backdrop driving changes within the eurozone, we consider the investment implications.
Could electric vehicles cost more over the long haul?
As geopolitical tensions become a focal point, what should investors consider when investing in China?
Will virtual visits to the doctor go viral?
Learn about what Dave Intoppa and Brock Campbell do at Newton and their route into investment management.
What could a new presidential administration mean for US trade policy?
Closing time? New litigation may affect the traditional US residential real estate business model.
We discuss why we believe the electric-vehicle (EV) trade is set for a boost.
Our conviction remains high as emerging technology and innovation transform the industry.
After decades of global dominance, is the US dollar under siege?
Discover the catalysts that are creating significant tailwinds for US utilities.
How do women in the workplace positively affect the bottom line?
Modernizing parental leave could help drive a more gender-balanced economy.
As tensions escalate in the Red Sea, how should investors assess shipping hazards in areas of geopolitical unrest?
In a year of geopolitics and elections, there is little point getting caught up in short-term political uncertainty.
Against the backdrop of presidential and legislative elections, we assess the investment outlook for booming Indonesia.
We analyze how China’s economy is influencing inflation rates across the developed and emerging world.
Discover how one company is swarming the food industry with a six-legged new ingredient.
We reveal the themes and sectors that we believe will help us to unlock long-term growth in 2024.
News flash! Is the future bright for the media business?
Could the US Inflation Reduction Act provide the policy support needed to boost the viability of clean hydrogen?
The role of investment trusts in portfolios, and how we engage to help improve alignment with their shareholders.
In an ocean of competition for critical mineral supply, could deep sea mining companies float to the top?
We explain why cyclical and secular forces support the current commodity cycle.
With several key trends set to reach an important climax in 2024, we consider the investment implications.
How can we benefit from infusing elements of nature into our cities?
To invest or not invest? We take a closer look at the realities on the ground in China.
To invest or not invest? We take a closer look at the latest realities of China’s economy.
Could a breakthrough in superconducting material bring to light electronic efficiency?
How do women in the workplace have a positive impact on the balance sheet?
After two difficult years, we explain why we believe the prospects for bond investors are improving.
As climate change reaches a boiling point, why are major insurers exiting disaster-prone states?
As climate change reaches a boiling point, why are major insurers exiting disaster-prone regions?
We explore Asian income opportunities.
We discuss the outlook for income stocks.
New weight loss drugs melt away excess pounds, but could their effects spill beyond the health-care industry?
How do women in the workplace positively impact the balance sheet?
Regulators and platforms may benefit from adapting to worker concerns.
How can history help us anticipate social moods and events likely to occur during a ‘fourth turning’?
We assess the multi-pot model and consider the potential benefits of income-focused strategies.
Is the era of content overload, with streamers trying to be all things to all people, winding down?
We explain why bonds are now occupying a bigger slice of our mixed-asset portfolios.
We explore the renewed interest in analogue goods and services in the post-pandemic world.
Artificial intelligence (AI) technology, if harnessed appropriately, could unlock a myriad of opportunities for economic and social progress.
We explore the renewed interest in analog goods and services in the post-pandemic world.
We investigate as sites like Reddit seek to capitalise on AI-fuelled demand, causing upheaval among users and developers.
How we use our thematic research framework to help interpret the threats and opportunities presented by artificial intelligence.
We analyze what recent events in Russia could mean for the Ukraine war and Europe’s mid-term inflation outlook.
We investigate as sites like Reddit seek to capitalize on AI-fueled demand, causing upheaval among users and developers.
What recent events in Russia could mean for the Ukraine war and Europe’s mid-term inflation outlook.
We explore how trend-following strategies can be implemented and optimised for investors.
We explore how trend-following strategies can be implemented and optimized for investors.
We detail some of the obstacles to unlocking ‘green’ energy opportunities and discuss how investors can navigate them.
What are the key structural trends currently helping to guide idea generation in our mixed-asset portfolios?
We investigate the shifting rules and philosophies of antitrust regulation in the Western hemisphere.
We investigate how generative artificial intelligence (AI) could disrupt the music industry.
Why small caps could be set for a period of relative outperformance versus their large-cap peers.
We investigate the geopolitical and economic implications of rare-earth elements.
The next step in advanced air mobility is arriving soon.
How will looming big tech regulations change the way online platforms operate?
How is the US Food and Drug Administration fast-tracking genetic medicines?
Although the economic outlook is uncertain, we believe there are opportunities for Asian income investors.
Augmenting real data opens up a world of possibilities.
Although the economic outlook is uncertain, there are opportunities for Asian income investors.
Some potential risks can be managed, but difficult questions remain.
The industry takes on the challenge.
We examine the value of taking a gender-lens approach to economic and investment decision-making.
Our thoughts on First Republic's collapse and what it means for the banking sector.
Our thoughts on First Republic's collapse and what it means for the future of the banking sector.
Why deglobalization will be a key theme for investors to watch over the next decade.
Why deglobalisation will be a key theme for investors to watch over the next decade.
We participated in the Council of Institutional Investors’ spring conference, Governance as the Linchpin: The “G” Is Key.
We explore the investment implications and financial materiality of biodiversity.
We imagine the farm of the future and the dining table of tomorrow.
Machine learning can be a powerful tool but its application requires special care.
The Inflation Reduction Act (IRA) has incited a clean-energy arms race among utilities regulators across the globe.
Why we believe dividend-focused equity strategies could be key in helping investors achieve attractive outcomes.
We provide our thoughts on the latest Consumer Electronics Show conference.
We examine the environmental implications of the ever-expanding digital world.
How a focus on innovation and technology could help drive food sector returns in 2023.
The release of new generative platforms underscores the disruptive potential of artificial intelligence.
We provide our thoughts on the latest Consumer Electronics Show conference. We believe that many advancements across industries…
With biofuels set to play an important role in the energy transition, we consider potential pitfalls.
Easing supply-chain pressures and rapid innovation should revitalize the mobility theme.
How the theme of ‘great power competition’ could shape the macroeconomic backdrop in 2023 and beyond.
We explore potentially life-saving advanced driver assistance system technology.
We believe infrastructure has exposure to themes with greater transparency that can provide some stability in uncertain times.
We discuss the uncertain outlook facing the global economy and financial markets.
We believe active managers should look to global natural resources for attractive opportunities amid this multi-year commodity upcycle.
The regionalisation and localisation of supply chains can amplify their resiliency and sustainability, creating potential long-term investment opportunities.
How can a different approach to equity investment seek out opportunities in a radically different market regime?
How can a different approach to equity investment address the new market regime?
We discuss the outlook for equity income investing.
As we navigate the future of agriculture, efficient price discovery could be a key agent for positive change.
We assess the impact of the UK government’s Autumn Statement on the gilt market.
Have DC schemes and master trusts been unfairly criticised for being too focused on fees and efficiency?
Can bonds once again play a bigger role as part of a well-diversified portfolio?
Rethink your core equity allocation with Newton's Dynamic Equity strategy.
Exploring agriculture can present one of the best indirect methods to accurately price water, a perpetually mispriced commodity.
We examine how the Russian leader’s actions have affected the market’s risk premium and what might happen next.
Global infrastructure securities can hold up as a buffer in this inflationary environment.
After decades of abundant food supply, changes in the agricultural commodity equilibrium may have lasting effects for consumers.
We analyse potential consequences of new UK fiscal and monetary policy for UK bonds and the wider economy.
Why we view genetic medicines as one of the most exciting developments in the health-care sector today.
Blockchain solutions are rapidly evolving beyond cryptocurrencies.
We explore the effects of the current macroeconomic environment on the IPO market.
Geopolitical events have heightened the need for robust cybersecurity, potentially creating opportunities as the industry moves toward consolidation.
The decade-old theme still points to long-term growth opportunities in differentiated areas including enterprise businesses and international markets.
The new energy crisis – food scarcity – presents challenges and opportunities as the world prepares for structural…
A decoupling of US and China technology ecosystems presents opportunities.
Investment risks are changing in Asia, and income opportunities are rising.
The regionalization and localization of supply chains can amplify their resiliency and sustainability, creating potential long-term opportunities investors.
We examine the conditions that have led to increasingly high levels of inflation.
The music industry has returned to growth thanks to the rise of streaming. Can the momentum be maintained?
Why now for US small and mid-caps?
While the current environment poses challenges, we demonstrate that it may not be unambiguously negative for Dynamic Equity.
What a difference a year makes.
We believe alternatives look attractive for income-oriented strategies as the fixed-income rout continues.
How the Ukraine conflict could change the geopolitical and investment landscape.
Feasting on honey or playing with fire?
As conflict continues in Ukraine, we assess the potential investment implications arising from evolving Sino-Russian relations.
We discuss the outlook for infrastructure amid rising inflation and increased demand for income.
We examine the long-term global structural impacts of the Ukraine war and Russia’s pariah status.
We assess the possible investment implications of Russia’s invasion of Ukraine.
We assess the geopolitical and economic implications of China’s imminent Winter Olympics, and the country’s priorities for 2022.
How do Russia's latest demands over Ukraine impact future European security?
We assess Russian President Vladimir Putin’s list of demands over Ukraine and future implications for Europe’s security architecture.
We assess the evolving market landscape of the music streaming industry.
We assess the impact of a potential rate rise by the Bank of England next week.
There’s more than meets the eye in relation to rising gas prices and their effect on the economy.
As the global pandemic fallout continues, we assess the relative merits of developed and emerging-market debt.
We assess some potential consequences of the pandemic, and how they may play out in the global economy.
How the pandemic and rescue packages are changing both corporate behavior and the dynamics of fixed-income markets.
We assess what the European Central Bank’s latest financial rescue package means for European bond markets.
We analyze the impact of Covid-19 on global bond markets in anticipation of the next stage.
We analyse the impact of the UK government’s financial rescue package on bond markets
Despite yields plunging following the Fed’s coronavirus-motivated rate cut, we believe opportunities still exist in bond markets.
