Multimedia editor Matt Goodburn talks to portfolio manager Robert Zeuthen and global thematic strategist Brian Blongastainer about the latest developments within our thematic research framework and how our themes help us interpret the significant threats and opportunities posed by AI.
This podcast was recorded on 17 July 2023.
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Analysis of themes may vary depending on the type of security, investment rationale and investment strategy. Newton will make investment decisions that are not based on themes and may conclude that other attributes of an investment outweigh the thematic structure the security has been assigned to.
Where material and relevant information exists. Analysis may vary depending on the type of security, investment rationale and investment strategy. Newton does not currently view certain types of investments as presenting ESG risks, opportunities and/or issues, and believes it is not practicable to evaluate such risks, opportunities and/or issues for certain other investments. In addition, Newton will make investment decisions that are not based solely on ESG considerations. Newton may conclude that other attributes of an investment outweigh ESG considerations when making investment decisions.
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