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Newton Portal
UK Institutional The reshoring decision

Audio

The reshoring decision

Which macro drivers are giving rise to a potential deglobalisation and reshoring boom?

24 May 2022

In our latest episode of Double Take, we investigate the trend of deglobalisation and explore why some manufacturers are bringing operations back home.

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Published on May 24th, 2022
Categories Industry views , Macro views , Sector research
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Russia, China and the new world order

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Why now for US small and mid-cap investments?

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Presented by

Raphael J. Lewis
Raphael J. Lewis

Raphael is a research analyst and leads Newton’s specialist research team, which provides bespoke, deep-dive channel research to our investment professionals.

Jack Encarnacao
Jack Encarnacao

Jack is a research analyst on Newton’s specialist research team, which provides bespoke, deep-dive channel research to our investment professionals.

Investing in Generative AI
Audio

Investing in generative AI

How has the generative artificial intelligence (AI) market evolved, and where is it heading? We discuss with Rob May, an AI entrepreneur and an angel investor in early-stage AI companies.

22 March 2023
Sector research, Themes
Audio

Investigative research: how we do it and why it matters

Find out how we apply investigative skills to our investment process.

21 March 2023
Responsible investment, Sector research, Sustainable
Blog

SVB: Breaking the system?

Could we see further financial casualties this year?

Paul Brain
20 March 2023
Fixed income, Macro views, Sector research, Themes
Blog

SVB: a new banking crisis?

We assess the fallout from the failure of Silicon Valley Bank and the implications for the financial sector.

Vivek Gautam
17 March 2023
Sector research
Blog

Utilities and the regulatory arms race  

The Inflation Reduction Act (IRA) has incited a clean-energy arms race among utilities regulators across the globe.

James A Lydotes
03 March 2023
Global equities, Industry views, Sector research, Sustainable
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This is a financial promotion. Issued by Newton Investment Management Limited, The Bank of New York Mellon Centre, 160 Queen Victoria Street, London, EC4V 4LA. Registered in England No. 01371973. Newton Investment Management is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN and is a subsidiary of The Bank of New York Mellon Corporation. Material in this publication is for general information only. The opinions expressed in this document are those of Newton and should not be construed as investment advice or recommendations for any purchase or sale of any specific security or commodity. Certain information contained herein is based on outside sources believed to be reliable, but its accuracy is not guaranteed. You should consult your advisor to determine whether any particular investment strategy is appropriate. This material is for institutional investors only. Past performance is not a guide to future performance. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.