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UK Institutional Insights

Robert C Zeuthen

Head of secular pod, portfolio manager

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Blog

Diving into DeepSeek: Disruption in the AI sector?

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

20 February 2025 Robert C Zeuthen, Newton secular research team
Blog

Artificial intelligence: The second-order effects

As AI begins to influence multiple areas beyond technology, we review the latest developments and explore investment opportunities.

18 October 2024 Brian Blongastainer, Robert C Zeuthen
Blog

Mobility 2024 outlook: Accelerating into the future

Our conviction remains high as emerging technology and innovation transform the industry.

14 March 2024 George Saffaye, Robert C Zeuthen, Frank J Goguen
The Environmental Effects of Digitalization
Blog

The environmental effects of digitalisation

We examine the environmental implications of the ever-expanding digital world.

17 February 2023 Onkar Jagtap, Robert C Zeuthen
Blog

ADAS, on the road to autonomy

We explore potentially life-saving advanced driver assistance system technology.

17 January 2023 Robert C Zeuthen, Frank J Goguen, George Saffaye
Supercharging the Global Electric Vehicle Supply Chain
Blog

Supercharging the global electric vehicle supply chain

The regionalisation and localisation of supply chains can amplify their resiliency and sustainability, creating potential long-term investment opportunities.

07 December 2022 Robert C Zeuthen, Frank J Goguen, George Saffaye
Graphics, Art, Crystal
Blog

The next wave of digital transformation

The decade-old theme still points to long-term growth opportunities in differentiated areas including enterprise businesses and international markets.

22 August 2022 Robert C Zeuthen, Maria Toneva
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This is a financial promotion. Issued by Newton Investment Management Limited, 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.