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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
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
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
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
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