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global equities

Food, Popcorn, Computer
Blog

Retake on Double Take: The future of television     

Is the era of content overload, with streamers trying to be all things to all people, winding down?

By Jack Encarnacao, Raphael J. Lewis
21 September 2023
Global equities, Industry views, Themes
Animal, Fish, Sea Life
Blog

Artificial intelligence: A buoy or barrier for women in the workplace?

Artificial intelligence (AI) technology, if harnessed appropriately, could unlock a myriad of opportunities for economic and social progress.

By Julianne McHugh, Karen Miki Behr
18 September 2023
Global equities, Responsible investment, Themes, US equities
Blog

Retake on Double Take: Analogue in a digital world    

We explore the renewed interest in analogue goods and services in the post-pandemic world.

By Jack Encarnacao, Raphael J. Lewis
07 September 2023
Global equities, Industry views, Themes
Blog

Retake on Double Take: Reddit and the AI turf war    

We investigate as sites like Reddit seek to capitalise on AI-fuelled demand, causing upheaval among users and developers.

By Jack Encarnacao, Raphael J. Lewis
07 August 2023
Global equities, Industry views, Themes
Ukraine: War, Peace and Reconstruction
Blog

Ukraine: war, peace and reconstruction

What recent events in Russia could mean for the Ukraine war and Europe’s mid-term inflation outlook.

By Richard Bullock
31 July 2023
Fixed income, Global equities, Macro views, Sector research, Ukraine
Retake on Double Take: A Merger Freeze?
Blog

Retake on Double Take: A merger freeze?   

We investigate the shifting rules and philosophies of antitrust regulation in the Western hemisphere.

By Jack Encarnacao, Raphael J. Lewis
06 July 2023
Global equities, Industry views, Themes
Blog

Retake on Double Take: Could AI rock the music industry?   

We investigate how generative artificial intelligence (AI) could disrupt the music industry.

By Jack Encarnacao, Raphael J. Lewis
27 June 2023
Global equities, Industry views, Themes
Blog

Retake on Double Take: Rare earths 

We investigate the geopolitical and economic implications of rare-earth elements.

By Jack Encarnacao, Raphael J. Lewis
13 June 2023
Global equities, Industry views, Themes
City, Aircraft, Takeoff
Blog

Electric vertical take-off and landing vehicles

The next step in advanced air mobility is arriving soon.

By Jake Geller, Thomas Karthaus, Meghan Bruni
06 June 2023
Global equities, Industry views, Themes
Mountain, Mountain Range, Nature
Blog

Big tech, bigger regulations?

How will looming big tech regulations change the way online platforms operate?

By Onkar Jagtap
01 June 2023
Global equities, Sector research, Themes
Road, Freeway, Tunnel
Blog

Operation Warp Speed for cell and gene technologies

How is the US Food and Drug Administration fast-tracking genetic medicines?

By Matthew Jenkin, Stefanie Rintoul
01 June 2023
Global equities, Sector research, Themes
Synthetic Data: Fuel for the AI World
Blog

Synthetic data: Fuel for the AI world

Augmenting real data opens up a world of possibilities.

By Newton secular research team, Newton private markets team, Newton responsible investment team
25 May 2023
Global equities, Industry views, Themes
Land, Nature, Outdoors
Blog

Ethical dilemmas of artificial intelligence

Some potential risks can be managed, but difficult questions remain.

By Onkar Jagtap
23 May 2023
Global equities, Themes
Can Sustainable Fashion Become En Vogue?
Blog

Can sustainable fashion become en vogue?

The industry takes on the challenge.

By Rebecca White, Meghan Bruni
22 May 2023
Global equities, Responsible investment, Themes
Levelling the playing field: Investing with a gender lens
Blog

Levelling the playing field: Investing with a gender lens

We examine the value of taking a gender-lens approach to economic and investment decision-making.

By Julianne McHugh, Karen Miki Behr
16 May 2023
Global equities, Responsible investment, Themes, US equities
First Republic demise a symptom of higher rates
Blog

First Republic demise a symptom of higher rates

Our thoughts on First Republic's collapse and what it means for the future of the banking sector.

By Vivek Gautam, Michael Holton
09 May 2023
Fixed income, Global equities, Industry views, Macro views, Sector research
The China policy assault
Blog

Containing a superpower: Can China break free? 

Can China break free from US-led containment policies?

By Richard Bullock
24 April 2023
Emerging markets & Asia, Fixed income, Global equities, Macro views, Themes
Blog

The future of agriculture: Avoiding the Malthusian trap

We imagine the farm of the future and the dining table of tomorrow.

30 March 2023
Global equities, Sector research, Themes
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.

By James A Lydotes
03 March 2023
Global equities, Industry views, Sector research, Sustainable
Blog

The compelling case for equity income

Why we believe dividend-focused equity strategies could be key in helping investors achieve attractive outcomes.

By Euan Munro
02 March 2023
Defined contribution, Global equities, Global income
The Environmental Effects of Digitalization
Blog

The environmental effects of digitalisation

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

By Onkar Jagtap, Robert C Zeuthen
17 February 2023
Global equities, Industry views, Sector research, Themes
Conference Notes: Technology Takeaways from CES
Blog

Conference notes: technology takeaways from CES                                               

We provide our thoughts on the latest Consumer Electronics Show conference.

By Shivam Kollur
17 February 2023
Global equities, Sector research, Themes
Artificial Intelligence: The Third Epoch of Technology
Blog

Artificial intelligence: the third epoch of technology

The release of new generative platforms underscores the disruptive potential of artificial intelligence.

By Newton secular research team
13 February 2023
Global equities, Industry views, Sector research, Themes
Blog

Biofuels: fuelling the next food crisis?

With biofuels set to play an important role in the energy transition, we consider potential pitfalls.

By Newton global natural resources team
30 January 2023
Global equities, Industry views
Russia and China: a new world order
Blog

Geopolitical outlook: how ‘great power competition’ will define 2023

How the theme of ‘great power competition’ could shape the macroeconomic backdrop in 2023 and beyond.

By Richard Bullock
23 January 2023
Emerging markets & Asia, Fixed income, Global equities, Macro views, Sector research, Ukraine
Blog

ADAS, on the road to autonomy

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

By Robert C Zeuthen, Frank J Goguen, George Saffaye
17 January 2023
Global equities, Industry views, Sector research, Themes
Blog

What does net zero mean for portfolios?

We discuss how we are navigating net zero in our portfolios to achieve real-world decarbonisation.

By James A Lydotes, Philip Shucksmith
17 January 2023
Global equities, Real Return, Sustainable
Global equities: Our outlook for 2023
Blog

Global equities: Our outlook for 2023

We examine the current macro backdrop and where investors can potentially find pockets of growth.

By John R Porter III
23 December 2022
Global equities, Sector research
2023 Outlook for Global Infrastructure
Blog

2023 outlook for global infrastructure

We believe infrastructure has exposure to themes with greater transparency that can provide some stability in uncertain times.

By James A Lydotes
16 December 2022
Global equities, Sector research
Unpacking the Future of Blockchain
Blog

Unpacking the future of blockchain

We discuss our 2023 outlook.

By Jonathan Piskorowski
13 December 2022
Global equities, Sector research
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.

By Robert C Zeuthen, Frank J Goguen, George Saffaye
07 December 2022
Global equities, Industry views, Sector research
Agriculture, Nature, Outdoors
Blog

2023 outlook for global natural resources: Volatility and the scarcity economy

We believe active managers should look to global natural resources for attractive opportunities amid this multi-year commodity upcycle.

By Newton global natural resources team
07 December 2022
Global equities, Sector research
Asian Equity Income
Blog

Japan: Can the sun rise again?

We reveal our key macro findings from a recent fact-finding trip to Tokyo.

By Richard Bullock
01 December 2022
Fixed income, Global equities, Industry views, Macro views, Sector research
Climate Change and Agriculture
Blog

Climate change and agriculture

As we navigate the future of agriculture, efficient price discovery could be a key agent for positive change.

By Newton global natural resources team
28 November 2022
Global equities, Sector research
The Importance of Water to Agriculture
Blog

The importance of water to agriculture

Exploring agriculture can present one of the best indirect methods to accurately price water, a perpetually mispriced commodity.

By Newton global natural resources team
26 October 2022
Global equities, Sector research
Policy response
Blog

Vladimir Putin: Mr three per cent?

We examine how the Russian leader’s actions have affected the market’s risk premium and what might happen next.

By Richard Bullock
21 October 2022
Fixed income, Global equities, Macro views, Sector research, Ukraine
Global infrastructure: Tangible assets for tangible returns?
Blog

Global infrastructure: Tangible assets for tangible returns?

Global infrastructure securities can hold up as a buffer in this inflationary environment.

By James A Lydotes
05 October 2022
Global equities, Sector research
The Geopolitics of Agriculture and Food
Blog

The geopolitics of agriculture and food

After decades of abundant food supply, changes in the agricultural commodity equilibrium may have lasting effects for consumers.

By Newton global natural resources team
29 September 2022
Global equities, Sector research
The Emergence of Enterprise Blockchain Applications
Blog

The emergence of enterprise blockchain applications

Blockchain solutions are rapidly evolving beyond cryptocurrencies.

By Jonathan Piskorowski
01 September 2022
Global equities, Sector research
The Hesitant IPO Market
Blog

The hesitant IPO market

We explore the effects of the current macroeconomic environment on the IPO market.

By Jack Encarnacao
31 August 2022
Global equities, UK equities, US equities
Understanding the Shifting Agricultural Landscape
Blog

Understanding the shifting agricultural landscape

The new energy crisis – food scarcity – presents challenges and opportunities as the world prepares for structural…

By Newton global natural resources team
22 August 2022
Global equities, Sector research
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.

By Robert C Zeuthen, Maria Toneva
22 August 2022
Global equities, Sector research, Themes
Evolution not revolution: how our macro themes evolve
Blog

Evolution not revolution: how our macro themes evolve

How our macro-focused investment themes have evolved to deal with a changing geopolitical and economic backdrop.

By Paul Brain
04 August 2022
Emerging markets & Asia, Fixed income, Global equities, Themes
Blog

Russian bear, Chinese dragon: feasting on honey or playing with fire?

As conflict continues in Ukraine, we assess the potential investment implications arising from evolving Sino-Russian relations.

By Richard Bullock
08 April 2022
Fixed income, Global equities, Macro views, Sector research, Ukraine
Winter of discontent?
Blog

Winter of discontent?

We assess the geopolitical and economic implications of China’s imminent Winter Olympics, and the country’s priorities for 2022.

By Richard Bullock
02 February 2022
Emerging markets & Asia, Global equities, Sector research
Deal or no deal?
Blog

Deal or no deal?

We assess Russian President Vladimir Putin’s list of demands over Ukraine and future implications for Europe’s security architecture.

By Richard Bullock
20 January 2022
Emerging markets & Asia, Global equities, Macro views, Ukraine
Outer Space, Space, Universe
Blog

Which areas of accounting need improving?

Why we believe the IASB’s Third Agenda Consultation is a great opportunity for investors to influence its priorities.

By Jeremy Stuber
22 October 2021
Global equities, Industry views
ESG: On the radar of the tech giants
Blog

ESG: On the radar of the tech giants

As the world slowly emerges from the pandemic, we assess the technology sector’s shifting attitudes to ESG issues

By Catherine Doyle
25 June 2020
Global equities, Real Return, Sector research, Sustainable
Blog

Covid-19: The US goes big

We assess the potential impact of an unprecedented US fiscal stimulus package on markets.

By Brendan Mulhern
26 March 2020
Global equities, Macro views, Real Return
Aeging doesn't have to get old
Blog

Ageing doesn’t have to get old

Disruptive innovation in health care could help us age more healthily

By Newton global research team
03 December 2019
Global equities, Sector research, Themes
Blog

Fear of missing out (FOMO)

In mountaineering, the descent is often more hazardous than the ascent. The same applies in equity markets.

By Newton equity income team
02 October 2018
Global equities, Global income
Blog

US decoupling: can it last?

Can the US equity market continue its stellar performance into 2019?

By Brendan Mulhern
25 September 2018
Emerging markets & Asia, Global equities, Macro views
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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.