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Global equities
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Audio

Greenland: The new frontier

Greenland is moving from the edge of the map to the centre of global conversations.

15 April 2026 Raphael J. Lewis Jack Encarnacao
Audio

Hot copper

AI doesn’t run on code alone — it runs on copper.

18 March 2026 Raphael J. Lewis Jack Encarnacao
Audio

The data centre space race

Could space become the next major platform for powering artificial intelligence?

25 February 2026 Raphael J. Lewis Jack Encarnacao
Audio

Quantum computing means business

Could quantum computing lead to investment opportunities?

23 February 2026 Raphael J. Lewis Jack Encarnacao
Audio

Agentic AI: Your new personal shopper?

Your future shopping assistant is autonomous, always on, and already changing retail.

27 January 2026 Raphael J. Lewis Jack Encarnacao
Audio

Powering AI with energy storage

AI’s power problem has a solution: long duration energy storage.

14 January 2026 Raphael J. Lewis Jack Encarnacao
Audio

New year, new consensus

What happens when the market stops validating consensus views?

09 December 2025 Raphael J. Lewis Jack Encarnacao
Article

Beyond the grid: Expanding the investment universe in global infrastructure

Why we expect to see a major acceleration in global infrastructure spending over the next decade.

21 November 2025 Brian Blongastainer Carolina Ortega
Audio

The global AI race

How will the race for AI supremacy redefine markets?

19 November 2025 Raphael J. Lewis Jack Encarnacao
Audio

To FICO or not to FICO

Will credit score competition finally slash loan rates?

05 November 2025 Raphael J. Lewis Jack Encarnacao
Audio

Could dating apps swipe right again?

Learn how artificial intelligence could be the ultimate matchmaker for online dating.

08 October 2025 Raphael J. Lewis Jack Encarnacao
Audio

Decoding stablecoins

Can stablecoins revolutionise digital payments?

24 September 2025 Raphael J. Lewis Jack Encarnacao
Audio

One big beautiful catalyst?

Recent tax changes are reshaping corporate America – discover what it means for investors.

03 September 2025 Raphael J. Lewis Jack Encarnacao
Audio

Securing America’s future: Rare earths

Why are rare earths crucial to defence and innovation?

13 August 2025 Raphael J. Lewis Jack Encarnacao
Audio

Supply chain USA

Is AI the missing link in supply chains?

30 July 2025 Raphael J. Lewis Jack Encarnacao
Audio

The search engine shake-up

Has AI changed the way you search for information?

09 July 2025 Raphael J. Lewis Jack Encarnacao
Audio

The AI robotic revolution

How is AI transforming the robotics industry?

25 June 2025 Raphael J. Lewis Jack Encarnacao
Audio

A US sovereign wealth fund?

How could the US capitalise on a sovereign wealth fund

06 June 2025 Raphael J. Lewis Jack Encarnacao
Audio

Pulse check: Data centres

Can data centre infrastructure keep up with AI demand?

22 May 2025 Raphael J. Lewis Jack Encarnacao
Blog

Global Equity: Is US exceptionalism over?

With tariffs dominating headlines and a rebalancing of the market underway, we explore key opportunities for global equities.

16 May 2025 Louise Kernohan Georgina Gregory
Audio

Lobbying in the Trump era

Can corporate America influence policy effectively under Trump 2.0?

29 April 2025 Raphael J. Lewis Jack Encarnacao
Audio

Innovating US defence

From tradition to innovation: how will the US defence industry adapt to the 21st-century battlefield?

04 April 2025 Jack Encarnacao Raphael J. Lewis
Audio

Small caps, big ideas

Discover a seasoned investor’s perspective on the state of small-cap investing.

26 March 2025 Raphael J. Lewis Jack Encarnacao
Audio

The quantum leap

Could quantum computing transform our approach to solving complex problems?

24 March 2025 Raphael J. Lewis Jack Encarnacao
Blog

Infrastructure ready for a European vacation

We explore the growth potential for European utilities.

12 March 2025 Brian Blongastainer
Audio

The AI kitchen

Is artificial intelligence stirring the pot within the food-service industry?

26 February 2025 Raphael J. Lewis Jack Encarnacao
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
Audio

Draghi-ing Europe forward

Can Europe fast track its economy and leave competitors in the dust?

14 February 2025 Raphael J. Lewis Jack Encarnacao
Audio

Unpacking ultra-processed foods

Food for thought: what are the economic implications of UPFs?

29 January 2025 Raphael J. Lewis Jack Encarnacao
Audio

Insuring cyber risk

How has the magnified risk of data incidents affected the cyber insurance industry?

15 January 2025 Raphael J. Lewis Jack Encarnacao
Blog

Newton’s top 10 debates for 2025

We debate the most out-of-consensus viewpoints for 2025.

10 January 2025 Brock Campbell Newton secular research team
Blog

Infrastructure outlook 2025: Public and private investment should provide opportunity

We believe a renewed emphasis on infrastructure should provide investment tailwinds.

18 December 2024 Brian Blongastainer
Audio

Inside investor relations

How are investor relations teams evolving to adapt to today’s changing markets?

18 December 2024 Raphael J. Lewis Jack Encarnacao
Audio

The uranium rush

Should investors be ‘digging’ uranium?

04 December 2024 Raphael J. Lewis Jack Encarnacao
Blog

Global equities outlook 2025: Navigating economic shifts and investment opportunities

We consider the outlook for global equities.

29 November 2024 Louise Kernohan Georgina Gregory
Audio

Will drones take off?

Is demand for drones taking flight?

14 November 2024 Raphael J. Lewis Jack Encarnacao
Audio

Tackling sports media rights

Are streaming services a game changer for sports broadcasting?

30 October 2024 Raphael J. Lewis Jack Encarnacao
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
Audio

The online gamble

Place your bets on the emerging online gambling industry.

17 October 2024 Raphael J. Lewis Jack Encarnacao
Blog

Corporate governance reforms in Japan: Investor dialogue

Could investor dialogue with companies on Japanese corporate governance reforms uncover investment opportunities?

20 September 2024 Rebecca White Anchit Sharma Nagaya Hiroyuki
Blog

Capitalising on infrastructure: Public markets versus private equity

Is it time for investors to flip from private to publicly listed infrastructure?

11 September 2024 Brian Blongastainer
Audio

Cooling data centres

As AI heats up markets, what is cooling down data centres?

11 September 2024 Raphael J. Lewis Jack Encarnacao
Audio

Drilling into oil

What does the future hold for the oil industry?

05 September 2024 Raphael J. Lewis Jack Encarnacao
Blog

Japan: Investment implications of corporate governance reforms

We assess the impact and effectiveness of recent corporate governance reforms in Japan.

04 September 2024 Rebecca White Anchit Sharma Nagaya Hiroyuki
Audio

The breakdown on microplastics

Take a deep dive into the investment implications of microplastics.

14 August 2024 Raphael J. Lewis Jack Encarnacao
Audio

Forever chemicals, forever litigation?

Is a record series of legal claims on the horizon for companies that use forever chemicals?

31 July 2024 Raphael J. Lewis Jack Encarnacao
Blog

Retake on Double Take: Realtors’ reality

Could recent litigation upend the traditional US residential real estate industry?

17 July 2024 Jack Encarnacao Raphael J. Lewis
Audio

The power of waste

Could wastewater be a viable source of renewable energy?

17 July 2024 Raphael J. Lewis Jack Encarnacao
Blog

Retake on Double Take: Risk in the Red Sea

What are the implications of rebel attacks on Red Sea trade routes?

15 July 2024 Jack Encarnacao Raphael J. Lewis
Audio

Undoing a presidency

Can US presidents undo regulatory action taken by their predecessors?

04 July 2024 Jack Encarnacao Raphael J. Lewis
Blog

Retake on Double Take: Bug appétit?

Could edible insects become a staple of the Western diet?

20 June 2024 Jack Encarnacao Raphael J. Lewis
Blog

Retake on Double Take: Behind Fed doors

Get a behind-the-scenes look into how the US Federal Reserve arrives at its rate decisions.

14 June 2024 Jack Encarnacao Raphael J. Lewis
Blog

Japanese equities: key takeaways

Three findings from a recent research trip to Japan.

11 June 2024 Georgina Gregory
Audio

Keeping up with Gen Z

Who is Generation Z and how are they influencing the market?

11 June 2024 Raphael J. Lewis Jack Encarnacao
Audio

It’s a smaller world after all

We look at how the power of proximity is bringing the world to your fingertips.

29 May 2024 Raphael J. Lewis Jack Encarnacao
Blog

Retake on Double Take: The state of the media

How are news outlets evolving with the ever-changing media industry?

21 May 2024 Jack Encarnacao Raphael J. Lewis
Audio

An AI mindset

Can artificial intelligence read your mind?

15 May 2024 Raphael J. Lewis Jack Encarnacao
Blog

Retake on Double Take: Mining’s race to the bottom

How are companies unearthing critical minerals in the depths of the ocean?

14 May 2024 Jack Encarnacao Raphael J. Lewis
Audio

Bracing for EV impact

Could electric vehicles cost more over the long haul?

29 April 2024 Raphael J. Lewis Jack Encarnacao
Blog

Retake on Double Take: China through an investment lens

As geopolitical tensions become a focal point, what should investors consider when investing in China?

29 April 2024 Jack Encarnacao Raphael J. Lewis
Audio

Modernising medicine

Will virtual visits to the doctor go viral?

15 April 2024 Raphael J. Lewis Jack Encarnacao
Audio

The election trade-off

What could a new presidential administration mean for US trade policy?

09 April 2024 Raphael J. Lewis Jack Encarnacao
Audio

Realtors’ reality

Closing time? New litigation may affect the traditional US residential real estate business model.

25 March 2024 Raphael J. Lewis Jack Encarnacao
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
Audio

The almighty dollar

After decades of global dominance, is the US dollar under siege?

14 March 2024 Jack Encarnacao Raphael J. Lewis
Blog

Coming to America: Investing in utilities

Discover the catalysts that are creating significant tailwinds for US utilities.

13 March 2024 Brian Blongastainer
Blog

Retake on Double Take: Women on the rise

How do women in the workplace positively affect the bottom line?

29 February 2024 Raphael J. Lewis Jack Encarnacao
Audio

Risk in the Red Sea

As tensions escalate in the Red Sea, how should investors assess shipping hazards in areas of geopolitical unrest?

28 February 2024 Raphael J. Lewis Jack Encarnacao
Blog

Indonesian elections: Presiding over an emerging powerhouse

Against the backdrop of presidential and legislative elections, we assess the investment outlook for booming Indonesia.

15 February 2024 Newton fixed income team
Audio

Bug appétit?

Discover how one company is swarming the food industry with a six-legged new ingredient.

30 January 2024 Raphael J. Lewis Jack Encarnacao
Blog

Global equities outlook 2024

We reveal the themes and sectors that we believe will help us to unlock long-term growth in 2024.

15 January 2024 Louise Kernohan
Audio

The state of the media

News flash! Is the future bright for the media business?

09 January 2024 Jack Encarnacao Raphael J. Lewis
Blog

A new spark for clean hydrogen?

Could the US Inflation Reduction Act provide the policy support needed to boost the viability of clean hydrogen?

04 January 2024 Brock Campbell Amit Khandelwal
Audio

Mining’s race to the bottom

In an ocean of competition for critical mineral supply, could deep sea mining companies float to the top?

27 December 2023 Raphael J. Lewis Jack Encarnacao
Audio

China through an investment lens

To invest or not invest? We take a closer look at the latest realities of China’s economy.

07 December 2023 Raphael J. Lewis Jack Encarnacao
Blog

Macro-geopolitical 2024 outlook: Pivotal election year ahead

With several key trends set to reach an important climax in 2024, we consider the investment implications.

06 December 2023 Newton fixed income team
Audio

Women on the rise

How do women in the workplace have a positive impact on the balance sheet?

01 December 2023 Raphael J. Lewis Jack Encarnacao
Blog

Retake on Double Take: The insurance climate

As climate change reaches a boiling point, why are major insurers exiting disaster-prone regions?

27 November 2023 Jack Encarnacao Raphael J. Lewis
Blog

Retake on Double Take: The skinny on weight loss drugs

New weight loss drugs melt away excess pounds, but could their effects spill beyond the health-care industry?

17 November 2023 Jack Encarnacao Raphael J. Lewis
Blog

Retake on Double Take: Demography in the fourth turning

How can history help us anticipate social moods and events likely to occur during a ‘fourth turning’?

29 September 2023 Jack Encarnacao Raphael J. Lewis
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?

21 September 2023 Jack Encarnacao Raphael J. Lewis
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.

07 September 2023 Jack Encarnacao Raphael J. Lewis
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.

07 August 2023 Jack Encarnacao Raphael J. Lewis
Blog

Ukraine: war, peace and reconstruction

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

31 July 2023 Newton fixed income team
Blog

Retake on Double Take: A merger freeze?

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

06 July 2023 Jack Encarnacao Raphael J. Lewis
Blog

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

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

27 June 2023 Jack Encarnacao Raphael J. Lewis
Blog

Retake on Double Take: Rare earths

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

13 June 2023 Jack Encarnacao Raphael J. Lewis
Blog

Electric vertical take-off and landing vehicles

The next step in advanced air mobility is arriving soon.

06 June 2023 Thomas Karthaus
Blog

Big tech, bigger regulations?

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

01 June 2023 Onkar Jagtap
Blog

Operation Warp Speed for cell and gene technologies

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

01 June 2023 Matthew Jenkin
Blog

Synthetic data: Fuel for the AI world

Augmenting real data opens up a world of possibilities.

25 May 2023 Newton secular research team Newton private markets team Newton responsible investment team
Blog

Ethical dilemmas of artificial intelligence

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

24 May 2023 Onkar Jagtap
Blog

Can sustainable fashion become en vogue?

The industry takes on the challenge.

23 May 2023 Rebecca White
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.

16 May 2023 Julianne McHugh Karen Miki Behr
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.

09 May 2023 Michael Holton
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
Blog

Conference notes: technology takeaways from CES

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

17 February 2023 Shivam Kollur
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

Artificial intelligence: the third epoch of technology

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

13 February 2023 Newton secular research team
Blog

Biofuels: fuelling the next food crisis?

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

30 January 2023 Newton global natural resources team
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.

23 January 2023 Newton fixed income team
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

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.

07 December 2022 Newton global natural resources team
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

Climate change and agriculture

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

28 November 2022 Newton global natural resources team
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.

26 October 2022 Newton global natural resources team
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.

21 October 2022 Newton fixed income team
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.

29 September 2022 Newton global natural resources team
Blog

The emergence of enterprise blockchain applications

Blockchain solutions are rapidly evolving beyond cryptocurrencies.

01 September 2022
Blog

The hesitant IPO market

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

31 August 2022 Jack Encarnacao
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
Blog

Understanding the shifting agricultural landscape

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

22 August 2022 Newton global natural resources team
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.

08 April 2022 Newton fixed income team
Blog

Winter of discontent?

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

02 February 2022 Newton fixed income team
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.

20 January 2022 Newton fixed income team
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