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Industry views
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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
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
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

Tariffs and deregulation: A US equities perspective

We consider what import tariffs and deregulation could mean for certain sectors of the US economy.

17 March 2025 John C Bailer
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

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
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
Audio

The online gamble

Place your bets on the emerging online gambling industry.

17 October 2024 Raphael J. Lewis Jack Encarnacao
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
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
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
Blog

Shareholder resolutions: Defining Newton’s approach

We explain why our approach to shareholder resolutions is to judge each one on its individual merits.

02 April 2024 Newton responsible investment team
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

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

Behind Fed doors

Unlock the secrets of the US Federal Reserve’s decision-making process in our latest Double Take episode.

19 February 2024 Raphael J. Lewis Jack Encarnacao
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
Audio

The state of the media

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

09 January 2024 Jack Encarnacao Raphael J. Lewis
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

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

Fixed-income outlook: Bonds beating cash

After two difficult years, we explain why we believe the prospects for bond investors are improving.

27 November 2023 Jon Day
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

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

From lab to table: Cultivated meat

We examine the potential benefits and challenges of the emerging cultivated-meat industry.

08 June 2023 Karen Miki Behr Rebecca White
Blog

Electric vertical take-off and landing vehicles

The next step in advanced air mobility is arriving soon.

06 June 2023 Thomas Karthaus
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
Audio

A conversation with ChatGPT

Can artificial intelligence prove superior to human intelligence in any key aspects of investing?

22 May 2023 Raphael J. Lewis Jack Encarnacao
Blog

Retake on Double Take: Investing in generative AI and shrinking machine learning

We investigate the latest wave of generative artificial intelligence (AI) and its implications for investors.

16 May 2023 Jack Encarnacao Raphael J. Lewis
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

Retake on Double Take: Forced labour, supply strain

We investigate how a US forced-labour law targeting China is affecting US supply chains.

06 April 2023 Jack Encarnacao Raphael J. Lewis
Audio

Forced labour, supply strain

How is a US forced labour law aimed at China causing a logjam of goods in US ports?

27 February 2023 Raphael J. Lewis Jack Encarnacao
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

Retake on Double Take: Climate adaptation

We investigate how investing in climate adaptation could help protect our planet’s future.

07 February 2023 Jack Encarnacao Raphael J. Lewis
Blog

Retake on Double Take: Commercial real estate

We examine the future of commercial real estate and its implications for employers and employees alike.

02 February 2023 Jack Encarnacao Raphael J. Lewis
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
Audio

Investing in climate adaptation

How could scalable technology help mitigate the impacts of climate change?

26 January 2023 Raphael J. Lewis Jack Encarnacao
Audio

Adapting to climate change

Why should we be concerned about investing in climate crisis adaption today?

25 January 2023 Raphael J. Lewis Jack Encarnacao
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
Audio

A blueprint for commercial real estate’s future

Explore how commercial real estate can build from pandemic lows as offices reopen.

13 December 2022 Raphael J. Lewis Jack Encarnacao
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
Audio

Autonomous roadblocks

What are the barriers to safe autonomous driving?

10 November 2022 Raphael J. Lewis Jack Encarnacao
Blog

Ready cash?

As UK inflation returns to double digits, we expose the riskiness of cash and examine recent equity performance.

09 November 2022
Blog

Retake on Double Take: A UK Winter of Discontent

In the latest Double Take, we examine the investment implications of the continuing energy crisis enveloping the UK.

25 October 2022 Jack Encarnacao Raphael J. Lewis
Blog

Retake on Double Take: Compliant crypto

We investigate the rapidly evolving world of cryptocurrency compliance as financial institutions plan to expand into digital assets.

20 October 2022 Jack Encarnacao Raphael J. Lewis
Audio

A UK winter of discontent

What opportunities and perils lie in store for investors as the energy crisis unfolds in Europe?

14 October 2022 Raphael J. Lewis Jack Encarnacao
Blog

Forced labour and supply chains

What is the Uyghur Forced Labor Prevention Act and what does it mean for investors?

29 September 2022 Rebecca White Raphael J. Lewis
Audio

Compliant crypto

How are legacy financial institutions managing cryptocurrencies? We discuss this and more in our latest Double Take episode.

27 July 2022 Raphael J. Lewis Jack Encarnacao
Blog

Retake on Double Take: The reshoring decision

We discuss the macroeconomic factors driving the potential return of manufacturing jobs to the US.

26 July 2022 Raphael J. Lewis Jack Encarnacao
Audio

Diversity and human capital

Is the US ahead of the curve or behind in the regulation and disclosure of human capital management?

30 June 2022 Raphael J. Lewis Jack Encarnacao
Blog

Streaming to success

The music industry has returned to growth thanks to the rise of streaming. Can the momentum be maintained?

22 June 2022 Newton global research team
Blog

Retake on Double Take: A nuclear renaissance?

We discuss the potential of nuclear energy and how it may fit into the global energy transition.

26 May 2022 Raphael J. Lewis Jack Encarnacao
Audio

The reshoring decision

Will the potential reshoring boom lead to a capital-expenditure supercycle? We discuss in our latest Double Take episode.

24 May 2022 Raphael J. Lewis Jack Encarnacao
Audio

A nuclear renaissance?

In our latest Double Take podcast, we explore nuclear power and its potential as a clean energy alternative.

21 April 2022 Raphael J. Lewis Jack Encarnacao
Blog

Retake on Double Take: Data privacy and regulating big tech

We investigate how big tech companies are mining personal data, and how regulators and lawmakers are responding.

07 April 2022 Raphael J. Lewis Jack Encarnacao
Audio

Data privacy and regulating big tech

In our latest Double Take podcast, we investigate the massive changes happening in big tech and regulator reactions.

09 March 2022 Raphael J. Lewis Jack Encarnacao
Blog

Is music streaming an industry friend or foe?

We assess the evolving market landscape of the music streaming industry.

01 December 2021 Paul Flood
Blog

Over a barrel?

We assess how the oil sector is facing up to an unprecedented fall in global demand.

16 April 2020 Newton global research team
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