themes

Augmenting real data opens up a world of possibilities.

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

The industry takes on the challenge.

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

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

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

Could the US establish a foothold in rare-earth mining to create a domestic supply for electric-vehicle manufacturing?

What does the future hold for sourcing the rare earths required to promote electrification across the global economy?

Why deglobalisation will be a key theme for investors to watch over the next decade.

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

What are potential use cases for 'edge' generative artificial intelligence (AI) and language models?

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

What is meant by ‘net zero’, and what can asset managers do about it?

What do individuals know and think about net zero, and what are the implications for investors?

Could future artificial intelligence chatbots produce content and generate solutions with less training data?

Could we see further financial casualties this year?

We outline how we are engaging with companies to improve nutritional content and access to food.

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

We work with companies to better understand their exposure to physical risks.

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

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

How a focus on innovation and technology could help drive food sector returns in 2023.

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

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

Listen to why and how Newton uses micro and macro themes as part of its investment research.

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

CEO Euan Munro explores opportunities amid a changing structural backdrop and as market conditions have evolved dramatically.

We discuss the uncertain outlook facing the global economy and financial markets.

We discuss the outlook for equity income investing.

Our themes continue to evolve in line with the significant changes we are seeing across the globe.

We explain what we would like to see from the participants at this year’s climate-change event in Egypt.

Assessing the UK’s monetary and fiscal predicament.

Key (and sometimes surprising) findings from a recent trip to Vietnam.

We analyse how diverging economies can create opportunities for bond investors with a global mindset.

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

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

Why deglobalisation and supply shortages are leading to greater government intervention.

With financial markets remaining turbulent, which sectors and asset classes present opportunities for an unconstrained multi-asset strategy?

We assess the mood in bond markets as central banks once again start to focus on tapering quantitative-easing…

With a good degree of recovery priced in, we discuss the outlook for UK equities.

We assess the impact of rising bond yields on the UK equity market.

We discuss the outlook for UK equities.

As policy intervention ratchets up to new levels in response to Covid-19, what are the implications for investors?

We discuss the outlook for UK equities.

A focus on two more of our primary investment themes: ‘state intervention’ and ‘healthy demand’

Investors should be mindful of structural challenges posed to income generation as a result of rapid thematic change.

We examine how the pandemic might pave the way to a more sustainable future.

A focus on three of our primary investment themes: ‘Earth matters’, ‘consumer power’ and ‘China influence’.