sector research

Tapping into long-term sustainable growth in emerging markets.

The Inflation Reduction Act (IRA) has incited a clean-energy arms race among utilities regulators across the globe.

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

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

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

How can a different approach to equity investment seek out opportunities in a radically different market regime?

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.

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

We discuss how investors assess and monitor acquisitions.