The big picture | Newton

The China policy assault

Emerging-market equities: Finally Time to Shine?

After a prolonged period of relative underperformance, could emerging-market equities be set for a renaissance?

Ian Smith

January 27, 2023

Emerging markets & Asia, Macro views, Sustainable, Themes

2023 Mobility Outlook

2023 Mobility Outlook

Easing supply-chain pressures and rapid innovation should revitalize the mobility theme.

George Saffaye, Robert C Zeuthen, Frank J Goguen

January 25, 2023

Global equities, Industry views, Sector research

How to value a company during a pandemic

Financial and Sustainability Reporting – The Search for the Best Attainable Version of the Truth

We discuss the evolution of sustainability reporting.

Jeremy Stuber

January 24, 2023

Industry views, Sector research

ADAS, on the Road to Autonomy

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

Robert C Zeuthen, Frank J Goguen, George Saffaye

January 17, 2023

Global equities, Industry views, Sector research

Biofuels: Fueling the Next Food Crisis?

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

Albert Chu

January 16, 2023

Global equities, Industry views

Global Bond Outlook: How Far Can the Rally Go?

We analyze the prospects for bond markets in 2023.

Paul Brain

January 6, 2023

Fixed income, Macro views, Themes

The Journey to Net Zero in Fixed Income

Bond investors can play a pivotal role in moving the planet to a lower-carbon way of life.

Scott Freedman

January 4, 2023

Fixed income, Industry views, Responsible investment, Sustainable

Quality Over Quantity: Making Sustainable Engagements Count

Why we believe effective sustainable engagement requires a truly holistic approach and a focus on quality over quantity.

Jennifer Law

December 6, 2022

Industry views, Newton philosophy, Responsible investment, Sustainable

Archive

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