insights

We discuss the outlook for equity income investing.

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

We discuss our collaborative engagements on plant-based and alternative proteins.

How do we balance our role as stewards of our clients’ money with our obligations as sustainable investors?

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

With the treatment of Amazon employees under intense scrutiny, we assess the facts and outline our engagement approach.

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

What are the barriers to safe autonomous driving?

We discuss promising relative-value scenarios.

We assess the prospects for UK government bonds

Portfolio manager Jon Bell discusses the market backdrop, the risk of recession and the implications for equity income.

Rethink your core equity allocation with Newton’s Dynamic Equity strategy.

Exploring agriculture can present one of the best indirect methods to accurately price water, a perpetually mispriced commodity.

With monetary tightening and geopolitical tensions putting pressure on returns, where can investors find opportunities?

Widening geopolitical fault lines and monetary tightening provided an increasingly uncertain backdrop for investors during the third quarter.

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

We examine how the Russian leader’s actions have affected the market’s risk premium and what might happen next.

Where now for global bond investors?

We discuss several of the key social impacts of social media, and why they matter to investors.

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

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

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

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

Why we believe the financial industry needs its own transition as it seeks to help companies become sustainable.…

We analyze potential consequences of new UK fiscal and monetary policy for UK bonds and the wider economy.

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

In our webinar we discuss how continuing market volatility could unearth compelling opportunities in the SMID growth space.

As the US legal landscape evolves, we explore the many opportunities and unique challenges of selling marijuana products.

After decades of abundant food supply, changes in the agricultural commodity equilibrium may have lasting effects for consumers.

How is the US cannabis industry faring during volatile times? We discuss in our latest Double Take episode.

Newton's approach to responsible investing is founded on protecting and enhancing the value of its clients' holdings.

Why we view genetic medicines as one of the most exciting developments in the health-care sector today.

As a difficult earnings season approaches, we still see opportunities to seek out long-term structural growth.

We discuss the challenges of accounting for goodwill.

We explore the key investment risks and opportunities associated with the gaming industry.

Blockchain solutions are rapidly evolving beyond cryptocurrencies.

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

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

Energy security and decarbonization: are they mutually exclusive?

Geopolitical events have heightened the need for robust cybersecurity, potentially creating opportunities as the industry moves toward consolidation.

Why the integration and disclosure of people with disabilities in workplaces displays good values and is economically practical.

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

We outline the key ESG issues related to defense and how we integrate these in our investment approach.

We discuss the evolving state of diversity, human capital management, and disclosure at public companies.

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

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

We share our key learnings from a recent visit to a vertical farm.

A decoupling of US and China technology ecosystems presents opportunities.