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Newton Portal
US Institutional Autonomous Roadblocks

Audio

Autonomous Roadblocks

Accelerate into the future of transportation in our latest Double Take.

November 7, 2022

Where is the auto industry making progress or finding roadblocks on the road to autonomous driving? We discuss in the latest Double Take with auto experts Seval Oz and Brad Templeton.

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Published on November 7th, 2022
Categories Industry views , Macro views , Sector research
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A UK Winter of Discontent

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How Can a Different Approach to Equity Investment Address the New Market Regime?

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Presented by

Raphael J. Lewis
Raphael J. Lewis

Raphael is a research analyst and leads Newton’s specialist research team, which provides bespoke, deep-dive channel research to our investment professionals.

Jack Encarnacao
Jack Encarnacao

Jack is a research analyst on Newton’s specialist research team, which provides bespoke, deep-dive channel research to our investment professionals.

The China policy assault
Blog

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
Audio

Investing in Climate Adaptation

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

January 26, 2023
Industry views, Sector research, Sustainable
Audio

Defining Our Approach to Thematic Investing

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

January 26, 2023
Macro views, Sector research, Themes
Blog

Geopolitical Outlook: How ‘Great Power Competition’ Will Define 2023

How the theme of ‘great power competition’ could shape the macroeconomic backdrop in 2023 and beyond.

Richard Bullock
January 26, 2023
Emerging markets & Asia, Sector research, Themes
Blog

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
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This is a financial promotion. Issued by Newton Investment Management Limited, The Bank of New York Mellon Centre, 160 Queen Victoria Street, London, EC4V 4LA. Registered in England No. 01371973. Newton Investment Management is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN and is a subsidiary of The Bank of New York Mellon Corporation. Newton is registered with the SEC as an investment adviser under the Investment Advisers Act of 1940. Newton’s investment business is described in Form ADV, Part 1 and 2, which can be obtained from the SEC.gov website or obtained upon request. Material in this publication is for general information only. The opinions expressed in this document are those of Newton and should not be construed as investment advice or recommendations for any purchase or sale of any specific security or commodity. Certain information contained herein is based on outside sources believed to be reliable, but its accuracy is not guaranteed. You should consult your advisor to determine whether any particular investment strategy is appropriate. This material is for institutional investors only. Past performance is not a guide to future performance. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested. Unless you are notified to the contrary, the products and services mentioned are not insured by the FDIC (or by any governmental entity) and are not guaranteed by or obligations of The Bank of New York or any of its affiliates. The Bank of New York assumes no responsibility for the accuracy or completeness of the above data and disclaims all expressed or implied warranties in connection therewith. © 2006 The Bank of New York Company, Inc. All rights reserved.