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Global equities
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Audio

Greenland: The New Frontier

Greenland is moving from the edge of the map to the center of global conversations.

April 15, 2026 Raphael J. Lewis Jack Encarnacao
Audio

Hot Copper

AI doesn’t run on code alone — it runs on copper.

March 17, 2026 Raphael J. Lewis Jack Encarnacao
Audio

The Data Center Space Race

Could space become the next major platform for powering AI?

February 25, 2026 Raphael J. Lewis Jack Encarnacao
Audio

Quantum Computing Means Business

Could quantum computing lead to investment opportunities?

February 11, 2026 Raphael J. Lewis Jack Encarnacao
Audio

Agentic AI: Your New Personal Shopper?

Your future shopping assistant is autonomous, always on and already changing retail.

January 27, 2026 Raphael J. Lewis Jack Encarnacao
Video

2026 Global Infrastructure Outlook: Seizing the Infrastructure Renaissance

Brock Campbell shares why he believes we’re entering a transformational infrastructure era.

January 23, 2026 Brock Campbell
Audio

Powering AI with Energy Storage

AI’s power problem has a solution: Long duration energy storage.

January 14, 2026 Raphael J. Lewis Jack Encarnacao
Audio

New Year, New Consensus

What happens when the market stops validating consensus views?

December 09, 2025 Raphael J. Lewis Jack Encarnacao
Article

Beyond the Grid: Expanding the Investment Universe in Global Infrastructure

Why we expect to see a major acceleration in global infrastructure spending over the next decade.

November 21, 2025 Brian Blongastainer Carolina Ortega
Audio

The Global AI Race

How will the race for AI supremacy redefine markets?

November 19, 2025 Raphael J. Lewis Jack Encarnacao
Audio

To FICO or Not to FICO

Will credit score competition finally slash loan rates?

October 29, 2025 Raphael J. Lewis Jack Encarnacao
Audio

Could Dating Apps Swipe Right Again?

Learn how artificial intelligence could be the ultimate matchmaker for online dating.

October 08, 2025 Raphael J. Lewis Jack Encarnacao
Audio

Decoding Stablecoins

Can stablecoins revolutionize digital payments?

September 24, 2025 Raphael J. Lewis Jack Encarnacao
Audio

One Big Beautiful Catalyst?

Recent tax changes are reshaping corporate America – discover what it means for investors.

September 03, 2025 Raphael J. Lewis Jack Encarnacao
Audio

Securing America’s Future: Rare Earths

Why are rare earths crucial to defense and innovation?

August 13, 2025 Raphael J. Lewis Jack Encarnacao
Audio

Supply Chain USA

Is AI the missing link in supply chains?

July 30, 2025 Raphael J. Lewis Jack Encarnacao
Audio

The Search Engine Shake-up

Has AI changed the way you search for information?

July 09, 2025 Raphael J. Lewis Jack Encarnacao
Audio

The AI Robotic Revolution

How is AI transforming the robotics industry?

June 18, 2025 Raphael J. Lewis Jack Encarnacao
Audio

A US Sovereign Wealth Fund?

How could the US capitalize on a sovereign wealth fund?

June 04, 2025 Raphael J. Lewis Jack Encarnacao
Audio

Pulse Check: Data Centers

Can data center infrastructure keep up with AI demand?

May 20, 2025 Jack Encarnacao Raphael J. Lewis
Blog

Global Equity: Is US Exceptionalism Over?

With tariffs dominating headlines and a rebalancing of the market underway, we explore key opportunities for global equities.

May 19, 2025 Louise Kernohan Georgina Gregory
Blog

Navigating the Commodity Cycle Amid Trade Uncertainty

Supply constraints and infrastructure growth drive a positive outlook for US energy and commodities.

May 16, 2025 Newton global natural resources team
Audio

Lobbying in the Trump Era

Can corporate America influence policy effectively under Trump 2.0?

April 29, 2025 Raphael J. Lewis Jack Encarnacao
Audio

Innovating US Defense

From tradition to innovation: how will the defense industry adapt to the 21st-century battlefield?

April 03, 2025 Raphael J. Lewis Jack Encarnacao
Audio

Small Caps, Big Ideas

Discover a seasoned investor’s perspective on the state of small-cap investing.

March 26, 2025 Raphael J. Lewis Jack Encarnacao
Blog

Consumer Electronics Show 2025: AI or Bust

CES 2025 highlighted ‘AI everywhere’ and redefined innovation across industries.

March 17, 2025 Shivam Kollur Brian Byrnes
Blog

Infrastructure Ready for a European Vacation

We explore the growth potential for European utilities.

March 12, 2025 Brian Blongastainer
Audio

The AI Kitchen

Is AI stirring the pot within the food-service industry?

February 26, 2025 Raphael J. Lewis Jack Encarnacao
Blog

Diving into DeepSeek: Disruption in the AI Sector?

We examine the possible implications of DeepSeek’s potentially ground-breaking innovation.

February 20, 2025 Robert C Zeuthen Newton secular research team
Audio

Draghi-ing Europe Forward

Can Europe fast track its economy and leave competitors in the dust?

February 12, 2025 Raphael J. Lewis Jack Encarnacao
Audio

Unpacking Ultra-processed Foods

Food for thought: what are the economic implications of UPFs?

January 29, 2025 Raphael J. Lewis Jack Encarnacao
Blog

Mobility Outlook 2025: A Multi-Year Journey of Transformative Opportunities

New trends and technology innovations are expanding the opportunity set.

January 23, 2025 George Saffaye Newton mobility team
Audio

Insuring Cyber Risk

How has the magnified risk of data incidents affected the cyber insurance industry?

January 15, 2025 Raphael J. Lewis Jack Encarnacao
Blog

Newton’s Top 10 Debates for 2025

We debate the most out-of-consensus viewpoints for 2025.

January 07, 2025 Brock Campbell Newton secular research team
Audio

Inside Investor Relations

How are investor relations teams evolving to adapt to today’s changing markets?

December 17, 2024 Raphael J. Lewis Jack Encarnacao
Blog

Global Natural Resources Outlook 2025: Navigating the Multi-Year Commodities Cycle

Cyclical and secular forces continue to support longer runways of growth for select commodities.

December 11, 2024 David Intoppa Brian Blongastainer Newton global natural resources team
Blog

Infrastructure Outlook 2025: Public and Private Investment Should Provide Opportunity

We believe a renewed emphasis on infrastructure will provide investment tailwinds.

December 06, 2024 Brian Blongastainer
Audio

The Uranium Rush

Should investors be “digging” uranium?

December 04, 2024 Raphael J. Lewis Jack Encarnacao
Audio

Tackling Sports Media Rights

Are streaming services a game changer for sports broadcasting?

October 30, 2024 Raphael J. Lewis Jack Encarnacao
Audio

The Online Gamble

Place your bets on the emerging online gambling industry.

October 17, 2024 Raphael J. Lewis Jack Encarnacao
Blog

Artificial Intelligence: The Second-Order Effects

As AI begins to influence multiple areas beyond technology, we review the latest developments and explore investment opportunities.

October 15, 2024 Brian Blongastainer Robert C Zeuthen
Audio

Predicting the Presidency

Can prediction markets forecast an election outcome?

October 03, 2024 Raphael J. Lewis Jack Encarnacao
Blog

Retake on Double Take: An AI Mindset

Could wearable technology interpret brain signals to improve everyday life?

September 16, 2024 Jack Encarnacao Raphael J. Lewis
Audio

Cooling Data Centers

As AI heats up markets, what is cooling down data centers?

September 11, 2024 Raphael J. Lewis Jack Encarnacao
Blog

Capitalizing on Infrastructure: Public Markets Versus Private Equity

Is it time for investors to flip from private to publicly listed infrastructure?

September 06, 2024 Brian Blongastainer
Blog

Japan: Investment Implications of Corporate Governance Reforms

We assess the impact and effectiveness of recent corporate governance reforms in Japan.

September 04, 2024 Rebecca White Anchit Sharma Nagaya Hiroyuki
Audio

Drilling into Oil

What does the future hold for the oil industry?

August 28, 2024 Raphael J. Lewis Jack Encarnacao
Blog

Retake on Double Take: The Election Trade-off

What’s next for US trade policy in the new term?

August 14, 2024 Jack Encarnacao Raphael J. Lewis
Audio

The Breakdown on Microplastics

Take a deep dive into the investment implications of microplastics.

August 14, 2024 Raphael J. Lewis Jack Encarnacao
Audio

Forever Chemicals, Forever Litigation?

Is a record series of legal claims on the horizon for companies that use forever chemicals?

July 31, 2024 Raphael J. Lewis Jack Encarnacao
Audio

The Power of Waste

Could wastewater be a viable source of renewable energy?

July 17, 2024 Raphael J. Lewis Jack Encarnacao
Audio

Undoing a Presidency

Can US presidents undo regulatory action taken by their predecessors?

June 26, 2024 Raphael J. Lewis Jack Encarnacao
Blog

Inflation, Debt and Rates: The Trinity Defining Markets

We assess the current and potential future impact of inflation, debt and interest rates upon markets.

June 21, 2024 Newton fixed income team
Blog

Retake on Double Take: Realtors’ Reality

Could recent litigation upend the traditional US residential real estate industry?

June 20, 2024 Jack Encarnacao Raphael J. Lewis
Blog

Retake on Double Take: The Almighty Dollar

Could an alternative currency topple the US dollar’s supremacy?

June 14, 2024 Raphael J. Lewis Jack Encarnacao
Blog

Japanese Equities: Key Takeaways

Three findings from a recent research trip to Japan.

June 11, 2024 Georgina Gregory
Audio

Keeping Up with Gen Z

Who is Generation Z and how are they influencing the market?

June 11, 2024 Raphael J. Lewis Jack Encarnacao
Blog

Transforming Transportation

Biofuels are helping to drive the energy transition.

June 11, 2024 David Intoppa Evelyn Chen Chris Hazelton
Blog

Retake on Double Take: Risk in the Red Sea

What are the implications of rebel attacks on Red Sea trade routes?

June 04, 2024 Jack Encarnacao Raphael J. Lewis
Audio

It’s a Smaller World After All

We look at how the power of proximity is bringing the world to your fingertips.

May 29, 2024 Raphael J. Lewis Jack Encarnacao
Blog

Retake on Double Take: Behind Fed Doors

Get a behind-the-scenes look into how the US Federal Reserve arrives at its rate decisions.

May 22, 2024 Jack Encarnacao Raphael J. Lewis
Audio

An AI Mindset

Can artificial intelligence read your mind?

May 15, 2024 Raphael J. Lewis Jack Encarnacao
Blog

Retake on Double Take: Bug Appétit?

Could edible insects become a staple of the Western diet?

May 15, 2024 Jack Encarnacao Raphael J. Lewis
Audio

Bracing for EV Impact

Could electric vehicles cost more over the long haul?

April 29, 2024 Raphael J. Lewis Jack Encarnacao
Blog

Retake on Double Take: The State of the Media

How are news outlets evolving with the ever-changing media industry?

April 25, 2024 Raphael J. Lewis Jack Encarnacao
Audio

Modernizing Medicine

Will virtual visits to the doctor go viral?

April 15, 2024 Raphael J. Lewis Jack Encarnacao
Blog

Retake on Double Take: Mining’s Race to the Bottom

How are companies unearthing critical minerals in the depths of the ocean?

April 04, 2024 Raphael J. Lewis Jack Encarnacao
Audio

The Election Trade-off

What could a new presidential administration mean for US trade policy?

April 02, 2024 Raphael J. Lewis Jack Encarnacao
Blog

Retake on Double Take: China Through an Investment Lens

As geopolitical tensions become a focal point, what should investors consider when investing in China?

March 28, 2024 Jack Encarnacao Raphael J. Lewis
Audio

The Almighty Dollar

After decades of global dominance, is the US dollar under siege?

March 13, 2024 Jack Encarnacao Raphael J. Lewis
Blog

Mobility 2024 Outlook: Accelerating into the Future

Our conviction remains high as emerging technology and innovation transform the industry.

March 07, 2024 George Saffaye Frank J Goguen Robert C Zeuthen
Blog

Parental Leave: Supporting Modern Parenthood

Modernizing parental leave could help drive a more gender-balanced economy.

February 28, 2024 Julianne McHugh Karen Miki Behr
Audio

Risk in the Red Sea

As tensions escalate in the Red Sea, how should investors assess shipping hazards in areas of geopolitical unrest?

February 28, 2024 Raphael J. Lewis Jack Encarnacao
Blog

Coming to America: Investing in Utilities

Discover the catalysts that are creating significant tailwinds for US utilities.

February 27, 2024 Brian Blongastainer
Blog

Indonesian Elections: Presiding over an Emerging Powerhouse

Against the backdrop of presidential and legislative elections, we assess the investment outlook for booming Indonesia.

February 15, 2024 Newton fixed income team
Blog

China and the West: A Tale of Two Inflations

We analyze how China’s economy is influencing inflation rates across the developed and emerging world.

February 09, 2024 Newton fixed income team
Blog

Retake on Double Take: Women on the Rise

How do women in the workplace positively affect the bottom line?

February 09, 2024 Raphael J. Lewis Jack Encarnacao
Audio

Bug Appétit?

Discover how one company is swarming the food industry with a six-legged new ingredient.

January 30, 2024 Jack Encarnacao Raphael J. Lewis
Blog

Global Equities Outlook 2024

We reveal the themes and sectors that we believe will help us to unlock long-term growth in 2024.

January 15, 2024 Louise Kernohan
Audio

The State of the Media

News flash! Is the future bright for the media business?

January 09, 2024 Jack Encarnacao Raphael J. Lewis
Blog

A new spark for clean hydrogen?

Could the US Inflation Reduction Act provide the policy support needed to boost the viability of clean hydrogen?

January 04, 2024 Brock Campbell Amit Khandelwal
Audio

Mining’s Race to the Bottom

In an ocean of competition for critical mineral supply, could deep sea mining companies float to the top?

December 27, 2023 Raphael J. Lewis Jack Encarnacao
Blog

Global Natural Resources 2024 Outlook: Come Out Swinging

We explain why cyclical and secular forces support the current commodity cycle.

December 12, 2023 Newton global natural resources team
Blog

Macro-geopolitical 2024 outlook: Pivotal election year ahead

With several key trends set to reach an important climax in 2024, we consider the investment implications.

December 12, 2023 Newton fixed income team
Blog

Retake on Double Take: Nature and the City

How can we benefit from infusing elements of nature into our cities?

December 12, 2023 Jack Encarnacao Raphael J. Lewis
Audio

China Through an Investment Lens

To invest or not invest? We take a closer look at the realities on the ground in China.

December 07, 2023 Raphael J. Lewis Jack Encarnacao
Blog

Retake on Double Take: The Power of Superconductivity

Could a breakthrough in superconducting material bring to light electronic efficiency?

December 05, 2023 Jack Encarnacao Raphael J. Lewis
Blog

Retake on Double Take: The Insurance Climate

As climate change reaches a boiling point, why are major insurers exiting disaster-prone states?

November 27, 2023 Raphael J. Lewis Jack Encarnacao
Blog

Retake on Double Take: The skinny on weight loss drugs

New weight loss drugs melt away excess pounds, but could their effects spill beyond the health-care industry?

November 17, 2023 Raphael J. Lewis Jack Encarnacao
Audio

Women on the Rise

How do women in the workplace positively impact the balance sheet?

November 17, 2023 Raphael J. Lewis Jack Encarnacao
Blog

Is the Gig Economy in Emerging Markets Sustainable?

Regulators and platforms may benefit from adapting to worker concerns.

November 07, 2023 Onkar Jagtap
Blog

Retake on Double Take: Demography in the Fourth Turning

How can history help us anticipate social moods and events likely to occur during a ‘fourth turning’?

September 29, 2023 Jack Encarnacao Raphael J. Lewis
Blog

Retake on Double Take: The Future of Television

Is the era of content overload, with streamers trying to be all things to all people, winding down?

September 21, 2023 Jack Encarnacao Raphael J. Lewis
Blog

AI: A Buoy or Barrier for Women in the Workplace?

Artificial intelligence (AI) technology, if harnessed appropriately, could unlock a myriad of opportunities for economic and social progress.

August 31, 2023 Julianne McHugh Karen Miki Behr
Blog

Retake on Double Take: Analog in a Digital World

We explore the renewed interest in analog goods and services in the post-pandemic world.

August 25, 2023 Jack Encarnacao Raphael J. Lewis
Blog

Ukraine: War, Peace and Reconstruction

We analyze what recent events in Russia could mean for the Ukraine war and Europe’s mid-term inflation outlook.

August 01, 2023 Newton fixed income team
Blog

Retake on Double Take: Reddit and the AI Turf War

We investigate as sites like Reddit seek to capitalize on AI-fueled demand, causing upheaval among users and developers.

July 31, 2023 Jack Encarnacao Raphael J. Lewis
Blog

Retake on Double Take: A Merger Freeze?

We investigate the shifting rules and philosophies of antitrust regulation in the Western hemisphere.

July 06, 2023 Jack Encarnacao Raphael J. Lewis
Blog

Retake on Double Take: Could AI Rock the Music Industry?

We investigate how generative artificial intelligence (AI) could disrupt the music industry.

June 26, 2023 Jack Encarnacao Raphael J. Lewis
Blog

Retake on Double Take: Rare Earths

We investigate the geopolitical and economic implications of rare-earth elements.

June 08, 2023 Jack Encarnacao Raphael J. Lewis
Blog

Electric Vertical Take-Off and Landing Vehicles

The next step in advanced air mobility is arriving soon.

June 01, 2023 Thomas Karthaus
Blog

Big Tech, Bigger Regulations?

How will looming big tech regulations change the way online platforms operate?

May 30, 2023 Onkar Jagtap
Blog

Operation Warp Speed for Cell and Gene Technologies

How is the US Food and Drug Administration fast-tracking genetic medicines?

May 26, 2023 Matthew Jenkin
Blog

Synthetic Data: Fuel for the AI World

Augmenting real data opens up a world of possibilities.

May 22, 2023 Newton secular research team Newton private markets team Newton responsible investment team
Blog

Ethical Dilemmas of Artificial Intelligence

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

May 16, 2023 Onkar Jagtap
Blog

Leveling the Playing Field: Investing with a Gender Lens

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

May 16, 2023 Julianne McHugh Karen Miki Behr
Blog

Can Sustainable Fashion Become En Vogue?

The industry takes on the challenge.

May 11, 2023 Rebecca White
Blog

First Republic Demise a Symptom of Higher Rates

Our thoughts on First Republic's collapse and what it means for the banking sector.

May 11, 2023 Michael Holton
Blog

Notes from the CII Investment Conference

We participated in the Council of Institutional Investors’ spring conference, Governance as the Linchpin: The “G” Is Key.

April 13, 2023 Rebecca White
Blog

The Future of Agriculture: Avoiding the Malthusian Trap

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

March 28, 2023 Newton global natural resources team
Blog

The Environmental Effects of Digitalization

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

February 17, 2023 Onkar Jagtap Robert C Zeuthen
Blog

The Food Industry: What’s on the Menu for 2023?

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

February 14, 2023 Karen Miki Behr
Blog

Conference Notes: Technology Takeaways from CES

We provide our thoughts on the latest Consumer Electronics Show conference. We believe that many advancements across industries…

February 13, 2023 Shivam Kollur
Blog

Artificial Intelligence: The Third Epoch of Technology

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

February 08, 2023 Newton secular research team
Blog

2023 Mobility Outlook

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

January 25, 2023 George Saffaye Robert C Zeuthen Frank J Goguen
Blog

ADAS, on the Road to Autonomy

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

January 17, 2023 Robert C Zeuthen Frank J Goguen George Saffaye
Blog

Biofuels: Fueling the Next Food Crisis?

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

January 16, 2023 Newton global natural resources team
Blog

2023 Outlook for Global Natural Resources: Volatility and the Scarcity Economy

We believe active managers should look to global natural resources for attractive opportunities amid this multi-year commodity upcycle.

December 07, 2022 Newton global natural resources team
Blog

Climate Change and Agriculture

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

November 28, 2022 Newton global natural resources team
Article

Different Approach, Different Outcome

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

October 28, 2022 Jason Lejonvarn
Blog

The Importance of Water to Agriculture

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

October 26, 2022 Newton global natural resources team
Blog

Vladimir Putin: Mr. Three Per Cent?

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

October 24, 2022 Newton fixed income team
Blog

The Geopolitics of Agriculture and Food

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

September 21, 2022 Newton global natural resources team
Blog

Genetic Medicines: A Two-Decade Revolution in Health Care?

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

September 13, 2022 Matthew Jenkin
Blog

The Emergence of Enterprise Blockchain Applications

Blockchain solutions are rapidly evolving beyond cryptocurrencies.

September 01, 2022
Blog

The Hesitant IPO Market

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

August 31, 2022 Jack Encarnacao
Blog

The Escalation of Cybersecurity’s Threat Environment

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

August 24, 2022 Robert C Zeuthen
Blog

Understanding the Shifting Agricultural Landscape

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

August 22, 2022 Newton global natural resources team
Blog

The Next Wave of Digital Transformation

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

August 17, 2022 Robert C Zeuthen
Blog

The New Tech Cold War

A decoupling of US and China technology ecosystems presents opportunities.

August 13, 2022 Newton fixed income team
Blog

Supercharging the Global Electric Vehicle Supply Chain

The regionalization and localization of supply chains can amplify their resiliency and sustainability, creating potential long-term opportunities investors.

July 27, 2022 Robert C Zeuthen Frank J Goguen George Saffaye
Blog

Russian Bear and Chinese Dragon

Feasting on honey or playing with fire?

May 04, 2022 Newton fixed income team
Blog

Russian Bear: Grizzly and Exiled

We examine the long-term global structural impacts of the Ukraine war and Russia’s pariah status.

March 23, 2022 Newton fixed income team
Blog

Russian Bear Out in the Cold

We assess the possible investment implications of Russia’s invasion of Ukraine.

March 03, 2022 Newton fixed income team
Blog

Deal or No Deal

How do Russia's latest demands over Ukraine impact future European security?

January 28, 2022 Newton fixed income team
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