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Greenland is moving from the edge of the map to the center of global conversations.
AI doesn’t run on code alone — it runs on copper.
Could space become the next major platform for powering AI?
Could quantum computing lead to investment opportunities?
Your future shopping assistant is autonomous, always on and already changing retail.
Brock Campbell shares why he believes we’re entering a transformational infrastructure era.
AI’s power problem has a solution: Long duration energy storage.
What happens when the market stops validating consensus views?
Why we expect to see a major acceleration in global infrastructure spending over the next decade.
How will the race for AI supremacy redefine markets?
Will credit score competition finally slash loan rates?
Learn how artificial intelligence could be the ultimate matchmaker for online dating.
Can stablecoins revolutionize digital payments?
Recent tax changes are reshaping corporate America – discover what it means for investors.
Why are rare earths crucial to defense and innovation?
Is AI the missing link in supply chains?
Has AI changed the way you search for information?
How is AI transforming the robotics industry?
How could the US capitalize on a sovereign wealth fund?
Can data center infrastructure keep up with AI demand?
With tariffs dominating headlines and a rebalancing of the market underway, we explore key opportunities for global equities.
Supply constraints and infrastructure growth drive a positive outlook for US energy and commodities.
Can corporate America influence policy effectively under Trump 2.0?
From tradition to innovation: how will the defense industry adapt to the 21st-century battlefield?
Discover a seasoned investor’s perspective on the state of small-cap investing.
CES 2025 highlighted ‘AI everywhere’ and redefined innovation across industries.
We explore the growth potential for European utilities.
Is AI stirring the pot within the food-service industry?
We examine the possible implications of DeepSeek’s potentially ground-breaking innovation.
Can Europe fast track its economy and leave competitors in the dust?
Food for thought: what are the economic implications of UPFs?
New trends and technology innovations are expanding the opportunity set.
How has the magnified risk of data incidents affected the cyber insurance industry?
We debate the most out-of-consensus viewpoints for 2025.
How are investor relations teams evolving to adapt to today’s changing markets?
Cyclical and secular forces continue to support longer runways of growth for select commodities.
We believe a renewed emphasis on infrastructure will provide investment tailwinds.
Should investors be “digging” uranium?
Are streaming services a game changer for sports broadcasting?
Place your bets on the emerging online gambling industry.
As AI begins to influence multiple areas beyond technology, we review the latest developments and explore investment opportunities.
Can prediction markets forecast an election outcome?
Could wearable technology interpret brain signals to improve everyday life?
As AI heats up markets, what is cooling down data centers?
Is it time for investors to flip from private to publicly listed infrastructure?
We assess the impact and effectiveness of recent corporate governance reforms in Japan.
What does the future hold for the oil industry?
What’s next for US trade policy in the new term?
Take a deep dive into the investment implications of microplastics.
Is a record series of legal claims on the horizon for companies that use forever chemicals?
Could wastewater be a viable source of renewable energy?
Can US presidents undo regulatory action taken by their predecessors?
We assess the current and potential future impact of inflation, debt and interest rates upon markets.
Could recent litigation upend the traditional US residential real estate industry?
Could an alternative currency topple the US dollar’s supremacy?
Three findings from a recent research trip to Japan.
Who is Generation Z and how are they influencing the market?
Biofuels are helping to drive the energy transition.
What are the implications of rebel attacks on Red Sea trade routes?
We look at how the power of proximity is bringing the world to your fingertips.
Get a behind-the-scenes look into how the US Federal Reserve arrives at its rate decisions.
Can artificial intelligence read your mind?
Could edible insects become a staple of the Western diet?
Could electric vehicles cost more over the long haul?
How are news outlets evolving with the ever-changing media industry?
Will virtual visits to the doctor go viral?
How are companies unearthing critical minerals in the depths of the ocean?
What could a new presidential administration mean for US trade policy?
As geopolitical tensions become a focal point, what should investors consider when investing in China?
After decades of global dominance, is the US dollar under siege?
Our conviction remains high as emerging technology and innovation transform the industry.
Modernizing parental leave could help drive a more gender-balanced economy.
As tensions escalate in the Red Sea, how should investors assess shipping hazards in areas of geopolitical unrest?
Discover the catalysts that are creating significant tailwinds for US utilities.
Against the backdrop of presidential and legislative elections, we assess the investment outlook for booming Indonesia.
We analyze how China’s economy is influencing inflation rates across the developed and emerging world.
How do women in the workplace positively affect the bottom line?
Discover how one company is swarming the food industry with a six-legged new ingredient.
We reveal the themes and sectors that we believe will help us to unlock long-term growth in 2024.
News flash! Is the future bright for the media business?
Could the US Inflation Reduction Act provide the policy support needed to boost the viability of clean hydrogen?
In an ocean of competition for critical mineral supply, could deep sea mining companies float to the top?
We explain why cyclical and secular forces support the current commodity cycle.
With several key trends set to reach an important climax in 2024, we consider the investment implications.
How can we benefit from infusing elements of nature into our cities?
To invest or not invest? We take a closer look at the realities on the ground in China.
Could a breakthrough in superconducting material bring to light electronic efficiency?
As climate change reaches a boiling point, why are major insurers exiting disaster-prone states?
New weight loss drugs melt away excess pounds, but could their effects spill beyond the health-care industry?
How do women in the workplace positively impact the balance sheet?
Regulators and platforms may benefit from adapting to worker concerns.
How can history help us anticipate social moods and events likely to occur during a ‘fourth turning’?
Is the era of content overload, with streamers trying to be all things to all people, winding down?
Artificial intelligence (AI) technology, if harnessed appropriately, could unlock a myriad of opportunities for economic and social progress.
We explore the renewed interest in analog goods and services in the post-pandemic world.
We analyze what recent events in Russia could mean for the Ukraine war and Europe’s mid-term inflation outlook.
We investigate as sites like Reddit seek to capitalize on AI-fueled demand, causing upheaval among users and developers.
We investigate the shifting rules and philosophies of antitrust regulation in the Western hemisphere.
We investigate how generative artificial intelligence (AI) could disrupt the music industry.
We investigate the geopolitical and economic implications of rare-earth elements.
The next step in advanced air mobility is arriving soon.
How will looming big tech regulations change the way online platforms operate?
How is the US Food and Drug Administration fast-tracking genetic medicines?
Augmenting real data opens up a world of possibilities.
Some potential risks can be managed, but difficult questions remain.
We examine the value of taking a gender-lens approach to economic and investment decision-making.
The industry takes on the challenge.
Our thoughts on First Republic's collapse and what it means for the banking sector.
We participated in the Council of Institutional Investors’ spring conference, Governance as the Linchpin: The “G” Is Key.
We imagine the farm of the future and the dining table of tomorrow.
We examine the environmental implications of the ever-expanding digital world.
How a focus on innovation and technology could help drive food sector returns in 2023.
We provide our thoughts on the latest Consumer Electronics Show conference. We believe that many advancements across industries…
The release of new generative platforms underscores the disruptive potential of artificial intelligence.
Easing supply-chain pressures and rapid innovation should revitalize the mobility theme.
We explore potentially life-saving advanced driver assistance system technology.
With biofuels set to play an important role in the energy transition, we consider potential pitfalls.
We believe active managers should look to global natural resources for attractive opportunities amid this multi-year commodity upcycle.
As we navigate the future of agriculture, efficient price discovery could be a key agent for positive change.
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.
We examine how the Russian leader’s actions have affected the market’s risk premium and what might happen next.
After decades of abundant food supply, changes in the agricultural commodity equilibrium may have lasting effects for consumers.
Why we view genetic medicines as one of the most exciting developments in the health-care sector today.
Blockchain solutions are rapidly evolving beyond cryptocurrencies.
We explore the effects of the current macroeconomic environment on the IPO market.
Geopolitical events have heightened the need for robust cybersecurity, potentially creating opportunities as the industry moves toward consolidation.
The new energy crisis – food scarcity – presents challenges and opportunities as the world prepares for structural…
The decade-old theme still points to long-term growth opportunities in differentiated areas including enterprise businesses and international markets.
A decoupling of US and China technology ecosystems presents opportunities.
The regionalization and localization of supply chains can amplify their resiliency and sustainability, creating potential long-term opportunities investors.
Feasting on honey or playing with fire?
We examine the long-term global structural impacts of the Ukraine war and Russia’s pariah status.
We assess the possible investment implications of Russia’s invasion of Ukraine.
How do Russia's latest demands over Ukraine impact future European security?