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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
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
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

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

Tariffs and Deregulation: A US Equities Perspective

We consider what import tariffs and deregulation could mean for certain sectors of the US economy.

March 14, 2025 John C Bailer
Audio

The Quantum Leap

Could quantum computing transform our approach to solving complex problems?

March 12, 2025 Raphael J. Lewis Jack Encarnacao
Blog

The Rebalancing Act: Large Cap Value’s Stability May Provide Dividends

Mega-cap tech firms have led returns, but with valuations stretched, the right move may be into value.

March 07, 2025 Chris Hazelton Newton US large cap value & income team
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
Blog

Large-Cap Core Equity Income Outlook 2025: Why Dividends Are Set to Shine

We describe the enduring appeal of high-quality companies with reliable dividends.

January 16, 2025 Peter Goslin
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

US Dynamic Large Cap Value Outlook 2025: Another Year of ‘Known Unknowns’

We discuss how a balanced approach can help navigate market uncertainty in 2025.

January 03, 2025 Chris Hazelton Newton US large cap value & income 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

Navigating the Trump Presidency

We discuss the consensus ‘Trump trade’ and whether it will hold.

December 17, 2024 Brock Campbell
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
Blog

Large-Cap Value Investing: A Beacon of Stability

Could large-cap value stocks provide a port in the storm?

November 27, 2024 Chris Hazelton Newton US large cap value & income team
Audio

Will Drones Take Off?

Is demand for drones taking flight?

November 14, 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
Audio

Predicting the Presidency

Can prediction markets forecast an election outcome?

October 03, 2024 Raphael J. Lewis Jack Encarnacao
Blog

The Time Is (Always) Right for Value Investing

Discover how value investing can bring balance to a portfolio without sacrificing performance.

September 30, 2024 Chris Hazelton Newton US large cap value & income team
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
Audio

Drilling into Oil

What does the future hold for the oil industry?

August 28, 2024 Raphael J. Lewis Jack Encarnacao
Blog

Large Cap Value Investing: Maintaining Balance

Changing investor sentiment is putting money in motion.

August 16, 2024 Chris Hazelton Newton US large cap value & income team
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
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
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

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
Blog

SMID Cap: A Coiled Spring?

Small caps offer US market exposure to fast-growing, niche companies that can complement large caps.

June 03, 2024 George Saffaye
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
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
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
Audio

Behind Fed Doors

Unlock the secrets of the Federal Reserve’s decision-making process in our latest Double Take episode.

February 15, 2024 Raphael J. Lewis Jack Encarnacao
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
Audio

The State of the Media

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

January 09, 2024 Jack Encarnacao Raphael J. Lewis
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

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

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

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

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

Trendsetting: Conventional Trend Following Reimagined

We explore how trend-following strategies can be implemented and optimized for investors.

July 27, 2023 Newton multi-asset solutions team
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

From Lab to Table: Cultivated Meat

We examine the potential benefits and challenges of the emerging cultivated-meat industry.

June 07, 2023 Karen Miki Behr Rebecca White
Blog

Electric Vertical Take-Off and Landing Vehicles

The next step in advanced air mobility is arriving soon.

June 01, 2023 Thomas Karthaus
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
Audio

A Conversation with ChatGPT

Can artificial intelligence prove superior to human intelligence in any key aspects of investing?

May 19, 2023 Raphael J. Lewis Jack Encarnacao
Blog

Retake on Double Take: Investing in Generative AI and Shrinking Machine Learning

We investigate the latest wave of generative artificial intelligence (AI) and its implications for investors.

May 15, 2023 Jack Encarnacao Raphael J. Lewis
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

Retake on Double Take: Forced Labor, Supply Strain

We investigate how a US forced-labor law targeting China is affecting US supply chains.

April 06, 2023 Jack Encarnacao Raphael J. Lewis
Audio

Forced Labor, Supply Strain

How is a US forced labor law aimed at China causing a logjam of goods in US ports?

February 20, 2023 Raphael J. Lewis Jack Encarnacao
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

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

Retake on Double Take: Climate Adaptation

We investigate how investing in climate adaptation could help protect our planet’s future.

February 07, 2023 Jack Encarnacao Raphael J. Lewis
Blog

Retake on Double Take: Commercial Real Estate

We examine the future of commercial real estate and its implications for employers and employees alike.

February 02, 2023 Jack Encarnacao Raphael J. Lewis
Audio

Investing in Climate Adaptation

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

January 26, 2023 Raphael J. Lewis Jack Encarnacao
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
Audio

Adapting to Climate Change

Why should we be concerned about investing in climate crisis adaption today?

January 19, 2023 Raphael J. Lewis Jack Encarnacao
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
Audio

A Blueprint for Commercial Real Estate’s Future

Explore how commercial real estate can build from pandemic lows as offices reopen.

December 08, 2022 Raphael J. Lewis Jack Encarnacao
Audio

Autonomous Roadblocks

What are the barriers to safe autonomous driving?

November 07, 2022 Raphael J. Lewis Jack Encarnacao
Blog

Value Opportunities in the Industrials Sector

We discuss promising relative-value scenarios.

November 01, 2022 Newton US large cap value & income team
Blog

Retake on Double Take: A UK Winter of Discontent

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

October 25, 2022 Jack Encarnacao Raphael J. Lewis
Audio

A UK Winter of Discontent

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

October 11, 2022 Raphael J. Lewis Jack Encarnacao
Blog

Forced Labor and Supply Chains

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

October 04, 2022 Rebecca White Raphael J. Lewis
Blog

Retake on Double Take: Compliant Crypto

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

September 27, 2022 Jack Encarnacao Raphael J. Lewis
Blog

Retake on Double Take: Cannabis Highs and Lows

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

September 22, 2022 Raphael J. Lewis Jack Encarnacao
Audio

Cannabis Highs and Lows

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

September 21, 2022 Raphael J. Lewis Jack Encarnacao
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

Retake on Double Take: Equity and Inclusion

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

August 23, 2022 Raphael J. Lewis Jack Encarnacao
Blog

Retake on Double Take: Diversity and Human Capital

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

August 19, 2022 Raphael J. Lewis Jack Encarnacao
Audio

Compliant Crypto

How are legacy financial institutions managing cryptocurrencies? We discuss this and more in our latest Double Take episode.

July 27, 2022 Raphael J. Lewis Jack Encarnacao
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

Where We Find Value in Value Investing

The current macro environment and promising fundamentals in certain sectors bode well for US value stocks.

July 23, 2022 Newton US large cap value & income team
Audio

Diversity and Human Capital

Is the US ahead of the curve or behind in the regulation and disclosure of human capital management?

June 30, 2022 Raphael J. Lewis Jack Encarnacao
Blog

Retake on Double Take: The Reshoring Decision

We investigate the trend of deglobalization and explore why some manufacturers are bringing operations back home.

June 30, 2022 Raphael J. Lewis Jack Encarnacao
Blog

Streaming to Success?

The music industry has returned to growth thanks to the rise of streaming. Can the momentum be maintained?

June 23, 2022 Newton global research team
Blog

Retake on Double Take: A Nuclear Renaissance?

We discuss the potential of nuclear energy and how it may fit into the global energy transition.

May 26, 2022 Raphael J. Lewis Jack Encarnacao
Audio

The Reshoring Decision

Will the potential reshoring boom lead to a capital-expenditure supercycle? We discuss in our latest Double Take episode.

May 23, 2022 Raphael J. Lewis Jack Encarnacao
Audio

A Nuclear Renaissance?

In our latest Double Take podcast, we explore nuclear power and its potential as a clean energy alternative.

April 21, 2022 Raphael J. Lewis Jack Encarnacao
Blog

Retake on Double Take: Data Privacy and Regulating Big Tech

We investigate how big tech companies are mining personal data, and how regulators and lawmakers are responding.

April 04, 2022 Raphael J. Lewis Jack Encarnacao
Audio

Retake on Double Take: Data Privacy and Regulating Big Tech

We investigate how big tech companies are mining personal data, and how regulators and lawmakers are responding.

March 09, 2022 Raphael J. Lewis Jack Encarnacao
Blog

Is Music Streaming an Industry Friend or Foe?

We assess the evolving market landscape of the music streaming industry.

December 03, 2021 Paul Flood
Blog

Over a barrel?

We assess how the oil sector is facing up to an unprecedented fall in global demand.

April 16, 2020 Newton global research team
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