sector research

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.

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

We discuss the challenges of accounting for goodwill.

Blockchain solutions are rapidly evolving beyond cryptocurrencies.

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

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.

Why Newton is focused on the Science Based Targets initiative in the drive to achieve net zero.

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

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

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

A perspective on the nature of drawdown as an inevitable element of long-term investing.

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

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

Why now for US small and mid-caps?

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

We discuss how investors assess and monitor acquisitions.

We examine how the theme of divergence is creating opportunities for global bond investors in the US market.

We discuss how our global equity specialists are managing the volatility of today’s market landscape.

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

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

How the Ukraine conflict could change the geopolitical and investment landscape.

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

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

We discuss the outlook for infrastructure amid rising inflation and increased demand for income.

In our latest Double Take podcast, we investigate the massive changes happening in big tech and regulator reactions.

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

We assess the geopolitical and economic implications of China’s Winter Olympics, and the country’s priorities for 2022.

The importance of (and challenges with) valuing intangibles.

We assess what the Fed’s latest monetary-policy signaling could mean for bond markets.

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

We discuss the importance of thematic and sustainability considerations when investing in emerging markets.

As China’s economy and geopolitical influence continue to grow, what are the threats and opportunities for investors?

Can India emulate China's recent growth?

With tight supply and growing demand, we discuss the outlook for copper.

The latest Double Take investigates the links between Covid, consumer demand, cargo, and the current supply chain crisis.

Navigating the US/China semiconductor rivalry to unearth long-term growth opportunities.

Why we believe the IASB’s Third Agenda Consultation is a great opportunity for investors to influence its priorities.

We unpick the implications of the growing crisis in China’s real-estate sector for investors.

There’s more than meets the eye in relation to rising gas prices and their effect on the economy.

We outline some areas of unusual change that are relevant for the investment landscape in emerging markets.

We assess the mood in bond markets as central banks once again start to focus on tapering quantitative-easing…

Why cooperation on reducing carbon emissions must be truly global.

We explore the many facets of the new space age. What opportunities does the space economy present for…

Tackling climate change: How did we get here?

Why we believe tax is under-analyzed, and how it informs our broader view of governance.

We discuss how the pandemic has distorted standard valuation measures.

Where are the best opportunities for sustainable-bond investors?

With the gold price trending lower in recent months, we assess the outlook for the precious metal.

Making the case for revisiting companies’ cash flow statements.

With the cryptocurrency increasingly in the spotlight, we consider its role in a multi-asset portfolio.

We discuss the outlook for cyclical stocks.

We discuss the outlook for the precious metal.

We explain how we currently use themes in our investment approach.

We consider how Joe Biden’s election win might change the outlook for the energy sector.

From curbside pickup to the burgeoning healthy lifestyle industry, we look at consumer trends and changing behaviors in…

We examine how the pandemic might pave the way to a more sustainable future.

The outlook for inflation, and a focus on sustainable fixed-incoming investing.

How the monetary and fiscal response to Covid-19 is reshaping bond markets.

As cybersecurity threats continue to rise, ESG-focused investors should take note.

Why we believe the post-pandemic economy will take some time to get back to pre-crisis levels.

What legacy will the dwindling use of coal leave for the energy industry and investors in renewables?

Corporate taxation practices are attracting growing scrutiny. What are the investment implications?

Despite good words and intentions, corporate and government support for the UN’s Sustainable Development Goals is falling behind.

Discover how innovations in gene technology are helping us combat the Covid-19 virus.

We analyze the importance of sound governance and disciplined ESG analysis when selecting emerging-market government bonds.

We assess the ramifications of the European Union’s €750bn deal for EU bond markets and the euro.

We assess the potential for a more sustainable recovery from the latest global crisis.

How is the pandemic changing global trends?

How is the pandemic changing global trends?

How the pandemic could help pave the way to a more sustainable future.

As the world slowly emerges from the pandemic, we assess the technology sector’s shifting attitudes to ESG issues.

We assess two potential tail-risk scenarios from the pandemic that could hurt investment-grade bond investors.

How will Covid-19 shape the post-pandemic investment landscape?

We assess the prospects for oil & gas companies as they seek to navigate the energy transition.

We assess how US-dollar strength will affect the global economy as it starts to recover from the pandemic.

We assess the role that carbon offsetting can play within the transition to a lower-carbon world.

We examine how the pandemic may affect oil company dividends and the transition to a greener world.

How will society and the global economy fare once the coronavirus pandemic begins to dissipate?

How the pandemic and rescue packages are changing both corporate behavior and the dynamics of fixed-income markets.

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

We explore how COVID-19 is reshaping supply chain dynamics, particularly within the healthcare economy.

We examine the longer-term impact of the virus on the health-care sector.

We analyze how the global health-care sector is faring in the face of the global pandemic.

We assess what the European Central Bank’s latest financial rescue package means for European bond markets.

We analyze the impact of Covid-19 on global bond markets in anticipation of the next stage.

Discover what happens to health care investing and financing when curative genes are delivered to patients.

We examine the far-reaching implications of the advent of 5G on both consumers and corporations.

Does recent Federal Reserve activity hint at what lies ahead for US monetary policy?

Our dynamic thematic framework helps identify structural growth opportunities created by rapid urbanization.

What did our visit to an underground farm teach us about agricultural innovations?

A further Brexit delay and an unpredictable election spell further near-term uncertainty for the UK economy.

Gene therapy could redefine the healthcare industry. We explore the science behind what’s changing.

We discuss the role of wind and solar power in a transition to a greener energy economy.

Spending money on health and wellness is gaining popularity. What opportunities does this present?