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Newton Investment Management

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Newton Portal
Canada Insights Sector research

sector research

Audio

Undoing a Presidency

Can US presidents undo regulatory action taken by their predecessors?

July 2, 2024
Water, Waterfront, Outdoors
Blog

Not Your Parents’ Energy Sector

Energy companies adjust their focus.

February 13, 2024 Newton US large cap value & income team
2021: better income outcomes?
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
Architecture, Building, Cityscape
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 Richard Bullock
Nature, Outdoors, Weather
Blog

Fading Fortunes: The Slowdown of Cross-Border Capital into China

We explore the investment implications of a decoupling between China and the West.

December 6, 2023 Elias Glenn, Meghan Bruni
Insights
Blog

Fixed-Income Outlook: Bonds Beating Cash

After two difficult years, we explain why we believe the prospects for bond investors are improving.

November 27, 2023 Jon Day
Artificial intelligence: How themes help shape our investment approach
Audio

Artificial Intelligence: How Themes Help Shape Our Investment Approach

How we use our thematic research framework to help interpret the threats and opportunities presented by artificial intelligence.

August 4, 2023 Matt Goodburn
Ukraine: War, Peace and Reconstruction
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 1, 2023 Richard Bullock
Blog

Battery Storage and the Energy Transition

We detail some of the obstacles to unlocking ‘green’ energy opportunities and discuss how investors can navigate them.

July 21, 2023 Paul Flood
Accessories, Formal Wear, Tie
Audio

Is it Finally Time for Small Caps to Shine?

Why small caps could be set for a period of relative outperformance versus their large-cap peers.

June 16, 2023 Matt Goodburn
Mountain, Mountain Range, Nature
Blog

Big Tech, Bigger Regulations?

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

May 30, 2023 Onkar Jagtap
Road, Freeway, Tunnel
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, Stefanie Rintoul
First Republic demise a symptom of higher rates
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 Vivek Gautam, Michael Holton
The China policy assault
Blog

Containing a Superpower: Can China Break Free? 

Can China escape from US-led containment policies?

April 24, 2023 Richard Bullock
Rare Earths: The Geopolitical State of Play
Audio

Rare Earths: The Geopolitical State of Play

Could the US establish a foothold in rare-earth mining to create a domestic supply for electric-vehicle manufacturing?

April 21, 2023 Raphael J. Lewis, Jack Encarnacao
Blog

The Collapse of SVB: Implications for Start-ups and the Banking Industry

We examine Silicon Valley Bank’s collapse and its effects on venture capital and the banking industry.

April 20, 2023 Meghan Bruni, Thomas Karthaus, Michael Holton
Audio

Plumbing the Depths for Rare Earths

What does the future hold for sourcing the rare earths required to promote electrification across the global economy?

April 13, 2023 Raphael J. Lewis, Jack Encarnacao
Shrinking Machine Learning
Audio

Shrinking Machine Learning

What are potential use cases for edge generative artificial intelligence (AI) and language models?

March 28, 2023 Raphael J. Lewis, Jack Encarnacao
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
Breaking the System
Blog

Breaking the System

We analyze the potential consequences of tighter money supply and changing central-bank rate policy

March 22, 2023 Paul Brain
Advertisement, Adult, Female
Audio

Investigative Research: How We Do It and Why It Matters

Find out how we apply investigative skills to our investment process.

March 21, 2023 Matt Goodburn
Blog

SVB: A New Banking Crisis?

We assess the fallout from the failure of Silicon Valley Bank and the implications for the financial sector.

March 20, 2023 Vivek Gautam
Investing in Generative AI
Audio

Investing in Generative AI

Could future artificial intelligence chatbots produce content and generate solutions with less training data?

March 20, 2023 Raphael J. Lewis, Jack Encarnacao
Future Earth
Blog

Biodiversity’s Role in Securing a Sustainable Future

Why the financial industry has a key role to play in supporting and enhancing biodiversity

March 9, 2023 Therese Niklasson
Blog

Utilities and the Regulatory Arms Race  

The Inflation Reduction Act (IRA) has incited a clean-energy arms race among utilities regulators across the globe.

March 1, 2023 James A Lydotes
The Environmental Effects of Digitalization
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
The Geopolitics of Agriculture and Food
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
Conference Notes: Technology Takeaways from CES
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
Artificial Intelligence: The Third Epoch of Technology
Blog

Artificial Intelligence: The Third Epoch of Technology

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

February 8, 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 7, 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 2, 2023 Jack Encarnacao, Raphael J. Lewis
Finding opportunities for positive change and sustainable growth in emerging markets
Blog

Making Sense of Divergent Third-Party ESG Data Ratings

Third-party ESG ratings play an important role in asset management, but we believe their application needs to be…

January 31, 2023 Alexander Parkinson
Investing in climate adaptation
Audio

Investing in Climate Adaptation

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

January 26, 2023 Raphael J. Lewis, Jack Encarnacao
Defining our approach to thematic investing
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 Matt Goodburn
Russia and China: a new world order
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.

January 26, 2023 Richard Bullock
2023 Mobility Outlook
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
Adapting to Climate Change
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
Global equities: Our outlook for 2023
Blog

Global Equities: Our Outlook for 2023

We examine the current macro backdrop and where investors can potentially find pockets of growth.

December 23, 2022 John R Porter III
2023 Outlook for Global Infrastructure
Blog

2023 Outlook for Global Infrastructure

We believe infrastructure has exposure to themes with greater transparency that can provide some stability in uncertain times.

December 16, 2022 James A Lydotes
Unpacking the Future of Blockchain
Blog

Unpacking the Future of Blockchain

We discuss our 2023 outlook.

December 8, 2022 Jonathan Piskorowski
A Blueprint for Commercial Real Estate’s Future
Audio

A Blueprint for Commercial Real Estate’s Future

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

December 8, 2022 Raphael J. Lewis, Jack Encarnacao
Agriculture, Nature, Outdoors
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 7, 2022 Newton global natural resources team
Investment Matters
Audio

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

How can a different approach to equity investment seek out opportunities in a radically different market regime?

December 6, 2022 Matt Goodburn
Better income outcomes
Blog

Global Equity Income: Better Income Outcomes in 2023?

We discuss the outlook for equity income investing.

November 29, 2022 Jon Bell, Zoe Kan
Climate Change and Agriculture
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
2021: better income outcomes?
Blog

COP27: What Do We Want and What Might We Get?

We explain what we would like to see from the participants at this year’s climate-change event in Egypt.

November 7, 2022 Newton responsible investment team
Autonomous Roadblocks
Audio

Autonomous Roadblocks

What are the barriers to safe autonomous driving?

November 7, 2022 Raphael J. Lewis, Jack Encarnacao
Value Opportunities in the Industrials Sector
Blog

Value Opportunities in the Industrials Sector

We discuss promising relative-value scenarios.

November 1, 2022 Newton US large cap value & income team
Blog

Second Time Lucky?

We assess the prospects for UK government bonds

November 1, 2022 Howard Cunningham
The Importance of Water to Agriculture
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
Retake on Double Take: A UK Winter of Discontent
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
Paul Brain
Video

Opportunities in a Rising Rate Environment

Where now for global bond investors?

October 24, 2022 Paul Brain
A UK Winter of Discontent
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
Global infrastructure: Tangible assets for tangible returns?
Blog

Global Infrastructure: Tangible Assets for Tangible Returns?

Global infrastructure securities can hold up as a buffer in this inflationary environment.

October 5, 2022 James A Lydotes
Made in Vietnam?
Blog

Vietnam: Supply-Chain Superstar

Key (and sometimes surprising) findings from a recent trip to Vietnam.

October 4, 2022 Richard Bullock
Wristwatch, Coin, Money
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
The Geopolitics of Agriculture and Food
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
Investing in an era of unusual change
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
The Emergence of Enterprise Blockchain Applications
Blog

The Emergence of Enterprise Blockchain Applications

Blockchain solutions are rapidly evolving beyond cryptocurrencies.

September 1, 2022 Jonathan Piskorowski
Texture, Pattern, Rug
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
Office Building, Building, High Rise
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
Understanding the Shifting Agricultural Landscape
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
Person, Human, Rug
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
Graphics, Art, Crystal
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, Maria Toneva
Electronics, Hardware, Electronic Chip
Blog

The New Tech Cold War

A decoupling of US and China technology ecosystems presents opportunities.

August 12, 2022 Richard Bullock
How is Newton aiming to achieve net-zero carbon emissions?
Audio

How is Newton Aiming to Reach Net-Zero Carbon Emissions?

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

July 29, 2022 Matt Goodburn
Supercharging the Global Electric Vehicle Supply Chain
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
Compliant Crypto
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
Where We Find Value in Value Investing
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
Is your multi-asset strategy fit for the future?
Blog

The Nature of Drawdown

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

July 21, 2022 John R Porter III
Retake on Double Take: The Reshoring Decision
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
Diversity and Human Capital
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
Why now for US small and mid-cap investments?
Audio

Why Now for US Small and Mid-Cap Investments?

Why now for US small and mid-caps?

June 23, 2022 Matt Goodburn
Streaming to success
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
Diverging fortunes: unearthing US bond opportunities
Blog

Diverging Fortunes: Unearthing US Bond Opportunities

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

June 7, 2022 Paul Brain
Global Equities: Navigating a Volatile Backdrop
Blog

Global Equities: Navigating a Volatile Backdrop

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

June 6, 2022 John R Porter III
Retake on Double Take: A Nuclear Renaissance?
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
The reshoring decision
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
Investment matters: Russia, China and the new world order
Audio

Russia, China and the New World Order

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

May 19, 2022 Matt Goodburn
A nuclear renaissance?
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
Server, Computer, Hardware
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 4, 2022 Raphael J. Lewis, Jack Encarnacao
‘I’s on the Prize – Income, Inflation and Infrastructure Outlook
Blog

‘I’s on the Prize – Income, Inflation and Infrastructure Outlook

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

March 22, 2022 James A Lydotes
Light, Laser, Graphics
Audio

Data Privacy and Regulating Big Tech

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

March 9, 2022 Raphael J. Lewis, Jack Encarnacao
Russian bear out in the cold
Blog

Russian Bear Out in the Cold

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

March 3, 2022 Richard Bullock
Winter of Discontent?
Blog

Winter of Discontent?

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

February 4, 2022 Richard Bullock
On the rise…
Blog

On the Rise…

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

January 28, 2022 Paul Brain
Deal or no deal?
Blog

Deal or No Deal

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

January 28, 2022 Richard Bullock
Copper: strong tailwinds, although the ride could be bumpy
Blog

Copper: Strong Tailwinds, Although the Ride Could Be Bumpy

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

December 8, 2021 Catherine Doyle
What’s behind the current energy crisis?
Blog

What’s Behind the Current Energy Crisis?

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

October 19, 2021 Paul Flood
Insights
Blog

Time for Taper Tantrum II?

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

September 17, 2021 Paul Brain
No longer glittering
Blog

No Longer Glittering?

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

April 12, 2021 Catherine Doyle
Bitcoin
Blog

Bitcoin – Fool’s Gold or Digital Mecca?

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

February 4, 2021 Catherine Doyle
Gold, Box, Treasure
Blog

Gold: Tailwinds?

We discuss the outlook for the precious metal.

December 14, 2020 Catherine Doyle
Building, Factory, Refinery
Blog

A Turning Point for US Energy Policy?

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

November 27, 2020 Newton global research team
Blog

The Hidden World of Cybersecurity

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

September 2, 2020 Catherine Doyle
Blog

Beyond Covid-19: The ‘U-Bend’ Recovery

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

August 20, 2020 Paul Brain
Coal, Covid-19 and the rise of renewables
Blog

Coal, Covid-19 and the Rise of Renewables

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

August 12, 2020 Paul Flood
Blog

Taxing Times

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

August 6, 2020 Rebecca White
Blog

The Danger of ‘SDG Washing’

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

August 3, 2020 Newton responsible investment team
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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. Securities in Canada are offered through BNY Mellon Asset Management Canada Ltd. (MAML), registered as a Portfolio Manager and Exempt Market Dealer in all provinces and territories of Canada and as an Investment Fund Manager and Commodity Trading Manager in Ontario. MAML is an indirect wholly owned subsidiary of The Bank of New York Mellon Corporation and is an affiliate of Newton’s. Unless otherwise indicated, all financial data is shown in U.S. dollars. This document has been provided in Canada by MAML for use with institutional investors only and may not be redistributed without authorization.