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Newton Portal
US Institutional Insights

Jack

Research analyst, investigative, Specialist Research team

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Coil, Machine, Rotor
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 9, 2024 Raphael J. Lewis, Jack Encarnacao
Chopsticks, Food, Food Presentation
Audio

Bug Appétit?

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

January 30, 2024 Raphael J. Lewis, Jack Encarnacao
Crowd, Person, Clothing
Audio

The State of the Media

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

January 9, 2024 Jack Encarnacao, Raphael J. Lewis
Person, Worker, Boat
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

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 7, 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 5, 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
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: 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 14, 2023 Raphael J. Lewis, Jack Encarnacao
Audio

Nature and the City

Could vertical farming elevate our urban food supply, with more efficient production, less energy consumption and fewer pesticides?

October 26, 2023 Raphael J. Lewis, Jack Encarnacao
Cable, Power Lines, Architecture
Audio

The Power of Superconductivity

Could a breakthrough in superconducting material bring to light a new way to transport electricity?

October 12, 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
The Insurance Climate
Audio

The Insurance Climate

Are there storm clouds ahead for the insurance industry as climate change looms on the horizon?

September 26, 2023 Raphael J. Lewis, Jack Encarnacao
Food, Popcorn, Computer
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
The Skinny on Weight Loss Drugs
Audio

The Skinny on Weight Loss Drugs

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

September 12, 2023 Raphael J. Lewis, Jack Encarnacao
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
Demography in the Fourth Turning
Audio

Demography in the Fourth Turning

Are we embarking upon the final act of a 100-year historical cycle?

August 22, 2023 Raphael J. Lewis, Jack Encarnacao
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
The Future of Television
Audio

The Future of Television

Could the conventional ad-supported model of TV delivery make a comeback?

July 27, 2023 Raphael J. Lewis, Jack Encarnacao
Analog in a Digital World
Audio

Analog in a Digital World

Is there a place for classic analog technology in our ever-evolving digitized world?

July 17, 2023 Raphael J. Lewis, Jack Encarnacao
Retake on Double Take: A Merger Freeze?
Blog

Retake on Double Take: A Merger Freeze?   

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

July 6, 2023 Jack Encarnacao, Raphael J. Lewis
Reddit and the AI Turf War
Audio

Reddit and the AI Turf War

Sites like Reddit and Twitter seek to capitalize on AI-fueled demand for their once-free platform data.

June 29, 2023 Raphael J. Lewis, Jack Encarnacao
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
A Merger Freeze?
Audio

A Merger Freeze?

We navigate the growing thicket of antitrust regulation in the Western hemisphere.

June 14, 2023 Raphael J. Lewis, Jack Encarnacao
Blog

Retake on Double Take: Rare Earths 

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

June 8, 2023 Jack Encarnacao, Raphael J. Lewis
Audio

Could AI Rock the Music Industry?

We explore how the economic value of music has shifted over the years, and where it is heading.

May 31, 2023 Raphael J. Lewis, Jack Encarnacao
A Conversation with ChatGPT
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
Retake on Double Take: Investing in generative AI and shrinking machine learning
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
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
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
Shipping Container, Cargo Container
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 6, 2023 Jack Encarnacao, Raphael J. Lewis
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
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
Forced Labor, Supply Strain
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

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
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
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
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
Autonomous Roadblocks
Audio

Autonomous Roadblocks

What are the barriers to safe autonomous driving?

November 7, 2022 Raphael J. Lewis, Jack Encarnacao
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
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
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
Retake on Double Take: Cannabis Highs and Lows
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
Cannabis Highs and Lows
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
The Hesitant IPO Market
Blog

The Hesitant IPO Market

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

August 31, 2022 Jack Encarnacao
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
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
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
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
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
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
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
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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.