Ideas and knowledge to inspire your investments thinking
A bargaining chip for the US
Semiconductor chips are central to the global economy – and sit at the centre of a technology battle between the US and China. Where is demand highest? Find out in Marketeye.
US onshore manufacturing on the rise
The US could see a resurgence of global industrial production over the next 10 years. What does it mean for investment opportunities? Check out our latest MarketEye for more.
Championing the planet
The upcoming Earth Day serves as an opportunity to reflect upon our wonderful planet. While progress has been made to improve environmental health, work can still be done.
Urge to splurge
While recession fears may have some tightening their purse strings, others are spending big on high-end goods. Learn more about luxury shopping trends in our latest MarketEye.
Innovation and tech on the menu for the food industry
What’s on the food industry menu for 2023? A focus on innovation and technology could help drive food sector returns this year says Newton’s Karen Miki Behr.
Old economy comeback
Out with the new, in with the old. It’s not quite as catchy that way round but it provides a pretty succinct summary of today’s investment landscape. Find out which industry has excited Newton portfolio manager John Bailer.
Salary vs inflation: Can we keep up?
Wage growth has picked up in a number of countries, but is it keeping pace with inflation and productivity? Here is what the data says.
Eye of the storm?
After what proved to be something of a perfect storm for the asset class last year, what does 2023 have in store for credit? Insight Investment’s Adam Whiteley explains why credit could be poised for a comeback.
The power of infrastructure
Energy and old age may help fuel the fight against inflation. Newton’s Jim Lydotes says such long-term trends may be key opportunities in infrastructure investment in 2023.
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