Learn about the large cap value team’s philosophy, the importance of research and why there has never been more value in value.

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

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

We examine the possible implications of DeepSeek’s potentially ground-breaking innovation.

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

We debate the most out-of-consensus viewpoints for 2025.

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

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

Is demand for drones taking flight?

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

Could small-cap and IPO markets be poised for a comeback?

Changing investor sentiment is putting money in motion.

Unlocking opportunities: Are small and SMID caps primed for market leadership?

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

The appeal for a manufacturing renaissance crosses party lines.

Now may the time to diversify beyond mega-cap technology stocks.

We explain why we believe heightened volatility requires a balanced approach.

Artificial intelligence (AI) technology, if harnessed appropriately, could unlock a myriad of opportunities for economic and social progress.

We examine the value of taking a gender-lens approach to economic and investment decision-making.

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

How a focus on innovation and technology could help drive food sector returns in 2023.

Our large cap value outlook for 2023

We discuss promising relative-value scenarios.

Rethink your core equity allocation with Newton's Dynamic Equity strategy.

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

As a difficult earnings season approaches, we still see opportunities to seek out long-term structural growth.

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

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.