Newton Wrap November 2022
Investment insights and analysis to keep you a step ahead.
For professional and institutional investors only.
Featured insight - Autonomous driving: the future of transportation??
Cars have gone from simple modes of transport to, essentially, rolling computers. The typical gas-powered vehicle now has over 1,000 semiconductors on board, and electric vehicles have double that, if not more. A supply-chain crisis between Asian component manufacturers and automakers has led to a historic slowdown in vehicle production in the US, highlighting how crucial these computer chips are to cars. So, where is the industry making progress and where is it hitting obstacles on the road to truly autonomous driving? Raphael (Rafe) Lewis and Jack Encarnacao examine the future of transportation.
Listen to the US edition | UK edition (also available on Spotify & Google)
In focus for November
What are the key micro and macro themes?
We believe that themes – which represent powerful transformational ‘micro’ and ‘macro’ shifts across economies and industries – are only growing in importance, and that their influence on the investment landscape has never been greater.
Find out what we consider to be the key themes in our UK article | US article
Leadership and sustainability
In an industry full of noise, leadership requires the clarity of thought to understand and blend the perspectives of divergent client requirements: the analysis of a traditional portfolio manager, the knowledge of the #ESG specialist, and the ability to deliver tailored solutions while seeking a profitable business model. Mitesh Sheth MBE explores how we can balance our role as stewards of our clients’ money with our obligations as sustainable investors.
Read the UK edition | US edition
Don't miss these pieces
UK editions
- Are gilts still under pressure?
- The riskiness of cash when inflation is high
- Making sustainable engagements count
US editions
- Value opportunities in the industrials sector
- Rethink your core equity allocation
- Climate change and agriculture
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