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Newton Portal
Australia How can a different approach to equity investment address the new
market regime?


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?

06 December 2022
Audio

The investment communications team’s Matt Goodburn talks to global investment
strategist Andrea Fisher about why we believe active equity strategies are
better placed than their passive peers to take advantage of opportunities
arising from a dramatically different market environment.

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This podcast was recorded on 5 October and 8 November 2022.


PRESENTED BY


MATT GOODBURN

Senior investment communications specialist


TOPICS

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 * Macro views
 * Multi-asset
 * Sector research

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BRAINWAVES EPISODE 7: HOW SHOULD MULTI-ASSET INVESTORS POSITION FOR THE NEW
MARKET REGIME?

How we use our macro thematic research to help unearth investment opportunities
for multi-asset investors.

10 August 2023
Fixed income, Global equities, Multi-asset, Themes
Blog


RETAKE ON DOUBLE TAKE: REDDIT AND THE AI TURF WAR    

We investigate as sites like Reddit seek to capitalise on AI-fuelled demand,
causing upheaval among users and developers.

By Jack Encarnacao, Raphael J. Lewis
07 August 2023
Global equities, Industry views, Themes
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.

04 August 2023
Global equities, Sector research, Themes, US equities
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