Widespread tech innovation: don’t miss the forest for the really big tree
We explore the innovations driving a multi-decade journey of disruption and highlight the importance of in-depth research to capturing this opportunity.
Evaluating cryptocurrencies as an asset class
We explore cryptoassets’ potential as an asset class as the topic dominates the headlines.
Decarbonisation and the future of energy sector investing
As the transition to a lower-carbon world plays out, there will be winners and there will be losers across the energy sector. Global Industry Analyst and Portfolio Manager Eugene Khmelnik looks at what will drive these outcomes and the potential advantages of a long/short investment approach in an evolving energy universe.

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Widespread tech innovation: don’t miss the forest for the really big tree
We explore the innovations driving a multi-decade journey of disruption and highlight the importance of in-depth research to capturing this opportunity.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
May 2021
Widespread tech innovation: don’t miss the forest for the really big tree
,
publish
Evaluating cryptocurrencies as an asset class
We explore cryptoassets’ potential as an asset class as the topic dominates the headlines.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
May 2021
Evaluating cryptocurrencies as an asset class
,
publish
<em>Investment bytes – Asia tech</em><br> <span>The critical role of pervasive tech</span>
We explore why we believe pervasive tech is likely to drive opportunities across countless industries.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
May 2021
Investment bytes – Asia tech
The critical role of pervasive tech
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publish
Are you actively positioned for reflation?
Strategist and Portfolio Manager Nick Samouilhan offers some tips to help investors navigate the potentially reflationary period ahead.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
May 2021
Are you actively positioned for reflation?
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publish
Nick Samouilhan
 PhD, CFA, FRM
An unpleasant cocktail for Russia’s equity market
In light of recent developments, Equity Portfolio Manager Jamie Rice and Geopolitical Strategist Thomas Mucha believe caution is warranted with regard to Russia, from both a geopolitical and an investment standpoint.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
May 2021
An unpleasant cocktail for Russia’s equity market
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publish
How the US savings glut could boost the services economy and sustain the expansion
Higher-income earners have pushed the savings rate to heights not seen since World War II, and Macro Strategist Juhi Dhawan sees reason to believe that once they begin spending, the economy could benefit for years to come.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
May 2021
How the US savings glut could boost the services economy and sustain the expansion
,
publish
Decarbonisation and the future of energy sector investing
As the transition to a lower-carbon world plays out, there will be winners and there will be losers across the energy sector. Global Industry Analyst and Portfolio Manager Eugene Khmelnik looks at what will drive these outcomes and the potential advantages of a long/short investment approach in an evolving energy universe.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
May 2021
Decarbonisation and the future of energy sector investing
,
publish
Global ESG Research Update — <br> 2021 stewardship priorities
We outline our stewardship priorities for the balance of 2021. We also provide an update on our ESG engagement and proxy voting activity in the quarter.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
May 2021
Global ESG Research Update —
2021 stewardship priorities
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publish
Global cycle: about to take off…with central banks scheduled to buy another US$1.5 trillion of assets in the next six months
Macro Strategist John Butler examines what the next 12 months could have in store for the global economy.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
May 2021
Global cycle: about to take off...with central banks scheduled to buy another US$1.5 trillion of assets in the next six months
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publish
ESG research playbook: Health care
Wellington has established frameworks — what we call “research playbooks” — for evaluating companies within each sector based on key ESG criteria. ESG Analyst Lindsay Blitstein looks at the health care sector here.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2021
ESG research playbook: Health care
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Asia tech — Innovation beyond the index: Q&A
In this Q&A, Portfolio Manager Yash Patodia shares views on how best to access the massive Asia tech opportunity and profiles a few potential risks for the sector.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2021
Asia tech — Innovation beyond the index: Q&A
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Central bank digital currencies: debunking five common myths
We discuss how disruptive central bank digital currencies are likely to be and dispel some commonly held CBDC myths.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2021
Central bank digital currencies: debunking five common myths
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publish
Complex catastrophe: Climate change as a national security threat
Climate change has begun to shape domestic and foreign policy and is increasingly recognized as a threat to national security. Our Global Macro Team thinks climate's macro, market, and geopolitical implications will be significant.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2021
Complex catastrophe: Climate change as a national security threat
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Wellington’s client portal
Learn about our redesigned client portal with this video tour from our Head of Client Service Management Scott Weinberg and Client Analyst Abi Adewale.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2021
Wellington’s client portal
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Monthly Market Snapshot: March 2021
A monthly update on equity, fixed income, currency and commodity markets.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2021
Monthly Market Snapshot: March 2021
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