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Future Themes —
Tomorrow’s world today

For over 40 years, at each new business cycle, Wellington investors have been presented with a challenge: Look past current headlines to find structural trendlines that will shape markets, society and the economy in the next five to 10 years. Our goal is to extend our horizons, gather a range of diverse ideas, ignite debate and collaboration and identify potential investment opportunities ahead of the market.
 
Research ideas submitted this cycle

600+

Structural areas identified

4

Key research themes defined

10

sustainability, systems, society, and Science

These four structural areas are our Future Themes research categories. Get an introduction to the program and our 10 key research themes from Portfolio Manager Dáire Dunne. By focusing on the trendlines shaping our world, we believe we can identify attractive investment opportunities ahead of the market.

In this first in a series of five Future Themes events, Dáire Dunne discusses the evolution of Future Themes and highlights what’s in store during the current iteration of the firm’s storied initiative.

Sustainability

Sustainability

Water scarcity

By providing capital for water-related solutions, investors can help forestall a crisis, while potentially generating attractive long-term returns for their clients.

Climate migration

We will explore drivers of permanent climate migration, the range of economic and geopolitical impacts, and potential near- and longer-term investment implications.

In our second Future Themes event, members of our investment team discuss the growing importance of water scarcity, climate migration, and how we integrate climate research into our investment process today.

Systems

Systems

EM-ification of DM

Research suggests that many developed markets are beginning to resemble their emerging markets counterparts in some ways. 

Digitization of money

We evaluate cryptocurrencies as an asset class, explore the future of central bank digital currencies, and highlight eight exciting impacts of blockchain technology.

In our third Future Themes event, members of our investment team discuss the impacts of two global phenomena — the digitization of money and the EM-ification of developed markets.

Society

Society

Through the lens of three diverse personas, our investors explore the future of society by examining a range of topics including the impact of extended life expectancy, the importance of scalable, technology-led education, and the emerging focus on personal development.

A 20-year-old living in an emerging market, a 45-year-old living in a developed market, and a retiree in China – these are the diverse lives of the future our investment team explores in the fourth event of our Future Themes series.

Science

Science

What is the factory of the future? What are the implications if we had gene sequences for an entire population? What is the future of collaboration? Our investors research how automation will impact these three important questions.

In our final event of the Future Themes series, our investment teams explore both the fears and benefits around the future of automation. How will factory, medical and enterprise automation evolve in the years ahead?

PAST INSIGHTS: GETTING AHEAD OF THE FUTURE

Over the years, our Future Themes research has preceded and helped investors prepare for real-world events. 

 
Future Themes timeline - desktop
Future Themes timeline - mobile

The danger is that we become creatures of the past and present. Future Themes should be a safe space for imaginative long-term thinking. Being right is not the objective; the focus should be to widen the breadth of investment possibilities we consider.

— Scott Elliott, Portfolio Manager

Views expressed are those of the authors and are subject to change. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. This content is for informational purposes only and does not constitute investment advice or an investment recommendation, nor should it be viewed as an endorsement of any crypto currency or the merits of cryptocurrency investing. For professional or institutional investors only.