December 2020

2021 Investment Outlook

As we head into the new year, thought leaders from across our investment platform share their views on pressing questions.
November 2020

Talking Alternatives — Alternatives allocations: wishful thinking or attainable goals?

With many allocators unhappy with alternatives’ returns in recent years, Manuel Kalbreier stresses the need to understand the roles they play in portfolios and to have realistic expectations.

Clearing the air: assessing climate transition risks in credit portfolios

As the world transitions to a low-carbon economy, investors need to prepare to manage attendant risks and opportunities in client portfolios. Members of our Fixed Income and Climate Research Teams share their approach to quantifying material climate transition risks and mitigating portfolio-level exposure.
October 2020

EMs: With great challenges come great opportunities

From health and wellness to climate change and more, the COVID-19 crisis has spawned or accelerated compelling investable themes across a range of EM countries. Against that backdrop, four of Wellington’s EM equity portfolio managers share their latest insights.

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Game on: Fintech disruptors vs old-school banks
Fintech companies are forcing traditional banks to up their game and rethink their business strategy, including the products they offer. Global Industry Analyst Matt Ross takes a closer look.
April 2021
Game on: Fintech disruptors vs old-school banks
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Thoughts on the latest “mini bubble and bust”
Late March saw another bout of short-lived market mania. Global Investment Strategist Nanette Abuhoff Jacobson offers her interpretation, along with potential investment implications.
April 2021
Thoughts on the latest “mini bubble and bust”
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The future of payments
We profile the innovations fuelling the next stage of disruption in the payments industry.
April 2021
The future of payments
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A new approach to capturing returns from high-conviction ideas
Portfolio Manager Stephen Mortimer explains the thinking behind an innovative new fund, designed around the finding that only a manager’s very highest-conviction stock ideas reliably overcome market rotations and make money across a full market cycle.
April 2021
A new approach to capturing returns from high-conviction ideas
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As ESG issues become more mainstream across industries, the “uniqueness” that differentiates some individual companies from one another could begin to dim over time. Equity Portfolio Manager Andrew Corry looks at the auto industry as a case study.
April 2021
ESG: when everyone's super, no one will be
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Post-Trump China policy takes shape
More than two months into the Biden administration, important contours of the post-Trump approach to US-China relations have begun to crystallize. Geopolitical Strategist Thomas Mucha offers his latest perspective, including some potential macro and market implications.
April 2021
Post-Trump China policy takes shape
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The digital transformation of financial services
We highlight the fintech innovations driving the digitisation and disruption of financial services.
April 2021
The digital transformation of financial services
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EM small caps: hidden gems in plain sight?
Our team makes the case for strategically investing in EM small caps and for employing an actively managed approach to this underutilised asset class.
March 2021
EM small caps: hidden gems in plain sight?
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<em>Investment bytes – Asia tech</em><br><span>Faster computation with smaller, more powerful computer chips</span>
We explore the technology fuelling the next stage of computer chip innovation.
March 2021
Investment bytes – Asia tech
Faster computation with smaller, more powerful computer chips
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Inflation: a tale of two tails
Markets appear to be expecting inflation to return to its historical average in the next five years. Here, we explore two tail risks to this consensus view and what each might mean for markets.
March 2021
Inflation: a tale of two tails
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APAC Investment Forum 2021
Wellington specialists offer their views on the key themes transforming the investment opportunity set today.
March 2021
APAC Investment Forum 2021
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Interpreting the high-yield market’s mixed signals
Our high-yield portfolio managers suggest that investors seek to balance a defensive posture with an opportunistic mindset in the months ahead.
March 2021
Interpreting the high-yield market’s mixed signals
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Developing net-zero commitments and tools
More and more companies, asset owners and investment managers are pledging to achieve net zero in the decades ahead. Director of Sustainable Investing Wendy Cromwell and Climate Transition Risk Analyst Julie Delongchamp recently led an interactive discussion about the net-zero commitment, considerations for asset owners and tools to align portfolios with the energy transition.
March 2021
Developing net-zero commitments and tools
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How we believe climate science can uncover investment opportunities
In this replay, we explore how our partnership combines Woodwell's leading-edge science and Wellington's investment expertise to understand how the physical effects of climate change are impacting particular sectors, regions and securities. We believe this leads to better-informed investment insights and differentiated opportunities.
March 2021
How we believe climate science can uncover investment opportunities
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<span>Multi-Asset Outlook — </span>The road to recovery: strong but short?
While global policy support remains in high gear and risk assets have responded, Nanette Abuhoff Jacobson and Danny Cook consider the possibility of a relatively swift turn in the economic cycle and the potential investment implications.
March 2021
Multi-Asset Outlook — The road to recovery: strong but short?
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