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.

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.

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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Insights

Is it too soon to call a “top” in US interest rates?
Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson sees tentative signs that we may be nearing such a plateau in US rates, but there is still much uncertainty around the future path of inflation. What are the investment implications?
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
May 2022
Is it too soon to call a “top” in US interest rates?
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publish
Six reasons India may be on the cusp of a major upcycle
We explore the structural and cyclical tailwinds we believe will drive India's markets over the coming years, including demographics, geopolitics, and a shifting investment landscape.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
May 2022
Six reasons India may be on the cusp of a major upcycle
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Fixed income impact investing: growth, evolution, opportunity  
Members of our fixed income team share their perspectives on the growing need for impact solutions, the expanding opportunity set and the team's focus on engagement with issuers.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
May 2022
Fixed income impact investing: growth, evolution, opportunity  
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publish
Nobody’s perfect: The case for a long-term strategy in active management
Research shows that even the best managers have had to bounce back from periods of underperformance. For asset owners who've invested time and effort to find these managers, the data argues for cultivating a long-term mindset.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.