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

Are developed markets getting less developed?
The short answer, according to Global Investment Strategist Nanette Abuhoff Jacobson: yes, at least in some ways. She and several of her Wellington colleagues refer to this long-term trend as the gradual “EM-ification” of DMs.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
Are developed markets getting less developed?
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Desperately seeking fixed income returns?
Fixed Income Portfolio Manager Brij Khurana highlights some credit sectors where fixed income investors might turn for attractive return opportunities in today’s environment.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
Desperately seeking fixed income returns?
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publish
<span>Insurance Multi-Asset Outlook — </span>Strong but slowing growth: a tale of two narratives
Markets appear to be caught between two hard-to-reconcile narratives: the pace of economic growth looks poised to slow, but the level of growth is likely to stay relatively strong. Multi-Asset Insurance Strategist Tim Antonelli and Investment Strategy Analyst Daniel Cook offer insights for global insurers at this point in the cycle.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
Insurance Multi-Asset Outlook — Strong but slowing growth: a tale of two narratives
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Tim Antonelli
 CFA, FRM, SCR
Japan: Full speed ahead on corporate governance reform
Against Japan's backdrop of meaningful progress on corporate governance reform and rising shareholder activism, Equity Portfolio Manager Katsuhiro Iwai sees a growing number of cases where closer engagement with investors can be (and has been) effectively leveraged to enhance corporate value.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
Japan: Full speed ahead on corporate governance reform
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Are we witnessing China’s version of Lehman 2008?
Macro Strategist Santiago Millán provides some perspective on recent events in China. His bottom line? The situation may not be nearly as dire as some of the headlines might lead you to think.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
Are we witnessing China’s version of Lehman 2008?
,
publish
Countering climate risks through collaboration
Global Industry Analyst Alan Hsu and Dr. Philip Duffy of Woodwell Climate Research Center discuss the importance of close cooperation between investors and climate scientists when addressing climate action.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
Countering climate risks through collaboration
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publish
Should China equity be a stand-alone allocation?
As China’s role on the world stage looms larger, should investors separate the country from the rest of their emerging markets (EM) equity allocation? Three of our multi-asset strategists provide their research-based take, along with some practical considerations.