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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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.
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May 2022
Is it too soon to call a “top” in US interest rates?
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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.
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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.
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May 2022
Fixed income impact investing: growth, evolution, opportunity  
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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.
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May 2022
Nobody’s perfect: The case for a long-term strategy in active management
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Helping European investors navigate inflation fears
The recent shift to a higher inflation regime, with resulting expectations of tighter monetary policy and rising interest rates, presents a material challenge for European fixed income investors. Against this backdrop, Investment Analyst Will Prentis and Investment Director Tobias Ripka believe investment flexibility is key.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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May 2022
Helping European investors navigate inflation fears
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Demystifying decumulation: a practical guide
Investors seeking a sound decumulation strategy must consider a host of variables, including risks that weren't on the radar when they were accumulating assets. Members of our Investment Strategy team consider the interaction between portfolio withdrawals and specific characteristics of the portfolio's realised return. They also offer thoughts on successful decumulation strategies, focusing on portfolio construction, process design and implementation.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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May 2022
Demystifying decumulation: a practical guide
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Credit investing against a slower-growth, higher-inflation backdrop
The significant flattening of the US Treasury yield curve in recent months has some prognosticators calling for an impending US recession. Not so fast, says Fixed Income Portfolio Manager Rob Burn.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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