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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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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<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?
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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.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
Should China equity be a stand-alone allocation?
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Video roundtable: What are the biggest climate misconceptions?
Four climate specialists discuss where they perceive market wrong-headedness on climate change. Learn how they look beyond consensus to uncover climate-related opportunities for our clients.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
Video roundtable: What are the biggest climate misconceptions?
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Chris Goolgasian
 CFA, CPA, CAIA
<span>Multi-Asset Outlook — </span>With growth and policy, which matters more: level or change?
While macro risks may be elevated somewhat, Nanette Abuhoff Jacobson and Daniel Cook still see opportunities, including in European equities and commodities. They also argue for being selective in credit while maintaining fixed income for diversification.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
Multi-Asset Outlook — With growth and policy, which matters more: level or change?
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Fed Chair Powell outlines taper timeline
Fixed Income Portfolio Manager Jeremy Forster highlights key takeaways from, and investment implications of, the Fed's September meeting and press conference.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021
Fed Chair Powell outlines taper timeline
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Rising short-termism in fintech has a silver lining
Global Industry Analyst Matt Ross looks at the fintech sector as an example of the long-term alpha opportunity that may be available to patient equity investors.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021
Rising short-termism in fintech has a silver lining
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<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SOCIETY</p>The future of work: why societal shifts matter
While the pandemic has accelerated existing shifts in people's working lives, these changes may just be the start. We assess the future of work in 2030 and highlight some potential investment implications.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021

FUTURE THEMES | SOCIETY

The future of work: why societal shifts matter
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<span>Top of Mind</span> Investing for the long term (in a short-term world)
With short-term behaviour evident across the financial landscape, Multi-Asset Strategist Adam Berger explores the intuitive and quantifiable advantages of being more long term, and he offers seven habits that can help asset owners cultivate 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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September 2021
Top of Mind Investing for the long term (in a short-term world)
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Monthly Market Snapshot: August 2021
A monthly update on equity, fixed income, currency and commodity markets.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021
Monthly Market Snapshot: August 2021
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Why climate change is inflationary (and what to do about it)
Strategist and Portfolio Manager Nick Samouilhan and Investment Director Joy Perry explore the link between climate change and inflation and suggest strategies to help mitigate the threat to client portfolios.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021
Why climate change is inflationary (and what to do about it)
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Revisiting Japan from a contrarian perspective
The valuation gaps between Japan equity and its global peers have arguably reached attractive levels, creating a range of potential opportunities for contrarian investors. Equity Portfolio Manager Jun Oh and Equity Research Analyst Takuma Kamimura highlight some areas of the Japanese market where hidden gems may be found.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021
Revisiting Japan from a contrarian perspective
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