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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Effective exposure to secular trends through listed infrastructure
How an allocation to select listed infrastructure companies can offer investors long-term exposure to secular trends such as decarbonisation.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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January 2022
Effective exposure to secular trends through listed infrastructure
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Financial Market Review: Fourth quarter 2021
A quarterly review of results in the global 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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January 2022
Financial Market Review: Fourth quarter 2021
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Monthly Market Snapshot: December 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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January 2022
Monthly Market Snapshot: December 2021
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Playing inflation defense with fixed income in 2022
For fixed income investors who are worried about the double threat of higher inflation and rising rates, there are strategies that may help insulate a bond portfolio. Fixed Income Investment Director Amar Reganti and Investment Specialist Jonathan Tan offer up some suggestions.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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January 2022
Playing inflation defense with fixed income in 2022
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Navigating narrow bond markets: how diversified is your fixed income alpha?
Understanding an active manager’s path and style of alpha generation should be a critical part of anyone’s fixed income manager evaluation process, says Brendan Fludder of our Fundamental Factor Team.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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January 2022
Navigating narrow bond markets: how diversified is your fixed income alpha?
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High yield: be ready for sideways moves, bouts of volatility in 2022
Our high-yield portfolio managers believe investors should stand ready to dynamically adjust positioning in a year that could see sideways spread moves and plenty of market volatility.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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January 2022
High yield: be ready for sideways moves, bouts of volatility in 2022
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Ten essential climate questions for private companies
We explore how climate change impacts private companies and share the top questions for companies to be prepared to address as this issue grows.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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January 2022
Ten essential climate questions for private companies
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