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

What does “good” versus “bad” inflation really mean?
Macro Strategist John Butler explains why changes to the economic environment mean the pandemic response may be the start of a new era in monetary policy.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
What does “good” versus “bad” inflation really mean?
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publish
Is the US dollar hitting an “oil slick”?
One of the biggest catalysts behind the rise of the US dollar over the past decade has been marked improvement in the energy trade balance. Portfolio Manager Brian Garvey thinks shifting trade dynamics could change that.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
Is the US dollar hitting an “oil slick”?
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Wellington Euro High Yield Bond Fund: Seeking investment opportunities in out-of-favour areas of the market.
Portfolio Manager Konstantin Leidman and Investment Director Susan Chacko discuss why the European high-yield market can be an interesting asset class for clients, and they outline the philosophy of the Wellington Euro High Yield Bond Fund.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
Wellington Euro High Yield Bond Fund: Seeking investment opportunities in out-of-favour areas of the market.
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Net Zero Asset Managers initiative
By targeting net-zero emissions, investors can contribute to the global decarbonisation effort. But what does this mean in practice? How do we pursue net zero while aiming to deliver competitive investment returns for clients? Our incoming CEO discusses our net-zero commitment, and members of our Sustainable Investing Team explain how we are approaching it.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
Net Zero Asset Managers initiative
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Drug-pricing risk continues to hang over pharmaceutical stocks
Global Industry Analyst Wen Shi offers his latest take on the risk of US drug-price reform facing the pharmaceutical industry. Could this be a buying opportunity for health care investors?
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
Drug-pricing risk continues to hang over pharmaceutical stocks
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Wen Shi
 PhD, CFA
<em>Investment bytes – Asia tech</em><br> <span>Local solutions for local markets</span>
We profile the growth of local Asia tech solutions for local markets, a promising trend we believe continues to thrive in the wake of COVID-19 and the US-China trade war.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
Investment bytes – Asia tech
Local solutions for local markets
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Is environmental stewardship a source of value?
Amid the low-carbon transition, companies that prioritize environmental stewardship and establish clear climate strategies could be market leaders that deliver value for investors.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
Is environmental stewardship a source of value?
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Preparing for a sea change in Asia’s insurance landscape
ALM & Regulatory Capital Strategist Francisco Sebastian and Insurance Strategist Max Davies discuss the shifting regulatory environment for Asia's insurance industry and propose solutions that may help Asian insurers adapt accordingly.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
Preparing for a sea change in Asia’s insurance landscape
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Are scale payment processors a cyclical fintech opportunity?
Learn why we believe large-scale payments processors offer both a cyclical and secular fintech opportunity.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
Are scale payment processors a cyclical fintech opportunity?
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publish
<em>Future Themes —</em><br> Event replays
In this five-part Future Themes event series, members of our investment teams share insights and potential impacts across the four structural themes shaping our long-term research agenda — Sustainability, Systems, Society and Science.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
Future Themes —
Event replays
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From secular stagnation to policy-led inflation
Policy-induced inflation, not a lack of demand for goods and services, appears to be the main risk posed by the new cycle we’ve entered. Multi-Asset Portfolio Manager Nick Petrucelli examines this paradigm shift and its potential investment implications.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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May 2021
From secular stagnation to policy-led inflation
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publish
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.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
May 2021
Widespread tech innovation: don’t miss the forest for the really big tree
,
publish
<em>Future Themes —</em><br> 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.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
May 2021
Future Themes —
Tomorrow's world today
,
publish
Global Industry Analyst Spotlight Series — Fintech
Bruce Glazer sees the opportunity within fintech as potentially huge and enduring. With a current focus on payments, investments and lending, and financial infrastructure, Bruce seeks not just innovators but also companies that use new technologies to boost competitiveness and sustain strong growth.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
May 2021
Global Industry Analyst Spotlight Series — Fintech
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ESG stewardship topics in focus
In 2020, an unprecedented number of Wellington's corporate engagements included ESG topics, a trend that's likely to continue in 2021 and beyond. Director of ESG Research Carolina San Martin expects many conversations to address executive compensation, climate change, and racial inequity.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
May 2021
ESG stewardship topics in focus
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