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

2022 Investment Outlook
As you look ahead to 2022, we invite you to explore investable ideas and trends across all major asset classes curated from our marketplace of ideas — more than 900 investors strong.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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December 2021
2022 Investment Outlook
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2022 Fixed Income Outlook
Our fixed income outlook for 2022, examines our views on inflation and interest rates and the role central banks will play in the coming year.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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December 2021
2022 Fixed Income Outlook
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2022 Equity Outlook
In our 2022 Equity Outlook, we explore opportunities in equity income and emerging markets, along with trends in health care and technology for the coming year.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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December 2021
2022 Equity Outlook
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ESG in 2022: insights for private companies
We profile why ESG factors matter in private markets, explore the diverse ESG issues private companies face across industries, highlight five key areas to prioritise and share the essential steps private companies can take to keep up with today’s evolving ESG risks and opportunities.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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November 2021
ESG in 2022: insights for private companies
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Monthly Market Snapshot: October 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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November 2021
Monthly Market Snapshot: October 2021
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Step into the metaverse
The metaverse is dominating tech headlines. Here, we explore the hardware infrastructure upgrades required to make this innovation possible and highlight the opportunities this creates for the Asia tech sector.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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November 2021
Step into the metaverse
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Bucking conventional wisdom: Rising rates don’t always mean falling bond returns
With a sustained rise in interest rates in the coming months a distinct possibility as of this writing, Investment Director Amar Reganti and Investment Specialist Jonathan Tan look at some potential impacts on clients' fixed income portfolios.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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November 2021
Bucking conventional wisdom: Rising rates don’t always mean falling bond returns
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Macro survey: Staring at stagflation?
Our respondents suggest that the chances of a significant upside surprise in US inflation have increased, while the economic cycle is maturing, though recession risk remains low.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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November 2021
Macro survey: Staring at stagflation?
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<span>Top of Mind</span> Changing “weather” patterns in alternatives and climate
Multi-Asset Strategist Adam Berger offers a forecast on the future of alternative and climate-related investing, with insights on manager selection, public/private allocations, climate-aware capital market assumptions and a range of other topics.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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November 2021
Top of Mind Changing “weather” patterns in alternatives and climate
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