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

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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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
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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<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SOCIETY</p>The future of retirement: ageing in 2050
We explore the long-term investment trends associated with global ageing through the story of Fang, a fictional Chinese retiree living in 2050.
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 retirement: ageing in 2050
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All-China Focus Equity Fund
Portfolio Manager Bo Meunier and Investment Director Philip Li outline the investment philosophy of the Wellington All-China Focus Equity Fund, and discuss the appeal of a standalone equity allocation to China and the interesting 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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September 2021
All-China Focus Equity Fund
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Five reasons to think US inflation has staying power
After a lengthy absence, inflation has finally returned to the US, but for how long depends on who you ask. Fixed Income Portfolio Manager Brik Khurana offers his view on why US inflation may prove to be more enduring than many observers think.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021
Five reasons to think US inflation has staying power
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Investing in innovation: disruption is everywhere
We outline our definition of innovation and answer questions about our views on the breadth and depth of the innovation opportunity, how we identify and compare disruptive companies across industries and the importance of robust research capabilities — including a private-equity mindset and strong ESG expertise.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021
Investing in innovation: disruption is everywhere
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The time is ripe for US utilities stocks
Global Industry Analyst Juanjuan Niska lays out four compelling reasons to consider the US utilities sector 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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September 2021
The time is ripe for US utilities stocks
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Tangible steps to decarbonise portfolios
We explore why equity investors need to start reducing exposure to climate risk and outline a balanced approach to moving portfolios towards net zero.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021
Tangible steps to decarbonise portfolios
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“Buy now, pay later” is at a turning point
For Portfolio Manager Matt Lipton, recent developments have strengthened his conviction that up-and-coming "buy now, pay later" companies cannot and should not be ignored by banks and other legacy players in the global payments space.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021
“Buy now, pay later” is at a turning point
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Adapting to climate change: investing in the resiliency imperative
As the risks of climate change increase, so does the need to build resiliency. Members of our Climate Research Team discuss why they believe demand for climate adaptation solutions could grow exponentially, and how they think about investing in solutions for a range of climate variables, including heat, flooding, wildfires and water scarcity.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021
Adapting to climate change: investing in the resiliency imperative
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Chris Goolgasian
 CFA, CPA, CAIA
Erika Murphy
 CFA, CAIA
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