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In this event replay from Responsible Investor, Portfolio Manager Liliana Castillo Dearth and Impact Measurement & Management Practice Leader Oyin Oduya look at opportunities available in emerging markets for impact investors, with a focus on perspectives from end users in their local communities, as well as the research process for evaluating and measuring impact investments through a strong IMM practice.
Seeking income without stretching for risk
In this quarter’s outlook, our team highlights opportunities for insurers to build durable income, alongside insights on tax-loss harvesting and regulatory developments.
Is AI the new China? Three lessons for investors
We examine how AI could reshape the global economy and expand the investment opportunity set well beyond the technology sector. Drawing lessons from China’s rise, we explore where opportunities may emerge — and why investors will need to stay nimble as market leadership shifts.
US midterm elections: Why they matter for markets
Macro Strategist Juhi Dhawan and Geopolitical Strategist Thomas Mucha explore what's at stake in the US midterm elections what the outcome may mean for investors in the longer term.
Personalized Cancer Vaccines: A New Dawn for Cancer Treatment
Equity Portfolio Manager and Global Industry Analyst Rebecca Sykes discusses why recent biopharma news around cancer vaccination may be a watershed moment for the industry.
The convergence of public and private markets — part 2
The convergence of public and private markets is opening new opportunities for wealth and institutional investors — but each will approach them differently. Part 2 of our series explores how evolving investor needs are shaping portfolio construction, product design, and implementation.
Why investors should pay attention to AI regulation
A trio of Wellington experts reviews the current state of AI regulation, looks at how the regulatory landscape may evolve, and offers insight into what the implications might be for investors.
When market cycles create opportunity: a value investor’s perspective
Equity Portfolio Manager Stefan Brugger, Equity Analyst Felix Schroeder and Investment Specialist Fred Owens-Powell discuss why the changing market regime may favour active value investors.
Focus, flexibility and resilience: Flexibility for multi-asset investors in Asia Pacific
Flexibility can be a powerful advantage in multi-asset investing. In the second video of this three-part series, Andrew Sharp Paul and Steve Gorman explore how investors can adapt to changing market conditions through active asset allocation, specialist security selection, and risk management, while maintaining a disciplined approach to risk budgeting.
Securitized credit market update with Kyra Fecteau
Securitized credit has been resilient this year, with stable fundamentals and compelling spreads supporting demand. What's the outlook from here?
Fixed Income Portfolio Manager Kyra Fecteau joins Paul Skinner to discuss the health of the consumer, growing dispersion across credit markets, and the risks that could matter most for the rest of the year.
US utilities: What data center politics could mean for investors
Rising US data center electricity demand is fueling new opportunities for utilities as well as political pushback in this US midterm election season. Learn how regulation, affordability, and grid pressures could potentially affect investors.
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Monthly Market Review — September 2026
A monthly update on equity, fixed income, currency, and commodity markets.
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