Unique Perspectives

Showing of Insights Posts
China Asia tech Macro and market Geopolitical Fiscal policy Information technology Equity EM equity Article Unique Perspectives
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

China internet: Identifying opportunities amid economic reopening 

China’s re-opening and economic recovery from its zero-COVID policy has bolstered our optimism in Chinese internet companies.

Continue reading

By

Yash Patodia

event
Article
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Sustainability Stewardship Equity ESG Climate Active management Global Stewards Distribution Article Unique Perspectives
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Harnessing the power of engagement in stewardship investing

Equity Portfolio Manager Yolanda Courtines explores why company engagement is a key component of successful stewardship investing.

Continue reading

By

Yolanda Courtines, CFA

event
Article
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
High yield Europe Volatility No Optimizely Fixed income Credit Unique Perspectives Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

How to find potential in volatile European high-yield markets?

Fixed Income Portfolio Manager Konstantin Leidman discusses why European high-yield investors need to be ready for both further volatility and the emergence of new opportunities.  

Continue reading

By

Konstantin Leidman, CFA

event
Article
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Stewardship Sustainability Large cap Equity Distribution Global Stewards Article Unique Perspectives
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
The pivotal role of stewardship in creating lasting value
Yolanda Courtines and Alex Davis share two case studies that highlight the pivotal role of stewardship in creating lasting value.
Continue reading

By

Yolanda Courtines, CFA

Alex Davis

event
Article
2023-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Thematic exposure Digital transformation Financials Emerging markets Equity Article No Optimizely Unique Perspectives
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Thematic investing focus: The accelerating drive for financial inclusion
The global effort to expand access to financial services is getting a boost thanks to the digitalization trend and the growing consumer acceptance of technology, creating a range of investment opportunities.
Continue reading

Multiple authors

event
Article
2023-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Climate Climate tech Health care No Optimizely Global Industry Research Article Unique Perspectives Innovation
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
The power of capital to drive change
Jean Hynes highlights the power that science and innovation — backed by research and capital — have to solve some of the world's most pressing issues.
Continue reading

By

Jean Hynes, CFA

event
Article
2023-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Macro and market Climate Energy Germany Quick Take No Optimizely Unique Perspectives
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Germany: Reducing Russian energy dependence in a hurry
Macro Strategist Juhi Dhawan sees Germany continuing to embrace the transition to renewables while also working to diversify its sources of fossil fuels.
Continue reading

By

Juhi Dhawan, PhD

event
Quick Take
2022-12-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Monetary policy Inflation Interest rates USA Quick Take No Optimizely Unique Perspectives
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
No more Mr. Nice Guy? Fed Chair Powell talks tough on inflation

Fixed Income Portfolio Manager Brij Khurana offers his latest thoughts on Fed policy following the central bank's recent Jackson Hole meeting.

Continue reading

By

Brij Khurana

event
Quick Take
2023-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Macro and market Impact Stewardship Podcast No Optimizely Unique Perspectives
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The growing power of impact investing

Impact Measurement and Management Practice Leader Oyin Oduya appears on the WellSaid podcast series to discuss the future of impact investing, her research approach, and how her team thinks about generating market-rate returns alongside positive social and environmental outcomes.

Continue reading

By

Oyin Oduya, CFA

event
Podcast
2023-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
9 LOAD {count} MORE

URL References

Related Insights

 © Copyright 2023 Wellington Management Europe GmbH. All rights reserved.
WELLINGTON MANAGEMENT FUNDS ® is a registered service mark of Wellington Group Holdings LLP.
Wellington Management Europe GmbH. Registered office: Bockenheimer Landstraße 43-47, 60325 Frankfurt am Main, Germany. T: +49-69-677761-500. VAT-number DE 326304943 (Umsatzsteuer-Identifikationsnummer) Commercial Register of the local court Frankfurt am Main (Handelsregister des Amtsgericht Frankfurt am Main), HRB 115460 .

Wellington Management Europe GmbH, is authorised and regulated by the German Federal Financial Supervisory Authority (Bundesanstalt für Finanzdienstleistungsaufsicht)
For professional investors and intermediaries only. This content is not suitable for a retail audience.

View More

we’d love your feedback!

Help us improve our website. For every short survey taken, we give 2 to the Wellington Management UK Foundation to support educational charities helping economically disadvantaged children in EMEA.