Simon Henry
CFA
Equity Portfolio Manager
Singapore

Insights By Simon Henry

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Thematic exposure Innovation Education iStrat Equity Disruption Article Thematic solutions
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Thematic investing focus: The education imperative

Education is poised for transformation — and set to see a decade of spending and growth we believe will be unmatched by any since the post-World War II boom.

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By

Simon Henry, CFA

Aaron Koh

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Article
2024-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Charging Electric vehicle
Thematic exposure Disruption Automation Equity iStrat Article Global Industry Research Thematic solutions
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Thematic investing focus: The transportation revolution has arrived

New technology and environmental concerns are creating a disruptive force in the transportation sector, leading to supply-chain investments and a host of new addressable markets.

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By

Simon Henry, CFA

Dáire Dunne, CFA

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Article
2023-11-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Green City Shanghai
Thematic exposure Sustainability Emerging markets ESG Active management Equity EM equity Distribution Discretionary Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Accessing the future: the what, why and how of thematic investing

In this Q&A, Wellington's Emerging Market Development team delves into the what, how and why of thematic investing.

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By

Simon Henry, CFA

Dáire Dunne, CFA

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Article
2023-05-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Equity Opportunities and risks Macro and market
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Approach growth differently: think development, not just GDP
We discuss how today's market impacts growth companies, including which areas are well positioned for the year ahead.
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By

Dáire Dunne, CFA

Simon Henry, CFA

event
2022-09-30
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