EQ

Equity

Our actively managed equity approaches span disciplines, geographies, industries, market capitalisations and styles in order to meet our clients’ objectives.

Equity assets managed firmwide

USD 597 B

Equity investment professionals

290

Average years' experience

19

EQUITY OVERVIEW

In our view, thoughtful and informed active management can help our clients achieve their long-term objectives. This is the way we’ve approached equity management for over 80 years. Our equity portfolio managers are given the freedom to develop their own individual approach to investing, which is then documented and monitored by our independent product management team. The goal is to ensure that our approaches are managed in line with a deeply considered, proven philosophy that sets out exactly how the manager intends to identify opportunities and control risks. Our integrated global investment platform fosters collaboration and allows our investment professionals to share ideas across geographies on a daily basis. 

Our approaches include:
  • Country- and region-specific
  • Developed and emerging markets
  • Global
  • Risk factor
  • Sector-based and thematic
  • Technical

INDEPENDENT THINKING, SHARED RESEARCH

In an effort to deliver consistent results, we work together to understand potential investments. We challenge ourselves to tune out the market’s short-term noise and focus on long-term opportunities.

Featured video: Hear two of our seasoned equity investors discuss how they engage with companies and the Wellington community to gain deeper insights into potential investments.

DEEP EQUITY RESOURCES

Diverse teams pursue independent research and investment approaches, yet every portfolio manager has open access to colleagues worldwide who specialise in various areas of the capital markets. Our investment teams draw on rigorous, proprietary research conducted through fundamental, quantitative, macro, technical and environmental, social and corporate governance (ESG) lenses.

All figures as of 31 March 2021

Fundamental equity strategies

Our actively managed equity approaches span disciplines, geographies, industries, market capitalizations, and styles in order to meet our clients’ objectives.

Quantitative equity strategies

We use systematic analisis to detect and exploit factors that influence equity prices

EXPLORE RELATED INSIGHTS​

Mid-2021 Investment Outlook
As you look ahead to the second half of 2021, thought leaders from across our investment platform share their views on pressing questions.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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July 2021
Mid-2021 Investment Outlook
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Split decision: should investors  separate China from EM equities?
Many investors are contemplating whether to separate China from the rest of their emerging market equity allocation. Members of our Investment Strategy Group argue that the key decision point is not China’s dominance of the emerging market index, but the extent to which a standalone China allocation can be viewed as similar to an EM ex-China allocation. In this paper, they evaluate the similarity of the two allocations using a variety of metrics, from correlations to factors to sector composition.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
July 2021
Split decision: should investors separate China from EM equities?
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<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SCIENCE</p>Genomic testing and the future of medicine
We explore the future of genomic testing, the therapeutics it enables and its impact on the health care system as a whole.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
July 2021

FUTURE THEMES | SCIENCE

Genomic testing and the future of medicine
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<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SUSTAINABILITY</p> Causes and effects of climate migration: five essential insights
Climate-driven migration will have important social, economic and geopolitical consequences. What experiences will drive people to leave their home? Which regions are at risk of disruption? Our Future Themes research team explores this complicated issue, including potential investment implications.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
July 2021

FUTURE THEMES | SUSTAINABILITY

Causes and effects of climate migration: five essential insights
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<span>Multi-Asset Outlook — </span>Inflation is here: how long, how strong?
Weighing the potential for inflation pressures to threaten the recovery, Nanette Abuhoff Jacobson and Daniel Cook offer their views on the second half of 2021, including what makes European, EM and value equities attractive.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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July 2021
Multi-Asset Outlook — Inflation is here: how long, how strong?
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EM inflation has arrived, but will it stick around?
Emerging markets inflation has been top of mind for many investors lately. Macro Strategist Gillian Edgeworth, Equity Portfolio Manager Jamie Rice and Fixed Income Portfolio Manager Michael Henry consider the outlook going forward and potential market implications.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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July 2021
EM inflation has arrived, but will it stick around?
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Africa rising: the hopeful continent
Equity Portfolio Manager Bo Meunier and Equity Research Analyst David Reid believe the time has come for equity investors to take a closer look at the opportunity set in Africa.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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July 2021
Africa rising: the hopeful continent
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Why fragility is the new reality for the stock market
Why do cracks seem to appear more quickly in the equity market today? Members of our Global Derivatives Team explain the precarious equilibrium in liquidity supply and demand and what it could mean for portfolio construction and investment strategy going forward.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
June 2021
Why fragility is the new reality for the stock market
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publish