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Fundamental equity

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Equity Energy Utilities Enduring Assets Macro and market Telecom Fundamental equity Global Industry Research Distribution Article
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What’s next for infrastructure? 

Portfolio Manager Tom Levering and Global Industry Analyst Tim Casaletto explore the outlook for infrastructure assets in 2023 across each of the key areas.

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Tom Levering

Tim Casaletto

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Article
2023-12-31
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Utilities Large cap Carbon emissions Enduring Assets Active management Net zero Equity Energy Fundamental equity Distribution Article
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Actively supporting the decarbonisation of utilities

Why actively supporting the decarbonisation of utilities offers the potential for better long-term outcomes from both a net-zero and value-creation perspective.

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By

Tom Levering

Ken Baumgartner, CFA

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Article
2023-11-30
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Equity Health care Digital transformation Outlook Active management Macro and market ESG Climate Information technology Fundamental equity Global Industry Research Article No Optimizely
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Equity investing with a thematic lens: Three game changers for 2023

Head of Investment Research Mary Pryshlak and Equity Portfolio Manager Tim Manning highlight their strongest convictions across global equity markets heading into 2023.

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By

Mary Pryshlak, CFA

Tim Manning

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Article
2023-12-31
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Fintech Digital transformation Disruption Artificial intelligence (AI) Cloud computing Financials Fundamental equity Global Industry Research Article
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Digital transformation in financial services continues

We highlight the fintech innovations driving the digital transformation and disruption of financial services.

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By

Bruce Glazer

Michael O’Brien, CFA

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Article
2023-10-31
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Health care Innovation Global Industry Research Equity Fundamental equity Video
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Biotech's new frontier
Global Industry Analyst Wen Shi highlights biotech's new frontier, profiling innovations like targeted protein degradation, gene therapy, and much more.
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Wen Shi, PhD, CFA

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Video
2023-09-30
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Europe Small cap Sustainability Sustainable investing Active management Innovation ESG Equity Fundamental equity Fund of funds Article
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Hidden corners of sustainability-related innovation
European small-cap equities are at the forefront of sustainability-related innovation but getting exposure to those opportunities requires a combination of research, engagement and long-term mindset.
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By

Anna E. Lundén, CFA

Louise Kooy-Henckel

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Article
2023-06-30
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Fintech Innovation Digital transformation Disruption Information technology Financials Equity Global Industry Research Fundamental equity Article
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Fintech innovation: A pure play on enduring disruption
We explore why fintech merits a pure-play approach, discuss the importance of an investment team with deep industry expertise in both financial services and technology, and highlight the long-term nature of this disruption
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By

Bruce Glazer

Michael O’Brien, CFA

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Article
2023-09-30
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Fintech Digital payments Economic cycle Tech & Innovation Disruption Interest rates Equity Global Industry Research Fundamental equity Quick Take Financials
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Fintech industry outlook in a recession
We explore the current environment for the fintech industry and highlight a few factors that show why the outlook for payments and other related subindustries may be less challenging than many may anticipate.
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By

Matt Ross, CFA

Bruce Glazer

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Quick Take
2023-07-31
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Innovation Information technology Business practices Macro and market Equity Large cap Fundamental equity Global Industry Research Article
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Stock-based compensation and the tech sector
We explore how stock-based compensation may be creating underappreciated risks for investors, companies, and boards as we potentially enter a more challenging environment for tech stocks.
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Daniel Pozen

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Article
2023-07-31
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Active management Factors Portfolio construction Risk management Equity Fundamental equity Quick Take
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Beware of benchmark concentration
We discuss the outperformance of megacap stocks and offer perspective on how active managers may approach the challenge of being underweight those stocks.
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By

Gregg Thomas, CFA

Noah Comen, CFA

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Quick Take
2022-06-30
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Inflation Utilities Interest rates Monetary policy Portfolio construction Global Industry Research Equity Fundamental equity Subadvisory Article
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How to reposition portfolios for inflation with listed infrastructure
With the risk of structurally higher inflation increasing, Tom Levering and Ken Baumgartner assess whether allocating to listed infrastructure may help mitigate the impact of inflation.
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By

Ken Baumgartner, CFA

Tom Levering

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Article
2023-01-31
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Climate Sustainable investing Equity Net zero Portfolio construction Opportunities and risks Fundamental equity Enduring Assets Article
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Roadmap to net zero
We outline a potential roadmap to help investors transition towards a net-zero emissions portfolio and highlight two strategies that may serve as potential building blocks.
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Article
2022-09-30
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Innovation Disruption Sustainability Tech & Innovation Asia tech Fundamental equity Global Industry Research Equity ESG Macro and market Article
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Tech WELLcovered: Legacy redefined
Tech innovations are breaking down barriers, enabling us all to leave legacies of progress through the ways we allocate our capital and live our lives. Join us on a journey to witness the past, experience the present, and build a better future — all while capturing tech’s pervasive investable opportunities.
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Article
2022-11-30
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Innovation Disruption Equity Macro and market Tech & Innovation Fundamental equity Asia tech Article
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Tech WELLcovered: Experience transformed
5G, AI and augmented reality will soon offer exponentially more options for experiences outside of work — with each activity personalised for your interests. Join us on a journey to witness the past, experience the present and transform the way you see the future of fun and the investable opportunities it creates.
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Multiple authors

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Article
2022-10-31
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Sustainability Impact investing ESG Sustainable investing Fundamental equity Fixed income Equity Impact Article
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The what, where and how of impact investing
Portfolio Managers Campe Goodman and Tara Stilwell answer essential questions on impact investing, from where to find opportunities to what it means for financial returns.
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By

Campe Goodman, CFA

Tara Stilwell, CFA

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Article
2022-10-15
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Carbon emissions Sustainability Portfolio strategy Equity Fundamental equity Sustainable investing Climate Article
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Climate conundrum: Will carbon constraints affect the pursuit of other portfolio objectives?
Members of our Fundamental Factor Team share their research on the potential for trade-offs when carbon goals are integrated into outcome-oriented, factor-based portfolios.
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Katrina Price, CAIA

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Article
2022-10-31
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Emerging markets Equity China Fundamental equity Video Opportunities and risks
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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.
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By

Bo Meunier, CFA

Phil Li, CFA

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Video
2022-08-31
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Tech & Innovation Global Industry Research Article Equity Fundamental equity Future Themes
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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.
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Multiple authors

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Article
2022-08-31
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Tech & Innovation Equity Fintech Global Industry Research Fundamental equity Article
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Tech WELLcovered work reimagined
We believe today’s workplace innovations are just the beginning of a multi-decade transformation. Join us on a journey to witness the past, experience the present and reimagine how the future of work is creating investable opportunities.
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Multiple authors

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Article
2022-08-31
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Sustainable investing Equity Global Industry Research Fundamental equity ESG Article
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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.
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Christopher Goolgasian, CFA, CPA, CAIA

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Article
2022-09-30
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Carbon emissions Climate Portfolio construction Sustainable investing Equity Europe Fundamental equity Article
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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.
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Portfolio Advisor Team

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Article
2022-09-30
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Equity APAC Value vs growth Fundamental equity Global Industry Research Article Volatility
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Asia equity investing: The contrarian advantage
An approach targeting underappreciated or misunderstood assets may be particularly suited to Asia market dynamics and to the current potentially reflationary environment.
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By

Jun Oh

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Article
2022-08-31
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Channel Global Industry Research Fundamental equity Equity Macro and market Opportunities and risks Video Future Themes
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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.
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By

Fayyaz Mujtaba

Adam Illfelder, CFA

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Video
2022-07-30
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Equity Article Fundamental equity Global Industry Research Active management Sustainability Thematic exposure
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A theme is not an index
We explore the case for active thematic investing and highlight the importance of avoiding theme-washing.
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Andrew Sharp-Paul

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Article
2022-06-30
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Africa Equity Commodities Fundamental equity Volatility Emerging markets Geopolitical Article
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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.
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By

Bo Meunier, CFA

David Reid, CFA

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Article
2022-07-31
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China Carbon emissions Sustainability Macro and market Climate Sustainability policies Net zero Emerging markets Fundamental equity Article
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China unplugged: Investing in the world’s largest decarbonization effort
China has pledged to target peak emissions by 2030 and net-zero emissions by 2060. This massive environmental...
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Santiago Millán, CFA

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Article
2022-07-31
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Tech & Innovation Future Themes Opportunities and risks Macro and market Global Industry Research Fundamental equity Multi-asset Fintech Article
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Beyond bitcoin: Eight essential blockchain insights
We look beyond bitcoin to explore eight exciting impacts and opportunities from blockchain technology.
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Article
2022-05-31
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Equity Fundamental equity Global Industry Research Macro and market Opportunities and risks Article Tech & Innovation Fintech Asia tech
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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.
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Multiple authors

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Article
2022-05-31
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Future Themes Sustainable investing Opportunities and risks Global Industry Research Fundamental equity Equity Fixed income Article Climate ESG
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Water: Priced for imperfection
Water scarcity could have profound humanitarian and economic consequences. Members of our Future Themes research team share insights from their work, including why they believe water is woefully underpriced and how investors can effectively gain exposure to this important theme.
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Multiple authors

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Article
2022-05-31
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Tech & Innovation Digital transformation Global Industry Research Innovation Japan Macro and market Information technology Equity Fundamental equity Article
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The hidden growth story in Japan tech
Learn why the hidden growth story within Japanese tech is one of our highest conviction themes, especially in the wake of the COVID-19 crisis.
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By

Anita Killian, CFA

Yash Patodia

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Article
2022-03-31
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Tech & Innovation Asia tech Global Industry Research Innovation Equity China Information technology Fundamental equity Quick Take
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Local solutions for local markets
We profile the growth of local Asia tech solutions for local markets, a promising trend we believe continues to thrive amid COVID-19 and the US-China trade war.
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By

Anita Killian, CFA

Yash Patodia

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Quick Take
2022-03-31
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Tech & Innovation Asia tech Global Industry Research Innovation Information technology Equity Disruption APAC Fundamental equity Article
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Faster computation with smaller, more powerful computer chips
We explore the technology fueling the next stage of computer chip innovation.
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By

Anita Killian, CFA

Yash Patodia

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Article
2022-03-31
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