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Future Themes

Tomorrow’s world today

2023-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The views expressed are those of the author at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.

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Key research themes defined

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Structural areas identified

SUSTAINABILITY, SYSTEMS, SOCIETY AND SCIENCE

For over 40 years, at each new business cycle, Wellington investors have been presented with a challenge: Look past current headlines to find structural trendlines that will shape markets, society, and the economy in the next five to 10 years. Our goal is to extend our horizons, gather a range of diverse ideas, ignite debate and collaboration, and identify potential investment opportunities ahead of the market.

This multimedia experience highlights the output of our Future Themes initiative. We explore the key themes driving the future of markets, profiling trends in sustainability, systems, society, and science.

What will it take for crypto to become a viable asset class? Have we put the right price on water? Listen to Mary Pryshlak, CFA, head of Investment Research, explore these and other Future Themes topics on the latest episode of FCLTGlobal’s Going Long Podcast.

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Sustainability

Water scarcity
By providing capital for water-related solutions, investors can help forestall a crisis, while potentially generating attractive long-term returns for their clients.

 

Climate migration 
We will explore drivers of permanent climate migration, the range of economic and geopolitical impacts, and potential near- and longer-term investment implications.

 

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Systems

EM-ification of DM
Research suggests that many developed markets are beginning to resemble their emerging markets counterparts in some ways.

Digitization of money
We evaluate cryptocurrencies as an asset class, explore the future of central bank digital currencies, and highlight eight exciting impacts of blockchain technology.

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Society

Through the lens of three diverse personas, our investors explore the future of society by examining a range of topics including the impact of extended life expectancy, the importance of scalable, technology-led education, and the emerging focus on personal development.

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Science

What is the factory of the future? What are the implications if we had gene sequences for an entire population? What is the future of collaboration? Our investors research how automation will impact these three important questions.