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Discover Independent Thinking
Behind every innovative solution, every groundbreaking new idea, is a person who analyzed things in a different way. Our investors are encouraged to explore new ideas independently — looking at every opportunity from multiple angles and sharing their insights every day.
These are our Unique Perspectives.
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Article
A theme is not an index
Portfolio Manager Dáire Dunne and Investment Director Andrew Sharp-Paul discuss the case for active thematic investing and highlight the importance of avoiding so-called "theme-washing."
Article
2023-12-31
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Article
11 min
The rally and the reality
Can the markets remain resilient in the face of geopolitical disruption and inflation worries? We offer our views on the macro environment, AI-driven earnings, and the implications for equities, bonds, and commodities.
11 min
Article
2027-07-30
Article
5 min
IPO readiness through a public and private market lens
Our Value Creation Team brings together portfolio company leaders and Wellington investors to explore key issues shaping private markets, with takeaways from a recent IPO market discussion.
5 min
Article
2027-07-02
Video
7 min
AI and quality income: A dual approach to Asian equities (AASTOCKS Interview)
In a recent AASTOCKS interview, Investment Strategist Steve Cheung outlined our view on Asian equities, highlighting the region’s rich opportunity set—from AI enablers and beneficiaries to quality dividend companies.
7 min
Video
2027-07-31
Article
9 min
Preparing for a shift in US exceptionalism
Equity Strategist Andrew Heiskell and Macro Strategist Nicolas Wylenzek explore the evolving nature of US exceptionalism in their 2026 midyear equity outlook.
9 min
Article
2027-07-31
Article
2 min
Asia Technology WellCovered: Fundamentals
From semiconductors to robotics and gaming, Asia is central to tomorrow's tech, yet it continues to trade at a discount versus global peers. Learn how Asia now offers a rare opportunity to access AI-driven growth and diversification at compelling valuations.
2 min
Article
2027-07-31
Article
5 min
Three priorities for investors in a less predictable world
Despite adverse headlines and events, risk markets have remained constructive this year, but the rally has become increasingly dependent on a limited set of market leaders. How robust can markets be when so much depends on momentum continuing unchecked?
5 min
Article
2027-06-30
Video
4 min
Rapid fire questions with Steven Angeli on quality growth equities
Equity Portfolio Manager Steven Angeli shares his views on market concentration, the opportunities in quality growth equities, and the most attractive opportunities both within and beyond AI.
4 min
Video
2027-07-31
Article
2 min
Asia Tech WellCovered: Gaming
Asia’s gaming industry is entering a new phase of durable growth. Explore how Asia's gaming dominance is powered by IP ecosystems, recurring monetization, and AI-driven efficiencies.
2 min
Article
2027-07-31
Article
5 min
Warsh’s first FOMC: We have a task force for that
Our experts highlight new task forces, examine evolving inflation and labor dynamics, and contend that the Fed soon may need to choose between growth support and price stability.
5 min
Article
2026-12-31
Article
2 min
Asia Tech WellCovered: Robotics
Robotics is moving from concept to necessity. Explore how structural demand for factory automation, the rise of physical AI, and Asia's — particularly Japan's — leadership in the space are reshaping the global automation industry.
2 min
Article
2027-06-30
Article
2 min
Asia Tech WellCovered: Semiconductors
Asia sits at the center of the AI supply chain. Explore why structural tightness across the semiconductor ecosystem is creating compelling Asia tech opportunities across the market-cap spectrum.
2 min
Article
2027-07-31
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