Wellington Topics

Global Industry Analyst Wen Shi highlights biotech's new frontier, profiling innovations like targeted protein degradation, gene therapy, and much more.

By

Wen Shi, PhD, CFA

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Video

2023-09-30

Innovation Health care Climate Brand Climate tech Global Industry Research Impact investing Article

The power of capital to drive change

Jean Hynes highlights the power that science and innovation — backed by research and capital — have to solve some of the world's most pressing issues.

By

Jean Hynes, CFA

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Article

2023-10-31

Health care Innovation Global Industry Research Equity Subadvisory Discretionary Video

The next generation of pharmaceutical innovation

Rebecca Sykes explores the exciting innovations she sees in the pharmaceutical industry today, including antibody drug conjugates, gene editing, obesity treatments, and much more.

By

Rebecca Sykes

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Video

2023-09-30

Fintech Innovation Digital transformation Disruption Information technology Financials Equity Global Industry Research Fundamental equity Article

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

By

Bruce Glazer

Michael O’Brien, CFA

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Article

2023-09-30

Fintech Digital payments Economic cycle Tech & Innovation Disruption Interest rates Equity Global Industry Research Fundamental equity Quick Take Financials

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.

By

Matt Ross, CFA

Bruce Glazer

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Quick Take

2023-07-31

Innovation Information technology Business practices Macro and market Equity Large cap Fundamental equity Global Industry Research Article

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.

By

Daniel Pozen

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Article

2023-07-31

Fixed income ESG Global Industry Research Macro and market Opportunities and risks Portfolio policy Video

Wellington Euro High Yield Bond Fund: Seeking investment opportunities in out-of-favour areas of the market

Investment Director Susan Chacko discuss why the European high-yield market can be an interesting asset class for clients, and they outline the philosophy of the Wellington Euro High Yield Bond Fund.

By

Susan Chacko, CFA

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Video

2023-05-31

Inflation Utilities Interest rates Monetary policy Portfolio construction Global Industry Research Equity Fundamental equity Subadvisory Article

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.

By

Ken Baumgartner, CFA

Tom Levering

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Article

2023-01-31

Fixed income Volatility Global Industry Research Quick Take

High yield: Be ready for sideways moves, bouts of volatility in 2022

Our high-yield portfolio managers believe investors should stand ready to dynamically adjust positioning in a year that could see sideways spread moves and plenty of market volatility.

Multiple authors

event

Quick Take

2022-08-31

Inflation Fixed income Global Industry Research Event replay Opportunities and risks

Reflation or stagflation? Assessing the investment outlook for 2022

Are investors right to fear a return of stagflation? What areas of portfolios may need repositioning? And how do they think about inflation and climate risk?

Multiple authors

event

Event replay

2022-12-31

COVID Global Industry Research Quick Take

Will Omicron derail the global cycle?

The short answer is probably not, but it’s a fast-moving narrative that warrants some level of concern (though not panic). Global Investment Strategist Nanette Abuhoff Jacobson relays what we know (and don’t know) at this point and weighs in on some of the potential implications.

By

Nanette Abuhoff Jacobson

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Quick Take

2022-07-29

Equity Inflation Global Industry Research Japan Quick Take

Seven reasons Japanese equities are worth another look

Investment Strategy Analysts Steven Ye and Daniel Cook make their case for Japanese equities, based on valuations, the “benefits” of inflation, the potential for event-driven outperformance, and other factors that may be underappreciated by the market.

By

Steven Ye, CFA

Daniel Cook, CFA

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Quick Take

2022-09-30

Fixed income Macro and market Manager selection Risk management Factors Global Industry Research Quick Take

Navigating narrow bond markets: how diversified is your fixed income alpha?

Understanding an active manager’s path and style of alpha generation should be a critical part of anyone’s fixed income manager evaluation process, says Brendan Fludder of our Fundamental Factor Team.

By

Brendan Fludder, CFA

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Quick Take

2022-07-28

Innovation Disruption Sustainability Tech & Innovation Asia tech Fundamental equity Global Industry Research Equity ESG Macro and market Article

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.

Multiple authors

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Article

2022-11-30

Climate Opportunities and risks Sustainability Sustainable investing Equity Fixed income Global Industry Research ESG Podcast

Countering climate risks through collaboration

Global Industry Analyst Alan Hsu and Dr. Philip Duffy of Woodwell Climate Research Center discuss the importance of close cooperation between investors and climate scientists when addressing climate action.

By

Alan Hsu

Dr. Philip Duffy, PhD

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Podcast

2022-10-31

Future Themes Business practices Macro and market Global Industry Research Article

The future of work: Why societal shifts matter

While the pandemic has accelerated existing shifts in people’s working lives, these changes may just be the start. We assess the future of work in 2030 and highlight some potential investment implications.

By

Santiago Millán, CFA

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Article

2022-09-30

Tech & Innovation Global Industry Research Article Equity Fundamental equity Future Themes

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.

Multiple authors

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Article

2022-08-31

Tech & Innovation Equity Fintech Global Industry Research Fundamental equity Article

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.

Multiple authors

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Article

2022-08-31

Sustainable investing Equity Global Industry Research Fundamental equity ESG Article

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.

By

Christopher Goolgasian, CFA, CPA, CAIA

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Article

2022-09-30

Future Themes Equity Global Industry Research Article

Enterprise automation: Three transformative themes

We explore how automation will reshape the future of the enterprise through three transformative themes with significant investment implications.

Multiple authors

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Article

2022-06-30

Future Themes Tech & Innovation Macro and market Opportunities and risks Global Industry Research Equity Article

Robots won’t take our jobs (and other reasons to be excited about factory automation)

We profile three key areas in the future of factory automation – collaborative robotics, the industrial software revolution, and the economic and social implications of automation – and explore the investment opportunities this innovation creates.

By

David Reid, CFA

Angel Pan, CFA

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Article

2022-08-31

Macro and market Artificial intelligence (AI) Future Themes Global Industry Research Equity Article Consumer discretionary

The future of youth: Education, entertainment, and relationships transformed

Through the story of Aisha, a hypothetical future teenager in India, we explore how technological disruption will transform how young people prepare for work through education, their forms of entertainment, and how they develop new relationships.

By

Yash Patodia

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Article

2022-08-31

Channel Global Industry Research Fundamental equity Equity Macro and market Opportunities and risks Video Future Themes

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.

By

Fayyaz Mujtaba

Adam Illfelder, CFA

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Video

2022-07-30

Equity Article Fundamental equity Global Industry Research Active management Sustainability Thematic exposure

A theme is not an index

We explore the case for active thematic investing and highlight the importance of avoiding theme-washing.

By

Andrew Sharp-Paul

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Article

2022-06-30

Tech & Innovation Future Themes Opportunities and risks Macro and market Global Industry Research Fundamental equity Multi-asset Fintech Article

Beyond bitcoin: Eight essential blockchain insights

We look beyond bitcoin to explore eight exciting impacts and opportunities from blockchain technology.

Multiple authors

event

Article

2022-05-31

Equity Fundamental equity Global Industry Research Macro and market Opportunities and risks Article Tech & Innovation Fintech Asia tech

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.

Multiple authors

event

Article

2022-05-31

Future Themes Sustainable investing Opportunities and risks Global Industry Research Fundamental equity Equity Fixed income Article Climate ESG

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.

Multiple authors

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Article

2022-05-31

Fintech Digital payments Disruption Tech & Innovation Information technology Global Industry Research Equity APAC Article

The future of payments

We profile the innovations fueling the next stage of disruption in the payments industry.

By

Matt Ross, CFA

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Article

2022-04-30

Fintech Tech & Innovation Future Themes Macro and market Opportunities and risks Global Industry Research Alternatives Article

Central bank digital currencies: Debunking five common myths

We discuss how disruptive central bank digital currencies are likely to be and dispel some commonly held CBDC myths.

By

Santiago Millán, CFA

Ranjit Ramachandran, CFA

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Article

2022-04-30

Tech & Innovation Digital transformation Global Industry Research Innovation Japan Macro and market Information technology Equity Fundamental equity Article

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.

By

Anita Killian, CFA

Yash Patodia

event

Article

2022-03-31

Tech & Innovation Asia tech Disruption Innovation Equity Global Industry Research Japan Article

The world’s hub of innovation

We profile Asia technology in the 2020s, outlining the long-term case for the sector after its strong rebound in recent months.

By

Yash Patodia

event

Article

2022-03-29

Tech & Innovation Asia tech Global Industry Research Innovation Information technology Equity Disruption APAC Fundamental equity Article

Faster computation with smaller, more powerful computer chips

We explore the technology fueling the next stage of computer chip innovation.

By

Anita Killian, CFA

Yash Patodia

event

Article

2022-03-31

Tech & Innovation Asia tech Global Industry Research Innovation Equity China Information technology Fundamental equity Quick Take

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.

By

Anita Killian, CFA

Yash Patodia

event

Quick Take

2022-03-31

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