Health care

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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Drug pricing reform: A bitter pill for biopharma?
Global Industry Analyst Wen Shi considers the implications of drug price reform for biotech companies — modest in the near term, but likely negative longer term.
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Quick Take
2023-01-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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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Video
2023-09-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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.
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Article
2023-10-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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.
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Video
2023-09-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Local perspectives matter: Grassroots research in emerging markets
During a recent research trip across India, our impact investing team witnessed the rapid pace of change and growth mindset that are expanding the impact opportunity set.
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Article
2023-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Impact investing: Increasing needs, broadening opportunities
Members of our impact investing team, offer a brief update on our impact platform, which continues to evolve amid an expanding opportunity set in developed and emerging market equities and fixed income.
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Quick Take
2022-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Global Impact Annual Report — Executive Summary
As a preview to our full annual report, we share a few key highlights from our impact platform in 2021.
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Quick Take
2023-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Global Impact Annual Report
Discover how we evolved our impact platform in 2021 and track the progress of select portfolio companies and issuers.
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Report
2023-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Why I’m getting more bullish on biotech
The biotechnology sector, especially SMID-cap biotech equities, suffered a dramatic drawdown in 2021. Investor sentiment toward the sector remains poor, but my outlook has become increasingly bullish as multiple headwinds facing biotech over the past year or so begin to abate and turn into potential tailwinds for 2022 and beyond. Encouragingly, the level of innovation across the industry has never been higher, in my view. I believe many biotech stocks may be nearing a bottom, even though the exact timing of (and catalyst for) a rebound remains unclear as of this writing.
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Quick Take
2022-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
The critically important national security implications of biotech
Deepening US policy risks in the biotechnology sector have garnered some well-deserved attention from many of my colleagues lately. Given biotechnology’s potential future importance to US policymakers in the context of the ongoing US-China “great-power” competition, I’d like to share my own thoughts on what’s driving the rising geopolitical risk and national security concerns.
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Quick Take
2022-04-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2022 Equity Outlook
Our 2022 Equity Outlook explores opportunities in equity income and emerging markets, along with trends in health care and technology for the coming year
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2023-01-27
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
The future of retirement: Aging in 2050
We explore the long-term investment trends associated with global aging through the story of Fang, a fictional Chinese retiree living in 2050.
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Article
2022-09-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Tomorrow’s world today
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.
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2023-05-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
ESG research playbook: Health care
Wellington has established frameworks — what we call “research playbooks” — for evaluating companies within each sector based on key ESG criteria. ESG Analyst Lindsay Blitstein looks at the health care sector here.
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Quick Take
2022-04-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.