Global Stewards

Showing of Insights Posts
1437442224
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

How to translate a critical concept into return potential

How to translate the critical concept of stewardship into rewarding returns? Portfolio Managers Mark Mandel, Yolanda Courtines and Sam Cox share their firsthand experience.  

Continue reading
event
Article
2025-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
active-views-event-hero-page-banner-image
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Long-term investing in an age of short-termism

ActiveViews host Will Lockhart and Yolanda Courtines, co-manager of the Wellington Global Stewards and European Stewards Funds, explore how being genuinely long term in an increasingly short-term world may provide a differentiated investment edge.

Continue reading
event
Event replay
2025-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
chapter-equity-768x450
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Equity Market Outlook

In our 2023 Equity Outlook, we offer a range of fundamental, factor, and sector insights as we look to 2023.

Continue reading
event
Article
2024-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The growing importance of supply chain transparency

Head of Sustainable Investment Wendy Cromwell explains why supply chains remain a key investment risk and details related research areas for our SI team in 2024.

Continue reading
event
2024-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
665037880
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

EMEA Investment Forum 2023: highlights

In this short video we share highlights from Wellington's 2023 EMEA Investment Forum, "The only constant is change" and explore associated expert insights.

Continue reading
event
Event replay
2024-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1478457216
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Building resilience: Key questions equity investors need to ask today

Consider these essential traits for re-assessing the resilience of your core equity portfolio against higher interest rates and more adverse macro conditions.

Continue reading
event
Article
2024-07-12
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Financial materiality: The cornerstone of the ISSB’s global baseline for sustainability disclosure

The new standards may help provide market participants with data necessary to price sustainability-related risks and opportunities, which can feed directly into the assessment of enterprise value.

Continue reading
event
Quick Take
2024-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1390560381
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Harnessing the power of engagement in stewardship investing

Equity Portfolio Manager Yolanda Courtines explores why company engagement is a key component of successful stewardship investing.

Continue reading
event
Article
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1132047248
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
The pivotal role of stewardship in creating lasting value
Yolanda Courtines and Alex Davis share two case studies that highlight the pivotal role of stewardship in creating lasting value.
Continue reading
event
Article
2023-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1172818388
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Wellington Global Stewards Fund
Stewardship investing focuses on companies that balance the interests of people, the planet and profits. In this video, Equity Portfolio Manager Yolanda Courtines, introduces the Wellington Global Stewards Fund — a highly selective, core, global equity fund.
Continue reading
event
Video
2023-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.