Future Themes

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Future Themes Currency Cryptocurrency Blockchain Alternatives Artificial intelligence (AI) Article
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Evaluating cryptocurrencies as an asset class
We explore cryptoassets’ potential as an asset class as the topic dominates the headlines.
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Alexandre Chau

Ranjit Ramachandran, CFA

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Article
2023-02-28
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Climate ESG Future Themes Macro and market Quick Take
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Ten essential climate questions for private companies
We explore how climate change impacts private companies and share the top questions for companies to be prepared to address as this issue grows.
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Hillary Flynn

Julie Delongchamp, CFA

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Quick Take
2022-06-30
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Innovation Retirement Future Themes Macro and market Artificial intelligence (AI) China Multi-asset Health care Article
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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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Anita Killian, CFA

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Article
2022-09-30
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Future Themes Business practices Macro and market Global Industry Research Article
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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.
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Santiago Millán, CFA

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Article
2022-09-30
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Tech & Innovation Global Industry Research Article Equity Fundamental equity Future Themes
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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.
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Article
2022-08-31
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Future Themes Equity Global Industry Research Article
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Enterprise automation: Three transformative themes
We explore how automation will reshape the future of the enterprise through three transformative themes with significant investment implications.
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Article
2022-06-30
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Future Themes Tech & Innovation Macro and market Opportunities and risks Global Industry Research Equity Article
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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.
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David Reid, CFA

Angel Pan, CFA

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Article
2022-08-31
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Macro and market Artificial intelligence (AI) Future Themes Global Industry Research Equity Article Consumer discretionary
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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.
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Yash Patodia

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Article
2022-08-31
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Channel Global Industry Research Fundamental equity Equity Macro and market Opportunities and risks Video Future Themes
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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.
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Fayyaz Mujtaba

Adam Illfelder, CFA

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Video
2022-07-30
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Tech & Innovation Future Themes Opportunities and risks Macro and market Global Industry Research Fundamental equity Multi-asset Fintech Article
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Beyond bitcoin: Eight essential blockchain insights
We look beyond bitcoin to explore eight exciting impacts and opportunities from blockchain technology.
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Article
2022-05-31
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Emerging markets Future Themes Opportunities and risks Macro and market Geopolitical Multi-asset Article
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The “EM-ification” of DMs
Global Investment Strategist Nanette Abuhoff Jacobson believes that many developed market countries are beginning to resemble their emerging market counterparts in certain ways. Here are some of her findings, along with possible paths forward and potential investment implications.
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Nanette Abuhoff Jacobson

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Article
2022-06-30
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Future Themes Sustainable investing Opportunities and risks Global Industry Research Fundamental equity Equity Fixed income Article Climate ESG
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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.
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Article
2022-05-31
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Future Themes Innovation Sustainability Climate Macro and market Fintech Biotech
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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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Fintech Tech & Innovation Future Themes Macro and market Opportunities and risks Global Industry Research Alternatives Article
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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.
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By

Santiago Millán, CFA

Ranjit Ramachandran, CFA

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Article
2022-04-30
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