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Mid Year Outlook Designs 4_sd_v2
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Equity Market Outlook

In our Equity Market Outlook, we offer a range of fundamental, factor, and sector insights.

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Article
2025-06-30
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Three ways social considerations can enhance portfolios

Four leading Wellington equity and fixed income experts explore three ways social considerations can enhance portfolios.

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5 min
Article
2025-04-30
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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.  

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Article
2025-02-28
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs
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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.

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2024-12-31
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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.

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Event replay
2024-10-31
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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.

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Article
2024-07-12
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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.

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Quick Take
2024-06-30
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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.

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Article
2023-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.