Singapore, Individual

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A theme is not an index

Andrew Sharp-Paul, Investment Director

JUNE 2021

Equity

Showing of 14 Insights Posts
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Inflation Equity Fixed Income Multi-Asset General China
Five investment essentials for a post-pandemic world
As the world “gets back to business” in 2022, a cautiously optimistic outlook seems warranted. For investors, it may be a year to think thematically.
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event November 2021
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Tech & Innovation FinTech Equity
“Buy now, pay later” is at a turning point
For Portfolio Manager Matt Lipton, recent developments have strengthened his conviction that up-and-coming “buy now, pay later” companies cannot and should not be ignored by banks and other legacy players in the global payments space.
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event September 2021
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Tech & Innovation Equity Asia tech Fintech Macro and market
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.
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event September 2021
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Tech & Innovation Equity FinTech Opportunities and risks Macro and market
Rising short-termism in fintech has a silver lining
Global Industry Analyst Matt Ross looks at the fintech sector as an example of the long-term alpha opportunity that may be available to patient equity investors.
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event September 2021
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Emerging markets Tech & Innovation Equity China
Chinese regulation: Lessons from after-school tutoring
Investment Director Graham Proud distills our China and EM equity specialists’ views on China’s latest regulatory move — including why investors shouldn’t jump to conclusions regarding potential implications for Chinese internet companies.
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event August 2021
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Tech & Innovation FinTech Opportunities and risks Equity Alternatives
The coming wave of disruption in financial services
Portfolio Manager Matt Lipton explains why some financial companies are finally catching up with other sectors that have long benefited from structural change driven by technological innovation — and why some incumbents will be left behind.
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event August 2021
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Inflation Macro and market Multi-Asset Equity Fixed Income
Investing amid the great inflation debate
The global economy is recovering and supporting the performance of risk assets, but rising inflation is a bogeyman now. Global Investment Strategist Nanette Abuhoff Jacobson and Investment Strategy Analyst Daniel Cook offer thoughts on how investors might navigate this mixed picture.
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event August 2021
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Emerging markets Equity Macro and market
Seven reasons to invest actively in EM equities
Investment Director Andrew Sharp-Paul makes his case for actively managed investment strategies, rooted in fundamental research, as the best way for investors to capitalize on the opportunity set in emerging markets equity.
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event August 2021
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Emerging markets Inflation Equity Opportunities and risks Fixed Income
EM inflation has arrived, but will it stick around?
Emerging markets inflation has been top of mind for many investors lately. Macro Strategist Gillian Edgeworth, Equity Portfolio Manager Jamie Rice, and Fixed Income Portfolio Manager Michael Henry consider the outlook going forward and potential market implications.
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event June 2021
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Equity Opportunities and risks Macro and market
A theme is not an index
We explore the case for active thematic investing and highlight the importance of avoiding theme-washing.
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event June 2021
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Asia Technology Tech & Innovation Equity Article Macro and market Opportunities and risks Replay FinTech
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.
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event May 2021
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Health care Sustainable investing Equity Macro and market
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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event April 2021
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Emerging markets Equity China Macro and market
EM equity looks more attractive than it’s been in a decade
Equity Portfolio Manager Jamie Rice describes his bullish stance on emerging markets (EM) equities and looks at China’s burgeoning A-share market.
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event April 2021
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Equity Tech & Innovation FinTech
Game on: Fintech disruptors vs old-school banks
Fintech companies are forcing traditional banks to up their game and rethink their business strategy, including the products they offer. Global Industry Analyst Matt Ross takes a closer look.
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event April 2021