Wellington Topics

Commodities were the only major asset class that performed well in the first half of 2022. Multi-Asset Strategist Adam Berger and Commodities Portfolio Manager David Chang consider whether there’s more upside from here.

By

Adam Berger, CFA

David Chang, CFA

event

Article

2023-08-31

Top of Mind Inflation Asset allocation Monetary policy Multi-asset USA Article

Will the Fed send the US economy into a recession?

Multi-Asset Strategist Adam Berger and US Macro Strategist Juhi Dhawan consider the broad impact of Fed rate hikes and how asset allocators should respond.

By

Adam Berger, CFA

Juhi Dhawan, PhD

event

Article

2023-07-31

Outlooks Volatility Inflation Income Active management Opportunities and risks Asset allocation Interest rates Digital transformation Carbon emissions Energy Multi-asset Commodities Article

Investing in the second half and beyond: It’s a whole new ballgame

What lies ahead after a painful (and largely unexpected) first half of 2022? Multi-Asset Strategist Nick Samouilhan and Investment Director Andrew Sharp-Paul offer their perspectives on 2H22 outlook and the actionable takeaways respectively.

By

Nick Samouilhan, PhD, CFA, FRM

Andrew Sharp-Paul

event

Article

2022-12-31

Geopolitical Russia Inflation Volatility Europe China Commodities Multi-asset Article

Russia/Ukraine: Transformational, not transitory

Four Wellington thought leaders share their distinct individual perspectives on the short- and longer-term implications of the tragic watershed conflict between Russia and Ukraine: Geopolitical Strategist Thomas Mucha on the geopolitical backdrop; Macro Strategist John Butler on what it means for Europe; Macro Strategist Santiago Millán on the role of China; and Portfolio Manager David Chang on the commodities markets.

Multiple authors

event

Article

2022-07-31

Geopolitical Macro and market Multi-asset Equity Europe Article

War and markets: What's the connection?

Amid the geopolitical turmoil and tragic humanitarian fallout of the Russia/Ukraine crisis, many investors are naturally also concerned about the negative effects the escalating conflict could have on their portfolios. With that in mind, I thought I’d provide a quick snapshot of the impacts that past wars have tended to have on asset prices.

By

Owen Lamont, PhD

event

Article

2023-03-31

Russia Geopolitical Multi-asset Inflation Value vs growth Volatility Article

Russia/Ukraine conflict: Five things to watch closely

Amid the ongoing turmoil of the Russia/Ukraine crisis, Global Investment Strategist Nanette Abuhoff Jacobson highlights five key areas she thinks investors should keep a watchful eye on in the weeks ahead.

By

Nanette Abuhoff Jacobson

event

Article

2023-03-31

Russia Commodities Geopolitical Article

Russia/Ukraine and the commodity challenge

With commodity inventories at multi-decade lows, is rising cross-asset class volatility all but inevitable? Leveraging insights from Wellington colleagues, Thematic Strategist Trevor Noren argues that the Russia/Ukraine crisis demonstrates why the answer is likely yes.

By

Trevor Noren

event

Article

2023-03-31

Multi-asset Russia Macro and market Article Geopolitical

Russian invasion of Ukraine: Looking through the newsflow

Looking beyond the upsetting newsflow, what does the unfolding Ukrainian tragedy mean for investors? Director of Investment Strategy Natasha Brook-Walters shares three different Wellington perspectives.

Multiple authors

event

Article

2023-02-28

Sustainability DEI Active management Business practices Article

Annual letter from our CEO: Embracing change

In a fast-changing world, CEO Jean Hynes discusses some of the strategic initiatives our firm has undertaken to ensure that we’re aligned with and ready to support our clients’ goals for years to come.

By

Jean Hynes, CFA

event

Article

2023-01-01

Equity Inflation Value vs growth Opportunities and risks Fundamental equity China Article

Quality-growth investing amid inflation and rising rates

We discuss how today's market impacts growth companies, including which areas are well positioned for the year ahead.

By

John Boselli, CFA

event

Article

2022-12-31

Tech & Innovation Asia tech Fintech Fundamental equity Global Industry Research Equity ESG Article Macro and market Opportunities and risks

Tech WELLcovered: Legacy redefined

Tech innovations are breaking down barriers, enabling us all to leave legacies of progress through the ways we allocate our capital and live our lives. Join us on a journey to witness the past, experience the present, and build a better future — all while capturing tech’s pervasive investable opportunities.

Multiple authors

event

Article

2022-11-30

Multi-asset Inflation Article Equity Fixed income Outlooks 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.

By

Nick Samouilhan, PhD, CFA, FRM

Andrew Sharp-Paul

event

Article

2022-11-30

Tech & Innovation Asia tech Fintech Fundamental equity Global Industry Research Equity ESG Article Opportunities and risks Macro and market

Tech WELLcovered: Legacy redefined

Tech innovations are breaking down barriers, enabling us all to leave legacies of progress through the ways we allocate our capital and live our lives. Join us on a journey to witness the past, experience the present, and build a better future — all while capturing tech’s pervasive investable opportunities.

Multiple authors

event

Article

2022-11-30

Tech & Innovation Macro and market APAC Article

Step into the metaverse

The metaverse is dominating tech headlines. Here, we explore the hardware infrastructure upgrades required to make this innovation possible and highlight the opportunities this creates for the Asia tech sector.

By

Yash Patodia

event

Article

2022-08-31

APAC Equity Opportunities and risks Macro and market Article

Approach growth differently: think development, not just GDP

We discuss how today's market impacts growth companies, including which areas are well positioned for the year ahead.

By

Dáire Dunne, CFA

Simon Henry

event

Article

2022-09-30

Tech & Innovation Artificial intelligence (AI) Asia tech Fintech Cloud computing Health care Consumer discretionary Financials Fundamental equity Equity Article

Tech WELLcovered: Life stages fulfilled

Innovations like artificial intelligence (AI), machine learning, and genomic sequencing help make big life decisions less daunting by bringing clarity to decision making. Join us on a journey to witness the past, experience the present, and choose a more fulfilling future — all while harnessing the investable opportunities tech creates.

Multiple authors

event

Article

2022-10-31

Equity Macro and market Tech & Innovation Fundamental equity Opportunities and risks Article Asia tech Fintech Distribution

Tech WELLcovered: experience transformed

5G, AI and augmented reality will soon offer exponentially more options for experiences outside of work — with each activity personalised for your interests. Join us on a journey to witness the past, experience the present and transform the way you see the future of fun and the investable opportunities it creates.

Multiple authors

event

Article

2022-10-31

Equity Macro and market Fintech Asia tech Article Tech & Innovation

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.

By

Matt Ross, CFA

event

Article

2022-03-14

Tech & Innovation Equity Fintech Global Industry Research Fundamental equity Article

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.

Multiple authors

event

Article

2022-08-31

Multi-asset Fixed income Equity Macro and market Inflation Value vs growth Article

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.

By

Nanette Abuhoff Jacobson

Daniel Cook, CFA

event

Article

2022-06-30

China Equity Emerging markets Tech & Innovation Article

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.

By

Graham Proud

event

Article

2021-10-31

Sustainable investing Fixed income ESG Macro and market Inflation Article

Are ESG and policy intervention game changers?

An accelerating focus on ESG and more aggressive policy interventions could change the way we invest in years to come. Marc Piccuirro assesses the implications for investors.

By

Marc Piccuirro, CFA

event

Article

2022-01-31

Sustainable investing Climate Portfolio policy Multi-asset Article Opportunities and risks

Update on key sustainability initiatives

We highlight progress on key sustainability initiatives: interim targets for our net-zero commitment, inclusion of location data in climate disclosures, and expanding our compliance with SFDR.

By

Carolina San Martin, CFA

Andria Weil

event

Article

2021-12-31

Fixed income Volatility Opportunities and risks Article

Are we on the cusp of an unconstrained bond fund “renaissance”?

Portfolio Managers Brian Garvey and Brij Khurana and Investment Director Brian Doherty see unconstrained fixed income approaches, if properly implemented, as being well suited to the current (or any) market environment.

Multiple authors

event

Article

2022-07-31

Climate Sustainability China Commodities Multi-asset ESG Sustainable investing Article

Using climate science to uncover investment opportunities

Investors are increasingly aware of the risks posed by climate change, but perhaps less so of the unexpected opportunities that climate science can help uncover.

By

Alan Hsu

event

Article

2022-07-31

Macro and market Fixed income Article

Getting the balance right in today’s high-yield market

Our high-yield team assesses how to navigate today’s high yield market at a time of major spread compression.

Multiple authors

event

Article

2021-09-30

USA Fixed income Macro and market Inflation Article

No way out? Why the Fed may be trapped

Shifting inflation dynamics could box the Fed into a corner and test its resolve going forward. Fixed Income Portfolio Manager Brij Khurana takes a closer look and considers the investment implications.

By

Brij Khurana

event

Article

2021-12-31

Equity Article Fundamental equity Global Industry Research Active management Sustainability Thematic exposure

A theme is not an index

We explore the case for active thematic investing and highlight the importance of avoiding theme-washing.

By

Andrew Sharp-Paul

event

Article

2022-06-30

Inflation Monetary policy Emerging markets Commodities Article Equity 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.

Multiple authors

event

Article

2022-07-29

China Carbon emissions Net zero Macro and market Climate Sustainability policies Emerging markets Article Fundamental equity Sustainable investing

China unplugged: Investing in the world’s largest decarbonization effort

China has pledged to target peak emissions by 2030 and net-zero emissions by 2060. This massive environmental...

By

Santiago Millán, CFA

event

Article

2022-07-31

Equity Fundamental equity Global Industry Research Macro and market Opportunities and risks Article Tech & Innovation Fintech Asia tech

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.

Multiple authors

event

Article

2022-05-31

ESG Business practices Sustainable investing Article

ESG stewardship topics in focus

In 2020, an unprecedented number of Wellington’s corporate engagements included ESG topics, a trend that’s likely to continue in 2021 and beyond. Director of ESG Research Carolina San Martin expects many conversations to address executive compensation, climate change, and racial inequity.

By

Carolina San Martin, CFA

event

Article

2021-12-31

China Macro and market Geopolitical Article

Executive order on China: Biden broadens the brief

Washington’s latest actions targeted at investments in companies linked to the Chinese military-industrial complex represent another important milestone in the long-term trend of US-China decoupling.

By

Thomas Mucha

event

Article

2021-12-31

Emerging markets Equity Macro and market Article

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.

By

Jamie Rice, CFA

event

Article

2021-07-30

Tech & Innovation Article Equity 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.

By

Matt Ross, CFA

event

Article

2021-08-31

Tech & Innovation Digital transformation Global Industry Research Innovation Japan Macro and market Information technology Equity Fundamental equity Article

The hidden growth story in Japan tech

Learn why the hidden growth story within Japanese tech is one of our highest conviction themes, especially in the wake of the COVID-19 crisis.

By

Anita Killian, CFA

Yash Patodia

event

Article

2022-03-31

Innovation Asia tech Equity Global Industry Research Tech & Innovation Japan Article Information technology

The world’s hub of innovation

We profile Asia technology in the 2020s, outlining the long-term case for the sector after its strong rebound in recent months.

By

Yash Patodia

event

Article

2022-03-29

Contact us

Our Funds

Literature

Featured Funds

Explore our insights

insights by topic

2022 Mid-Year outlook

About us

contact us

ANNUAL CEO LETTER

Article

FUNDS

insights

About Us

contact us

legal Information

Follow us