Opportunities and risks
Showing of 14 Insights Posts
Russian invasion of Ukraine: looking through the newsflow
As events unfold, our Investment Strategy team provide an initial response on potential scenarios and macro implications.
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2023-02-23
Consumer tech: buy the dip or bide your time?
We explore the potential opportunities offered by the recent sell-off in the consumer tech sector, highlighting areas like gaming, online dating, and more.
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2023-02-01
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.
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2022-11-30
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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Article
2022-11-30
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.
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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.
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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.
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2022-10-31
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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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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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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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.
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ARTICLE
2021-12-31
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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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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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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