Global Industry Research

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Article
7 min
Europe Equity Financials Wealth Program Global Industry Research Large-cap EMEA Article
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The power of local perspective: where next for European banks?

Global Industry Analyst Thibault Nardin explores how monetary policy divergence, technological disruption and sector consolidation are reshaping European banks, while creating potentially compelling opportunities for active investors.

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Thibault Nardin
Thibault Nardin
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7 min
Article
2025-08-31
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Article
4 min
Artificial intelligence (AI) Disruption Machine learning Global Industry Research Equity Information technology Asia tech Automation Article Thematic exposure
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Beyond the hype: finding AI’s long-term winners

Our expert argues that a long-term mindset based on deep research can help to uncover evolving AI investment opportunities amid the hype.

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Brian Barbetta
Brian Barbetta
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4 min
Article
2025-04-30
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Video
4 min
Active management Total return Global Industry Research Equity Firm Video
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Behind the research with Saul Rubin

Veteran investor Saul Rubin shares a recent example of collaborative active management that reflects Wellington's deep understanding of the global automotive industry and commitment to increasing client value.

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Saul Rubin
Saul Rubin
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4 min
Video
2025-06-30
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financial-inclusion-esg-in-fintech
Article
Fintech ESG Private equity Global Industry Research Digital payments Alternatives investing Private investments Article Private portfolio companies
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The role of ESG in fintech

Global Industry Analyst Matt Ross and Portfolio Manager Matt Lipton explore the role of ESG in fintech in this clip from their WellSaid podcast episode.

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Article
2024-01-31
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healthcare 2023 outlook
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Health care Biotech Innovation Brand Economic cycle Equity Global Industry Research Article Outlook
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Health care outlook for 2023

Looking ahead to 2023, members of our health care team see meaningful innovation, supportive valuations, and a benign political and regulatory backdrop across biopharma, medical tech, and health care services sectors.

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Article
2023-12-31
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Digital Payments
Video
Digital payments Cryptocurrency Disruption Cloud computing E-commerce Information technology Financials Liquid alternatives & hedge funds Equity Private equity Global Industry Research Fintech program Video
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Fintech opportunities after the recent pullback

In four short videos, our fintech investors explore the sector's outlook amid today’s dispersion and highlight the long-term growth potential in payments, fintech incumbents, and crypto innovation.

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Video
2023-11-30
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Podcast
Cryptocurrency Digital payments E-commerce Fintech program Disruption Economic cycle Private companies Financials Information technology Liquid alternatives & hedge funds Equity Hybrid investing Global Industry Research Podcast
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Fintech market overview: The intersection of disruption and dispersion 

In the latest episode of WellSaid, Portfolio Manager Matt Lipton and Global Industry Analyst Matt Ross join host Thomas Mucha to discuss their outlook for fintech in today's environment, exploring the recent pullback in the sector, disruptive fintech innovations, potential regulation, and much more.

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Matt Lipton
Matt Lipton, CFA
Matt Ross
Matt Ross, CFA
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Podcast
2023-11-30
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Article
Equity Health care Digital transformation Brand Outlook Active management Macro and market ESG Climate Information technology Fundamental equity Global Industry Research Article No Optimizely
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Equity investing with a thematic lens: Three game changers for 2023

Head of Investment Research Mary Pryshlak and Equity Portfolio Manager Tim Manning highlight their strongest convictions across global equity markets heading into 2023.

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Mary Pryshlak
Mary Pryshlak, CFA
Tim Manning
Tim Manning
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Article
2023-12-31
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biotechs new frontier
Video
Health care Innovation Global Industry Research Equity Fundamental equity Video
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Biotech's new frontier
Global Industry Analyst Wen Shi highlights biotech's new frontier, profiling innovations like targeted protein degradation, gene therapy, and much more.
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Wen Shi
Wen Shi, PhD, CFA
event
Video
2023-09-30
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the next generation of pharmaceutical innovation
Video
Health care Innovation Global Industry Research Equity Subadvisory Discretionary Video
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The next generation of pharmaceutical innovation
Rebecca Sykes explores the exciting innovations she sees in the pharmaceutical industry today, including antibody drug conjugates, gene editing, obesity treatments, and much more.
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Rebecca Sykes
Rebecca Sykes, CFA
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Video
2023-09-30
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Quick Take
Fintech Digital payments Economic cycle Tech & Innovation Disruption Interest rates Equity Global Industry Research Fundamental equity Quick Take Financials
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Fintech industry outlook in a recession
We explore the current environment for the fintech industry and highlight a few factors that show why the outlook for payments and other related subindustries may be less challenging than many may anticipate.
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Matt Ross
Matt Ross, CFA
Bruce Glazer
Bruce Glazer
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Quick Take
2023-07-31
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