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Article
14 min
The rising tide of AI: How it could lift US productivity, growth, and profits
From an economic and market standpoint, a lot is riding on the future of artificial intelligence. Macro Strategist Juhi Dhawan sees plenty of reasons for excitement but also a need for patience along the way.
14 min
Article
2026-12-31
Article
13 min
Is AI taking over? Portfolio and productivity insights for asset allocators
Amid questions about corporate spending, valuations, and technology exposure, Global Industry Analyst Brian Barbetta and Multi-Asset Strategist Adam Berger take a deep dive on the AI landscape, offering investment insights and ideas for using AI to improve productivity.
13 min
Article
2026-12-01
Article
3 min
Chart in Focus: Is AI a bubble, or is it driving real market value?
AI isn't just about the hype. Our experts explain why this innovation is driving real market value and lay out the investment implications.
3 min
Article
2026-12-31
Article
3 min
Chart in focus: What tech in 2000 teaches us about tomorrow
In this Chart in Focus, Equity Strategist Andrew Heiskell illustrates what 2000s tech can teach us about AI and innovation today and tomorrow.
3 min
Article
2026-11-30
Article
4 min
Not all AI opportunities are created equal
Global Industry Analyst Michael Masdea explores AI's transformative power and shares a five-step framework to help evaluate potential long-term AI success stories.
4 min
Article
2026-10-31
Article
11 min
Rational exuberance: Will the bulls keep running?
Tariffs, fiscal challenges, geopolitical turmoil — lately, nothing has seemed to get the market down. We consider how long the good times may last in our quarterly look at the equity, bond, and commodities markets.
11 min
Article
2026-09-30
Article
10 min
Evaluating human capital management amid AI adoption: A guide for investors
This guide explores the critical role of HCM in maximizing AI's potential benefits, from productivity to innovation. Wellington ESG analyst Caroline Conway also provides targeted engagement questions to ask management teams as they navigate their AI journey.
10 min
Article
2026-09-04
Article
4 min
Five ways to find opportunity in a new world (dis)order
Geopolitical Strategist Thomas Mucha analyzes the investment implications of five global themes that speak to the need for strategic adaptation in a turbulent world.
By
4 min
Article
2026-10-31
Article
4 min
Brave New World: “US vs them” world order emerges
Geopolitical Strategist Thomas Mucha profiles the shifts signaling increased global policy friction and national security related opportunities for investors.
By
4 min
Article
2026-10-31
Article
5 min
AI and national security: What markets are missing
Geopolitical Strategist Thomas Mucha analyzes the role of AI in shifting national security dynamics and its influence on future investment strategies.
By
5 min
Article
2026-09-30
Article
4 min
China’s changing: Why you should be watching
Macro Strategist Johnny Yu discusses structural shifts in China impacting global investment dynamics. notably diminished importance of the property sector and collapse of imports.
4 min
Article
2026-08-31
Article
4 min
AI isn’t like other tech cycles — and investors may need a new approach
AI may dominate headlines and strategy decks but people may still be underestimating its potential for disruption. What makes AI so different to other tech cycles?
4 min
Article
2026-07-31
Article
4 min
Building the future: Advances in AI infrastructure for autonomous agents
Van Jones highlights AI infrastructure advancements, emphasizing emerging protocols and data solutions for autonomous agents driving innovation and connectivity.
By
4 min
Article
2026-05-28
Video
3 min
Climate venture capital: Innovation versus hype
Greg Wasserman, Head of Private Climate Investing, discusses the balance between innovation and hype in climate venture capital. He explores automation in agriculture and manufacturing as well as the emerging commercial applications of generative AI.
3 min
Video
2026-06-30
Video
4 min
The intersection of AI and private credit
Our private credit experts highlight AI's influence on asset class’s market growth, emphasizing how investments in infrastructure like data centers has the potential to drive long-term market opportunity.
4 min
Video
2026-06-30
Video
3 min
Innovation in late-stage private markets
Matt Witheiler, head of Late-stage Growth, explores innovation and hype in late-stage private markets, discussing AI and defense technology.
3 min
Video
2026-06-30
Video
3 min
Early-stage venture: Innovation versus hype
Wellington Access Ventures' Jackson Cummings discusses promising innovations in edge AI and embedded fintech. In addition, he highlights the potential hype surrounding consumer AI and quantum computing.
3 min
Video
2026-06-30
Video
3 min
Private biotech innovation versus hype
Nilesh Kumar discusses the next generation of biotech disruptors in obesity, autoimmunity, and oncology, focusing on drugs that solve real-world unmet medical needs.
3 min
Video
2026-06-30
Video
6 min
Databricks deal overview
Head of Late-stage Growth Matt Witheiler and Global Industry Analyst James McNay discuss their work together on Wellington’s investment in Databricks, highlighting the company’s innovation in AI and data analytics amid the evolving tech landscape.
6 min
Video
2026-05-01
Article
6 min
Private biotech market update: IPOs, M&A, and innovation
Our biotech venture capital experts explore the state of the private biotech market, highlighting the potential IPO-market rebound, surge in private M&A, and the focus on clinical-stage opportunities.
6 min
Article
2026-04-29
Video
3 min
Early-stage venture: Deployment, valuations, exits
Head of Wellington Access Ventures Jackson Cummings discusses his latest views on early-stage venture capital and why he’s “cautiously optimistic” on deployments, valuations, and exits.
3 min
Video
2026-03-31
Article
5 min
Shrinking the government footprint: Deregulation and the US economy
Macro Strategist Juhi Dhawan shares her view on the economic effects of the Trump administration’s efforts to slash red tape, including the impact on growth and inflation, as well as some of the potential drawbacks of this approach.
5 min
Article
2026-03-31
Article
6 min
Deeply seeking the impact of AI spending on bond yields
Brij Khurana explores the surprising way in which AI spending may impact Treasury yields and complicate the Fed's rate-policy decisions.
By
6 min
Article
2026-02-28
Article
6 min
Climate adaptation may cost trillions. Is your portfolio ready?
With climate adaptation and resilience spending projected to exceed mitigation spending sixfold by 2050, we believe investors should consider allocations to adaptation-aligned opportunities.
6 min
Article
2025-12-31
Article
3 min
Executive Summary 2025: Finding opportunity amid uncertainty
In this article, we summarize some of the key findings from our 2025 outlooks, from divergence-driven opportunities to the impacts of AI and beyond.
3 min
Article
2026-06-06
Article
5 min
Private biotech: Immunology and inflammation’s third wave
Our experts discuss how I&I is building on industry progress to offer new treatment solutions and interesting opportunities for private biotech investors.
5 min
Article
2025-12-01
Article
7 min
Venture capital outlook for 2025: 5 key trends
Our venture capital experts are encouraged by the healthier environment for venture capital in 2025. In this year's outlook, they explore key themes for the year ahead, including: higher deployment, AI, rebounding IPOs, and impacts of the 2024 election.
7 min
Article
2025-12-31
Article
9 min
AI is hungry: What’s on the menu?
Our technology venture capital experts explore AI’s potential for disruption, highlight potential winners and losers, and dive deep into the innovation’s impact on the software industry.
9 min
Article
2025-11-30
Article
10 min
Navigating AI resource demands: Strategies for sustainable data center operations
AI's growing computational demands are raising critical questions about energy efficiency and water-resource management. We delve into strategies for enhancing sustainable data center operations, highlighting the importance of proactive resource stewardship.
10 min
Article
2025-10-31
Article
5 min
Japan’s factory automation sector: Poised for a significant upturn?
Global Industry Analyst Takuma Kamimura explains why he believes we’re on the verge of a multiyear cyclical upturn in the factory automation sector and why he sees a compelling outlook for select Japanese companies in particular.
5 min
Article
2025-10-31
Event replay
Milken Institute: Asia Summit 2024
In this event replay from the 2024 Milken Institute Asia Summit, Wellington President and Managing Partner Steve Klar joins industry leaders to explore the diverse opportunities ahead for enhancing portfolio performance.
By
Event replay
2025-10-30
Article
4 min
When public and private markets converge
Wellington President Steve Klar discusses the evolution of the public and private markets and what it means for asset owners as they seek to tap into the growth potential of private companies and be more nimble in their investment approach.
By
4 min
Article
2025-09-30
Article
3 min
Japan’s tech sector: Time for a reboot?
Japan's semiconductor industry has revived global interest in Japan's tech ecosystem. But we believe the dynamism of Japan's tech sector today doesn't start and end with electronics and semiconductors.
3 min
Article
2025-09-30
Article
8 min
AI governance for private companies
Explore the critical need for AI governance for private companies, addressing evolving risks, regulations, and best practices for responsible gen AI usage.
8 min
Article
2025-07-30
Article
7 min
The AI effect: Time to rethink your technology exposure?
Will AI fulfill the market's high expectations? Will it continue to drive market concentration? Head of Multi-Asset Strategy Adam Berger and Global Industry Analyst Brian Barbetta, co-head of our Technology team, discuss the outlook and the asset allocation implications.
7 min
Article
2025-07-31
Article
8 min
Thematic investing focus: how exactly will AI transform the world?
We are on the brink of a technological revolution that has major implications for all sectors, companies, labour, and regulators. How can a thematic lens help investors separate hype from reality?
8 min
Article
2025-06-30
Article
4 min
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.
4 min
Article
2025-04-30
Article
Thematic investing focus: security in a world of great-power competition
In an environment of accelerating great-power competition and geopolitical instability, policymakers may place a higher emphasis on security – even at the expense of economic efficiency. What could this mean for thematic investors?
Article
2025-02-28
Article
What route is right in emerging markets investing?
How can investors find the most compelling opportunities within emerging market equities? Simon Henry and Dáire Dunne explain why they think targeting the economic development opportunity may provide a roadmap for success.
Article
2024-12-15
Article
Sustainable Investment Outlook
Our head of Sustainable Investment shares key areas of focus for 2023, including climate change and biodiversity, modern slavery, data privacy, shareholder rights, and impact investing,
Article
2024-12-31
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