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In this event replay from Responsible Investor, Portfolio Manager Liliana Castillo Dearth and Impact Measurement & Management Practice Leader Oyin Oduya look at opportunities available in emerging markets for impact investors, with a focus on perspectives from end users in their local communities, as well as the research process for evaluating and measuring impact investments through a strong IMM practice.
The convergence of public and private markets — part 3
Discover how asset managers can turn the convergence of public and private markets into an investment edge through stronger collaboration, holistic client solutions, and connected platforms.
Weekly Market Update
What do you need to know about the markets this week? Tune in to Paul Skinner's weekly market update for the lowdown on where the markets are and what investors should keep their eye on this week.
Could credit markets derail the AI boom?
Fixed Income Portfolio Manager Connor Fitzgerald explores whether the credit markets could derail the AI boom and what the potential implications could be for investors.
Seeking income without stretching for risk
In this quarter’s outlook, our team highlights opportunities for insurers to build durable income, alongside insights on tax-loss harvesting and regulatory developments.
Is AI the new China? Three lessons for investors
We examine how AI could reshape the global economy and expand the investment opportunity set well beyond the technology sector. Drawing lessons from China’s rise, we explore where opportunities may emerge — and why investors will need to stay nimble as market leadership shifts.
US midterm elections: Why they matter for markets
Macro Strategist Juhi Dhawan and Geopolitical Strategist Thomas Mucha explore what's at stake in the US midterm elections what the outcome may mean for investors in the longer term.
Personalized Cancer Vaccines: A New Dawn for Cancer Treatment
Equity Portfolio Manager and Global Industry Analyst Rebecca Sykes discusses why recent biopharma news around cancer vaccination may be a watershed moment for the industry.
The convergence of public and private markets — part 2
The convergence of public and private markets is opening new opportunities for wealth and institutional investors — but each will approach them differently. Part 2 of our series explores how evolving investor needs are shaping portfolio construction, product design, and implementation.
Why investors should pay attention to AI regulation
A trio of Wellington experts reviews the current state of AI regulation, looks at how the regulatory landscape may evolve, and offers insight into what the implications might be for investors.
When market cycles create opportunity: a value investor’s perspective
Equity Portfolio Manager Stefan Brugger, Equity Analyst Felix Schroeder and Investment Specialist Fred Owens-Powell discuss why the changing market regime may favour active value investors.
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