Simon Henry

CFA
Portfolio Manager
Singapore
1160370731

Insights By Simon Henry

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Thematic exposure Innovation Education iStrat Equity Disruption Article
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Thematic investing focus: The education imperative

Education is poised for transformation — and set to see a decade of spending and growth we believe will be unmatched by any since the post-World War II boom.

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By

Simon Henry, CFA

Aaron Koh

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Article
2024-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Charging Electric vehicle
Thematic exposure Disruption Automation Equity iStrat Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Thematic investing focus: The transportation revolution has arrived

New technology and environmental concerns are creating a disruptive force in the transportation sector, leading to supply-chain investments and a host of new addressable markets.

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By

Simon Henry, CFA

Saul Rubin

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Article
2023-11-30
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Green City Shanghai
Thematic exposure Sustainability Emerging markets ESG Active management Equity EM equity Distribution Discretionary Article
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Accessing the future: the what, why and how of thematic investing

In this Q&A, Wellington's Emerging Market Development team delves into the what, how and why of thematic investing.

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By

Simon Henry, CFA

Dáire Dunne, CFA

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Article
2023-05-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Equity Opportunities and risks Macro and market Article
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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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By

Dáire Dunne, CFA

Simon Henry, CFA

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Article
2022-09-30
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