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No matter what 2024 has in store, we believe a combination of active management, independent research, and agility are the keys to delivering alpha for our clients.
Behind the research: Stories from our Global Industry Analysts
In a rapidly changing world, fundamental research can help unlock potential investment value. In pursuit of competitive returns for our clients, we believe our edge comes from experience, focus, curiosity, and a highly collaborative platform. Watch compelling stories from our Global Industry Analysts.
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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Strong fundamentals, attractive valuations: Why the time may be right for active biotech investing
From solid fundamentals to supportive macro conditions, learn why our biotech experts believe the industry may be ready to run.
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.
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.
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.
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.
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.
The future of investment research
Head of Investment Research Mary Pryshlak joins host Thomas Mucha to discuss the evolution of research in the asset management industry amid shifting market, technological, and geopolitical environments.
Novel therapies changing the course of health care
Several new drug classes represent a growing investment opportunity set that could reshape the health care sector.
Generative AI: Separating hype from opportunity
Two of Wellington's tech experts join host Thomas Mucha to discuss the rapidly evolving AI landscape and separate hype from reality, highlighting everything from the industries most likely to be impacted to AI's geopolitical implications.
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.
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.
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.
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.
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.
Wind at their backs: What the IRA means for clean energy industries
Members of our energy and utilities teams break down the range of impacts of the US Inflation Reduction Act on companies in their sectors.
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