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Active management: Aligning portfolios with client goals

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Michael Masdea Profile
Michael Masdea
Global Industry Analyst
Boston
Michael has over 20 years experience in following industries characterized by rapid change and disruption. He is also the head of Wellington’s Investment Science Group.

Insights By Michael Masdea

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836409828
Article
4 min
Active management Artificial intelligence (AI) Investment Angles Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

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Michael Masdea
Michael Masdea
event
4 min
Article
2026-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Podcast
31:49 min
Private equity Venture capital Private portfolio companies Global Industry Research Equity Information technology Disruption Machine learning Artificial intelligence (AI) Geopolitics WELLSaid Podcast Brand Podcast
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.
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By

Michael Masdea
Michael Masdea
Brian Barbetta
Brian Barbetta
event
31:49 min
Podcast
884018786
Outlook EM equity Energy Utilities Health care Macro and market Thematic exposure Factors ESG Disruption
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2022 Equity Outlook
Our 2022 Equity Outlook explores opportunities in equity income and emerging markets, along with trends in health care and technology for the coming year
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Multiple authors

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2023-01-27
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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