- Head of Multi-Asset Strategy – APAC
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Opportunities amidst change: Getting portfolios ready for 2024 and beyond
Repositioning portfolios for a world of disruption and change was the theme of this year’s Wellington Asia Pacific Investment Forum, which brought together Wellington experts and leading asset allocators from across the region in Hong Kong, Singapore, Malaysia and Thailand.
Here, we share insights that may help investors optimise portfolios for this new era and capitalise on new opportunities amidst change.
Key takeaways: Investing differently
- Identifying selective areas within traditional asset classes may enhance return potential. For instance, we believe Chinese equities may offer disproportionate upside if positive news were to trigger a sudden rally. We also see promising opportunities in US growth stocks and in value stocks elsewhere. In fixed income, dispersion is leaving pockets of value in sectors ranging from European high yield and financials to structured finance and African credit.
- Targeting technological breakthroughs may offer exciting opportunities across both public and private markets, most notably in artificial intelligence (AI), but patience and research are crucial to cut through the hype and identify long-term winners.
Likewise, the pace of innovation in biotech is yielding attractive new investment angles as societies seek new ways to tackle ageing populations. Late-stage growth offers another appealing but underappreciated way of capturing innovation by offering access to the next generation of private companies that will change and disrupt industries and markets. - Applying climate science by using future projections of physical risks as a novel data source can help inform investment decisions on sectors and themes most impacted by climate change.
Stay up to date with the latest market insights and our point of view.
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Insights Posts
Can hedge funds play the role?
How should investors select the most suitable types of hedge funds for specific roles? Members of our Investment Strategy & Solutions Group offer a simple and intuitive framework that can help.
11
min
Article
2025-03-31
4 equity themes: Budding opportunities in small caps and more
Starkly different policy agendas from Biden and Trump are examined in terms of how they may affect the supply side of the US economy.
3
min
Article
2025-04-30
Picking the right building blocks for a climate-aware portfolio
For asset owners integrating climate change into their multi-asset portfolios, members of our Investment Strategy & Solutions Group offer five important insights.
3
min
Article
2025-04-30
Thematic investing focus: the next generation of energy
The decarbonisation process represents the biggest capital cycle in our lifetime. As we develop the next generation of energy, Keith White, Daouii Abouchere and Megan Galligan examine how thematic investors can make the most of this structural opportunity.
11
min
Article
2025-04-30
Thematic investing focus: evolving the current generation of energy
The energy transition is taking place amid a greater focus on energy security and affordability. What could this mean for the role of traditional energy companies, ask Keith White Daouii Abouchere and Megan Galligan.
11
min
Article
2025-04-30
Risky business: Is now the time for surplus action?
Tim Antonelli, Head of Multi-Asset Strategy – Insurance and Portfolio Manager, considers insurers' renewed interest in risk assets and offers his views on areas that may be worth a closer look.
17
min
Article
2025-04-30
Do fundamentals support a risk-on tilt?
Surprisingly strong economic growth, declining inflation, easy financial conditions — can it get any better for markets? Members of our Investment Strategy & Solutions Group offer their outlook, including their latest views on equities, bonds, and commodities.
Article
2025-03-31
A blueprint for building climate-aware multi-asset portfolios
Members of our Investment Strategy & Solutions Group take a deep dive on the issues asset owners should consider when choosing climate-aware portfolio building blocks, from the evolving opportunity set to the active/passive decision.
Whitepaper
2026-03-31
Insurance Quick Takes: What's next for CLO risk charges?
Tim Antonelli, Head of Insurance Multi-Asset Strategy and Portfolio Manager, breaks down the impact of recent US insurance regulatory developments on the CLO universe, and why this matters for U.S. insurers.
Video
2025-03-31
Using defensive equities in a return-seeking portfolio: A factor framework for corporate plans
Members of our LDI and Fundamental Factor teams share their views on defensive equity investments, including their role in a plan's portfolio and the current environment for defensive factors.
Article
2025-03-31
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