Wellington Topics

Global Industry Analyst Wen Shi highlights biotech's new frontier, profiling innovations like targeted protein degradation, gene therapy, and much more.

By

Wen Shi, PhD, CFA

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Video

2023-09-30

Equity Fixed income Commodities Monthly Market Snapshot Macro and market Article

Monthly Market Snapshot: August 2022

A monthly update on equity, fixed income, currency, and commodity markets.

By

Brett Hinds

Ryan Greenleaf, CFA

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Article

2022-11-15

Thematic exposure Equity Active management Article

Wanted: A better definition of thematic investing

Multi-Asset Portfolio Manager Brian Garvey and colleague Manny Hunjan believe the prevailing definition of thematic investing is overly narrow and offer a potential solution.

By

Brian Garvey

Manny Hunjan

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Article

2023-09-20

Health care Innovation Global Industry Research Equity Subadvisory Discretionary Video

The next generation of pharmaceutical innovation

Rebecca Sykes explores the exciting innovations she sees in the pharmaceutical industry today, including antibody drug conjugates, gene editing, obesity treatments, and much more.

By

Rebecca Sykes

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Video

2023-09-30

Climate Energy Materials Sustainable investing Macro and market Sustainability policies China Equity EM equity Article

A lesson in climate resilience: Why China’s recent heat wave wasn’t worse

See why Hong Kong-based Macro Strategist Santiago Millán believes China's investments in climate resilience can be a lesson for the rest of the world.

By

Santiago Millán, CFA

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Article

2023-09-30

Macro and market India Equity Quick Take

India: Growth drivers are in place

Following a recent visit to India, Macro Strategist Tushar Poddar shares his take on the country's changing macro environment and its equity market.

By

Tushar Poddar, PhD

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Quick Take

2022-12-31

Macro and market Large cap Equity Volatility Inflation USA Quick Take

What does an equity market bottom look like?

Applying a historical analysis to today's market, Multi-Asset Portfolio Manager Nick Petrucelli believes US equities have not yet found a near-term bottom.

By

Nick Petrucelli

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Quick Take

2022-11-30

Monetary policy Inflation Risk management Macro and market Equity Fixed income Multi-asset Quick Take

The shifting equity/bond correlation: Implications for portfolio construction

Multi-Asset Strategist Nick Samouilhan looks at what's driving the change in the all-important equity/bond relationship and what can be done about it.

By

Nick Samouilhan, PhD, CFA, FRM

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Quick Take

2022-12-31

Europe Small cap Sustainability Sustainable investing Active management Innovation ESG Equity Fundamental equity Fund of funds Article

Hidden corners of sustainability-related innovation

European small-cap equities are at the forefront of sustainability-related innovation but getting exposure to those opportunities requires a combination of research, engagement and long-term mindset.

By

Anna E. Lundén, CFA

Louise Kooy-Henckel

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Article

2023-06-30

Macro and market China Geopolitical Top of Mind COVID Portfolio strategy Multi-asset Equity Article

Has China’s investment landscape permanently shifted?

Multi-Asset Strategist Adam Berger and Macro Strategist Santiago Millán consider key policy-related questions hanging over the Chinese market and share some near- and long-term investment views.

By

Adam Berger, CFA

Santiago Millán, CFA

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Article

2023-08-31

Inflation Asset allocation Europe Volatility Monetary policy Equity Multi-asset Alternatives Article

High inflation and slow growth in Europe: How should investors respond?

Multi-Asset Strategist Supriya Menon explores the asset allocation implications of high inflation and slow growth in Europe.

By

Supriya Menon

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Article

2023-08-31

Equity Fixed income Commodities Monthly Market Snapshot Macro and market Article

Monthly Market Snapshot: July 2022

A monthly update on equity, fixed income, currency, and commodity markets.

By

Brett Hinds

Ryan Greenleaf, CFA

event

Article

2022-10-15

Fintech Innovation Digital transformation Disruption Information technology Financials Equity Global Industry Research Fundamental equity Article

Fintech innovation: A pure play on enduring disruption

We explore why fintech merits a pure-play approach, discuss the importance of an investment team with deep industry expertise in both financial services and technology, and highlight the long-term nature of this disruption

By

Bruce Glazer

Michael O’Brien, CFA

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Article

2023-09-30

Fintech Digital payments Economic cycle Tech & Innovation Disruption Interest rates Equity Global Industry Research Fundamental equity Quick Take Financials

Fintech industry outlook in a recession

We explore the current environment for the fintech industry and highlight a few factors that show why the outlook for payments and other related subindustries may be less challenging than many may anticipate.

By

Matt Ross, CFA

Bruce Glazer

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Quick Take

2023-07-31

Emerging markets Digital transformation Impact India Impact investing Sustainability Sustainable investing Equity Fintech Consumer discretionary Health care Energy Article

Local perspectives matter: Grassroots research in emerging markets

During a recent research trip across India, our impact investing team witnessed the rapid pace of change and growth mindset that are expanding the impact opportunity set.

Multiple authors

event

Article

2023-07-31

Equity Fixed income Commodities Macro and market Article

Financial Market Review: Second quarter 2022

A quarterly update on equity, fixed income, currency, and commodity markets.

By

Brett Hinds

Ryan Greenleaf, CFA

event

Article

2023-01-15

Equity Fixed income Commodities Macro and market Article

Monthly Market Snapshot: June 2022

A monthly update on equity, fixed income, currency, and commodity markets.

By

Brett Hinds

Ryan Greenleaf, CFA

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Article

2022-09-15

Innovation Information technology Business practices Macro and market Equity Large cap Fundamental equity Global Industry Research Article

Stock-based compensation and the tech sector

We explore how stock-based compensation may be creating underappreciated risks for investors, companies, and boards as we potentially enter a more challenging environment for tech stocks.

By

Daniel Pozen

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Article

2023-07-31

Sustainability Digital transformation Impact Climate Equity Fixed income Impact investing Health care Quick Take

Impact investing: Increasing needs, broadening opportunities

Members of our impact investing team, offer a brief update on our impact platform, which continues to evolve amid an expanding opportunity set in developed and emerging market equities and fixed income.

By

Joy Perry

Meredith Joly

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Quick Take

2022-12-31

Outlooks Asset allocation Multi-asset Equity Fixed income Commodities Thematic exposure Inflation Article

Mid-2022 Asset Allocation & Investment Strategy Outlook

We explore the market implications of central bank policies, rising prices, and slowing growth and offer incremental steps to improving a portfolio’s return potential.

Multiple authors

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Article

2023-07-31

Asset allocation Thematic exposure Equity Quick Take

Stepping-stone investment ideas: A bridge over troubled waters?

Multi-Asset Strategist Adam Berger offers incremental investment ideas that may help asset owners improve a portfolio's return potential.

By

Adam Berger, CFA

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Quick Take

2022-10-31

Active management Volatility Equity Client objective Climate Alternatives Private equity Quick Take

From autopilot to active pilot: How investors can navigate the future

President Steve Klar explains why a broader set of tools may be required to maneuver through higher volatility, changes in market structure, and the explosion in investment data.

By

Steve Klar

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Quick Take

2023-06-30

Outlooks Fixed income Equity Factors Multi-manager solutions Large cap Inflation Value vs growth Monetary policy Volatility Manager selection Article

Mid-2022 Asset Class Outlook

We offer perspectives on growth and value equities and explore ideas for shoring up your fixed income flank amid the evolving economic and market environment.

Multiple authors

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Article

2023-07-31

Outlooks Inflation Volatility Economic cycle Alternatives Equity Multi-asset Article

Mid-2022 Global Economic Outlook

We believe heightened geopolitical uncertainty, and the new macro environment of deglobalization, higher inflation, greater global cyclicality and volatility will disrupt and drive markets.

Multiple authors

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Article

2023-07-31

Volatility Credit Equity Americas Fixed income Large cap Quick Take

Credit and equity risk back on speaking terms, but will it last?

Following their uncharacteristic rift and recent reconciliation, Director of Wellington’s Global Derivatives Group Gordy Lawrence considers whether equity volatility and credits spreads are likely to remain in harmony.

By

Gordon Lawrence, CFA

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Quick Take

2022-10-31

Portfolio strategy Multi-asset Asset allocation Alternatives Equity Fixed income Private equity Public pension (DB) Whitepaper

Closing the return gap: A new set of “stepping stone” ideas

Multi-Asset Strategist Adam Berger offers incremental, flexible investment ideas that can be combined to help asset owners pursue their goals amid declining capital market return expectations.

By

Adam Berger, CFA

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Whitepaper

2023-06-30

Inflation Portfolio strategy Multi-asset Macro and market Commodities Equity Fixed income Article

Sticky inflation, weaker growth: A volatile mix

As central bank policy, rising prices, and slowing growth roil the markets, Nanette Abuhoff Jacobson and Supriya Menon explore the implications for equities, bonds, and commodities.

By

Nanette Abuhoff Jacobson

Supriya Menon

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Article

2022-10-31

Volatility Fixed income Equity Geopolitical Commodities Article

Monthly Market Snapshot: April 2022

A monthly update on equity, fixed income, currency, and commodity markets.

By

Brett Hinds

Ryan Greenleaf, CFA

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Article

2022-07-15

Inflation Interest rates Monetary policy Value vs growth Equity Fixed income Quick Take

US inflation risk, angry bondholders, and silver linings

Here are quick thoughts on some common questions I’ve been asked recently about Fed policy, yields, the US dollar, and financial markets.

By

Juhi Dhawan, PhD

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Quick Take

2022-08-31

Monetary policy Fixed income Equity Macro and market USA Quick Take

Is it too soon to call a “top” in US interest rates?

Are we nearing the top of the 10-year treasury rate?

By

Nanette Abuhoff Jacobson

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Quick Take

2023-05-31

Fiscal policy India Emerging markets Equity E-commerce Consumer discretionary Geopolitical Quick Take

Six reasons India may be on the cusp of a major upcycle

Numerous positive structural and cyclical factors are pointing towards a major economic upcycle in India over the next five to six years, in our view, creating a range of potential investment opportunities. We believe India’s market is supported by an evolving investment universe, powerful demographic trends, increasing urbanisation and rising wealth, export growth, geopolitical tailwinds and a supportive policy regime. These factors are coalescing at a time when the corporate deleveraging cycle of the last few years is coming to an end and a new upcycle in profitability could be beginning.

By

Philip Brooks, CFA

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Quick Take

2022-12-30

Equity Fixed income Volatility Geopolitical Commodities Article

Financial Market Review: First quarter 2022

A quarterly review of results in the global equity, fixed income, currency, and commodity markets.

By

Brett Hinds

Ryan Greenleaf, CFA

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Article

2022-10-15

Active management Manager selection Equity Quick Take

Nobody’s perfect: The case for a long-term strategy in active management

While many asset owners recognize the value of a long-term mindset, it can be challenging to resist short-term instincts in volatile environments like the one we’ve seen in recent months. But asset owners who have a strategy to help them stay focused on the long term may avoid a number of potentially costly behaviors, including abandoning a thoughtfully selected allocation to a manager after a relatively short period of underperformance.

Multiple authors

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Quick Take

2022-07-31

Macro and market Brazil Equity Commodities Emerging markets Quick Take

Five reasons to take a closer look at Brazil

I have published my views on Brazil more than once over the past year (most recently in my November 2021 blog post), but the environment there has changed markedly through the first few months of this year, with COVID-related risks seemingly on the wane and the Russia/Ukraine conflict having driven up commodity prices — so I thought now would be an opportune time to share a fresh perspective on South America’s most populous country.

By

Jamie Rice, CFA

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Quick Take

2022-07-31

Monetary policy Fixed income Equity Macro and market USA Quick Take

Five reasons to take a closer look at Brazil

I have published my views on Brazil more than once over the past year (most recently in my November 2021 blog post), but the environment there has changed markedly through the first few months of this year, with COVID-related risks seemingly on the wane and the Russia/Ukraine conflict having driven up commodity prices — so I thought now would be an opportune time to share a fresh perspective on South America’s most populous country.

By

Jamie Rice, CFA

event

Quick Take

2022-07-31

Equity Fixed income Volatility Geopolitical Commodities Article

Monthly Market Snapshot: March 2022

A monthly update on equity, fixed income, currency, and commodity markets.

By

Brett Hinds

Ryan Greenleaf, CFA

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Article

2022-06-15

Inflation Insurance Multi-Asset Outlook Interest rates Volatility Commodities Equity Fixed income Multi-asset Article

Higher inflation, rising rates: Front and center for insurers

With macro and market complications piling up through the first few months of 2022, Insurance Multi-Asset Strategist Tim Antonelli provides his investment implications for global insurers.

By

Tim Antonelli, CFA, FRM, SCR

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Article

2022-10-15

Active management Factors Portfolio construction Risk management Equity Fundamental equity Quick Take

Beware of benchmark concentration

We discuss the outperformance of megacap stocks and offer perspective on how active managers may approach the challenge of being underweight those stocks.

By

Gregg Thomas, CFA

Noah Comen, CFA

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Quick Take

2022-06-30

Macro and market Multi-asset Equity Europe Article

War and markets: What's the connection?

Amid the geopolitical turmoil and tragic humanitarian fallout of the Russia/Ukraine crisis, many investors are naturally also concerned about the negative effects the escalating conflict could have on their portfolios. With that in mind, I thought I’d provide a quick snapshot of the impacts that past wars have tended to have on asset prices.

By

Owen Lamont, PhD

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Article

2023-03-31

USA Inflation Article Equity Fixed income Geopolitical COVID Private equity China

Ten more “what if” scenarios for 2022

In his latest Top of Mind session, Multi-Asset Strategist Adam Berger addressed a wide range of what-if scenarios on the minds of our clients. See what he has to say on Russia, China, cryptocurrencies, the IPO market, and many other topics in this brief article.

By

Adam Berger, CFA

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Article

2023-02-28

Biotechnology Health care Regulatory Innovation Macro and market Equity Quick Take

Why I’m getting more bullish on biotech

The biotechnology sector, especially SMID-cap biotech equities, suffered a dramatic drawdown in 2021. Investor sentiment toward the sector remains poor, but my outlook has become increasingly bullish as multiple headwinds facing biotech over the past year or so begin to abate and turn into potential tailwinds for 2022 and beyond. Encouragingly, the level of innovation across the industry has never been higher, in my view. I believe many biotech stocks may be nearing a bottom, even though the exact timing of (and catalyst for) a rebound remains unclear as of this writing.

By

Wen Shi, PhD, CFA

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Quick Take

2022-06-30

Inflation Value vs growth Defined contribution (DC) Fixed income Equity Retirement USA Article

DC plans: Three timely themes that probably aren’t going away anytime soon

Our DC plan specialists highlight three big-picture investment themes that are not only top of mind for many plan participants in today’s environment, but are also likely to have staying power in the months ahead.

By

Kristin O’Donnell, CFA

Ryan Mullaney

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Article

2023-03-31

Macro and market Asset allocation Multi-Asset Outlook Inflation Interest rates Monetary policy USA Russia Japan Equity Fixed income Multi-asset Commodities Article

For markets, it’s complicated

As markets grapple with the war in Ukraine, inflation worries, and a host of other issues, Nanette Abuhoff Jacobson and Daniel Cook offer their thoughts on the investment implications for equities, commodities, and fixed income.

By

Nanette Abuhoff Jacobson

Daniel Cook, CFA

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Article

2022-10-31

Interest rates Equity USA Quick Take

How might equity sectors fare when Fed tightening begins?

We look back at how US equities have performed in the months following the beginning of a tightening cycle, as well as how bond yields have tended to behave.

By

Juhi Dhawan, PhD

event

Quick Take

2022-05-31

China Volatility Geopolitical COVID Equity Active management Emerging markets Quick Take

China in 2022: Embracing the volatility

China’s new antitrust, data privacy and cybersecurity regulations, combined with its education and real estate industry reforms, the continued impact of COVID-19 and rising geopolitical tensions, drove a tumultuous investment environment last year. The country’s numerous headline-grabbing changes spurred global concern given the philosophical shift towards “Common Prosperity” and the sheer scale and speed of policymaking.

By

Bo Meunier, CFA

Graham Proud

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Quick Take

2022-08-31

Macro and market Sustainability Equity Fixed income Alternatives Climate Geopolitical Emerging markets Sustainable investing Tech & Innovation Event replay

Navigating a new tomorrow

In this video, Wellington investment professionals and prominent guests articulate the structural risks and opportunities that we believe will shape tomorrow’s investment strategies, ranging from medical innovation spurred by the global pandemic to technological breakthroughs, and ideas aimed at curbing or mitigating climate risk.

By

Multiple speakers

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Event replay

2023-01-31

Geopolitical Equity Active management Quick Take

Amid heightened regulation and geopolitical tension, is China still investable?

Recent regulatory announcements have sent shivers through a wide swath of China’s economy, including the technology, finance, gaming, and property sectors, and tensions between China and the US continue to simmer. But while I understand the market’s reaction to these risks, I take a long-term perspective on China’s investability.

By

Adam Berger, CFA

event

Quick Take

2022-05-31

Interest rates Monetary policy USA Equity Fixed income

Credit and equity performance around Fed hiking cycles

One of the discussion topics du jour is how the credit and equity markets might react to the US Federal Reserve (Fed) interest-rate hikes that are widely anticipated in the coming months. As is often the case with me, I find it helpful here to refer to past hiking regimes and market performances as a sort of guidepost. The proof’s in the pudding To wit, I examined the historical returns of both US credit (for this purpose, proxied by corporate high-yield bonds) and US equities (represented by the S&P 500 Index) during the six months before the first rate increase of a Fed hiking cycle through the 12 months after said increase.

By

Rob Burn, CFA

event

2022-05-31

Asset allocation Quick Take Equity Value vs growth

Regime change likely to challenge modern market structures

Recently, I wrote about the rotation from growth to value and why some of my colleagues and I expect volatility, more than a smooth transition of leadership, to define markets. The thesis is rooted in the fact that seismic macro questions loom over markets and are likely to trigger violent fluctuations in investor conviction. Earlier this month, Macro Strategist John Butler dissected one of these questions: Will the negative correlation between stocks and bonds turn positive?

By

Trevor Noren

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Quick Take

2022-05-31

China Macro and market Equity Emerging markets Quick Take

China in 2022 - Uncorrelated but far from broken

Macro Strategist Santiago Millan highlights a trend of falling correlations between China’s economy and asset prices versus their global counterparts.

By

Santiago Millán, CFA

event

Quick Take

2022-08-31

USA Quick Take Equity Geopolitical

The critically important national security implications of biotech

Deepening US policy risks in the biotechnology sector have garnered some well-deserved attention from many of my colleagues lately. Given biotechnology’s potential future importance to US policymakers in the context of the ongoing US-China “great-power” competition, I’d like to share my own thoughts on what’s driving the rising geopolitical risk and national security concerns.

By

Thomas Mucha

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Quick Take

2022-04-30

Equity Sustainable investing Event replay Climate ESG Macro and market

2021 Responsible Investor USA conference: Climate investor spotlight

In this event replay from the 2021 Responsible Investor USA conference, Portfolio Manager Alan Hsu discusses how you can dynamically build a portfolio of stocks for a pragmatic net zero CO2 strategy.

By

Alan Hsu

event

Event replay

2023-01-31

Volatility Equity Value vs growth Quick Take

The latest market sell-off: Regime change in the making?

What a difference a few weeks can make in the equity market! The sharp, swift sell-off through the first month of this year is raising some difficult questions for investors, chiefly: Are we just witnessing a long-overdue short-term correction in the more speculative areas of the market, or perhaps something more fundamental (and enduring) that could portend a broader unwinding of equity risk?

By

Nanette Abuhoff Jacobson

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Quick Take

2022-03-31

Equity Value vs growth Quick Take

Value versus growth: expect volatility more than a smooth transition of leadership

Even if a "growth to value" regime change is underway, investors should expect volatility more than a smooth transition of leadership. Thematic Strategist Trevor Noren shares his perspective and those of several Wellington colleagues.

By

Trevor Noren

event

Quick Take

2022-03-31

Carbon emissions Energy Sustainable investing Alternatives Equity Opportunities and risks Article Climate ESG

Decarbonization and the energy transition: The next supercycle

The low-carbon transition could be the biggest capital cycle of our lifetime, fueled by massive spending and extensive infrastructure development. We break down the investment implications.

By

Keith White

Kinga Darida, CFA

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Article

2022-12-31

Outlooks EM equity Energy Utilities Health care Macro and market Thematic exposure Factors ESG Disruption

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

Multiple authors

event

2023-01-27

Opportunities and risks Inflation Value vs growth China Equity Fundamental equity

Quality-growth investing amid inflation and rising rates

We discuss how today’s market impacts growth companies, including which areas are well positioned for the year ahead.

By

John Boselli, CFA

event

2022-12-31

Equity Fundamental equity Opportunities and risks Macro and market China Article

Quality-growth investing amid inflation and rising rates

We discuss how today's market impacts growth companies, including which areas are well positioned for the year ahead.

By

John Boselli, CFA

event

Article

2022-12-31

Equity Inflation Global Industry Research Japan Quick Take

Seven reasons Japanese equities are worth another look

Investment Strategy Analysts Steven Ye and Daniel Cook make their case for Japanese equities, based on valuations, the “benefits” of inflation, the potential for event-driven outperformance, and other factors that may be underappreciated by the market.

By

Steven Ye, CFA

Daniel Cook, CFA

event

Quick Take

2022-09-30

Japan Equity Factors Quick Take

The fish are biting: Exploiting Japan’s inefficient equity market

Our Japanese equity team has shown Japan to be one of the world’s most inefficient markets, making it a good “fishing pond” for alpha-seeking active managers who do their homework and apply a strong investment process.

By

Hideo Ueki, CFA

Megan Kelly, CFA

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Quick Take

2021-12-31

Portfolio policy Alternatives investing Equity Alternatives Article

When public and private equity converge: An allocator’s guide

Multi-Asset Strategist Cara Lafond believes the time has come to recalibrate private equity portfolios to keep up with the evolution of the equity ecosystem. She offers a case for a more holistic view of public and private allocations, a fresh look at how allocators access growth, and the use of private and crossover strategies in innovative sectors.

By

Cara Lafond, CFA

event

Article

2022-12-30

Sustainable investing Impact investing Climate Fixed income Equity

Impact investing in practice: supporting the shift to alternative energy

In this case study, we explore how our impact team supports the shift to alternative energy while seeking to capture the associated return potential.

By

Tara Stilwell, CFA

Campe Goodman, CFA

event

2022-12-31

Outlooks Equity Fixed income Commodities Inflation Volatility Asset allocation Risk management Net zero Multi-asset Article

2022 Multi-Asset Outlook

In our 2022 Asset Allocation Outlook, we expect markets to focus on central bank efforts to tame inflation look at 5 post-pandemic essentials for 2022.

Multiple authors

event

Article

2022-12-31

Multi-asset Macro and market Public pension (DB) Subadvisory Union (Taft Hartley) Endowments & foundations Single Balance sheet Alternatives Equity Fixed income Portfolio policy Opportunities and risks Climate Article

Changing “weather” patterns in alternatives and climate

Multi-Asset Strategist Adam Berger offers a forecast on the future of alternative and climate-related investing, with insights on manager selection, public/private allocations, climate-aware capital market assumptions, and a range of other topics.

By

Adam Berger, CFA

event

Article

2022-11-30

Inflation Equity Fixed income Multi-asset Article China Opportunities and risks

Five investment essentials for a post-pandemic world

As the world “gets back to business” in 2022, a cautiously optimistic outlook seems warranted. For investors, it may be a year to think thematically.

By

Nick Samouilhan, PhD, CFA, FRM

Andrew Sharp-Paul

event

Article

2022-11-30

Innovation Disruption Sustainability Tech & Innovation Asia tech Fundamental equity Global Industry Research Equity ESG Macro and market Article

Tech WELLcovered: Legacy redefined

Tech innovations are breaking down barriers, enabling us all to leave legacies of progress through the ways we allocate our capital and live our lives. Join us on a journey to witness the past, experience the present, and build a better future — all while capturing tech’s pervasive investable opportunities.

Multiple authors

event

Article

2022-11-30

Equity Opportunities and risks Macro and market

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.

By

Dáire Dunne, CFA

Simon Henry

event

2022-09-30

Equity Macro and market Opportunities and risks Tech & Innovation

Tech WELLcovered: experience transformed

5G, AI and augmented reality will soon offer exponentially more options for experiences outside of work — with each activity personalised for your interests. Join us on a journey to witness the past, experience the present and transform the way you see the future of fun and the investable opportunities it creates.

Multiple authors

event

2022-10-31

Tech & Innovation Artificial intelligence (AI) Asia tech Fintech Cloud computing Health care Consumer discretionary Financials Fundamental equity Equity Article

Tech WELLcovered: Life stages fulfilled

Innovations like artificial intelligence (AI), machine learning, and genomic sequencing help make big life decisions less daunting by bringing clarity to decision making. Join us on a journey to witness the past, experience the present, and choose a more fulfilling future — all while harnessing the investable opportunities tech creates.

Multiple authors

event

Article

2022-10-31

Multi-asset Equity Americas EMEA Macro and market Article

With growth and policy, which matters more: Level or change?

While macro risks may be elevated somewhat, Nanette Abuhoff Jacobson and Daniel Cook still see opportunities, including in European equities and commodities. They also argue for being selective in credit while maintaining fixed income for diversification.

By

Daniel Cook, CFA

Nanette Abuhoff Jacobson

event

Article

2022-03-31

Emerging markets China Macro and market Portfolio policy Equity Quick Take

Should China equity be a stand-alone allocation?

As China’s role on the world stage looms larger, should investors separate the country from the rest of their emerging markets (EM) equity allocation? Three of our multi-asset strategists provide their research-based take, along with some practical considerations.

Multiple authors

event

Quick Take

2022-05-31

Climate Opportunities and risks Sustainability Sustainable investing Equity Fixed income Global Industry Research ESG Podcast

Countering climate risks through collaboration

Global Industry Analyst Alan Hsu and Dr. Philip Duffy of Woodwell Climate Research Center discuss the importance of close cooperation between investors and climate scientists when addressing climate action.

By

Alan Hsu

Dr. Philip Duffy, PhD

event

Podcast

2022-10-31

Carbon emissions Sustainability Portfolio strategy Equity Fundamental equity Sustainable investing Climate Article

Climate conundrum: Will carbon constraints affect the pursuit of other portfolio objectives?

Members of our Fundamental Factor Team share their research on the potential for trade-offs when carbon goals are integrated into outcome-oriented, factor-based portfolios.

By

Katrina Price, CAIA

event

Article

2022-10-31

Fintech Disruption Regulatory Equity Macro and market Article Tech & Innovation Digital transformation

Rising short-termism in fintech has a silver lining

Global Industry Analyst Matt Ross looks at the fintech sector as an example of the long-term alpha opportunity that may be available to patient equity investors.

By

Matt Ross, CFA

event

Article

2022-03-14

Tech & Innovation Equity Macro and market

Tech WELLcovered work reimagined

We believe today’s workplace innovations are just the beginning of a multi-decade transformation. Join us on a journey to witness the past, experience the present and reimagine how the future of work is creating investable opportunities.

Multiple authors

event

Digital payments Innovation Equity Tech & Innovation Quick Take

“Buy now, pay later” is at a turning point

For Portfolio Manager Matt Lipton, recent developments have strengthened his conviction that up-and-coming “buy now, pay later” companies cannot and should not be ignored by banks and other legacy players in the global payments space.

By

Matt Lipton, CFA

event

Quick Take

2021-11-30

Sustainable investing Equity Global Industry Research Fundamental equity ESG Article

Adapting to climate change: Investing in the resiliency imperative

As the risks of climate change increase, so does the need to build resiliency. Members of our Climate Research Team discuss why they believe demand for climate adaptation solutions could grow exponentially, and how they think about investing in solutions for a range of climate variables, including heat, flooding, wildfires, and water scarcity.

By

Christopher Goolgasian, CFA, CPA, CAIA

event

Article

2022-09-30

Emerging markets Equity Macro and market Article

Seven reasons to invest actively in EM equities

Investment Director Andrew Sharp-Paul makes his case for actively managed investment strategies, rooted in fundamental research, as the best way for investors to capitalize on the opportunity set in emerging markets equity.

By

Andrew Sharp-Paul

event

Article

2021-12-31

Future Themes Equity Global Industry Research Article

Enterprise automation: Three transformative themes

We explore how automation will reshape the future of the enterprise through three transformative themes with significant investment implications.

Multiple authors

event

Article

2022-06-30

Inflation Macro and market Multi-asset Equity Fixed income

Investing amid the great inflation debate

The global economy is recovering and supporting the performance of risk assets, but rising inflation is a bogeyman now. Global Investment Strategist Nanette Abuhoff Jacobson and Investment Strategy Analyst Daniel Cook offer thoughts on how investors might navigate this mixed picture.

By

Nanette Abuhoff Jacobson

Daniel Cook, CFA

event

Tech & Innovation Opportunities and risks Equity Alternatives Fintech

The coming wave of disruption in financial services

Portfolio Manager Matt Lipton explains why some financial companies are finally catching up with other sectors that have long benefited from structural change driven by technological innovation — and why some incumbents will be left behind.

By

Matt Lipton, CFA

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2022-08-31

Future Themes Tech & Innovation Macro and market Opportunities and risks Global Industry Research Equity Article

Robots won’t take our jobs (and other reasons to be excited about factory automation)

We profile three key areas in the future of factory automation – collaborative robotics, the industrial software revolution, and the economic and social implications of automation – and explore the investment opportunities this innovation creates.

By

David Reid, CFA

Angel Pan, CFA

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Article

2022-08-31

Macro and market Artificial intelligence (AI) Future Themes Global Industry Research Equity Article Consumer discretionary

The future of youth: Education, entertainment, and relationships transformed

Through the story of Aisha, a hypothetical future teenager in India, we explore how technological disruption will transform how young people prepare for work through education, their forms of entertainment, and how they develop new relationships.

By

Yash Patodia

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Article

2022-08-31

China Information technology Regulatory Education Equity Emerging markets Tech & Innovation Article

Chinese regulation: Lessons from after-school tutoring

Investment Director Graham Proud distills our China and EM equity specialists’ views on China’s latest regulatory move — including why investors shouldn’t jump to conclusions regarding potential implications for Chinese internet companies.

By

Graham Proud

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Article

2021-10-31

Channel Global Industry Research Fundamental equity Equity Macro and market Opportunities and risks Video Future Themes

Genomic testing and the future of medicine

We explore the future of genomic testing, the therapeutics it enables, and its impact on the health care system as a whole.

By

Fayyaz Mujtaba

Adam Illfelder, CFA

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Video

2022-07-30

China Equity Portfolio policy Emerging markets Article

Split decision: Should investors separate China from EM equities?

Many investors are contemplating whether to separate China from the rest of their emerging market equity allocation. Members of our Investment Strategy Group argue that the key decision point is not China’s dominance of the emerging market index, but the extent to which a standalone China allocation can be viewed as similar to an EM ex-China allocation. In this paper, they evaluate the similarity of the two allocations using a variety of metrics, from correlations to factors to sector composition.

By

Nick Samouilhan, PhD, CFA, FRM

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Article

2022-07-31

Equity Fixed income Climate ESG Sustainable investing Article Geopolitical

Causes and effects of climate migration: Five essential insights

Climate-driven migration will have important social, economic, and geopolitical consequences. What experiences will drive people to leave their home? Which regions are at risk of disruption? Our Future Themes research team explores this complicated issue, including potential investment implications.

Multiple authors

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Article

2022-06-30

Equity Balance sheet Portfolio policy Article Opportunities and risks

Why global insurers should take a closer look at REITs

Insurance Strategist Max Davies, Investment Director Will Lee, and Investment Specialist Ethan Sales look at the potential benefits of REITs for global insurers, plus why now may be an opportune time to consider this often unsung asset class.

Multiple authors

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Article

2022-07-31

Carbon emissions Climate Sustainability Equity Sustainable investing ESG Risk management Article

Has climate transition risk been priced into equities?

The recent runup of some “green” equities has investors questioning whether climate transition risks have been priced in. But the lack of Scope 3 emissions data and wide variation in the quality of companies’ climate transition plans leave gaping inefficiencies that active investors can still exploit.

By

Erika Murphy, CFA, CAIA

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Article

2022-05-31

Sustainable investing Equity Fixed income Climate Carbon emissions Net zero Business practices Video

Net Zero Asset Managers initiative

By targeting net-zero emissions, investors can contribute to the global decarbonization effort. But what does this mean in practice? How do we pursue net zero while aiming to deliver competitive investment returns for clients? Our incoming CEO discusses our net-zero commitment, and members of our Sustainable Investing Team explain how we are approaching it.

By

Wendy Cromwell, CFA

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Video

2022-06-30

Equity Article Fundamental equity Global Industry Research Active management Sustainability Thematic exposure

A theme is not an index

We explore the case for active thematic investing and highlight the importance of avoiding theme-washing.

By

Andrew Sharp-Paul

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Article

2022-06-30

Inflation Monetary policy Emerging markets Commodities Article Equity Fixed income

EM inflation has arrived, but will it stick around?

Emerging markets inflation has been top of mind for many investors lately. Macro Strategist Gillian Edgeworth, Equity Portfolio Manager Jamie Rice, and Fixed Income Portfolio Manager Michael Henry consider the outlook going forward and potential market implications.

Multiple authors

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Article

2022-07-29

Africa Equity Commodities Fundamental equity Volatility Emerging markets Geopolitical Article

The hopeful continent

Equity Portfolio Manager Bo Meunier and Equity Research Analyst David Reid believe the time has come for equity investors to take a closer look at the opportunity set in Africa.

By

Bo Meunier, CFA

David Reid, CFA

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Article

2022-07-31

Equity Fundamental equity Global Industry Research Macro and market Opportunities and risks Article Tech & Innovation Fintech Asia tech

Widespread tech innovation: Don’t miss the forest for the really big tree

We explore the innovations driving a multi-decade journey of disruption and highlight the importance of in-depth research to capturing this opportunity.

Multiple authors

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Article

2022-05-31

Future Themes Sustainable investing Opportunities and risks Global Industry Research Fundamental equity Equity Fixed income Article Climate ESG

Water: Priced for imperfection

Water scarcity could have profound humanitarian and economic consequences. Members of our Future Themes research team share insights from their work, including why they believe water is woefully underpriced and how investors can effectively gain exposure to this important theme.

Multiple authors

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Article

2022-05-31

Emerging markets Equity Macro and market Article

EM equity looks more attractive than it’s been in a decade

Equity Portfolio Manager Jamie Rice describes his bullish stance on emerging markets (EM) equities and looks at China’s burgeoning A-share market.

By

Jamie Rice, CFA

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Article

2021-07-30

Tech & Innovation FinTech Article Equity

Game on: Fintech disruptors vs old-school banks

Fintech companies are forcing traditional banks to up their game and rethink their business strategy, including the products they offer. Global Industry Analyst Matt Ross takes a closer look.

By

Matt Ross, CFA

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Article

2021-08-31

Fintech Digital payments Disruption Tech & Innovation Information technology Global Industry Research Equity APAC Article

The future of payments

We profile the innovations fueling the next stage of disruption in the payments industry.

By

Matt Ross, CFA

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Article

2022-04-30

Equity Emerging markets Europe Macro and market

Why Europe offers a robust hunting ground for small caps

Portfolio Manager Anna Lundén offers her local perspective on Europe, highlighting the inefficiencies created over time by the outperformance of small-cap companies vs large-cap companies.

By

Anna E. Lundén, CFA

Giuliana Loukas, CAIA

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2022-04-01

Fintech Digital transformation Disruption Tech & Innovation Equity Macro and market Article

The digital transformation of financial services

We highlight the fintech innovations driving the digitization and disruption of financial services.

By

Bruce Glazer

Michael O’Brien, CFA

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Article

2022-04-01

ESG Health care Sustainability Equity Multi-asset Quick Take Sustainable investing

ESG research playbook: Health care

Wellington has established frameworks — what we call “research playbooks” — for evaluating companies within each sector based on key ESG criteria. ESG Analyst Lindsay Blitstein looks at the health care sector here.

By

Lindsay Blitstein, CFA

Carolina San Martin, CFA

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Quick Take

2022-04-30

Tech & Innovation Digital transformation Global Industry Research Innovation Japan Macro and market Information technology Equity Fundamental equity Article

The hidden growth story in Japan tech

Learn why the hidden growth story within Japanese tech is one of our highest conviction themes, especially in the wake of the COVID-19 crisis.

By

Anita Killian, CFA

Yash Patodia

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Article

2022-03-31

Tech & Innovation Asia tech Disruption Innovation Equity Global Industry Research Japan Article

The world’s hub of innovation

We profile Asia technology in the 2020s, outlining the long-term case for the sector after its strong rebound in recent months.

By

Yash Patodia

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Article

2022-03-29

Tech & Innovation Asia tech Global Industry Research Innovation Information technology Equity Disruption APAC Fundamental equity Article

Faster computation with smaller, more powerful computer chips

We explore the technology fueling the next stage of computer chip innovation.

By

Anita Killian, CFA

Yash Patodia

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Article

2022-03-31

Equity Emerging markets Macro and market Opportunities and risks

EM small caps: Hidden gems in plain sight?

Our team makes the case for strategically investing in EM small caps and for employing an actively managed approach to this underutilized asset class.

By

Liliana Dearth

Alexandra H. Melhuish, CFA

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2022-03-31

Inflation Risk management Macro and market Monetary policy Energy Real estate Equity Commodities Retirement Article

A new inflationary regime: Why the next decade could look different from the last

We explore why the risk of structurally higher inflation may be the highest it has been in decades and profile the key investment implications this presents.

Multiple authors

event

Article

2022-01-31

Emerging markets Equity Macro and market Opportunities and risks

On the ground in emerging markets

Portfolio Manager Greg Mattiko profiles the COVID-19 pandemic’s varied outcomes on different emerging markets, explores the potential opportunities from falling correlations, and highlights the benefits of a global approach to emerging market investing.

By

Andrew Tubman, CFA

Greg Mattiko, CFA

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2021-09-01

Alternatives investing Portfolio construction Private equity Equity Article

Studying outsiders: Blending the advantages of public and private equity

Learn why we believe a longer-term public market approach focused on strong capital allocation could combine the benefits of public and private equity.

Multiple authors

event

Article

2022-05-31

Equity Emerging markets Macro and market China

A is for allocation: The rationale for increasing exposure to China

Allocations to China equity are widely recommended, but how much is appropriate and why? We consider several reasons why this may make sense for offshore investors.

Multiple authors

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2021-06-30

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