Equity

Article

November 2025

15 min

Macro and market Multi-asset Asset allocation FRM Program Insurance Equity Fixed income Commodities Private investing Insurance Asset Allocation Outlook Privates Article

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Constructive, selective, resilient

Amar Reganti, a member of our Insurance team, explains why he believes insurers should remain selectively risk-on while prioritizing high-quality income and preserving flexibility to add risk as valuations improve.

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Amar Reganti

event November 2025

15 min

Article

2026-11-30

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Article

November 2025

3 min

Equity Artificial intelligence (AI) Content CoE Program Global Program Chart in Focus Article

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Chart in Focus: Is AI a bubble, or is it driving real market value?

AI isn't just about the hype. Our experts explain why this innovation is driving real market value and lay out the investment implications.

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By

Alex King, CFA

Joshua Riefler

event November 2025

3 min

Article

2026-12-31

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Infographic

November 2025

2 min

Chart in Focus Monetary policy Wealth Program Equity Fixed income Infographic

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Chart in Focus: Is the Fed rate cut positive for risk?

In this edition of Chart in Focus, we examine how the Fed’s long-awaited interest rate cut may influence risk assets.

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By

Alex King, CFA

Joshua Riefler

event November 2025

2 min

Infographic

2026-10-30

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Article

October 2025

4 min

Asia Equity Wealth Program Inflation Investment Angles Article

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Japan's reflation story: An overlooked equity opportunity?

Macro Strategist Nick Wylenzek analyzes the structural shifts in Japan's economy and identifies potential equity opportunities.

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Nicolas Wylenzek

event October 2025

4 min

Article

2026-12-01

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Article

October 2025

11 min

Outlook Asset allocation Content CoE Program Global Program Equity Fixed income Multi-asset Commodities Liquid alternatives & hedge funds Private investing Article

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Can markets keep climbing the wall of worry?

Our multi-asset strategists analyze the market’s exuberance and share their overweight and underweight views on equities, credit, government bonds, and commodities.

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By

Nanette Abuhoff Jacobson

Supriya Menon

event October 2025

11 min

Article

2026-11-30

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October 2025

Outlook Macro and market Portfolio strategy Equity Fixed income Multi-asset USA APAC EMEA Emerging markets Active management Article

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Opportunity ahead: Optimism or illusion?

Explore our latest views on risks and opportunities across global capital markets.

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event October 2025

Article

2026-11-30

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Article

October 2025

18 min

Economic cycle Market commentary Monthly Market Review Institutional Program Macro and market Fixed income Multi-asset Commodities Liquid alternatives & hedge funds Equity Article

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Monthly Market Review — September 2025

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

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By

Brett Hinds

Jameson Dunn

event October 2025

18 min

Article

2026-10-31

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Article

October 2025

11 min

Artificial intelligence (AI) Multi-asset Asset allocation Content CoE Program Global Program Equity Fixed income Commodities Quarterly Asset Allocation Outlook Article

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Rational exuberance: Will the bulls keep running?

Tariffs, fiscal challenges, geopolitical turmoil — lately, nothing has seemed to get the market down. We consider how long the good times may last in our quarterly look at the equity, bond, and commodities markets.

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By

Nanette Abuhoff Jacobson

Supriya Menon

event October 2025

11 min

Article

2026-09-30

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Article

October 2025

5 min

Growth Equity Economic cycle Wealth Program Investment Angles Active management Article

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Rotations and reallocations: Rethinking equities

Since April's Liberation Day, equity markets have recovered losses and appear to be on an upwards trajectory. But under the surface of the highs, argues Equity Strategist Andrew Heiskell, is a market and an economy looking for direction. Why is the economy so stuck?

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Andrew Heiskell

event October 2025

5 min

Article

2026-10-31

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Event replay

September 2025

25 min

ActiveViews Equity Macro and market Wealth Program Europe Macro Event replay

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False signals? A macro investing playbook

Portfolio Manager Arancha Cano shares her insights on interpreting potentially conflicting and unreliable data signals as investors navigate an increasingly uncertain market environment.

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By

Will Lockhart

Arancha Cano

event September 2025

25 min

Event replay

2026-09-25

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Infographic

September 2025

2 min

Chart in Focus Macro and market Fixed income Wealth Program Equity Infographic Article

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Chart in Focus: What do higher long-end yields mean?

Long-end yields have climbed on concerns over structural growth and fiscal expansion. In this edition of Chart in Focus, we explore how shifting yield curves are reshaping opportunities across asset classes.

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By

Alex King, CFA

Joshua Riefler

event September 2025

2 min

Infographic

2026-09-30

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Article

September 2025

4 min

Europe Equity Active management Wealth Program Portfolio construction Article

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The long-term rewards of a contrarian approach to European equities

Portfolio Manager Tom Horsey and Investment Director Thomas Kramer explain why viewing European equities through a contrarian lens could help investors to uncover long-term opportunities in a rapidly evolving Europe.

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By

Thomas Horsey

Thomas Kramer

event September 2025

4 min

Article

2026-10-31

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Article

September 2025

5 min

Income Equity Strategic allocation Content CoE Program Global Program Active management Article

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New regime, new reality for investors?

The first half of 2025 has reinforced our view that we are entering a new investing regime. But this isn't a clean break from one regime to another; it's a messy, transitional phase, where some old rules still apply, even as new ones might be emerging. How can investors evolve for a new market environment?

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By

Natasha Brook-Walters

event September 2025

5 min

Article

2026-10-31

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Infographic

September 2025

2 min

Chart in Focus Macro and market Interest rates Wealth Program Equity Fixed income Multi-asset Active management Asset allocation Infographic

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Chart in Focus: Fed rate cuts resume — What’s next for investors?

In this edition of Chart in Focus, we explore the Fed’s return to rate cuts after a strategic pause. We examine how this move, alongside diverging central banks paths, could shape the outlook for risk assets.

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By

Alex King, CFA

Joshua Riefler

event September 2025

2 min

Infographic

2026-09-30

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Video

September 2025

3 min

Equity Macro and market Rapid fire questions Wealth Program Active management Growth Quality Video

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Rapid Fire Questions with Tim Manning

In this edition of “Rapid Fire Questions,” equity portfolio manager Tim Manning offers his views on rates, fiscal policy, tariffs, and AI — and shares why he remains constructive on the US equity market.

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By

Tim Manning

event September 2025

3 min

Video

2026-09-30

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Article

September 2025

6 min

Energy Equity Utilities Wealth Program Article

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Growth vs stability: do infrastructure investors really have to pick a side?

There’s a buzz around infrastructure at the moment. But do listed infrastructure investors really have to invest in cyclical businesses in order to benefit from structural tailwinds? Tom Levering and Joy Perry explore another way.

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By

Tom Levering

Joy Perry

event September 2025

6 min

Article

2026-10-31

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Article

September 2025

2 min

Chart in Focus Interest rates Portfolio strategy Wealth Program Equity Fixed income Article

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Chart in Focus: Where are rates headed?

In this edition of Chart in Focus, we take a look at where rates have been headed and potential implications moving forward.

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By

Alex King, CFA

Joshua Riefler

event September 2025

2 min

Article

2026-09-29

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Article

September 2025

2 min

Chart in Focus Growth Macro and market Wealth Program Global Quality Growth US Quality Growth Equity Article

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Chart in Focus: Earnings upgrades fueled the recent US equity market rally 

Where are earnings heading? In this edition of Chart in Focus, we address the recent uptick in earnings expectations and its potential impact on equity returns.

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By

Alex King, CFA

Joshua Riefler

event September 2025

2 min

Article

2026-08-31

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Article

August 2025

6 min

Emerging markets Asset allocation Active management Wealth Program Investment Angles Equity Fixed income Article

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(Re)emerging markets: 10 reasons for optimism

Our experts identify 10 reasons why now may be the time for investors to reconsider emerging markets.

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Multiple authors

event August 2025

6 min

Article

2026-09-01

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Infographic

July 2025

2 min

Chart in Focus Growth Quality Wealth Program Equity Infographic

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Chart in Focus: Is growth investing still dominating?

Growth isn't global? In this edition of Chart in Focus, we compare the performance of value vs. growth stocks globally, highlighting the contrast by region, and in turn explore the implications for style investing.

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By

Alex King, CFA

Joshua Riefler

event July 2025

2 min

Infographic

2026-07-31

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Video

July 2025

4 min

Growth Quality Rapid fire questions Wealth Program Equity Macro and market Video

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Rapid Fire Questions with Philip Brooks (Part 2)

In part 2 of his “Rapid Fire Questions”, equity strategist Philip Brooks shares his views on 3 key questions, focusing on the topic of Quality and investible opportunities today in US and abroad.

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By

Philip A Brooks, CFA

event July 2025

4 min

Video

2026-07-31

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Article

July 2025

4 min

USA Equity Artificial intelligence (AI) Wealth Program Investment Angles Article

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AI isn’t like other tech cycles — and investors may need a new approach

AI may dominate headlines and strategy decks but people may still be underestimating its potential for disruption. What makes AI so different to other tech cycles?

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By

Brian Barbetta

Andrew Heiskell

event July 2025

4 min

Article

2026-07-31

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Video

July 2025

4 min

Growth Quality Rapid fire questions Wealth Program Equity Macro and market Video

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Rapid Fire Questions with Philip Brooks (Part 1)

In part 1 of his “Rapid Fire Questions”, equity strategist Philip Brooks shares his views on 3 key questions, focusing on market outlook and risks.

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By

Philip A Brooks, CFA

event July 2025

4 min

Video

2026-07-31

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Article

July 2025

5 min

Equity Fixed income Asset allocation Content CoE Program Global Program Macro Outlook Article

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Agile approach important amid market desynchronization

Global markets are desynchronizing, with macro volatility and intervention from governments leading to diverging economic outcomes. Increased dispersion may facilitate more frequent rotation on market leaders, as these charts from Alex King and Joshua Riefler help illustrate.

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By

Alex King, CFA

Joshua Riefler

event July 2025

5 min

Article

2026-07-31

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Article

July 2025

5 min

Macro and market Multi-asset Outlook Content CoE Program Global Program Equity Fixed income Article

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Facing a new economic reality

We summarize our 2025 mid-year outlooks.

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event July 2025

5 min

Article

2026-08-31

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Article

July 2025

4 min

Asia Equity Macro and market Institutional Program Macro Article

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Japan’s banking sector outlook: Alpha up ahead?

Olivia Hurley and Rie Kimoto explore Japan's banking sector, highlighting regional banks' undervaluation and M&A opportunities driven by regulatory changes and demographic shifts.

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By

Olivia Hurley

Rie Kimoto

event July 2025

4 min

Article

2026-06-30

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Article

July 2025

5 min

Europe Equity Macro and market Content CoE Program Global Program Macro Article Investment Angles

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Still opportunities in European equities? Positioning is key

Macro Strategist Nicolas Wylenzek revisits the case for European equities and discusses why positioning can help optimise exposure to Europe’s accelerating regime change.

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By

Nicolas Wylenzek

event July 2025

5 min

Article

2026-07-31

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Article

June 2025

6 min

China Equity Market commentary Institutional Program Article

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10 reasons why China could be the next rerating story

Portfolio Manager Bo Meunier, Investment Director Irmak Surenkok and Investment Specialist Gilbert Chen set out 10 reasons why China could be the next rerating story to watch.

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Multiple authors

event June 2025

6 min

Article

2026-06-30

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Article

June 2025

6 min

USA Growth Equity Content CoE Program Global Program Outlook Article

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Beyond US exceptionalism: where now for equities?

It might feel like the narrative of US exceptionalism has only been questioned in recent months — particularly in the wake of Liberation Day — but we see Trump’s tariff announcements as the clearest signal yet of a shift that has already been underway for nearly a decade.

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By

Andrew Heiskell

Nicolas Wylenzek

event June 2025

6 min

Article

2026-06-30

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Article

June 2025

5 min

Active management Equity Fixed income Content CoE Program Global Program Outlook Article

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Where to turn in an uncertain market

Nick Samoulihan explores strategies for navigating today's markets, emphasizing quality equities, strategic bond selection, and high-yield opportunities to balance risk and growth potential.

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By

Nick Samouilhan, PhD, CFA, FRM

event June 2025

5 min

Article

2026-07-31

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Article

May 2025

4 min

Market disruptions Asset allocation Yielding insights Content CoE Program Global Program Equity Fixed income Currency Article

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Why the US dollar’s “crooked smile” could upend asset allocation

Brij Khurana explores the dollar smile theory's impact on asset allocation and foreign investors' strategies amid currency fluctuations.

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By

Brij Khurana

event May 2025

4 min

Article

2026-05-31

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Article

May 2025

6 min

Europe Equity Liquid alternatives & hedge funds Alternatives Hedge Funds Program Article

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Europe: Fertile ground for long/short alpha opportunities

Dirk Enderlein, Eoin O’Callaghan, and Boris Kergall, explore European equity opportunities from a long/short perspective against a backdrop of volatile markets and structural growth shifts.

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Multiple authors

event May 2025

6 min

Article

2026-06-01

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Article

May 2025

4 min

Equity Economic cycle Asset allocation Content CoE Program Global Program Fiscal policy Tactical allocation Article

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International equities: Five reasons they may not be a one-hit wonder

Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson explains why those who doubt the staying power of the recent outperformance of international equities may want to reconsider.

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By

Nanette Abuhoff Jacobson

event May 2025

4 min

Article

2026-05-31

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Article

April 2025

8 min

Equity Fixed income Macro and market Wealth Program Tactical allocation Article

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Making the most of the new economic era’s bright spots

Despite uncertainty, there are important factors supporting a more optimistic approach. By focusing on structural trends and considering a wide range of views, investors can position portfolios for positive long-term returns.

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By

Marco Giordano

John Mullins

event April 2025

8 min

Article

2026-05-31

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Article

April 2025

5 min

USA Macro and market Tactical allocation Wealth Program Multi-asset Asset allocation Article Fixed income Equity

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Four investment perspectives on Trump’s first 100 days

Four of our experts across fixed income and equity share their asset-class level insights on the first 100 days of the current Trump administration and analyze the implications for investors.

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Multiple authors

event April 2025

5 min

Article

2026-04-30

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Article

April 2025

6 min

Active management Growth Equity Wealth Program Article

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There is more than one way to approach growth equities

Portfolio Managers Steven Angeli and Joe Chung, and Investment Specialist Casey Vale discuss how looking at growth equities in a different way may help uncover opportunities amid heightened uncertainty and volatility.

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Multiple authors

event April 2025

6 min

Article

2026-04-30

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Article

April 2025

5 min

Fiscal policy Market disruptions Yielding insights Content CoE Program Global Program Equity USA Europe Article

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Sacrificing stocks on the altar of trade

Brij Khurana discusses the Trump administration's new stance on trade and its impact on the US economy, global markets and asset prices.

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By

Brij Khurana

event April 2025

5 min

Article

2026-04-30

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Article

April 2025

10 min

Active management Equity Strategic allocation DB Public Program Top of Mind Article

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Lessons learned from a top-heavy equity market

Can the Magnificent Seven stocks continue to dominate the equity market? And what can asset owners do when markets are narrow? Head of Multi-Asset Strategy Adam Berger and Global Equity Strategist Andy Heiskell discuss the challenges and opportunities.

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By

Adam Berger, CFA

Andrew Heiskell

event April 2025

10 min

Article

2026-04-30

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Article

April 2025

8 min

Europe Equity Macro and market Wealth Program European Stewards Focused European Equity Article

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The changing face of Europe: regime change gathers pace

Macro Strategist Nicolas Wylenzek explores the drivers of Europe’s accelerating regime change and its impact on European equity markets and potential areas of opportunity.

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By

Nicolas Wylenzek

event April 2025

8 min

Article

2026-03-31

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Article

April 2025

7 min

Active management Equity Stewardship Wealth Program Article

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How stewardship can bring perspective amid uncertainty

Portfolio Managers Yolanda Courtines, Sam Cox, Investment Director Alex Davis and Investment Specialist Fred Owens-Powell examine how a stewardship perspective can help equity investors uncover opportunity amid uncertainty.

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Multiple authors

event April 2025

7 min

Article

2026-05-31

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Article

March 2025

4 min

Active management Equity Portfolio construction Wealth Program EMEA Focused European Equity Article

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The power of local perspective: the rewards of a contrarian approach to European equities

Portfolio Manager Tom Horsey and Investment Director Thomas Kramer explain why they see compelling opportunities in today's European equity market for contrarian, bottom-up investors.

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By

Thomas Horsey

Thomas Kramer

event March 2025

4 min

Article

2026-03-31

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Infographic

March 2025

4 min

Chart in Focus Equity Asset allocation Content CoE Program Global Program iStrat Europe Wellington on Washington and the World Tactical allocation Infographic

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Chart in Focus: how sustainable is Europe’s rally?

Is the recent rally in European equities sustainable? In this edition of our Chart in Focus series, we explore the potential path ahead.

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Multiple authors

event March 2025

4 min

Infographic

2026-03-31

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Article

February 2025

7 min

Equity Carbon emissions Utilities Wealth Program Energy Active management Article

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Power play: Building the case for infrastructure in 2025

The long-term case for listed infrastructure remains compelling. But could near-term catalysts, such as nuclear and natural gas, also drive performance in the short term?

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By

Tom Levering

event February 2025

7 min

Article

2026-02-28

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Article

February 2025

4 min

Mid-cap Small-cap Asset allocation Institutional Program Equity Americas Article

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Setting the stage for small caps in 2025

Our small-cap equity experts discuss valuation, market cycles, economic conditions, and sector diversification, profiling the potential of small-cap equities in 2025.

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Multiple authors

event February 2025

4 min

Article

2026-02-28

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Event replay

February 2025

25 min

ActiveViews Equity Macro and market Wealth Program Europe Event replay

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Beyond US exceptionalism: what’s next for equity markets?

Macro Strategist Nick Wylenzek shares his insights on what could be an eventful year for equities and explores why Europe and the UK could defy current gloomy investor sentiment.

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By

Nicolas Wylenzek

Will Lockhart

event February 2025

25 min

Event replay

2026-02-28

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Article

February 2025

6 min

Government bonds Artificial intelligence (AI) Disruption Content CoE Program Global Program Information technology Multi-asset USA China EM equity Large-cap Opportunistic Fixed Income Article Yielding insights

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Deeply seeking the impact of AI spending on bond yields

Brij Khurana explores the surprising way in which AI spending may impact Treasury yields and complicate the Fed's rate-policy decisions.

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By

Brij Khurana

event February 2025

6 min

Article

2026-02-28

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Article

January 2025

5 min

EM equity Geopolitics Thematic exposure Wealth Program Fundamental equity Emerging Market Development Small-cap Equity Emerging markets Content CoE Program Global Program iStrat Article

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Emerging markets under Trump 2.0: expect the unexpected

Portfolio Manager Dáire Dunne and Investment Director Irmak Surenkok discuss what Trump 2.0 entails for emerging markets investors and what useful lessons they can learn from his first term.

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By

Dáire Dunne, CFA

Irmak Surenkok

event January 2025

5 min

Article

2026-01-31

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Article

January 2025

6 min

Europe Equity Macro and market Content CoE Program Global Program Fundamental equity Article

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Europe amid regime change: where next for European equities?

Is pessimism on Europe overdone? Macro Strategist Nicolas Wylenzek discusses why he believes Europe is in the middle of a regime change with significant opportunities for active equity investors.

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Nicolas Wylenzek

event January 2025

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2026-02-28

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January 2025

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Innovation Climate Climate tech Sustainable Investing Program Climate Strategy Climate Strategy Equity Article

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Climate adaptation may cost trillions. Is your portfolio ready?

With climate adaptation and resilience spending projected to exceed mitigation spending sixfold by 2050, we believe investors should consider allocations to adaptation-aligned opportunities.

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event January 2025

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2025-12-31

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Concentrated markets: Implications for active management, manager research, and multi-manager capital allocation

Members of our Fundamental Factor Team share research insights on the portfolio impact of benchmark concentration and highlight tools that may help, including extension strategies, passive-share analysis, and index-completion approaches.

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Gregg Thomas, CFA

Megan Kelly, CFA

event December 2024

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December 2024

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Time to get active? 5 equity investment ideas for 2025

As we head into 2025, growth seems poised to accelerate, especially in the US. Equity Strategist Andrew Heiskell and Macro Strategist Nicolas Wylenzek see five themes that may create opportunity across global equity markets.

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Andrew Heiskell

Nicolas Wylenzek

event December 2024

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2025-12-31

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Is your portfolio keeping pace with the changed outlook?

It's been an uncertain few years for investors, but looking ahead, we believe investors can expect a resilient economy, a solid outlook for growth and a positive environment for risk assets. What does a changed outlook mean for investors?

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Nick Samouilhan, PhD, CFA, FRM

Jeremy Butterworth

event December 2024

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2025-12-31

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Navigating uncertain policy shifts

Macro Strategist Juhi Dhawan explains why investors should prepare for heightened volatility in 2025, due to significant policy changes under President-elect Trump that will impact inflation, trade, and economic growth.

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Juhi Dhawan, PhD

event November 2024

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2025-11-30

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November 2024

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Chart in Focus: Can this equity bull market last?

Can this current equity bull market last? In this latest edition of Chart in Focus, we focus on the indicators of whether it may come to an end or keep running.

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event November 2024

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What do declining European earnings mean for ECB policy?

European companies have been unexpectedly resilient over the last couple of years. However, the outlook for European earnings could be more challenging than headline numbers suggest. What could this mean for investors?

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Nicolas Wylenzek

event November 2024

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2025-11-30

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The power of local perspective: the long and short of European equity investing

Dirk Enderlein and Boris Kergall explain why, in their view, the structural changes impacting European equity markets offer active long/short investors a rich source of potential return and diversification.

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Dirk Enderlein, CFA

Boris Kergall, CFA

event October 2024

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2025-10-31

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October 2024

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Impact Sustainability Portfolio strategy Impact investing Equity Fixed income Sustainability policies Impact measurement Sustainable investing Article

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Impact measurement and management: addressing key challenges

Our IMM practice leader describes common impact investing challenges and suggests ways to overcome them. 

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Oyin Oduya, CFA

event October 2024

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2025-10-31

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October 2024

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Quality growth — a less volatile sweet spot?

Growth stocks can be volatile, especially when companies fail to meet expectations. However, high-quality growth companies can help mitigate downside risk while still offering potential for long-term outperformance. How can investors find the sweet spot?

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event October 2024

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Active management Large-cap Sustainability Wealth Program Fundamental equity Global Stewards Article

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Unlocking the full value potential of stewardship

Yolanda Courtines and Alex Davis examine how corporate stewardship can be a source of value and delve into what investors can do practically to maximise its full potential.

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Yolanda Courtines, CFA

Alex Davis

event October 2024

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2025-10-31

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October 2024

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Impact investing Private companies Sustainability Private investing Private equity Venture capital Liquid alternatives & hedge funds Equity Fixed income Impact Private company management Private portfolio companies Impact measurement Private investments Sustainable investing Article

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Decoding impact expectations: best practices for impact investors and companies

We share three recommendations each for impact investors and companies to help them better understand and manage each other's expectations.

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Louisa Boltz

Oyin Oduya, CFA

event October 2024

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2025-10-31

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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.

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Wen Shi, PhD, CFA

Mark Sevecka, PhD

event October 2024

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2025-10-31

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Navigating AI resource demands: Strategies for sustainable data center operations

AI's growing computational demands are raising critical questions about energy efficiency and water-resource management. We delve into strategies for enhancing sustainable data center operations, highlighting the importance of proactive resource stewardship.

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Caroline Conway

event October 2024

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2025-10-31

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October 2024

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What is “the economic cycle,” anyway?

See why the relationship between asset prices and the economic cycle is more complex than you might think, why a US recession is unlikely, and what a more dovish Fed could mean for the US and global markets.

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Brij Khurana

event October 2024

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2025-10-31

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October 2024

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Japan Equity Automation Wealth Program Global Industry Research Industrials Article

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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.

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Takuma Kamimura

event October 2024

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2025-10-31

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October 2024

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US election special: which investment themes win at the polls?

The upcoming US election could be one of the most momentous in recent history. How could the result affect different investment themes? Our thematic team investigate the potential implications for investors.

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event October 2024

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2025-10-31

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September 2024

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An active investor’s guide to growth equities

Our experts offer their view on the current economic environment, explore best practices for investing in high-quality growth equities, and highlight where they see opportunity now.

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event September 2024

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Chart in Focus: The need to differentiate market growth from macro growth

Macro growth and earnings growth have been misaligned for the last 15 years, particularly in the US and China, but in opposite directions. For equity investors, what would be the key to identify real growth?

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Nick Samouilhan, PhD, CFA, FRM

Alex King, CFA

event September 2024

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2025-09-30

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September 2024

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Monthly Market Review — August 2024

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event September 2024

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2025-09-30

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September 2024

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When public and private markets converge

Wellington President Steve Klar discusses the evolution of the public and private markets and what it means for asset owners as they seek to tap into the growth potential of private companies and be more nimble in their investment approach.

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Steve Klar

event September 2024

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2025-09-30

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September 2024

25 min

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Extra credit for corporate plans: Advanced topics in LDI implementation

To help corporate DB plans refine their liability-hedging strategies, members of our LDI Team take a deep dive on 3 key liability risks and offer ideas to help improve the design of hedging portfolios.

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Amy Trainor, FSA

Jacqueline Yang, CFA

event September 2024

25 min

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2026-08-31

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September 2024

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What the yen carry trade unwind could mean for markets and the Fed

Brij Khurana explains why market participants are likely underestimating how foreign ownership of US assets could constrain the pace and magnitude of the Fed’s cutting cycle.

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Brij Khurana

event September 2024

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2025-09-30

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Europe Equity Macro and market Wealth Program Fundamental equity Macro Wealth Article

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The investment implications of Europe’s ageing workforce

What are the investment implications of Europe’s ageing workforce? Macro Strategist Nicolas Wylenzek explores the drivers of this accelerating demographic shift, Europe’s likely response and the opportunities it creates for investors.

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Nicolas Wylenzek

event September 2024

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2025-10-31

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August 2024

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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.

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Yash Patodia

Brian Yeong

event August 2024

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2025-09-30

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Monthly Market Review — July 2024

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event August 2024

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2025-08-31

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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.

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Thibault Nardin

event August 2024

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2025-08-31

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July 2024

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The AI effect: Time to rethink your technology exposure?

Will AI fulfill the market's high expectations? Will it continue to drive market concentration? Head of Multi-Asset Strategy Adam Berger and Global Industry Analyst Brian Barbetta, co-head of our Technology team, discuss the outlook and the asset allocation implications.

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Adam Berger, CFA

Brian Barbetta

event July 2024

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2025-07-31

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July 2024

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Europe Equity Elections Fundamental equity Article

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European elections: all change for equity investors?

Macro Strategist Nicolas Wylenzek discusses how the elections for the European Parliament could herald significant change, with major implications for European equity investors.

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Nicolas Wylenzek

event July 2024

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2025-05-07

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July 2024

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Financial Market Review

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

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Brett Hinds

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event July 2024

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2026-07-31

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Monthly Market Snapshot — June 2024

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event July 2024

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July 2024

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Chart in Focus: Broadening earnings growth signals healthy US equity market

Over the past year, the markets have seen the companies best poised to harness and benefit from new innovations within artificial intelligence rewarded accordingly.  Can this signal more upside for the entire US equity market?

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Nick Samouilhan, PhD, CFA, FRM

Alex King, CFA

event July 2024

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2025-07-31

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July 2024

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Thematic investing focus: how exactly will AI transform the world?

We are on the brink of a technological revolution that has major implications for all sectors, companies, labour, and regulators. How can a thematic lens help investors separate hype from reality?

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Dáire Dunne, CFA

Aaron Koh

event July 2024

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2025-06-30

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July 2024

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Breaking concentration: big picture thinking with small-cap equities

How to overcome the risks associated with today's concentrated market? Investment Director John Mullins explores why small-cap equities could be part of the answer.

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John Mullins

event July 2024

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2025-07-31

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July 2024

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Surprise French election result: what does it mean for investors?

Macro Strategist Nick Wylenzek and Investment Director Thomas Kramer discuss the surprise French election and its implications for European equities.

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Nicolas Wylenzek

Thomas Kramer

event July 2024

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2025-07-31

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Divergence isn’t just about central bank policy

Divergence has implications for investors —and central bank divergence is only one of five ways to think about it.

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Natasha Brook-Walters

event June 2024

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2025-06-30

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Beyond US large cap: Where now for equity investors?

How should investors navigate a narrow market? Looking ahead to the rest of the year, Macro Strategist Nicolas Wylenzek examines the structural backdrop and Equity Strategist Andrew Heiskell shares his view on equity opportunities to watch.

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Andrew Heiskell

Nicolas Wylenzek

event June 2024

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2025-06-30

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Factors to consider when allocating to US small-cap stocks

From avoiding "junk" to holding on to "graduates," members of our Fundamental Factor Team share their research insights on the pursuit of alpha in the small-cap space.

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event June 2024

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June 2024

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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.

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Brian Barbetta

event June 2024

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2025-04-30

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Thriving or surviving? The state of the US consumer and the economic implications

Macro Strategist Juhi Dhawan examines the condition of the all-important consumer, including the outlook for spending, the effects of inflation and prevailing interest rates, and the consequences for the overall economy.

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Juhi Dhawan, PhD

event June 2024

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2025-06-30

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June 2024

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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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Saul Rubin

event June 2024

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May 2024

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As India goes to the polls, is the case for Indian equities still compelling?

While current Prime Minister Narendra Modi is expected to secure a third term, a full-scale win is not a foregone conclusion. Against this backdrop and continued investor enthusiasm for Indian equities, Equity Portfolio Manager Niraj Bhagwat and Investment Director Philip Brooks assess the macro case for India. Are higher valuations justified?

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Niraj Bhagwat

Philip A Brooks, CFA

event May 2024

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Brett Hinds

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event May 2024

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May 2024

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Value stocks: Rules of thumb are meant to be broken

What will it take for value stocks to bounce back from a long period of underperformance? Members of our iStrat Team say that, conventional wisdom aside, it's not all about the economic cycle and offer their outlook for the next three to five years.

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Nanette Abuhoff Jacobson

Karoline Klimova

event May 2024

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2026-05-31

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What could change the trajectory of value stocks?

Head of Multi-Asset Strategy Adam Berger and Equity Portfolio Manager Nataliya Kofman discuss “resilient” value stocks, disruptive themes, and attractive sector- and country-level opportunities.

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Adam Berger, CFA

Nataliya Kofman

event May 2024

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Small-cap stocks: Watching for mean reversion, technology diffusion, and the next inflection point

Our experts discuss factors that could help small-cap stocks rebound and the search for winners in this inefficient segment of the market.

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Impact investing in emerging markets: Growing opportunities, shifting challenges

Members of our impact bond team discuss their evolving emerging markets opportunity set and the importance of a bottom-up approach to value creation.

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4 equity themes: Budding opportunities in small caps and more

Our expert highlights 4 areas where he sees opportunity in global equity markets.

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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.

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Japan equity: Reason to believe

Our expert argues that corporate governance reform and the Japanese economy's escape from persistent deflation have laid the groundwork for a sustainable equity rally.

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event April 2024

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A turning point for US small caps

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Four questions for investors after Japan’s historic hike

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Will proposed corporate governance reforms help to narrow the “Korea discount”?

Could South Korea's Corporate Value-up Program help to narrow the so-called “Korea discount” and build on the momentum gathering pace elsewhere across Asia to improve corporate governance and shareholder returns?

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event March 2024

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Using defensive equities in a return-seeking portfolio: A factor framework for corporate plans

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Key factors to monitor in European equities

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No bulls in the China shop?

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The Trump/Biden rematch: Market implications of unprecedented policy divergence 

Macro Strategist Juhi Dhawan discusses six key areas of policy debate in this year's US election that she expects will matter most to markets, from the tax and spending plans to trade and geopolitics.

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Quality value: getting (more than) what you pay for?

Quality and resilience often go hand in hand, but resilience measures future quality. How can resilient companies offer value to long-term investors? And how can investors identify them?

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How to nurture a growth mindset in a higher-yielding landscape

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Income: the hard worker in your portfolio deserves more credit

Income from cash is good but income from bonds is better. In a less certain macro environment, Alex King, Supriya Menon and John Mullins think the case for income only gets stronger. How can investors make the most of opportunities? 

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In an environment of accelerating great-power competition and geopolitical instability, policymakers may place a higher emphasis on security – even at the expense of economic efficiency. What could this mean for thematic investors?

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Will a “Goldilocks” economy be just right for equity markets?

We provide an outlook on the ongoing shift to new investment regime, and the market segments that we expect will most heavily influence global equity performance in the coming year. 

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What route is right in emerging markets investing?

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Learning to love (or live with) a late-cycle environment

Are we actually in a late-cycle environment and, if so, how should allocators respond? Head of Multi-Asset Strategy Adam Berger offers guidance, including on portfolio positioning, big cycle bets, and security selection.

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2024 Insurance Outlook: Position portfolios for the unexpected

Tim Antonelli offers two critical ideas for insurers' 2024 investment planning: doubling down on diversification and rethinking risk, including geopolitical and default risk.

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China’s growing self-reliance could bolster its equity market

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Beyond China: what does the rest of the EM equity world have to offer?

For investors contemplating a separate allocation to EM ex-China equities, members of our iStrat Team share their research on the composition of the opportunity set, the growing divergence in the behavior of EM ex-China equities and Chinese equities, and the long-term market outlook.

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Look below the surface: A contrarian view on China equities

Equity expert, Ben Chen, dives into China's murky investment landscape.

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Private biotech market: Innovation, valuations, and capital efficiency

Co-heads of biotech private investments I-hung Shih and Nilesh Kumar join host Thomas Mucha to explore today's private biotech market, highlighting the state of deal flow, valuations, and innovation.

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event May 2023

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European equities: a complex story

Macro Strategist Nicolas Wylenzek examines the complex prospects of European equities from both a near-term and structural perspective.

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2024-02-29

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Small-cap value: Strong past, bright future?

While equity markets have had a challenging recent past, history teaches us that there may be several reasons to be optimistic about small-cap value. 

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Navigating the new global economy in 2023

This executive summary distills the points of view of several of our 2023 Outlook authors. Discover the risks and opportunities they see as we enter a new economic and market regime.

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China equity in 2023: Year of the stock picker

Despite the potential risks of investing in China equity, Equity Portfolio Manager Bo Meunier believes there are attractive opportunities for patient, discerning stock pickers.

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Health care outlook for 2023

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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.

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Recession risks and markets: Can we avoid a COVID hangover?

Current earnings forecasts and asset prices suggest overly optimistic expectations for the global economy and markets in 2023, according to Equity Portfolio Manager Dan Pozen.

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Daniel Pozen

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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.

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By design and by default: Industry consolidation gathers steam across India

Equity Portfolio Manager Murali Srikantaiai sees increased industry consolidation in India as a largely positive trend from which some equity investors can (and should) seek to benefit.

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EM equity in 2023: Will the longest bear market in history continue?

We explore three key considerations for EM investors in today’s challenging environment and highlight potential winners and losers in 2023.

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2023-12-31

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A new economic era: Why inflation, volatility, and cycles are back

Macro Strategist John Butler argues that a seismic global shift is underway that will disrupt the macro dynamics of the past two decades, challenging long-held investment assumptions.

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John Butler

event November 2022

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2023-12-31

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India equity: An unsung long-term performance story

Despite strong long-term performance, Indian equities are often overlooked. That may be a mistake, say Equity Portfolio Manager Niraj Bhagwat and Investment Director Philip Brooks.

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Niraj Bhagwat

Philip A Brooks, CFA

event October 2022

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2023-10-31

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Monthly Market Snapshot: September 2022

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

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Brett Hinds

Ryan Greenleaf, CFA

event October 2022

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2022-11-15

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October 2022

Equity Health care Digital transformation Brand Outlook Active management Macro and market ESG Climate Information technology Fundamental equity Global Industry Research Article No Optimizely

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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.

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Mary Pryshlak, CFA

Tim Manning

event October 2022

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2023-12-31

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October 2022

Equity China Macro and market Asset allocation Quick Take

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China equity: Is today's investor pessimism overdone?

The short answer is yes, say Equity Portfolio Manager Niraj Bhagwat and Investment Director Philip Brooks, who believe China may offer a short-term buying opportunity.

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Niraj Bhagwat

Philip A Brooks, CFA

event October 2022

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2023-10-31

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October 2022

Equity Volatility Monetary policy Economic cycle Interest rates Quick Take

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Equity market volatility is perking up: Why now?

The recent uptick in equity volatility may be about looming macro and systemic risks in today's uncertain environment. Director of Global Derivatives Gordy Lawrence explains.

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Gordon Lawrence, CFA

event October 2022

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2023-10-31

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September 2022

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Biotech's new frontier

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

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Wen Shi, PhD, CFA

event September 2022

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2023-09-30

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Monthly Market Snapshot: August 2022

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Brett Hinds

Ryan Greenleaf, CFA

event September 2022

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2022-11-15

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September 2022

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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.

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Brian Garvey

Manny Hunjan

event September 2022

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2023-09-20

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September 2022

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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.

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Rebecca Sykes, CFA

event September 2022

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2023-09-30

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September 2022

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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.

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Tushar Poddar, PhD

event September 2022

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2023-09-30

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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.

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Nick Petrucelli

event September 2022

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2022-11-30

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Monthly Market Snapshot: July 2022

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Brett Hinds

Ryan Greenleaf, CFA

event August 2022

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2022-10-15

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August 2022

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

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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.

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Matt Ross, CFA

Bruce Glazer

event August 2022

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2023-07-31

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Financial Market Review: Second quarter 2022

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Brett Hinds

Ryan Greenleaf, CFA

event July 2022

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2023-01-15

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Monthly Market Snapshot: June 2022

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Brett Hinds

Ryan Greenleaf, CFA

event July 2022

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2022-09-15

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July 2022

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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.

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Joy Perry

Meredith Joly

event July 2022

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2022-12-31

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June 2022

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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.

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event June 2022

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2023-07-31

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June 2022

Outlook Inflation Volatility Economic cycle Liquid alternatives & hedge funds Equity Multi-asset Article

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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.

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event June 2022

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2023-07-31

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June 2022

Equity Credit Volatility Quick Take

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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.

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Gordon Lawrence, CFA

event June 2022

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2022-10-31

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Monthly Market Snapshot: April 2022

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Brett Hinds

Ryan Greenleaf, CFA

event May 2022

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2022-07-15

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May 2022

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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.

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Juhi Dhawan, PhD

event May 2022

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2022-08-31

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

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

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Nanette Abuhoff Jacobson

event May 2022

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2023-05-31

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May 2022

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

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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.

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Philip A Brooks, CFA

event May 2022

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2022-12-30

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April 2022

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Financial Market Review: First quarter 2022

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

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Brett Hinds

Ryan Greenleaf, CFA

event April 2022

Article

2022-10-15

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April 2022

Macro and market Brazil Equity Commodities Emerging markets Quick Take

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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.

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Jamie Rice, CFA

event April 2022

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2022-07-31

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April 2022

Monetary policy Fixed income Equity Macro and market USA Quick Take

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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.

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By

Jamie Rice, CFA

event April 2022

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2022-07-31

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April 2022

Equity Fixed income Volatility Geopolitics Commodities Article

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Monthly Market Snapshot: March 2022

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Brett Hinds

Ryan Greenleaf, CFA

event April 2022

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2022-06-15

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March 2022

Macro and market Multi-asset Equity Europe Article

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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.

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Owen Lamont, PhD

event March 2022

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2023-03-31

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March 2022

USA Inflation Article Equity Fixed income Geopolitics COVID Private equity China

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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.

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Adam Berger, CFA

event March 2022

Article

2023-02-28

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March 2022

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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.

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By

Wen Shi, PhD, CFA

event March 2022

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2022-06-30

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March 2022

China Volatility Geopolitics COVID Equity Active management Emerging markets Quick Take

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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.

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Bo Meunier, CFA

Graham Proud

event March 2022

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2022-08-31

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March 2022

Interest rates Equity USA Quick Take

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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.

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Juhi Dhawan, PhD

event March 2022

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2022-05-31

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Event replay

February 2022

Macro and market Sustainability Equity Fixed income Liquid alternatives & hedge funds Climate Geopolitics Emerging markets Sustainable investing Tech & Innovation Event replay

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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.

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Multiple speakers

event February 2022

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2023-01-31

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February 2022

Geopolitics Equity Active management Quick Take

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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.

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Adam Berger, CFA

event February 2022

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2022-05-31

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February 2022

Monetary policy Interest rates Equity Fixed income USA Quick Take

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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.

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Rob Burn, CFA

event February 2022

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2022-05-31

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February 2022

Asset allocation Quick Take Equity Value vs growth

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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?

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Trevor Noren

event February 2022

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2022-05-31

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February 2022

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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.

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By

Thomas Mucha

event February 2022

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2022-04-30

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Event replay

February 2022

Equity Sustainable investing Event replay Climate ESG Macro and market

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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.

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Alan Hsu

event February 2022

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2023-01-31

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January 2022

Volatility Equity Value vs growth Quick Take

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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?

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Nanette Abuhoff Jacobson

event January 2022

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2022-03-31

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January 2022

Equity Value vs growth Quick Take

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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.

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Trevor Noren

event January 2022

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2022-03-31

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January 2022

Carbon emissions Energy Sustainable investing Liquid alternatives & hedge funds Equity Opportunities and risks Article Climate ESG

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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.

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By

Keith White

Kinga Darida, CFA

event January 2022

Article

2022-12-31

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December 2021

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

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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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event December 2021

2023-01-27

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December 2021

Japan Equity Factors Quick Take

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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.

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By

Hideo Ueki, CFA

Megan Kelly, CFA

event December 2021

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2021-12-31

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December 2021

Portfolio policy Alternatives investing Equity Liquid alternatives & hedge funds Article

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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.

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By

Cara Lafond, CFA

event December 2021

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2022-12-30

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December 2021

Opportunities and risks Inflation Value vs growth China Equity Fundamental equity

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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.

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John Boselli, CFA

event December 2021

2022-12-31

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December 2021

Equity Fundamental equity Opportunities and risks Macro and market China Article

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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.

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John Boselli, CFA

event December 2021

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2022-12-31

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