- Geopolitical Strategist
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Head of Investment Research Mary Pryshlak joins host Thomas Mucha to discuss the evolution of research in the asset management industry amid shifting market, technological, and geopolitical environments.
Key topics:
1:40 – Career as a global industry analyst
3:00 – Differentiated investment research
5:15 – How research is evolving
6:50 – Industry-specific investment processes
8:30 – Investment outlook
11:00 – How deglobalization impacts research
14:30 – Collaboration examples: AI and the banking crisis
17:10 – Filtering out the noise
18:45 – Personal observations
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Novel therapies changing the course of health care
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See why our utilities experts see demand for large-scale batteries and flexible-power generation growing more than consensus.
Article
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US regional banking sector update
We explore how banking regulation and legislation could impact US regional banks, including highlighting the potential for M&A activity and for dispersion to drive long/short opportunities.
Article
2024-08-31
Financials amid rising dispersion
We explore why we believe dispersion across stocks, sectors, and geographies is supporting numerous secular themes in long/short investing in financials.
Article
2024-09-30
Generative AI: Separating hype from opportunity
Two of Wellington's tech experts join host Thomas Mucha to discuss the rapidly evolving AI landscape and separate hype from reality, highlighting everything from the industries most likely to be impacted to AI's geopolitical implications.
Article
2024-08-31
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Quick Take
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Uncovering opportunities in health care
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Article
2024-04-30
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Global Industry Analyst Sue Su shares her sanguine outlook on the health care sector in emerging markets, especially in China, which represents the largest opportunity in this space.
Quick Take
2024-03-31
China internet: Identifying opportunities amid economic reopening
China’s re-opening and economic recovery from its zero-COVID policy has bolstered our optimism in Chinese internet companies.
Article
2023-12-31
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