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WellSaid — The Podcast

WellSaid is produced by Wellington Management. The series aims to draw connections between our investment research and real-world themes and trends.

Episodes

2023-09-14T12:00:00-04:00
E14

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Investment implications of shifting sustainability standards

 | 26:22
Director of ESG Research Carolina San Martin and Portfolio Manager Katsuhiro Iwai join host Thomas Mucha to discuss shareholder activism and today's evolving sustainable investing disclosure expectations, including new standards from the International Sustainability Standards Board.
 | S2:
2023-06-29T12:00:00-04:00
E10

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Generative AI: Separating hype from opportunity

 | 31:49
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.
 | S2:
2023-06-15T12:00:00-04:00
E9

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The rise of thematic investing

 | 29:01
Portfolio Manager Daire Dunne joins host Thomas Mucha to share his latest insights on thematic investing. Daire highlights the unique thematic opportunity in emerging markets; profiles key themes like financial inclusion and the energy transition; and explores the implications of today's geopolitical tensions.
 | S2:
2023-05-04T12:00:00-04:00
E7

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Climate investing's enduring tailwinds

 | 26:44
Portfolio manager Alan Hsu joins host Thomas Mucha to share his latest insights on climate investing, highlighting the growth of favorable climate legislation, the concept of true positives versus false negatives, the critical role of climate science in investing, and much more.
 | S2:
2023-02-23T12:00:00-05:00
E3

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Japan's economic recovery

 | 23:15
From our offices in Tokyo, portfolio manager Dan Maguire joins host Thomas Mucha to discuss the massive economic and market implications of Japan's efforts to end deflation.
 | S2:
2023-02-09T12:00:00-05:00
E2

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Investing in China, India, and across emerging markets

 | 27:31
In this episode of WellSaid, two veteran emerging markets investors, Bo Meunier and Niraj Bhagwat, join host Thomas Mucha to share their insights on the potential for a rebound in the asset class, with particular focus on opportunities in China, India, and across the Asia-Pacific region.
 | S2:
2023-01-26T12:00:00-05:00
E1

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Private equity market in 2023

 | 23:49
In the first episode of WellSaid Season 2, Co-Head of Private Investing Michael Carmen joins host Thomas Mucha to share his constructive outlook for today's rapidly evolving private market landscape. In addition, they discuss the role of ESG in privates, how Wellington collaborates with entrepreneurs, and much more.
 | S2:
2022-12-29T12:00:00-05:00
E20

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WellSaid: Season 2 sneak peek

 | 3:20
Geopolitical Strategist Thomas Mucha looks back on highlights from WellSaid Season 1 and previews episodes to come in Season 2 in 2023.
 | S1:
2022-12-15T12:00:00-05:00
E19

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India's investment outlook: 2023 and beyond

 | 32:06
India is balancing immense growth opportunities — like digital transformation, domestic manufacturing, and industry consolidation — with complicated geopolitical, climate, and other risks. Macro Strategist Tushar Poddar joins host Thomas Mucha to explore the key macro and economic factors driving one of the world's most compelling investment markets.
 | S1:
2022-12-01T12:00:00-05:00
E18

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US midterm elections: Market implications

 | 22:55
US midterm elections can be pivotal for financial markets, especially when they result in divided government. Macro Strategist Mike Medeiros joins host Thomas Mucha to discuss what 2022’s surprise midterm results may mean for equity and bond markets, US foreign and domestic policy, and the 2024 US presidential election.
 | S1:
2022-10-28T12:00:00-04:00
E16

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How sustainable financing is reshaping emerging markets

 | 33:23
The market for sustainable credit in emerging markets is exploding. What's driving that growth? What are the challenges and opportunities? Veteran fixed income credit analyst Sam Epee-Bounya joins host Thomas Mucha to explore the rapidly changing environment for ESG and sustainable finance in Latin America and Africa.
 | S1:
2022-10-14T12:00:00-04:00
E15

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Economic impact of the war in Ukraine

 | 33:00
Macro strategist Gillian Edgeworth joins host Thomas Mucha to continue our discussion on the macro and market implications of the war in Ukraine, including the conflict's impacts on energy, food, and geopolitics.
 | S1:
2022-09-30T12:00:00-04:00
E14

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Eyes on Ukraine: Europe's energy crisis

 | 25:30
The war continues to exacerbate the twin crises of energy availability and affordability. We explore how the situation may take shape from here.
 | S1:
2022-09-08T09:54:57-04:00
E12

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Inverting the aperture: Investing through a contrarian lens

 | 26:43
Contrarians are a breed apart. Bucking conventional market wisdom, they seek opportunities to invest in companies where fundamentals are solid but valuations are so dislocated that other investors may not want to touch them -- at least not yet. Equity Research Analyst Tarit Rao-Chakravorti joins host Thomas Mucha to explain his process and how he looks to the macro environment, history, news headlines, and even works of fiction to source contrarian ideas.
 | S1:
2022-08-03T12:00:00-04:00
E10

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The future of health care - Part 2: Groundbreaking pharma

 | 32:12
Global Industry Analyst Rebecca Sykes joins host Thomas Mucha to discuss the future of the pharmaceutical industry. They highlight the impacts of COVID-19 on the industry and explore today's newest pharma innovations, such as treatments for cancer, obesity, and more.
 | S1:
2022-06-30T12:00:00-04:00
E8

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The future of health care - Part 1: Biotech innovation

 | 35:20
Health care investor Wen Shi joins host Thomas Mucha to discuss the future of biotech innovation. They explore the potential of gene editing, targeted protein degradation, artificial intelligence, and much more, highlighting their impact on everything from patient outcomes to geopolitics.
 | S1:
2022-06-14T12:00:00-04:00
E7

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The growing power of impact investing

 | 31:20
Once considered a niche area of sustainable investing done almost exclusively through private markets, public-market impact investing is expanding rapidly. Impact Measurement and Management Practice Leader Oyin Oduya sits down with host Thomas Mucha to discuss the future of impact investing, her research approach, and how her team thinks about generating market-rate returns alongside positive social and environmental outcomes.
 | S1:
2022-05-24T12:00:00-04:00
E6

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China, Ukraine, and the shifting great-power competition

 | 39:37
Market participants are closely watching China’s response to the war in Ukraine. The crisis has upended the geopolitical landscape, fractured tenuous alliances, and sharpened focus on strategic sectors. Host Thomas Mucha speaks with Santiago Millán, Wellington’s Hong Kong-based macro strategist, about his perspectives on China’s approach to Ukraine, climate change, and ongoing COVID-19 challenges.
 | S1:
2022-04-27T12:00:00-04:00
E5

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When “E” and “S” collide: Russia/Ukraine and the challenging ESG dynamics of the green energy transition

 | 37:28
The war in Ukraine has roiled commodities markets, highlighted fossil fuel dependence, and accelerated the low-carbon transition. It has also exacerbated inflation and global geopolitical risks. Host Thomas Mucha welcomes Commodities Portfolio Manager David Chang and Global Industry Analyst Tim Casaletto to discuss these interrelated dynamics and the challenges they pose for ESG investing and analysis.
 | S1:
2022-04-12T12:00:00-04:00
E4

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Asia tech innovation: Tomorrow's opportunity amid today's uncertainty

 | 27:53
Host Thomas Mucha welcomes Global Industry Analyst Yash Patodia to discuss how US/China tensions and rising rates impact the tech sector, the future of strategic sectors such as semiconductors and big data, and why he believes the Asia technology sector is pivotal to innovations like EVs and the metaverse.
 | S1:
2022-03-22T11:13:57-04:00
E2

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Processing semiconductors' central role in innovation and geopolitics

 | 28:15
Global Industry Analyst Eunhak Bae joins host Thomas Mucha to explore semiconductors' key role in the future of innovations like EVs, the metaverse, and cryptocurrencies as well as their implications for geopolitical issues like the conflict in Ukraine and US/China relations.
 | S1:

Our Host

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Thomas Mucha
As a member of the firm’s Global Macro Strategy Group, Thomas conducts research on the macro and market implications of geopolitical risk. In his role, he also focuses on internal and external communication efforts, with a particular emphasis on connecting our macro insights to actionable investment ideas in client portfolios.

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