- Equity Portfolio Manager
Australia & NZ, Institutional
ChangeThe views expressed are those of the authors at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
Steve Angeli, Equity Portfolio Manager and leader of the Quality Growth team sits down with Samuel Hui, Director of APAC Wealth, to share his personal story of how having his car stolen led him to a career in investing, how over 30 years in the business has made him relentless, and his insights into the Quality Growth team and the current market.
Experts
- Director, APAC Wealth, Global Wealth Management Group
Related insights
Showing
of
Insights Posts
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
The power of local perspective: the long and short of European equity investing
Continue reading
event
7
min
Article
2025-10-31
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
URL References
Related Insights
Read next
Showing
of
Insights Posts
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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.
event
7
min
Article
2025-10-31
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Weekly Market Update
What do you need to know about the markets this week? Tune in to Paul Skinner's weekly market update for the lowdown on where the markets are and what investors should keep their eye on this week.
By
event
4
min
Video
2025-10-31
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Impact
Sustainability
Portfolio strategy
Impact investing
Equity
Fixed income
Sustainability policies
Impact measurement
Sustainable investing
Article
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Impact measurement and management: addressing key challenges
Our IMM practice leader describes common impact investing challenges and suggests ways to overcome them.
event
5
min
Article
2025-10-31
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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?
Multiple authors
event
8
min
Article
2025-11-30
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Active management
Large cap
Sustainability
Wealth Program
Fundamental equity
Global Stewards
Article
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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.LDI Team Chair Amy Trainor explains why she believes a pension risk transfer may, in many cases, not be the best choice for fully funded plans from a cost/benefit standpoint.
event
5
min
Article
2025-10-31
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Impact investing
Private companies
Sustainability
Private investing
Private equity
Venture capital
Alternatives
Equity
Fixed income
Impact
Private company management
Private portfolio companies
Impact measurement
Private investments
Sustainable investing
Article
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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.
event
6
min
Article
2025-10-31
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Small cap
Global Industry Research
Biotech
Institutional Program
Discover
Large cap
Thematic solutions
Article
Equity
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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.
event
8
min
Article
2025-10-31
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Energy
Artificial intelligence (AI)
Stewardship
Sustainable Investing Program
Thematic solutions
Article
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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.
event
10
min
Article
2025-10-31
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Equity
Economic cycle
Interest rates
Content CoE Program Global Program
Americas
Inflation
Monetary policy
Yielding insights
Article
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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.
By
event
5
min
Article
2025-10-31
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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.
event
5
min
Article
2025-10-31
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Equity
iStrat
Elections
Wealth Program
Thematic qualifer
Thematic solutions
Wellington on Washington and the World
Article
Thematic exposure
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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.
Multiple authors
event
7
min
Article
2025-10-31
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
URL References
Related Insights
© Copyright 2024 Wellington Management Australia Pty Ltd. All rights reserved.
Level 30, 180 George Street, Sydney NSW 2000, Australia
For professional, accredited investors and wholesale clients/investors only. Not for retail clients or further distribution. Capital at risk.