- Equity Portfolio Manager
Asia ex-Japan, 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.
Concentrated markets: Implications for active management, manager research, and multi-manager capital allocation
Continue reading
event
18
min
Article
2025-12-31
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
Equity
Factors
Macro and market
Content CoE Program Global Program
iStrat
Fundamental Factor qualifer
Active management
Strategic allocation
Portfolio construction
Article
Whitepaper
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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.
event
18
min
Article
2025-12-31
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Growth
Small cap
Economic cycle
Content CoE Program Global Program
Thematic solutions
Equity
Active management
Asset allocation
Article
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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.
event
10
min
Article
2025-12-31
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Outlook
Macro and market
Portfolio strategy
Equity
Fixed income
Multi-asset
USA
APAC
EMEA
Emerging markets
Active management
Article
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Scaling opportunities in a new economic era
Explore our latest views on risks and opportunities across the global capital markets.
event
Article
2025-12-31
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Income
Equity
Fixed income
Content CoE Program Global Program
iStrat
Economic cycle
Portfolio strategy
Outlook
Article
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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?
event
8
min
Article
2025-12-31
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.
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.
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.
Chart in Focus
Growth
Equity
Advised Retail Program
Market commentary
Article
iStrat
Tactical allocation
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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.
Multiple authors
event
3
min
Article
2025-11-30
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.
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?
event
6
min
Article
2025-11-30
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.
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.
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.
URL References
Related Insights
© Copyright 2024 Wellington Management Company LLP. All rights reserved. WELLINGTON MANAGEMENT ® is a registered service mark of Wellington Group Holdings LLP. For institutional or professional investors only.
Equity Market Outlook
In our Equity Market Outlook, we offer a range of fundamental, factor, and sector insights.
By
Andrew Heiskell
Nicolas Wylenzek