Global Industry Research

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Japan Equity Asia tech Wealth Program Global Industry Research Information technology Article
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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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By

Yash Patodia

Brian Yeong

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3 min
Article
2025-09-30
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Europe Equity Financials Wealth Program Global Industry Research Large cap EMEA Article
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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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By

Thibault Nardin

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7 min
Article
2025-08-31
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Artificial intelligence (AI) Disruption Machine learning Global Industry Research Equity Information technology Asia tech Automation Article
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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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By

Brian Barbetta

event
4 min
Article
2025-04-30
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Active management Total return Global Industry Research Equity Firm Video
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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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By

Saul Rubin

event
4 min
Video
2025-06-30
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Biotech Global Industry Research Health care Equity Article
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Novel therapies changing the course of health care

Several new drug classes represent a growing investment opportunity set that could reshape the health care sector.

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By

Blake Tye

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Article
2024-10-31
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