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Simon Henry Profile
Simon Henry, CFA
Equity Portfolio Manager
Singapore

Insights By Simon Henry

Showing of Insights Posts
171553558
Innovation Thematic exposure Equity Disruption Emerging markets Thematic solutions Emerging Market Development Thematic qualifer Discretionary Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

What route is right in emerging markets investing?

How can investors find the most compelling opportunities within emerging market equities? Simon Henry and Dáire Dunne explain why they think targeting the economic development opportunity may provide a roadmap for success. 

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By

Simon Henry, CFA

Dáire Dunne, CFA

event
Article
2024-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
872019514
Thematic exposure Innovation Education iStrat Equity Disruption Article Thematic solutions
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Thematic investing focus: The education imperative

Education is poised for transformation — and set to see a decade of spending and growth we believe will be unmatched by any since the post-World War II boom.

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By

Simon Henry, CFA

Aaron Koh

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Article
2024-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Charging Electric vehicle
Thematic exposure Disruption Automation Equity iStrat Article Global Industry Research Thematic solutions
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Thematic investing focus: The transportation revolution has arrived

New technology and environmental concerns are creating a disruptive force in the transportation sector, leading to supply-chain investments and a host of new addressable markets.

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By

Simon Henry, CFA

Dáire Dunne, CFA

event
Article
2023-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Green City Shanghai
Thematic exposure Sustainability Emerging markets Sustainable investing ESG Active management Equity EM equity Distribution Discretionary Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Accessing the future: the what, why and how of thematic investing

In this Q&A, Wellington's Emerging Market Development team delves into the what, how and why of thematic investing.

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By

Simon Henry, CFA

Dáire Dunne, CFA

event
Article
2023-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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