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Global Industry Research

Find the latest research from our team of Global Industry Analysts — more than 50 experienced specialists with deep knowledge of the cyclical and secular trends shaping their sectors.

2026-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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      Leaning into active in times of change

      No matter what 2024 has in store, we believe a combination of active management, independent research, and agility are the keys to delivering alpha for our clients.

      Mary Pryshlak
      Head of Investment Research

      experts

      Behind the research: Stories from our Global Industry Analysts

      In a rapidly changing world, fundamental research can help unlock potential investment value. In pursuit of competitive returns for our clients, we believe our edge comes from experience, focus, curiosity, and a highly collaborative platform. Watch compelling stories from our Global Industry Analysts.

      Showing 1 of 1 Insights Posts
      95620-hero-image-saul-ruben-1536-x-900
      Archived info
      Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

      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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      event June 2024
      4 min
      Video
      2025-06-30
      Archived info
      Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

      latest insights

      Showing 10 of 26 Insights Posts
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      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.

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      event October 2024
      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.
      1189936980
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      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.

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      event October 2024
      5 min
      Article
      2025-10-31
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      Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
      694725410
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      Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

      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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      event August 2024
      3 min
      Article
      2025-09-30
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      Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
      1291781729
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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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      event August 2024
      7 min
      Article
      2025-08-31
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      Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
      1598010420
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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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      event June 2024
      4 min
      Article
      2025-04-30
      Archived info
      Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
      95620-hero-image-saul-ruben-1536-x-900
      Archived info
      Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

      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.

      Continue reading
      event June 2024
      4 min
      Video
      2025-06-30
      Archived info
      Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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      Archived info
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      The future of investment research

      Head of Investment Research Mary Pryshlak joins host Thomas Mucha to discuss the evolution of research in the asset management industry amid shifting market, technological, and geopolitical environments.  

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      event November 2023
      Podcast
      2024-11-20
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      Investing at the biopharma frontier

      Rebecca Sykes details groundbreaking innovations happening today in the biopharmaceutical industry. She explains key advancements and the investment landscape for therapies targeting diabetes, cancer, and Alzheimer's disease, three of the deadliest and most expensive diseases facing the world today. 

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      event November 2023
      Video
      2024-11-30
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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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      event October 2023
      Article
      2024-10-31
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      1073823296
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      Thematic investing focus: a new era for medical innovation

      Advances in science, tools and technologies are transforming the face of healthcare, revolutionising the diagnosis and treatment of complex diseases. How can thematic investors identify promising opportunities?

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      event October 2023
      Article
      2024-09-30
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      Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.