Equity

Active management Equity Strategic allocation DB Public Program Top of Mind Article

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Lessons learned from a top-heavy equity market

Can the Magnificent Seven stocks continue to dominate the equity market? And what can asset owners do when markets are narrow? Head of Multi-Asset Strategy Adam Berger and Global Equity Strategist Andy Heiskell discuss the challenges and opportunities.

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By

Adam Berger, CFA

Andrew Heiskell

event April 2025

10 min

Article

2026-04-30

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Fiscal policy Market disruptions Yielding insights Content CoE Program Global Program Equity USA Europe Article

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Sacrificing stocks on the altar of trade

Brij Khurana discusses the Trump administration's new stance on trade and its impact on the US economy, global markets and asset prices.

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Brij Khurana

event April 2025

5 min

Article

2026-04-30

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Europe Equity Macro and market Wealth Program European Stewards Focused European Equity Article

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The changing face of Europe: regime change gathers pace

Macro Strategist Nicolas Wylenzek explores the drivers of Europe’s accelerating regime change and its impact on European equity markets and potential areas of opportunity.

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Nicolas Wylenzek

event April 2025

8 min

Article

2026-03-31

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Active management Equity Portfolio construction Wealth Program EMEA Focused European Equity Article

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The power of local perspective: the rewards of a contrarian approach to European equities

Portfolio Manager Tom Horsey and Investment Director Thomas Kramer explain why they see compelling opportunities in today's European equity market for contrarian, bottom-up investors.

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Thomas Horsey

Thomas Kramer

event March 2025

4 min

Article

2026-03-31

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Wealth Program iStrat Tactical allocation Article Macro and market Equity Fixed income

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Making the most of the new economic era’s bright spots

Despite uncertainty, there are important factors that justify a more optimistic approach. By focusing on structural trends and considering a wide range of views, investors can position portfolios for positive long-term returns.

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Marco Giordano

John Mullins

event March 2025

8 min

Article

2026-05-31

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Chart in Focus Equity Asset allocation Content CoE Program Global Program iStrat Europe Wellington on Washington and the World Tactical allocation Infographic

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Chart in Focus: how sustainable is Europe’s rally?

Is the recent rally in European equities sustainable? In this edition of our Chart in Focus series, we explore the potential path ahead.

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event March 2025

4 min

Infographic

2026-03-31

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Equity Carbon emissions Utilities Wealth Program Energy Active management Article

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Power play: Building the case for infrastructure in 2025

The long-term case for listed infrastructure remains compelling. But could near-term catalysts, such as nuclear and natural gas, also drive performance in the short term?

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By

Tom Levering

event February 2025

7 min

Article

2026-02-28

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Mid-cap Small-cap Asset allocation Institutional Program Equity Americas Article

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Setting the stage for small caps in 2025

Our small-cap equity experts discuss valuation, market cycles, economic conditions, and sector diversification, profiling the potential of small-cap equities in 2025.

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event February 2025

4 min

Article

2026-02-28

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ActiveViews Equity Macro and market Wealth Program Europe Event replay

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Beyond US exceptionalism: what’s next for equity markets?

Macro Strategist Nick Wylenzek shares his insights on what could be an eventful year for equities and explores why Europe and the UK could defy current gloomy investor sentiment.

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By

Nicolas Wylenzek

Will Lockhart

event February 2025

25 min

Event replay

2026-02-28

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Government bonds Artificial intelligence (AI) Disruption Content CoE Program Global Program Information technology Multi-asset USA China EM equity Large-cap Opportunistic Fixed Income Article Yielding insights

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Deeply seeking the impact of AI spending on bond yields

Brij Khurana explores the surprising way in which AI spending may impact Treasury yields and complicate the Fed's rate-policy decisions.

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Brij Khurana

event February 2025

6 min

Article

2026-02-28

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EM equity Geopolitics Thematic exposure Wealth Program Fundamental equity Emerging Market Development Small-cap Equity Emerging markets Content CoE Program Global Program iStrat Article

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Emerging markets under Trump 2.0: expect the unexpected

Portfolio Manager Dáire Dunne and Investment Director Irmak Surenkok discuss what Trump 2.0 entails for emerging markets investors and what useful lessons they can learn from his first term.

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By

Dáire Dunne, CFA

Irmak Surenkok

event January 2025

5 min

Article

2026-01-31

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Europe Equity Macro and market Content CoE Program Global Program Fundamental equity Article

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Europe amid regime change: where next for European equities?

Is pessimism on Europe overdone? Macro Strategist Nicolas Wylenzek discusses why he believes Europe is in the middle of a regime change with significant opportunities for active equity investors.

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Nicolas Wylenzek

event January 2025

6 min

Article

2026-02-28

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Innovation Climate Climate tech Sustainable Investing Program Climate Strategy Climate Strategy Equity Article

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Climate adaptation may cost trillions. Is your portfolio ready?

With climate adaptation and resilience spending projected to exceed mitigation spending sixfold by 2050, we believe investors should consider allocations to adaptation-aligned opportunities.

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Multiple authors

event January 2025

6 min

Article

2025-12-31

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Outlook Macro and market Portfolio strategy Equity Fixed income Multi-asset USA APAC EMEA Emerging markets Active management Article

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Scaling opportunities in a new economic era

Explore our latest views on risks and opportunities across the global capital markets.

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event January 2025

Article

2026-01-31

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Equity Factors Macro and market Content CoE Program Global Program iStrat Active management Portfolio construction Whitepaper Article

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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.

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By

Gregg Thomas, CFA

Megan Kelly, CFA

event December 2024

18 min

Whitepaper

2025-12-31

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Growth Small-cap Economic cycle Content CoE Program Global Program Thematic solutions Equity Active management Asset allocation Article

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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.

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By

Andrew Heiskell

Nicolas Wylenzek

event December 2024

10 min

Article

2025-12-31

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Outlook Equity Volatility Growth Cash-driven investing Market commentary Active management Article

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Equity Market Outlook

In our Equity Market Outlook, we offer a range of fundamental, factor, and sector insights.

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By

Andrew Heiskell

Nicolas Wylenzek

event December 2024

Article

2025-12-31

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Income Equity Fixed income Content CoE Program Global Program iStrat Economic cycle Portfolio strategy Outlook Article Tactical allocation

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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?

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By

Nick Samouilhan, PhD, CFA, FRM

Jeremy Butterworth

event December 2024

8 min

Article

2025-12-31

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Inflation Volatility Outlook Content CoE Program Global Program Equity Fixed income USA Article

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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.

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By

Juhi Dhawan, PhD

event November 2024

8 min

Article

2025-11-30

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Chart in Focus Growth Equity Advised Retail Program Market commentary iStrat Tactical allocation Infographic

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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.

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Multiple authors

event November 2024

3 min

Infographic

2025-11-30

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Equity Inflation Monetary policy Wealth Program EMEA Article

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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?

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By

Nicolas Wylenzek

event November 2024

6 min

Article

2025-11-30

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Active management Europe Equity Wealth Program Wealth Article

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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.

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By

Dirk Enderlein, CFA

Boris Kergall, CFA

event October 2024

7 min

Article

2025-10-31

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Impact Sustainability Portfolio strategy Impact investing Equity Fixed income Sustainability policies Impact measurement Sustainable investing Article

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Impact measurement and management: addressing key challenges

Our IMM practice leader describes common impact investing challenges and suggests ways to overcome them. 

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By

Oyin Oduya, CFA

event October 2024

5 min

Article

2025-10-31

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Active management Growth Equity Wealth Program Article

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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?

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Multiple authors

event October 2024

8 min

Article

2025-11-30

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Active management Large-cap Sustainability Wealth Program Fundamental equity Global Stewards Article

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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.

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By

Yolanda Courtines, CFA

Alex Davis

event October 2024

5 min

Article

2025-10-31

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Impact investing Private companies Sustainability Private investing Private equity Venture capital Liquid alternatives & hedge funds Equity Fixed income Impact Private company management Private portfolio companies Impact measurement Private investments Sustainable investing Article

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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.

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By

Louisa Boltz

Oyin Oduya, CFA

event October 2024

6 min

Article

2025-10-31

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Small-cap Global Industry Research Biotech Institutional Program Discover Large-cap Thematic solutions Article Equity

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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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By

Wen Shi, PhD, CFA

Mark Sevecka, PhD

event October 2024

8 min

Article

2025-10-31

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Energy Artificial intelligence (AI) Stewardship Sustainable Investing Program Thematic solutions Article

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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.

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By

Caroline Conway

Edwina Matthew

event October 2024

10 min

Article

2025-10-31

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Equity Economic cycle Interest rates Content CoE Program Global Program Americas Inflation Monetary policy Yielding insights Article

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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.

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By

Brij Khurana

event October 2024

5 min

Article

2025-10-31

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Japan Equity Automation Wealth Program Global Industry Research Industrials Article

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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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By

Takuma Kamimura

event October 2024

5 min

Article

2025-10-31

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Equity iStrat Elections Wealth Program Thematic solutions Article Thematic exposure

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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.

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Multiple authors

event October 2024

7 min

Article

2025-10-31

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USA Growth Elections Wealth Program Equity Volatility Article

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An active investor’s guide to growth equities

Our experts offer their view on the current economic environment, explore best practices for investing in high-quality growth equities, and highlight where they see opportunity now.

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Multiple authors

event September 2024

6 min

Article

2025-09-30

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Active management Equity Macro and market Wealth Program USA Emerging markets Growth Wealth Chart in Focus iStrat Tactical allocation Infographic

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Chart in Focus: The need to differentiate market growth from macro growth

Macro growth and earnings growth have been misaligned for the last 15 years, particularly in the US and China, but in opposite directions. For equity investors, what would be the key to identify real growth?

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By

Nick Samouilhan, PhD, CFA, FRM

Alex King, CFA

event September 2024

3 min

Infographic

2025-09-30

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Monthly Market Review Multi-asset Institutional Program Fixed income Equity Commodities Market commentary Geopolitics Economic cycle Article

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Monthly Market Review — August 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Jameson Dunn

event September 2024

12 min

Article

2025-09-30

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Private investing Equity Innovation Institutional Program Hybrid investing Private equity Active management Macro and market Private companies Article

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When public and private markets converge

Wellington President Steve Klar discusses the evolution of the public and private markets and what it means for asset owners as they seek to tap into the growth potential of private companies and be more nimble in their investment approach.

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By

Steve Klar

event September 2024

4 min

Article

2025-09-30

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Japan Market disruptions Volatility Content CoE Program Global Program Large-cap Equity Hedge funds USA EMEA Germany Yielding insights Brand Fixed income Wealth Article

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What the yen carry trade unwind could mean for markets and the Fed

Brij Khurana explains why market participants are likely underestimating how foreign ownership of US assets could constrain the pace and magnitude of the Fed’s cutting cycle.

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Brij Khurana

event September 2024

7 min

Article

2025-09-30

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Europe Equity Macro and market Wealth Program Fundamental equity Macro Wealth Article

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The investment implications of Europe’s ageing workforce

What are the investment implications of Europe’s ageing workforce? Macro Strategist Nicolas Wylenzek explores the drivers of this accelerating demographic shift, Europe’s likely response and the opportunities it creates for investors.

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By

Nicolas Wylenzek

event September 2024

6 min

Article

2025-10-31

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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

event August 2024

3 min

Article

2025-09-30

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Economic cycle Geopolitics Market commentary Institutional Program Commodities Equity Fixed income Monthly Market Review Article

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Monthly Market Review — July 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Jameson Dunn

event August 2024

12 min

Article

2025-08-31

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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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Thibault Nardin

event August 2024

7 min

Article

2025-08-31

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Equity Innovation DB Public Program Tactical allocation iStrat Macro and market Top of Mind Artificial intelligence (AI) Information technology Public pension (DB) Article Global Innovation

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The AI effect: Time to rethink your technology exposure?

Will AI fulfill the market's high expectations? Will it continue to drive market concentration? Head of Multi-Asset Strategy Adam Berger and Global Industry Analyst Brian Barbetta, co-head of our Technology team, discuss the outlook and the asset allocation implications.

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By

Adam Berger, CFA

Brian Barbetta

event July 2024

7 min

Article

2025-07-31

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Commodities Equity Fixed income Institutional Program Economic cycle Geopolitics Market commentary Quarterly Market Review Article

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Financial Market Review

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Jameson Dunn

event July 2024

17 min

Article

2026-07-31

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Europe Equity Elections Fundamental equity Article

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European elections: all change for equity investors?

Macro Strategist Nicolas Wylenzek discusses how the elections for the European Parliament could herald significant change, with major implications for European equity investors.

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By

Nicolas Wylenzek

event July 2024

4 min

Article

2025-05-07

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Macro and market Economic cycle Monthly Market Review Institutional Program Commodities Equity Fixed income Geopolitics Market commentary Whitepaper

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Monthly Market Snapshot — June 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Jameson Dunn

event July 2024

17 min

Whitepaper

2025-07-31

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Active management Growth Equity Macro and market Advised Retail Program Asia advised retail USA Wealth Chart in Focus iStrat Tactical allocation Infographic

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Chart in Focus: Broadening earnings growth signals healthy US equity market

Over the past year, the markets have seen the companies best poised to harness and benefit from new innovations within artificial intelligence rewarded accordingly.  Can this signal more upside for the entire US equity market?

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By

Nick Samouilhan, PhD, CFA, FRM

Alex King, CFA

event July 2024

3 min

Infographic

2025-07-31

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Active management Artificial intelligence (AI) Thematic exposure Content CoE Program Global Program Future Themes Equity Thematic solutions Thematic qualifer Article iStrat

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Thematic investing focus: how exactly will AI transform the world?

We are on the brink of a technological revolution that has major implications for all sectors, companies, labour, and regulators. How can a thematic lens help investors separate hype from reality?

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By

Dáire Dunne, CFA

Aaron Koh

event July 2024

8 min

Article

2025-06-30

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Small-cap Diversification Multi-asset Tactical allocation Wealth Program Inflation Article iStrat

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Breaking concentration: big picture thinking with small-cap equities

How to overcome the risks associated with today's concentrated market? Investment Director John Mullins explores why small-cap equities could be part of the answer.

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John Mullins

event July 2024

6 min

Article

2025-07-31

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Elections France Equity Wealth Program Wellington on Washington and the World Geopolitics Fundamental equity Article

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Surprise French election result: what does it mean for investors?

Macro Strategist Nick Wylenzek and Investment Director Thomas Kramer discuss the surprise French election and its implications for European equities.

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By

Nicolas Wylenzek

Thomas Kramer

event July 2024

4 min

Article

2025-07-31

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Active management Macro and market Macro Thematic solutions Equity Multi-asset Article iStrat Tactical allocation

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Divergence isn’t just about central bank policy

Divergence has implications for investors —and central bank divergence is only one of five ways to think about it.

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By

Natasha Brook-Walters

event June 2024

8 min

Article

2025-06-30

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Equity Small-cap Outlook EM equity Large-cap Mid-cap Article

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Beyond US large cap: Where now for equity investors?

How should investors navigate a narrow market? Looking ahead to the rest of the year, Macro Strategist Nicolas Wylenzek examines the structural backdrop and Equity Strategist Andrew Heiskell shares his view on equity opportunities to watch.

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By

Andrew Heiskell

Nicolas Wylenzek

event June 2024

9 min

Article

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Factors to consider when allocating to US small-cap stocks

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Beyond the hype: finding AI’s long-term winners

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event June 2024

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Thriving or surviving? The state of the US consumer and the economic implications

Macro Strategist Juhi Dhawan examines the condition of the all-important consumer, including the outlook for spending, the effects of inflation and prevailing interest rates, and the consequences for the overall economy.

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event June 2024

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Behind the research with Saul Rubin

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As India goes to the polls, is the case for Indian equities still compelling?

While current Prime Minister Narendra Modi is expected to secure a third term, a full-scale win is not a foregone conclusion. Against this backdrop and continued investor enthusiasm for Indian equities, Equity Portfolio Manager Niraj Bhagwat and Investment Director Philip Brooks assess the macro case for India. Are higher valuations justified?

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event May 2024

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event May 2024

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Value stocks: Rules of thumb are meant to be broken

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event May 2024

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What could change the trajectory of value stocks?

Head of Multi-Asset Strategy Adam Berger and Equity Portfolio Manager Nataliya Kofman discuss “resilient” value stocks, disruptive themes, and attractive sector- and country-level opportunities.

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event May 2024

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Small-cap stocks: Watching for mean reversion, technology diffusion, and the next inflection point

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event May 2024

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Impact investing in emerging markets: Growing opportunities, shifting challenges

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4 equity themes: Budding opportunities in small caps and more

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event April 2024

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Three ways social considerations can enhance portfolios

Four leading Wellington equity and fixed income experts explore three ways social considerations can enhance portfolios.

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Japan equity: Reason to believe

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event April 2024

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Picking the right building blocks for a climate-aware portfolio

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event April 2024

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event April 2024

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A turning point for US small caps

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Four questions for investors after Japan’s historic hike

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event April 2024

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Will proposed corporate governance reforms help to narrow the “Korea discount”?

Could South Korea's Corporate Value-up Program help to narrow the so-called “Korea discount” and build on the momentum gathering pace elsewhere across Asia to improve corporate governance and shareholder returns?

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event March 2024

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Key factors to monitor in European equities

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No bulls in the China shop?

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The Trump/Biden rematch: Market implications of unprecedented policy divergence 

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It's all about Nvidia! But is it really?

From an equity market perspective, it seems February was all about Nvidia’s earnings and AI. Read Wellington Macro Strategist Nicolas Wylenzek's perspectives. 

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How to nurture a growth mindset in a higher-yielding landscape

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Income: the hard worker in your portfolio deserves more credit

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How to translate a critical concept into return potential

How to translate the critical concept of stewardship into rewarding returns? Portfolio Managers Mark Mandel, Yolanda Courtines and Sam Cox share their firsthand experience.  

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Quality value: getting (more than) what you pay for?

Quality and resilience often go hand in hand, but resilience measures future quality. How can resilient companies offer value to long-term investors? And how can investors identify them?

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Long-term investing in an age of short-termism

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event February 2024

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Thematic investing focus: security in a world of great-power competition

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Will a “Goldilocks” economy be just right for equity markets?

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event December 2023

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What route is right in emerging markets investing?

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event December 2023

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2024-12-15

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Learning to love (or live with) a late-cycle environment

Are we actually in a late-cycle environment and, if so, how should allocators respond? Head of Multi-Asset Strategy Adam Berger offers guidance, including on portfolio positioning, big cycle bets, and security selection.

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event December 2023

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China’s growing self-reliance could bolster its equity market

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event December 2023

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2024-12-06

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Beyond China: what does the rest of the EM equity world have to offer?

For investors contemplating a separate allocation to EM ex-China equities, members of our iStrat Team share their research on the composition of the opportunity set, the growing divergence in the behavior of EM ex-China equities and Chinese equities, and the long-term market outlook.

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event November 2023

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Look below the surface: A contrarian view on China equities

Equity expert, Ben Chen, dives into China's murky investment landscape.

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event November 2023

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2024-11-28

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event November 2023

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event October 2023

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Novel therapies changing the course of health care

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event October 2023

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event October 2023

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Could being boring pay dividends for equity income investing?

Can being boring be a good thing? Our expert explains why he believes for equity income investors, it can be.

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event October 2023

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Shareholder activism in Japan: Integrating ESG within the investment process

In the final article within our series on shareholder activism in Japan, ESG Analyst Soo Ho Jung shares how the Japan equity team integrates ESG to help realize value for investors.

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event September 2023

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More from the core: How fundamental extension (140/40) strategies could help

Extension strategies may offer investors more flexibility in portfolio construction, along with potential to achieve greater risk-adjusted returns, thus delivering “more from core” in equity allocations without taking on significantly more tracking risk. 

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Reasons for optimism about Indian equities

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event August 2023

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Generative AI: Separating hype from opportunity

Two of Wellington's tech experts join host Thomas Mucha to discuss the rapidly evolving AI landscape and separate hype from reality, highlighting everything from the industries most likely to be impacted to AI's geopolitical implications.

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Economic and market forecast in six charts

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2024-08-18

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Building resilience: Key questions equity investors need to ask today

Consider these essential traits for re-assessing the resilience of your core equity portfolio against higher interest rates and more adverse macro conditions.

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event August 2023

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2024-08-11

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How to interpret the Bank of Japan’s latest policy shift

We analyse the wide-ranging investment implications of the Bank of Japan's latest policy shift.

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event August 2023

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Shareholder activism in Japan: How our engagement approach drives value

Equity Portfolio Manager Katsuhiro Iwai introduces the Japan equity investment team's approach to engagement, sharing a number of successful recent case studies.

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event August 2023

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event July 2023

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event July 2023

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How a thematic approach can help harness change within portfolios

Multi-Asset Strategist Supriya Menon and Investment Director Andrew Sharp-Paul discuss why a thematic approach can help harness change within portfolios against a structurally different macroeconomic backdrop.

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event July 2023

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Thematic investing focus: Cloud-backed AI and enterprise intelligence

Cloud-based computing and artificial intelligence are transforming the way enterprises operate, creating what we believe will be a secular tailwind for companies providing software, machine learning tools, and cybersecurity. 

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event July 2023

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2024-07-03

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event June 2023

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Chinese equities: Pockets of strength for patient stock pickers

Portfolio manager Bo Meunier explores how China’s recovery may be more modest than headline numbers suggest and why, as a stock picker, she remains constructive.

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event June 2023

2024-06-30

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European equities: cyclically challenged but structurally supported

Macro Strategist Nicolas Wylenzek discusses why, despite cyclical challenges, European equities may be in the best structural position that they have been in for years.

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event June 2023

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New market regime, a new environment for global equities?

Global Equity Strategist Andrew Heiskell characterizes the new market regime, makes a case for shelving the old investment playbook, and shares potential investment implications for equity markets. 

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event June 2023

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Activism – History and evolution in Japan

Investment Specialist Toshiki Izumi examines the history of shareholder activism in Japan, with particular emphasis on the differences between current and historical attitudes toward activism.

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event June 2023

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event May 2023

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Have you looked at Brazilian equities lately?

Equity Research Analyst David Reid believes now is an opportune time for EM equity investors to consider implementing or augmenting portfolio allocations to Brazilian stocks. 

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event May 2023

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Value investing: Alive and well in today’s market

Global Investment Strategist Nanette Abuhoff Jacobson expects the drivers of the next economic cycle to favor value stocks over their growth counterparts.

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event May 2023

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Closing the return gap: A new set of “stepping stone” ideas

Multi-Asset Strategist Adam Berger offers incremental, flexible investment ideas that can be combined to help asset owners pursue their goals amid declining capital market return expectations.

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event May 2023

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Private biotech market: Innovation, valuations, and capital efficiency

Co-heads of biotech private investments I-hung Shih and Nilesh Kumar join host Thomas Mucha to explore today's private biotech market, highlighting the state of deal flow, valuations, and innovation.

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event May 2023

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India equity's improving risk/return tradeoff

This is not your grandfather's India equity market. Equity Portfolio Manager Niraj Bhagwat and Investment Director Philip Brooks explain why and back their argument with risk/return data.  

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event May 2023

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Today’s sweet spot for yield, the growing role of alts

Insurance Multi-Asset Strategist Tim Antonelli provides his latest multi-asset views for insurers, with an emphasis on the value of core fixed income in today's environment.

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event May 2023

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event April 2023

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How do bank failures impact fintech?

Global Industry Analyst Matt Ross analyzes the ways in which recent US bank failures could impact the fintech sector in public and private markets.

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event April 2023

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2024-04-24

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Win by losing? The surprising truth about long-term active management

Research shows that even the best managers have had to bounce back from periods of underperformance. For asset owners who've invested time and effort to find these managers, the data argues for cultivating a long-term mindset.

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event April 2023

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European stocks: Regime change and the valuation gap

Portfolio Manager Dirk Enderlein explains why we may see more dispersion in European stocks in coming years and why there may be greater clarity about which stocks will be the new market leaders.

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Dirk Enderlein, CFA

event April 2023

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2024-04-14

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Adapting our capital market assumptions to the realities of climate risk

How will asset prices be affected by climate risk? Members of our Investment Strategy team explain how they're seeking to answer that question with their new climate-aware capital market assumptions.

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Ben Cooper, CFA

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event April 2023

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2024-04-30

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European equities: a complex story

Macro Strategist Nicolas Wylenzek examines the complex prospects of European equities from both a near-term and structural perspective.

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event February 2023

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2024-02-29

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event February 2023

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Monthly Market Snapshot — December 2022

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event January 2023

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Financial Market Review — Fourth quarter 2022

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event January 2023

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Small-cap value: Strong past, bright future?

While equity markets have had a challenging recent past, history teaches us that there may be several reasons to be optimistic about small-cap value. 

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event January 2023

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Navigating the new global economy in 2023

This executive summary distills the points of view of several of our 2023 Outlook authors. Discover the risks and opportunities they see as we enter a new economic and market regime.

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event January 2023

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China equity in 2023: Year of the stock picker

Despite the potential risks of investing in China equity, Equity Portfolio Manager Bo Meunier believes there are attractive opportunities for patient, discerning stock pickers.

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event December 2022

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2023-12-31

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Health care outlook for 2023

Looking ahead to 2023, members of our health care team see meaningful innovation, supportive valuations, and a benign political and regulatory backdrop across biopharma, medical tech, and health care services sectors.

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event December 2022

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Fintech opportunities after the recent pullback

In four short videos, our fintech investors explore the sector's outlook amid today’s dispersion and highlight the long-term growth potential in payments, fintech incumbents, and crypto innovation.

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event December 2022

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Recession risks and markets: Can we avoid a COVID hangover?

Current earnings forecasts and asset prices suggest overly optimistic expectations for the global economy and markets in 2023, according to Equity Portfolio Manager Dan Pozen.

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Daniel Pozen

event December 2022

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2023-11-30

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event November 2022

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Fintech market overview: The intersection of disruption and dispersion 

In the latest episode of WellSaid, Portfolio Manager Matt Lipton and Global Industry Analyst Matt Ross join host Thomas Mucha to discuss their outlook for fintech in today's environment, exploring the recent pullback in the sector, disruptive fintech innovations, potential regulation, and much more.

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Matt Lipton, CFA

Matt Ross, CFA

event November 2022

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2023-11-30

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Macro and market India Equity Fiscal policy Discover Quick Take

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By design and by default: Industry consolidation gathers steam across India

Equity Portfolio Manager Murali Srikantaiai sees increased industry consolidation in India as a largely positive trend from which some equity investors can (and should) seek to benefit.

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Murali Srikantaiah

event November 2022

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2023-11-30

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EM equity in 2023: Will the longest bear market in history continue?

We explore three key considerations for EM investors in today’s challenging environment and highlight potential winners and losers in 2023.

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Jamie Rice, CFA

event November 2022

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2023-12-31

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Investing in ESG leaders with a stewardship lens

The value of strong corporate stewardship is gaining wider recognition across the investment industry. When companies are led by an engaged board and a strong management team, allocate capital wisely for the long term and act in the best interest of all stakeholders, they have greater potential to’reinforce their competitive advantage and enhance returns over time.

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Yolanda Courtines, CFA

event November 2022

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2023-06-30

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Financial Market Review: Third quarter 2022

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Ryan Greenleaf, CFA

event November 2022

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A new economic era: Why inflation, volatility, and cycles are back

Macro Strategist John Butler argues that a seismic global shift is underway that will disrupt the macro dynamics of the past two decades, challenging long-held investment assumptions.

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John Butler

event November 2022

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2023-12-31

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India equity: An unsung long-term performance story

Despite strong long-term performance, Indian equities are often overlooked. That may be a mistake, say Equity Portfolio Manager Niraj Bhagwat and Investment Director Philip Brooks.

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Niraj Bhagwat

Philip Brooks, CFA

event October 2022

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2023-10-31

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event October 2022

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Equity investing with a thematic lens: Three game changers for 2023

Head of Investment Research Mary Pryshlak and Equity Portfolio Manager Tim Manning highlight their strongest convictions across global equity markets heading into 2023.

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Mary Pryshlak, CFA

Tim Manning

event October 2022

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2023-12-31

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Equity China Macro and market Asset allocation Quick Take

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China equity: Is today's investor pessimism overdone?

The short answer is yes, say Equity Portfolio Manager Niraj Bhagwat and Investment Director Philip Brooks, who believe China may offer a short-term buying opportunity.

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Niraj Bhagwat

Philip Brooks, CFA

event October 2022

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2023-10-31

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Equity market volatility is perking up: Why now?

The recent uptick in equity volatility may be about looming macro and systemic risks in today's uncertain environment. Director of Global Derivatives Gordy Lawrence explains.

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Gordon Lawrence, CFA

event October 2022

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2023-10-31

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Biotech's new frontier

Global Industry Analyst Wen Shi highlights biotech's new frontier, profiling innovations like targeted protein degradation, gene therapy, and much more.

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Wen Shi, PhD, CFA

event September 2022

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2023-09-30

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Monthly Market Snapshot: August 2022

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Ryan Greenleaf, CFA

event September 2022

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2022-11-15

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Wanted: A better definition of thematic investing

Multi-Asset Portfolio Manager Brian Garvey and colleague Manny Hunjan believe the prevailing definition of thematic investing is overly narrow and offer a potential solution.

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Manny Hunjan

event September 2022

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2023-09-20

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The next generation of pharmaceutical innovation

Rebecca Sykes explores the exciting innovations she sees in the pharmaceutical industry today, including antibody drug conjugates, gene editing, obesity treatments, and much more.

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Rebecca Sykes, CFA

event September 2022

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2023-09-30

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A lesson in climate resilience: Why China’s recent heat wave wasn’t worse

See why Hong Kong-based Macro Strategist Santiago Millán believes China's investments in climate resilience can be a lesson for the rest of the world.

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Santiago Millán, CFA

event September 2022

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2023-09-30

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Macro and market India Equity Quick Take

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India: Growth drivers are in place

Following a recent visit to India, Macro Strategist Tushar Poddar shares his take on the country's changing macro environment and its equity market.

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Tushar Poddar, PhD

event September 2022

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2023-09-30

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Macro and market Large-cap Equity Volatility Inflation USA Quick Take

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What does an equity market bottom look like?

Applying a historical analysis to today's market, Multi-Asset Portfolio Manager Nick Petrucelli believes US equities have not yet found a near-term bottom.

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Nick Petrucelli

event September 2022

Quick Take

2022-11-30

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Equity Fixed income Commodities Monthly Market Review Macro and market Article

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Monthly Market Snapshot: July 2022

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Ryan Greenleaf, CFA

event August 2022

Article

2022-10-15

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Fintech Digital payments Economic cycle Tech & Innovation Disruption Interest rates Equity Global Industry Research Fundamental equity Quick Take Financials

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Fintech industry outlook in a recession

We explore the current environment for the fintech industry and highlight a few factors that show why the outlook for payments and other related subindustries may be less challenging than many may anticipate.

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By

Matt Ross, CFA

Bruce Glazer

event August 2022

Quick Take

2023-07-31

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Equity Fixed income Commodities Macro and market Article

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Financial Market Review: Second quarter 2022

A quarterly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Ryan Greenleaf, CFA

event July 2022

Article

2023-01-15

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Equity Fixed income Commodities Macro and market Article

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Monthly Market Snapshot: June 2022

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Ryan Greenleaf, CFA

event July 2022

Article

2022-09-15

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Sustainability Digital transformation Impact Climate Equity Fixed income Impact investing Health care Quick Take

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Impact investing: Increasing needs, broadening opportunities

Members of our impact investing team, offer a brief update on our impact platform, which continues to evolve amid an expanding opportunity set in developed and emerging market equities and fixed income.

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By

Joy Perry

Meredith Joly

event July 2022

Quick Take

2022-12-31

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Outlook Fixed income Equity Factors Multi-manager solutions Large-cap Inflation Value vs growth Monetary policy Volatility Manager selection Article

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Mid-2022 Asset Class Outlook

We offer perspectives on growth and value equities and explore ideas for shoring up your fixed income flank amid the evolving economic and market environment.

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Multiple authors

event June 2022

Article

2023-07-31

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Outlook Inflation Volatility Economic cycle Liquid alternatives & hedge funds Equity Multi-asset Article

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Mid-2022 Global Economic Outlook

We believe heightened geopolitical uncertainty, and the new macro environment of deglobalization, higher inflation, greater global cyclicality and volatility will disrupt and drive markets.

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Multiple authors

event June 2022

Article

2023-07-31

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Equity Credit Volatility Quick Take

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Credit and equity risk back on speaking terms, but will it last?

Following their uncharacteristic rift and recent reconciliation, Director of Wellington’s Global Derivatives Group Gordy Lawrence considers whether equity volatility and credits spreads are likely to remain in harmony.

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By

Gordon Lawrence, CFA

event June 2022

Quick Take

2022-10-31

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Volatility Fixed income Equity Geopolitics Commodities Article

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Monthly Market Snapshot: April 2022

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Ryan Greenleaf, CFA

event May 2022

Article

2022-07-15

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Inflation Interest rates Monetary policy Value vs growth Equity Fixed income Quick Take

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US inflation risk, angry bondholders, and silver linings

Here are quick thoughts on some common questions I’ve been asked recently about Fed policy, yields, the US dollar, and financial markets.

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By

Juhi Dhawan, PhD

event May 2022

Quick Take

2022-08-31

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Monetary policy Fixed income Equity Macro and market USA Quick Take

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Is it too soon to call a “top” in US interest rates?

Are we nearing the top of the 10-year treasury rate?

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By

Nanette Abuhoff Jacobson

event May 2022

Quick Take

2023-05-31

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Fiscal policy India Emerging markets Equity E-commerce Consumer discretionary Geopolitics Quick Take

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Six reasons India may be on the cusp of a major upcycle

Numerous positive structural and cyclical factors are pointing towards a major economic upcycle in India over the next five to six years, in our view, creating a range of potential investment opportunities. We believe India’s market is supported by an evolving investment universe, powerful demographic trends, increasing urbanisation and rising wealth, export growth, geopolitical tailwinds and a supportive policy regime. These factors are coalescing at a time when the corporate deleveraging cycle of the last few years is coming to an end and a new upcycle in profitability could be beginning.

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By

Philip Brooks, CFA

event May 2022

Quick Take

2022-12-30

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Equity Fixed income Volatility Geopolitics Commodities Article

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Financial Market Review: First quarter 2022

A quarterly review of results in the global equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Ryan Greenleaf, CFA

event April 2022

Article

2022-10-15

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Monetary policy Fixed income Equity Macro and market USA Quick Take

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Five reasons to take a closer look at Brazil

I have published my views on Brazil more than once over the past year (most recently in my November 2021 blog post), but the environment there has changed markedly through the first few months of this year, with COVID-related risks seemingly on the wane and the Russia/Ukraine conflict having driven up commodity prices — so I thought now would be an opportune time to share a fresh perspective on South America’s most populous country.

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By

Jamie Rice, CFA

event April 2022

Quick Take

2022-07-31

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Equity Fixed income Volatility Geopolitics Commodities Article

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Monthly Market Snapshot: March 2022

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Ryan Greenleaf, CFA

event April 2022

Article

2022-06-15

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Geopolitics Macro and market Multi-asset Equity Europe Article

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War and markets: What's the connection?

Amid the geopolitical turmoil and tragic humanitarian fallout of the Russia/Ukraine crisis, many investors are naturally also concerned about the negative effects the escalating conflict could have on their portfolios. With that in mind, I thought I’d provide a quick snapshot of the impacts that past wars have tended to have on asset prices.

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By

Owen Lamont, PhD

event March 2022

Article

2023-03-31

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USA Inflation Article Equity Fixed income Geopolitics COVID Private equity China

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Ten more “what if” scenarios for 2022

In his latest Top of Mind session, Multi-Asset Strategist Adam Berger addressed a wide range of what-if scenarios on the minds of our clients. See what he has to say on Russia, China, cryptocurrencies, the IPO market, and many other topics in this brief article.

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By

Adam Berger, CFA

event March 2022

Article

2023-02-28

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Biotechnology Health care Regulatory Innovation Macro and market Equity Quick Take

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Why I’m getting more bullish on biotech

The biotechnology sector, especially SMID-cap biotech equities, suffered a dramatic drawdown in 2021. Investor sentiment toward the sector remains poor, but my outlook has become increasingly bullish as multiple headwinds facing biotech over the past year or so begin to abate and turn into potential tailwinds for 2022 and beyond. Encouragingly, the level of innovation across the industry has never been higher, in my view. I believe many biotech stocks may be nearing a bottom, even though the exact timing of (and catalyst for) a rebound remains unclear as of this writing.

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By

Wen Shi, PhD, CFA

event March 2022

Quick Take

2022-06-30

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China Volatility Geopolitics COVID Equity Active management Emerging markets Quick Take

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China in 2022: Embracing the volatility

China’s new antitrust, data privacy and cybersecurity regulations, combined with its education and real estate industry reforms, the continued impact of COVID-19 and rising geopolitical tensions, drove a tumultuous investment environment last year. The country’s numerous headline-grabbing changes spurred global concern given the philosophical shift towards “Common Prosperity” and the sheer scale and speed of policymaking.

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By

Bo Meunier, CFA

Graham Proud

event March 2022

Quick Take

2022-08-31

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Interest rates Equity USA Quick Take

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How might equity sectors fare when Fed tightening begins?

We look back at how US equities have performed in the months following the beginning of a tightening cycle, as well as how bond yields have tended to behave.

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By

Juhi Dhawan, PhD

event March 2022

Quick Take

2022-05-31

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Volatility Utilities Capital preservation Equity Energy Article

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Mitigating drawdowns with listed infrastructure

As markets enter a potentially more volatile phase, Tom Levering and Ken Baumgartner explore whether targeted exposure to listed infrastructure could help mitigate drawdowns.

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By

Ken Baumgartner, CFA

Tom Levering

event February 2022

Article

2023-02-28

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Macro and market Sustainability Equity Fixed income Liquid alternatives & hedge funds Climate Geopolitics Emerging markets Sustainable investing Tech & Innovation Event replay

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Navigating a new tomorrow

In this video, Wellington investment professionals and prominent guests articulate the structural risks and opportunities that we believe will shape tomorrow’s investment strategies, ranging from medical innovation spurred by the global pandemic to technological breakthroughs, and ideas aimed at curbing or mitigating climate risk.

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Multiple speakers

event February 2022

Event replay

2023-01-31

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China Geopolitics Equity Active management Quick Take

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Amid heightened regulation and geopolitical tension, is China still investable?

Recent regulatory announcements have sent shivers through a wide swath of China’s economy, including the technology, finance, gaming, and property sectors, and tensions between China and the US continue to simmer. But while I understand the market’s reaction to these risks, I take a long-term perspective on China’s investability.

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By

Adam Berger, CFA

event February 2022

Quick Take

2022-05-31

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USA Asset allocation Quick Take Equity Value vs growth

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Regime change likely to challenge modern market structures

Recently, I wrote about the rotation from growth to value and why some of my colleagues and I expect volatility, more than a smooth transition of leadership, to define markets. The thesis is rooted in the fact that seismic macro questions loom over markets and are likely to trigger violent fluctuations in investor conviction. Earlier this month, Macro Strategist John Butler dissected one of these questions: Will the negative correlation between stocks and bonds turn positive?

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By

Trevor Noren

event February 2022

Quick Take

2022-05-31

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Monetary policy Interest rates Equity Fixed income USA Quick Take

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Credit and equity performance around Fed hiking cycles

One of the discussion topics du jour is how the credit and equity markets might react to the US Federal Reserve (Fed) interest-rate hikes that are widely anticipated in the coming months. As is often the case with me, I find it helpful here to refer to past hiking regimes and market performances as a sort of guidepost. The proof’s in the pudding To wit, I examined the historical returns of both US credit (for this purpose, proxied by corporate high-yield bonds) and US equities (represented by the S&P 500 Index) during the six months before the first rate increase of a Fed hiking cycle through the 12 months after said increase.

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By

Rob Burn, CFA

event February 2022

Quick Take

2022-05-31

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USA Health care Quick Take Equity Geopolitics

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The critically important national security implications of biotech

Deepening US policy risks in the biotechnology sector have garnered some well-deserved attention from many of my colleagues lately. Given biotechnology’s potential future importance to US policymakers in the context of the ongoing US-China “great-power” competition, I’d like to share my own thoughts on what’s driving the rising geopolitical risk and national security concerns.

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By

Thomas Mucha

event February 2022

Quick Take

2022-04-30

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Equity Sustainable investing Event replay Climate ESG Macro and market

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2021 Responsible Investor USA conference: Climate investor spotlight

In this event replay from the 2021 Responsible Investor USA conference, Portfolio Manager Alan Hsu discusses how you can dynamically build a portfolio of stocks for a pragmatic net zero CO2 strategy.

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By

Alan Hsu

event February 2022

Event replay

2023-01-31

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Volatility Equity Value vs growth Quick Take

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The latest market sell-off: Regime change in the making?

What a difference a few weeks can make in the equity market! The sharp, swift sell-off through the first month of this year is raising some difficult questions for investors, chiefly: Are we just witnessing a long-overdue short-term correction in the more speculative areas of the market, or perhaps something more fundamental (and enduring) that could portend a broader unwinding of equity risk?

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By

Nanette Abuhoff Jacobson

event January 2022

Quick Take

2022-03-31

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Carbon emissions Utilities Energy Equity Article

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Effective exposure to secular trends through listed infrastructure

How an allocation to select listed infrastructure companies can offer investors long-term exposure to secular trends such as decarbonisation.

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By

Tom Levering

Ken Baumgartner, CFA

event January 2022

Article

2023-01-31

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Equity Value vs growth Quick Take

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Value versus growth: expect volatility more than a smooth transition of leadership

Even if a "growth to value" regime change is underway, investors should expect volatility more than a smooth transition of leadership. Thematic Strategist Trevor Noren shares his perspective and those of several Wellington colleagues.

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By

Trevor Noren

event January 2022

Quick Take

2022-03-31

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Carbon emissions Energy Sustainable investing Liquid alternatives & hedge funds Equity Opportunities and risks Article Climate ESG

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Decarbonization and the energy transition: The next supercycle

The low-carbon transition could be the biggest capital cycle of our lifetime, fueled by massive spending and extensive infrastructure development. We break down the investment implications.

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By

Keith White

Kinga Darida, CFA

event January 2022

Article

2022-12-31

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Health care Thematic exposure Macro and market Energy Utilities Factors Outlook EM equity ESG Disruption

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2022 Equity Outlook

Our 2022 Equity Outlook explores opportunities in equity income and emerging markets, along with trends in health care and technology for the coming year

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Multiple authors

event December 2021

2023-01-27

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Japan Equity Factors Quick Take

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The fish are biting: Exploiting Japan’s inefficient equity market

Our Japanese equity team has shown Japan to be one of the world’s most inefficient markets, making it a good “fishing pond” for alpha-seeking active managers who do their homework and apply a strong investment process.

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By

Hideo Ueki, CFA

Megan Kelly, CFA

event December 2021

Quick Take

2021-12-31

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Portfolio policy Alternatives investing Equity Liquid alternatives & hedge funds Article

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When public and private equity converge: An allocator’s guide

Multi-Asset Strategist Cara Lafond believes the time has come to recalibrate private equity portfolios to keep up with the evolution of the equity ecosystem. She offers a case for a more holistic view of public and private allocations, a fresh look at how allocators access growth, and the use of private and crossover strategies in innovative sectors.

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By

Cara Lafond, CFA

event December 2021

Article

2022-12-30

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