Thematic qualifer

Showing of Insights Posts
1791713023
Equity iStrat Elections Wealth Program Thematic qualifer Thematic solutions Wellington on Washington and the World Article Thematic exposure
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading

Multiple authors

event
7 min
Article
2025-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1074456994
Active management Artificial intelligence (AI) Thematic exposure Content CoE Program Global Program Future Themes Equity Thematic solutions Thematic qualifer Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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?

Continue reading

By

Dáire Dunne, CFA

Aaron Koh

event
8 min
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
200512222-001
Sustainability Equity Fixed income Impact investing Thematic qualifer Global Impact Bond Global Impact Global Stewards Emerging Market Development ESG Impact Stewardship Thematic exposure Sustainable investing Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Three ways social considerations can enhance portfolios

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

Continue reading

Multiple authors

event
5 min
Article
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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. 

Continue reading

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.
4 LOAD {count} MORE

URL References

Related Insights

 © Copyright 2024 Wellington Management Europe GmbH. All rights reserved.
WELLINGTON MANAGEMENT FUNDS ® is a registered service mark of Wellington Group Holdings LLP.
Wellington Management Europe GmbH. Registered office: Bockenheimer Landstraße 43-47, 60325 Frankfurt am Main, Germany. T: +49-69-677761-500. VAT-number DE 326304943 (Umsatzsteuer-Identifikationsnummer) Commercial Register of the local court Frankfurt am Main (Handelsregister des Amtsgericht Frankfurt am Main), HRB 115460 .

Wellington Management Europe GmbH, is authorised and regulated by the German Federal Financial Supervisory Authority (Bundesanstalt für Finanzdienstleistungsaufsicht)
For professional investors and intermediaries only. This content is not suitable for a retail audience.

View More

we’d love your feedback!

Help us improve our website. For every short survey taken, we give 2 to the Wellington Management UK Foundation to support educational charities helping economically disadvantaged children in EMEA.