Global Stewards

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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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Andrew Heiskell

Nicolas Wylenzek

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Article
2025-12-31
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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.LDI Team Chair Amy Trainor explains why she believes a pension risk transfer may, in many cases, not be the best choice for fully funded plans from a cost/benefit standpoint.

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By

Yolanda Courtines, CFA

Alex Davis

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5 min
Article
2025-10-31
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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
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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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5 min
Article
2025-04-30
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Equity Large cap Stewardship Business practices Active management Global Stewards Article
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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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Article
2025-02-28
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ActiveViews Equity Stewardship Firm Active management Business practices Total return Large cap Global Stewards Distribution Event replay
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Long-term investing in an age of short-termism

ActiveViews host Will Lockhart and Yolanda Courtines, co-manager of the Wellington Global Stewards and European Stewards Funds, explore how being genuinely long term in an increasingly short-term world may provide a differentiated investment edge.

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By

Will Lockhart

Yolanda Courtines, CFA

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2025-01-31
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Outlook Sustainability Volatility Climate Strategy Emerging Market Development Global Impact Global Impact Bond Global Stewards Global Impact Bond Multi-asset Sustainable investing
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The growing importance of supply chain transparency

Head of Sustainable Investment Wendy Cromwell explains why supply chains remain a key investment risk and details related research areas for our SI team in 2024.

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By

Wendy Cromwell, CFA

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2024-12-31
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Firm Macro and market Portfolio strategy Climate Market Neutral Climate Strategy Emerging Market Development Global Impact Bond Global Stewards Euro High Yield Global High Yield Equity Fixed income Multi-asset Alternatives Event replay
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EMEA Investment Forum 2023: highlights

In this short video we share highlights from Wellington's 2023 EMEA Investment Forum, "The only constant is change" and explore associated expert insights.

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2024-10-31
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Stewardship Interest rates Large cap Fundamental equity Global Stewards Equity Sustainable investing Article
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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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By

Yolanda Courtines, CFA

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Article
2024-07-12
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Sustainability policies ESG Climate Climate Market Neutral Climate Strategy Emerging Market Development Global Impact Global Impact Bond Global Stewards Sustainable investing Quick Take
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Financial materiality: The cornerstone of the ISSB’s global baseline for sustainability disclosure

The new standards may help provide market participants with data necessary to price sustainability-related risks and opportunities, which can feed directly into the assessment of enterprise value.

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By

Wendy Cromwell, CFA

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Quick Take
2024-06-30
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