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Showing 10 of 10 Insights Posts
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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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event February 2025
6 min
Article
2026-02-28
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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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event August 2024
3 min
Article
2025-09-30
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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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event July 2024
7 min
Article
2025-07-31
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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
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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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event August 2023
Article
2024-08-21
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Seven observations on the latest US/China executive order

Geopolitical Strategist Thomas Mucha shares his analysis of the recent Biden administration executive order, which aims to restrict investment into certain sectors in China, and details the potential investment implications. 

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event August 2023
Quick Take
2024-08-11
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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
Video
2023-11-30
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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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event November 2022
Podcast
2023-11-30
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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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event October 2022
Article
2023-12-31
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Global convertibles: Poised to benefit from five structural tailwinds
Fixed Income Portfolio Manager Michael Barry and Investment Specialist Raina Dunkelberger believe global convertible bonds are likely to outperform other fixed income sectors over an investment time horizon of approximately two to three years. Learn why.
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event April 2022
Quick Take
2022-07-31
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