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Showing 10 of 10 Insights Posts
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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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694725410
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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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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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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1598010420
Artificial intelligence (AI) Disruption Machine learning Global Industry Research Equity Information technology Asia tech Automation Article Thematic exposure
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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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By

Brian Barbetta

event June 2024
4 min
Article
2025-04-30
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Artificial intelligence (AI) Machine learning Innovation Brand WELLSaid Podcast Disruption Geopolitics Information technology Equity Global Industry Research Article
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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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Multiple authors

event August 2023
Article
2024-08-21
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China USA Geopolitics Volatility Artificial intelligence (AI) Asia tech Information technology Quick Take
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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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By

Thomas Mucha

event August 2023
Quick Take
2024-08-11
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Digital Payments
Digital payments Cryptocurrency Disruption Cloud computing E-commerce Information technology Financials Liquid alternatives & hedge funds Equity Private equity Global Industry Research Fintech program Video
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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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Multiple authors

event December 2022
Video
2023-11-30
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podcasts mic stand and headphones
Cryptocurrency Digital payments E-commerce Fintech program Disruption Economic cycle Private companies Financials Information technology Liquid alternatives & hedge funds Equity Hybrid investing Global Industry Research Podcast
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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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By

Matt Lipton, CFA

Matt Ross, CFA

event November 2022
Podcast
2023-11-30
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Equity icons
Equity Health care Digital transformation Brand Outlook Active management Macro and market ESG Climate Information technology Fundamental equity Global Industry Research Article No Optimizely
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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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By

Mary Pryshlak, CFA

Tim Manning

event October 2022
Article
2023-12-31
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Fixed income Volatility Inflation Monetary policy Information technology Quick Take
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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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By

Michael Barry

Raina Dunkelberger, CFA, CAIA

event April 2022
Quick Take
2022-07-31
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