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Thematic qualifer

Showing 4 of 4 Insights Posts
1791713023
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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.

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event October 2024
7 min
Article
2025-10-31
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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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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?

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event July 2024
8 min
Article
2025-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
200512222-001
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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.

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event April 2024
5 min
Article
2025-04-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
171553558
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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. 

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event December 2023
Article
2024-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.