Innovation

Showing of Insights Posts
694725410
Japan Equity Asia tech Wealth Program Global Industry Research Information technology Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading

By

Yash Patodia

Brian Yeong

event
3 min
Article
2025-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1598010420
Artificial intelligence (AI) Disruption Machine learning Global Industry Research Equity Information technology Asia tech Automation Article Thematic exposure
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading

By

Brian Barbetta

event
4 min
Article
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Unique-Perspectives-Yash-Patodia-0938-720x660
Artificial intelligence (AI) Asia Asia tech Equity Information technology Tech & Innovation Video Unique Perspectives
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Asia Tech: Building the technology for everything, everywhere, all at once

Yash Patodia articulates the investment opportunities within generative AI and mixed reality - two themes that are supercharging the tech industry. He outlines how Asia is the bedrock of the innovation and where he believes the world’s future growth will be.

Continue reading

By

Yash Patodia

event
Video
2024-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Unique-Perspectives-Yash-Patodia-0938-720x660
Artificial intelligence (AI) Asia tech Innovation Asia advised retail Distribution Information technology Asia China Brand Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Analysing the bright outlook in Asia tech

Global Industry Analyst Yash Patodia outlines the state of the Asia tech sector today and identifies potential long-term opportunities in this space.

Continue reading

By

Yash Patodia

Brian Yeong

event
Article
2024-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
872019514
Thematic exposure Innovation Education iStrat Equity Disruption Article Thematic solutions
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Thematic investing focus: The education imperative

Education is poised for transformation — and set to see a decade of spending and growth we believe will be unmatched by any since the post-World War II boom.

Continue reading

By

Simon Henry, CFA

Aaron Koh

event
Article
2024-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Unique-Perspectives-Yash-Patodia-0938-720x660
China Asia tech Macro and market Brand Geopolitical Fiscal policy Information technology Equity EM equity Article Unique Perspectives Global Industry Research
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

China internet: Identifying opportunities amid economic reopening 

China’s re-opening and economic recovery from its zero-COVID policy has bolstered our optimism in Chinese internet companies.

Continue reading

By

Yash Patodia

event
Article
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
hero_unique_perspectives_daire-720-484
Thematic exposure Equity Disruption Brand Active management Sustainability Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

A theme is not an index

Portfolio Manager Dáire Dunne and Investment Director Andrew Sharp-Paul discuss the case for active thematic investing and highlight the importance of avoiding so-called "theme-washing."

Continue reading

By

Dáire Dunne, CFA

Andrew Sharp-Paul

event
Article
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1216898163
Alternatives Sustainability Innovation Alternatives investing Private equity Distribution Single Disruption Endowments & foundations Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Key drivers for investors in 2023 and beyond: sustainability, disruptive technology, and alternatives

Head of Asia-Pacific Client Group Scott Geary reflects on the overarching themes from the 2022 Milken Asia Summit and the future of investing.

Continue reading

By

Scott Geary

event
Article
2023-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
8 LOAD {count} MORE

URL References

Related Insights

© Copyright 2024 Wellington Management Singapore Pte. Ltd. All rights reserved.
WELLINGTON MANAGEMENT FUNDS ® is a registered service mark of Wellington Group Holdings LLP.
Wellington Management Singapore Pte. Ltd., a private limited company incorporated in the Republic of Singapore. Address: 8 Marina Boulevard, Tower 1 #03-01 Marina Bay Financial Centre 018981. Licensed and regulated by the Monetary Authority of Singapore.

View More