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Thematic exposure

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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

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4 min
Article
2025-04-30
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872019514
Thematic exposure Innovation Education iStrat Equity Disruption Article Thematic solutions
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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.

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By

Simon Henry, CFA

Aaron Koh

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Article
2024-03-31
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Thematic exposure Equity Disruption Brand Active management Sustainability Article
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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."

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By

Dáire Dunne, CFA

Andrew Sharp-Paul

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Article
2023-12-31
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Investment ideas for 2023 and beyond
Outlook Macro and market Multi-asset Income Thematic exposure Climate Equity Fixed income Alternatives Asia advised retail Article
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Four mission-critical investment ideas for 2023 and beyond 

Multi-Asset Strategist Nick Samouilhan and Investment Strategist Michelle Ng offer their latest perspectives on the 2023 outlook and some actionable takeaways for investors.

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By

Nick Samouilhan, PhD, CFA, FRM

Michelle Ng

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Article
2023-11-30
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© 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.

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