Growth

There is more than one way to approach growth equities

Portfolio Managers Steven Angeli and Joe Chung, and Investment Specialist Casey Vale discuss how looking at growth equities in a different way may help uncover opportunities beyond the dominant market narrative.

Multiple authors

event March 2025

6 min

Article

2026-04-30

Private equity Climate tech Private portfolio companies Private investing Venture capital Liquid alternatives & hedge funds Growth Private investments Video

WellSaid: Partnering with climate founders

Wellington head of private climate Greg Wasserman discusses his team's approach to helping private companies progress along their growth journey

By

Greg Wasserman, CFA

event February 2025

Video

2026-02-28

Outlook Equity Volatility Growth Cash-driven investing Market commentary Active management Article

Equity Market Outlook

In our Equity Market Outlook, we offer a range of fundamental, factor, and sector insights.

By

Andrew Heiskell

Nicolas Wylenzek

event December 2024

Article

2025-12-31

Growth Small-cap Economic cycle Content CoE Program Global Program Thematic solutions Equity Active management Asset allocation Article

Time to get active? 5 equity investment ideas for 2025

As we head into 2025, growth seems poised to accelerate, especially in the US. Equity Strategist Andrew Heiskell and Macro Strategist Nicolas Wylenzek see five themes that may create opportunity across global equity markets.

By

Andrew Heiskell

Nicolas Wylenzek

event December 2024

10 min

Article

2025-12-31

Chart in Focus Growth Equity Advised Retail Program Market commentary iStrat Tactical allocation Infographic

Chart in Focus: Can this equity bull market last?

Can this current equity bull market last? In this latest edition of Chart in Focus, we focus on the indicators of whether it may come to an end or keep running.

Multiple authors

event November 2024

3 min

Infographic

2025-11-30

Active management Growth Equity Wealth Program Article

Quality growth — a less volatile sweet spot?

Growth stocks can be volatile, especially when companies fail to meet expectations. However, high-quality growth companies can help mitigate downside risk while still offering potential for long-term outperformance. How can investors find the sweet spot?

Multiple authors

event October 2024

8 min

Article

2025-11-30

USA Growth Elections Wealth Program Equity Volatility Article

An active investor’s guide to growth equities

Our experts offer their view on the current economic environment, explore best practices for investing in high-quality growth equities, and highlight where they see opportunity now.

Multiple authors

event September 2024

6 min

Article

2025-09-30

Active management Equity Macro and market Wealth Program USA Emerging markets Growth Wealth Chart in Focus iStrat Tactical allocation Infographic

Chart in Focus: The need to differentiate market growth from macro growth

Macro growth and earnings growth have been misaligned for the last 15 years, particularly in the US and China, but in opposite directions. For equity investors, what would be the key to identify real growth?

By

Nick Samouilhan, PhD, CFA, FRM

Alex King, CFA

event September 2024

3 min

Infographic

2025-09-30

Active management Growth Fixed income Wealth Program High yield Euro High Yield Article

Opportunities in high yield: ready, steady, pounce?

Fixed income investors face a fundamentally different environment, but opportunities to target growth in high yield are emerging, provided investors can stay on the front foot.

By

Marco Giordano

Konstantin Leidman, CFA

event September 2024

6 min

Article

2025-09-30

Active management Growth Fixed income Wealth Program High yield Article

Opportunities in high yield: ready, steady, pounce?

Fixed income investors face a fundamentally different environment, but opportunities to target growth in high yield are emerging, provided investors can stay on the front foot.

By

Marco Giordano

Konstantin Leidman, CFA

event September 2024

5 min

Article

2025-09-30

Active management Growth Equity Macro and market Advised Retail Program Asia advised retail USA Wealth Chart in Focus iStrat Tactical allocation Infographic

Chart in Focus: Broadening earnings growth signals healthy US equity market

Over the past year, the markets have seen the companies best poised to harness and benefit from new innovations within artificial intelligence rewarded accordingly. Can this signal more upside for the entire US equity market?

By

Nick Samouilhan, PhD, CFA, FRM

Alex King, CFA

event July 2024

3 min

Infographic

2025-07-31

Elections Asset allocation Growth India Equity EM equity Wellington on Washington and the World Article

As India goes to the polls, is the case for Indian equities still compelling?

While current Prime Minister Narendra Modi is expected to secure a third term, a full-scale win is not a foregone conclusion. Against this backdrop and continued investor enthusiasm for Indian equities, Equity Portfolio Manager Niraj Bhagwat and Investment Director Philip Brooks assess the macro case for India. Are higher valuations justified?

By

Niraj Bhagwat

Philip Brooks, CFA

event May 2024

6 min

Article

2025-06-30

Active management Interest rates Credit Inflation Income Growth Tactical allocation Fixed income Article iStrat

New era demands a nimble approach to credit

Our expert explains why deep research and an active approach are effective ways for fixed income investors to uncover credit opportunities in today's market.

By

Campe Goodman, CFA

event May 2024

5 min

Article

2025-05-31

Equity Small-cap Value vs growth Tactical allocation Growth Fundamental equity Article iStrat

4 equity themes: Budding opportunities in small caps and more

Our expert highlights 4 areas where he sees opportunity in global equity markets.

By

Andrew Heiskell

event April 2024

3 min

Article

2025-04-30

Fixed income High yield Active management Global High Yield Macro Portfolio strategy Income Growth Article

Is there opportunity for high yield in today’s new economic era?

Is there opportunity for high yield in today’s new economic era? Portfolio Manager Konstantin Leidman explores.

By

Konstantin Leidman, CFA

event March 2024

Article

2025-03-31

Growth Fixed income High yield Equity Tactical allocation iStrat program Article iStrat Macro and market

How to nurture a growth mindset in a higher-yielding landscape

In a higher-yield world, can fixed income deliver meaningful growth? John Mullins, Supriya Menon and Alex King explore how high-yield bonds may offer a powerful opportunity for growth - as well as a cushion against uncertainty.

Multiple authors

event March 2024

12 min

Article

2025-03-31

Outlook Venture capital Private equity Liquid alternatives & hedge funds Growth Private companies Private investments Article

Venture capital outlook: Signals point to a brighter 2024

Our private investing team sees positive signals indicating that the recent downturn in venture capital may have hit bottom. Just as privates trailed the public market correction in 2022, we believe they will follow its recovery.

By

Michael Carmen, CFA

Mark Watson

event February 2024

Article

2025-01-31

Outlook Fundamental equity EM equity Large-cap Small-cap Equity USA APAC China United Kingdom Emerging markets Growth Asset allocation Volatility Interest rates Economic cycle Article

Will a “Goldilocks” economy be just right for equity markets?

We provide an outlook on the ongoing shift to new investment regime, and the market segments that we expect will most heavily influence global equity performance in the coming year.

By

Andrew Heiskell

event December 2023

Article

2024-12-31

India Equity Geopolitics EM equity Asia China Growth Digital transformation Quick Take

Reasons for optimism about Indian equities

Our experts explain why, despite criticisms that Indian equities trade at higher valuations today than they have historically, they may have the potential to help drive total returns over time.

By

Murali Srikantaiah

Brian Yeong

event August 2023

Quick Take

2024-08-28

Outlook Inflation Bank liquidity USA Monetary policy Growth Article

Inflation loosens its grip, but bank turmoil could put the squeeze on US growth

US Macro Strategist Juhi Dhawan weighs the benefits of disinflation for consumers and companies against the risks of a credit crunch brought on by the recent bank crisis.

By

Juhi Dhawan, PhD

event June 2023

Article

2024-06-30

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