Presented by Wellington Management
Wellington Management's, Thomas Mucha, Global Macroanalysis Advisor, covers his top 10 list of books on the forces shaping geopolitics and policy today, from the rise of China to the threat of climate change.
One Of the challenges Of being a bOttOm-up investOr is that there are always mOre cOmpanies than yOu can pOssibly research. This is why, in an attempt to help my colleagues, I have tried to straddle micro and macro (call it mezza), keeping an eye on the aggre- gate equity markets and their dynamics as a subject on their own to see if there are things happening that are strange or noteworthy.
As the shift towArd electric vehicles (evs) And Autonomous vehicles (Avs) progresses, the potential impact on a variety of industries, and on the oil market, should come into sharper focus. Recently, several of Wellington’s global industry analysts debated and discussed these trends, and some of the issues they believe are underappreciated by many investors and economists.
Presented by Wellington Management
Amid recent extreme weather events, many clients have asked for insights on climate change. Wellington Management's Macroanalyst, Spencer Glendon, has spent several years researching climate science and writing about it for our investors. Here we share excerpts from a series of his notes to our rm.
Despite recent volatility, opportunities in health care remain abundant, and we believe the long-term outlook for the sector is positive. Powerful demographic trends, a record-setting pace of innovation, and structural changes in health care delivery systems continue to drive growth and expand the investment opportunity set. Wellington Management’s Health Care team currently manages over US$60 billion in assets for clients globally.1 Several team members recently shared their views on advances in the biopharmaceutical industry around the world.
Cybercrime is one of the biggest manmade risks we are facing this century, with businesses all over the world at risk – including in Denmark. With the frequency and severity of these attacks increasing, businesses need a robust, well-developed plan in place to survive a cyber crisis, including understanding their most valued assets, and making sure that they are fully protected. That includes having insurance in place for when things go wrong.
Insurers and intermediaries know that innovation has the potential to disrupt their current business and operating models. And they know that they need to innovate faster than their competitors to defend and grow their business. Yet few have found a ‘winning formula’ for embedding innovation into their people, products or processes.
By Yang Xiaoling (Chief Digital Officer of China Pacific Insurance (Group) Co., Ltd.)
Jack Ma made a remark in 2008: “If the bank does not change, we will change the bank.”