The WellSaid Podcast

Head of Investment Research Mary Pryshlak joins host Thomas Mucha to discuss the evolution of research in the asset management industry amid shifting market, technological, and geopolitical environments.  

Key topics:

• 1:40 – Career as a global industry analyst
• 3:00 – Differentiated investment research
• 5:15 – How research is evolving
• 6:50 – Industry-specific investment processes
• 8:30 – Investment outlook
• 11:00 – How deglobalization impacts research
• 14:30 – Collaboration examples: AI and the banking crisis
• 17:10 – Filtering out the noise
• 18:45 – Personal observations

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Director of ESG Research Carolina San Martin and Portfolio Manager Katsuhiro Iwai join host Thomas Mucha to discuss shareholder activism and today's evolving sustainable investing disclosure expectations, including new standards from the International Sustainability Standards Board. 

2:10 What the new sustainability standards call for

5:15 Reforms and other changes in Japan

8:05 Impact of new disclosure standards in Japan

10:00 ESG integration and active ownership at Wellington

11:40 Investor engagement examples in Japan

14:00 How the US, Europe, and China may respond to the ISSB

17:00 Investor attraction to markets that embrace sustainability

18:20 ESG changes and Japanese culture

20:25 How to improve investment outcomes

22:30 Delivering stewardship alpha

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Macro strategists Juhi Dhawan and Nick Wylenzek join host Thomas Mucha to explore how automation, shifting demographics, the onshoring of manufacturing, and other macro and geopolitical dynamics are impacting labor markets across the globe.

Key topics

1:50 – Structurally tight labor markets

4:35 – How labor scarcity impacts policy

7:25 – Automation across sectors

8:55 – Worker retraining and policy solutions

11:55 – Strategic sectors

14:15 – Demographics and the Chinese economy

16:40 – European politics, immigration, and labor markets

18:55 – US immigration policy

21:25 – Long-term policy and investment implications

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Impact investor Jason Goins joins host Thomas Mucha to discuss social and geopolitical crosscurrents and the expanding opportunity set for impact investors.

Key topics:

2:00 – Education as an impact theme

4:40 – Systems effect, food security, and health care

7:25 – Geopolitical risk and the evolving impact universe

10:50 – Why impact investing is no longer a niche

12:00 – Risk management and a broadening opportunity set

13:45 – Long-term impact themes and widespread policy support

15:50 – Collaborating with traditional investors

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Director of Climate Research Chris Goolgasian and Dr. Zach Zobel of Woodwell Climate Research Center return to WellSaid to share their latest insights on the biodiversity research and investing landscape. 

1: 50  Economic reliance on ecosystem biodiversity

3:35  Connections between climate change and biodiversity

6:55  Working with Woodwell Climate Research Center

8:27  Defining biodiversity in financial terms

10:27 Economic impacts of species diversity loss

12:20 Critical importance of keystone species

18:45 Corporate and policy responses to biodiversity

21:10  Final thoughts

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Two of Wellington's tech experts join host Thomas Mucha to discuss the rapidly evolving AI landscape and separate hype from reality, highlighting everything from the industries most likely to be impacted to AI's geopolitical implications.

Key topics:

2:45 – What is generative AI?

5:00 – Artificial intelligence investment opportunities

7:05 – Potential long-term winners

10:00 – Surprising pace of AI adoption

10:55 – Leveraging AI in investment processes

12:25 – ESG and ethical concerns

14:00 – Geopolitics and the regulation of AI

22:45 – Economic implications

24:30 – Industry risks and opportunities

27:15 – What does generative AI mean for humanity?

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Portfolio Manager Daire Dunne joins host Thomas Mucha to share his latest insights on thematic investing. Daire highlights the unique thematic opportunity in emerging markets; profiles key themes like financial inclusion and the energy transition; and explores the implications of today's geopolitical tensions. 

2:15 – Defining themes versus trends

4:00 – The next generation of sector funds

7:50 – Thematic investing in emerging markets

9:25 – Identifying secular themes

12:15 – Key EM themes: Financial inclusion and the energy transition

16:20 – Geopolitical conflict, strategic sectors, and thematic investing

19:30 – Dispersion, volatility, and scenario planning

23:15 – Personal observations

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Director of Climate Research Chris Goolgasian and Dr. Zach Zobel of Woodwell Climate Research Center join host Thomas Mucha to share their perspectives on the adaptation research and investing landscape. 

Key topics:

2:20 – Climate adaptation

4:15 – Rising heat risk

6:40 – Innovative adaptation technologies

8:45 – Water scarcity and a price on water

12:40 – Climate resilience

14:20 – The intersection of climate and geopolitical risk

18:10 – Collaboration with Woodwell Climate Research Center

20:10 – Reasons for optimism

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Portfolio manager Alan Hsu joins host Thomas Mucha to share his latest insights on climate investing, highlighting the growth of favorable climate legislation, the concept of true positives versus false negatives, the critical role of climate science in investing, and much more.

Key topics:

2:20 - Alan's path to climate investing

4:50 - The intersection of energy and technology

7:40 - The broad climate investing opportunity

9:50 - Favorable climate legislation

12:00 - True positives versus false negatives

16:00 - Collaborating with Woodwell and MIT

18:30 - Climate change and geopolitical risk

20:55 - New climate technologies

23:15 - An optimistic view

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Co-heads of biotech private investments I-hung Shih and Nilesh Kumar join host Thomas Mucha to explore today's private biotech market, highlighting the state of deal flow, valuations, and innovation.

Key topics:

1:30 – The impact of scientific training on biotech investing

6:30 – The state of the private biotech market

9:30 – Groundbreaking innovations

12:15 – Secular trends in biotech investing

13:45 – Biotech’s valuation reset

16:15 – Regulation and drug pricing

19:15 – Wellington's broader health care perspectives

20:55 – The intersection of geopolitics and biotech innovation

23:30 – Collaborating with Wellington’s public health care team

26:15 – ESG and bioethics

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