Wellington Management
May 08, 2025
Tracing our history to 1928, Wellington Management is one of the largest independent investment management firms in the world. We serve as a trusted adviser for institutions in more than 60 countries.

There is more than one way to approach growth equities

Key points

  • We believe today’s new economic era offers a broad range of opportunities for growth equities, but capturing that potential requires a different perspective.
  • We think investors should embrace diversification on a global scale and focus on emerging structural trends, while doubling down on fundamentals.
  • In our view, today’s environment calls for an explicit emphasis on quality to help stabilise portfolios amid heightened volatility.

The last few years have ushered in a  new macroeconomic era  with shorter and more volatile cycles, increased geopolitical instability and accelerating technological change. One of the most dominant narratives to emerge over the last few years has been that of the “Magnificent Seven” and US exceptionalism. Recent market moves are now challenging that narrative, however, highlighting that there are other ways to think about growth equities that may help uncover still underappreciated opportunities amid ongoing volatility. A globally diversified approach that dynamically combines a qualitative growth framework with insights on the structural trends that are reshaping economies, sectors and companies could help investors look at growth equities differently. Here are four action points for investors seeking to capture the opportunities that this different perspective may bring.

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