Viewpoints by John A. Boselli, CFA, Senior Portfolio Manager at Wellington Management

John is a senior managing director and equity portfolio manager at Wellington Management and a member of the team that manages the firm’s global, non-U.S. developed-market, and European quality growth portfolios. Prior to joining Wellington in 2002, he was a managing director in the global equity research group at Putnam Investments, where he covered the industrials, communications, technology, and consumer sectors. Previously, John was a senior manager at PricewaterhouseCoopers and a geophysical engineer at Western Geophysical International. He earned a B.S. from the Colorado School of Mines, an M.B.A. from DePaul University, holds the Chartered Financial Analyst designation, and is a member of the CFA Institute.
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Digital resilience: technology stocks point toward recovery
As businesses reopen around the globe, investors have found resilient growth opportunities in tech stocks. We explore the sources of this strength and what appears to be a durable trend.
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There's still opportunity in U.S. large-cap growth stocks
U.S. large-cap growth stocks continue to present select opportunities across a wide range of sectors, says Wellington Management’s John A. Boselli, CFA.
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Will the uptick in global economic growth be sustained?
Global economic growth has accelerated for the first time in 24 months. What are the implications for equity investors? Gain insight from Wellington Management's John A. Boselli, CFA.
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Tech's trillion-dollar cloud
U.S. tech companies may see their brightest future in cloud services, a $1 trillion addressable market. Portfolio Manager John Boselli assesses the opportunity.
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Where are we in the global economic cycle?
By gauging our position in the global economic cycle, we can get a fix on investor risk appetite and optimal factor exposures.
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As global outlook brightens, financials, tech, EM present opportunities
Improvement in the global economic outlook has created tailwinds in three market segments that present strong opportunities for bottom-up stock picking.
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Software and services stocks: capital compounders for a slow growth era
Learn about the unique opportunities that stocks of software and services providers offer in today's era of slow economic growth.
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Forward momentum building in emerging-market equities
See why emerging-market equities appear poised to maintain positive momentum, with Brazil and China presenting select opportunities.
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U.K. multinationals are poised to ride out the Brexit
While the Brexit will likely weigh on the U.K. economy, the impact on U.K.-based multinationals will be much less pronounced—and recent volatility may have created opportunities.
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The energy sector still requires caution and patience
Oil producers face a long struggle to adapt their capital intensive business models to the realities of low cost oil, constraining an already narrow set of equity opportunities within energy.
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