- President
The views expressed are those of the author at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
Wellington is a sponsor of the Milken Institute Asia Summit 2024. We have a long history of partnering with the Milken Institute at its Global Conference and regional events.
The 11th annual Asia Summit brought together global minds who are leading the charge against humanity's most urgent challenges. The event explored untapped opportunities to improve health and well-being, engender sustainable practices, enhance competitiveness, and activate more impactful investments for people and the planet.
Event replay
With cautious optimism, asset managers are navigating a macro landscape characterized by long-term growth potential and diverse opportunities. While sustainable investing evolves and remains a focus for many, investors have also looked to market-diversification and emerging-market opportunities to enhance portfolio performance.
In this event replay from the 2024 Asia Summit, Wellington President and Managing Partner Steve Klar joins a fascinating discussion with industry leaders who share their perspectives on the next frontier in asset management.
Power of ideas
The Power of Ideas series features short essays from global leaders across industries and perspectives around a focal theme.
The 2024 Asia Summit theme was Impactful Ideas: Purposeful Action and the collection covers a wide range of themes, including health tech, sustainable development, and data sharing. This essay written by President and Managing Partner Steve Klar focuses on the convergence between public and private markets.
Photo credit: Milken Institute
2026 Hedge Fund Roundtable | The AI opportunity through a hedge fund lens
In this six-part video series, members of our hedge fund team examine how AI has evolved from a focused technology theme into a broad, cross-industry investment opportunity.
Top of Mind: Next-generation diversifiers for a changing market landscape
Multi-Asset Strategist Adam makes a case for a set of “next-generation diversifiers” — asset classes that may help protect portfolios against equity downside and other risks in the market environment investors are likely to face in coming years.
Rapid fire questions with Ehab Hosny
In this edition of “Rapid fire questions,” Ehab Hosny, portfolio manager on the hedge fund multi-manager team, provides an inside perspective at Wellington’s hedge fund operations. He discusses the firm’s competitive advantages, its approach to risk management and talent, and where he sees the most compelling opportunities in equity long/short today.
The economy needs more competition. AI can make that happen.
Brij Khurana believes that as AI evolves, it will challenge traditional business moats and revitalize competition across industries. This transformation could lead to increased productivity, higher real wages, and stronger economic growth.
The Fed’s growing footprint on the market has a cost
Brij Khurana explains what the Federal Reserve's balance sheet expansion may mean for inflation and asset prices.
Public REITs at a turning point: Value, growth, and diversification potential
After several years of rate‑driven headwinds and post‑COVID earnings pressure, fundamentals are turning—and we believe the setup for public real estate today is one of the strongest in years.
More from the core: How fundamental extension (140/40) strategies could help
Extension strategies may offer investors more flexibility in portfolio construction, along with potential to achieve greater risk-adjusted returns, thus delivering “more from core” in equity allocations without taking on significantly more tracking risk.
An active management partner for the near and long term
CEO Jean Hynes focuses on key themes driving our evolving capabilities and client collaboration, including AI's transformative potential and new thinking about equity, fixed income, and alternative allocations.
Top of Mind: The allocator’s checklist for 2026 and beyond
Multi-Asset Strategist Adam Berger offers near- and longer-term ideas for allocators, including thoughts on alternatives, potential market surprises, and risk management.
Inflation, volatility, and valuations: 3 reasons hedge funds fit today’s market
Our multi-asset strategists explain why economic and market conditions in the year ahead could make a compelling case for adding hedge funds to the asset allocation mix, including multi-strategy and equity long/short hedge funds.
Are hedge funds the missing ingredient?
Inflation, volatility, and valuations — they all raise questions about portfolio diversification and resilience. Multi-Asset Strategists Nanette Abuhoff Jacobson and Adam Berger explain why multi-strategy and equity long/short hedge funds could provide the answers. They offer insights on adding allocations to a traditional portfolio mix and a recipe for manager selection.
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