Consultants

We work with consultants globally to identify and evaluate appropriate investment solutions for shared clients. We offer detailed portfolio information and access to our investment professionals to facilitate consultants’ due diligence and independent evaluation of our strategies.

Reception Desk

Resources for consultants

Consultants can access the firm’s thought leadership through many avenues, including a suite of online resources. In addition to the research and commentary on the Insights section of this site, two other sites may be particularly useful to consultants:

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Whiteboard

Client portal

A password-protected site with client-specific portfolio information, full access to the firm’s thought-leadership publications, and other key materials.

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Wellington alternative investments

A secure website providing client-specific hedge fund portfolio information.

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Latest insights

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1190318734
Article
3 min
Fixed income Active management Global Article
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Could credit markets derail the AI boom?

Fixed Income Portfolio Manager Connor Fitzgerald explores whether the credit markets could derail the AI boom and what the potential implications could be for investors.

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Connor Fitzgerald
Connor Fitzgerald, CFA
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3 min
Article
2027-11-08
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multi asset outlook
Article
14 min
Insurance Macro and market Asset allocation Insurance Asset Allocation Outlook Multi-asset Article
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Seeking income without stretching for risk

In this quarter’s outlook, our team highlights opportunities for insurers to build durable income, alongside insights on tax-loss harvesting and regulatory developments.

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14 min
Article
2027-10-31
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2293224701
Article
7 min
Active management Artificial intelligence (AI) Investment Angles Global Article
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Is AI the new China? Three lessons for investors

We examine how AI could reshape the global economy and expand the investment opportunity set well beyond the technology sector. Drawing lessons from China’s rise, we explore where opportunities may emerge — and why investors will need to stay nimble as market leadership shifts.

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Wendy Cromwell
Wendy Cromwell, CFA
event
7 min
Article
2027-10-31
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1714982016
Article
3 min
Elections Wellington on Washington and the World Investment Angles Geopolitics Article
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US midterm elections: Why they matter for markets

Macro Strategist Juhi Dhawan and Geopolitical Strategist Thomas Mucha explore what's at stake in the US midterm elections what the outcome may mean for investors in the longer term.

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Juhi Dhawan
Juhi Dhawan, PhD
Thomas W. Mucha
Thomas W. Mucha
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3 min
Article
2027-10-20
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monthly market snapshot
Article
18 min
Economic cycle Market commentary Monthly Market Review Global Multi-asset Commodities Equity Fixed income Article
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Monthly Market Review — September 2026

A monthly update on equity, fixed income, currency, and commodity markets.

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Brett Hinds
Brett Hinds
Jameson Dunn
Jameson Dunn
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18 min
Article
2027-10-19
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financial market review
Article
18 min
Economic cycle Market commentary Quarterly Market Review Commodities Fixed income Multi-asset Equity Global Article
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Quarterly Market Review — 3Q26

A quarterly update on equity, fixed income, currency, and commodity markets.

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Brett Hinds
Brett Hinds
Jameson Dunn
Jameson Dunn
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18 min
Article
2027-10-16
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2237627236
Article
6 min
Asset allocation Private investing Article
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The convergence of public and private markets — part 2

The convergence of public and private markets is opening new opportunities for wealth and institutional investors — but each will approach them differently. Part 2 of our series explores how evolving investor needs are shaping portfolio construction, product design, and implementation.

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Multiple authors

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6 min
Article
2028-10-31
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2237553234
Article
6 min
Artificial intelligence (AI) Regulatory Investment Angles Article
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Why investors should pay attention to AI regulation

A trio of Wellington experts reviews the current state of AI regulation, looks at how the regulatory landscape may evolve, and offers insight into what the implications might be for investors.

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Multiple authors

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6 min
Article
2027-10-31
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1280387133
Article
6 min
Active management Equity Global Article
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When market cycles create opportunity: a value investor’s perspective 

Equity Portfolio Manager Stefan Brugger, Equity Analyst Felix Schroeder and Investment Specialist Fred Owens-Powell discuss why the changing market regime may favour active value investors.

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Multiple authors

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6 min
Article
2027-10-21
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maoartwork
Article
10 min
Geopolitics Asset allocation Global Multi-asset Quarterly Asset Allocation Outlook Article
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The rally: Refusing to yield?

Find out why we remain constructive but increasingly selective as AI investment supports equities, rising yields create opportunities in government bonds, and geopolitical risks complicate the outlook.

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Supriya Menon
Supriya Menon
Joshua Riefler
Joshua Riefler
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10 min
Article
2027-10-31
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1990100-bridge-2
Article
5 min
Article Equity Energy Utilities Institutional
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Can infrastructure investors pair growth and stability?

Global Industry Analyst Tom Levering and Investment Director Joy Perry discuss why investors in infrastructure do not need to choose between growth and stability and how to seek exposure to both.

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Tom Levering
Tom Levering
Joy K. Perry
Joy K. Perry
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5 min
Article
2027-10-01
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