- Fixed Income Portfolio Manager
Explore our insights
Asset class
Formats
2026 Midyear Investment Outlook
Asia ex-Japan, Institutional
Change
The views expressed are those of the speaker at the time of filming. 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.
Alyssa Irving, fixed income portfolio manager, delves into the evolving role of active ETFs in the AAA CLO market. In this new video, she explores how their substantial growth as a new investor base is a healthy evolution of the market.
In our view, this more diversified set of buyers means the future of the AAA CLO market likely won't mirror the past. Active ETFs are driving greater liquidity and trading opportunities, and this behavior differs from the space’s traditional buy-and-hold strategies. We believe the AAA CLO market is likely to see greater trading volume, more spread volatility, and more opportunities for active management going forward.
Expert
Showing
of
Insights Posts
Article
6 min
The convergence of public and private markets — part 2
Continue reading
6 min
Article
2028-10-31
URL References
Related Insights
Read next
Showing
of
Insights Posts
Article
6 min
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.
6 min
Article
2028-10-31
Article
11 min
The Next Great AI Companies May Look Like Services Companies
The question is no longer simply whether AI can make an existing workflow faster, but whether an AI-native operator can deliver the service faster, cheaper, and more reliably than incumbents.
11 min
Article
2029-09-27
Article
7 min
Governance best practices in public markets
For private companies approaching the public markets, we highlight the corporate governance best practices that can help pave strong relationships with public market investors.
7 min
Article
2027-09-15
Article
12 min
Climate investing in a constrained world
As systems across the physical economy hit capacity limits, technologies that unlock constrained capacity, improve reliability, and reduce risk are becoming increasingly important.
12 min
Article
2027-09-12
Article
6 min
AI capex and the new credit cycle
Fixed Income Portfolio Managers Alyssa Irving and Liz Kleinerman, and Head of Investment Grade Private Credit Emeka Onukwugha explore the emergence of an AI investment cycle in credit markets.
6 min
Article
2027-10-05
Video
3 min
Deep dive on CLO equity investing
Alyssa Irving, Fixed Income Portfolio Manager, discusses the CLO equity asset class, highlighting its diversification potential, risk-return dynamics, and the crucial role of managers.
3 min
Video
2027-08-31
Article
7 min
What investors should watch as private credit market matures
Private credit is entering a more mature phase, marked by greater selectivity, broader opportunities, deeper market infrastructure, and growing emphasis on manager selection.
7 min
Article
2026-12-31
Article
5 min
The role of commercial real estate debt in an insurance portfolio
We examine how commercial real estate debt fits within an insurance portfolio, from its diversification and income characteristics to key considerations around regulatory classification, capital treatment, and portfolio construction.
5 min
Article
2028-07-30
Article
8 min
AI governance for private companies
Explore the critical need for AI governance for private companies, addressing evolving risks, regulations, and best practices for responsible gen AI usage.
8 min
Article
2027-07-17
Article
5 min
Looking beyond mega-caps
We explore how the growing concentration of capital in mega-cap private companies is reshaping the venture and growth opportunity set, and the implications for portfolio construction, manager selection, diversification, and potential return opportunities across private markets.
5 min
Article
2027-06-30
Article
5 min
IPO readiness through a public and private market lens
Our Value Creation Team brings together portfolio company leaders and Wellington investors to explore key issues shaping private markets, with takeaways from a recent IPO market discussion.
5 min
Article
2027-07-02
URL References
Related Insights