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Fixed income
Opportunity ahead: Optimism or illusion?
Explore our latest views on risks and opportunities across global capital markets.
Another banner year for emerging markets local debt in 2026?
Our experts highlight EM local debt's strong 2025 performance and explain their bullish outlook for 2026.
Low tide, sharp eyes: What to pick up
Fixed Income Managers Campe Goodman and Rob Burn share their outlook for credit in 2026 and discuss how investors can reposition for an environment where opportunities are harder to find.
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Private investing
IPOs aren’t dead, they’re just napping
Experts from our venture capital and trading teams explore the current IPO landscape. They highlight three challenges and three opportunities for private companies aiming to go public today.
CLOs and the growth of private credit
Alyssa Irving profiles private credit's influence on CLOs, focusing on its ability to refinance lower-quality issuers and the potential benefits for the broadly syndicated market.
Venture capital outlook for 2025: 5 key trends
Our venture capital experts are encouraged by the healthier environment for venture capital in 2025. In this year's outlook, they explore key themes for the year ahead, including: higher deployment, AI, rebounding IPOs, and impacts of the 2024 election.
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Multi-asset
Opportunity ahead: Optimism or illusion?
Explore our latest views on risks and opportunities across global capital markets.
Low tide, sharp eyes: What to pick up
Fixed Income Managers Campe Goodman and Rob Burn share their outlook for credit in 2026 and discuss how investors can reposition for an environment where opportunities are harder to find.
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Spotlight
Venture capital outlook for 2025: 5 key trends
Our venture capital experts are encouraged by the healthier environment for venture capital in 2025. In this year's outlook, they explore key themes for the year ahead, including: higher deployment, AI, rebounding IPOs, and impacts of the 2024 election.
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Wellington experts
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European equities: time to reassess?
Many investors remain cautious on European equities, but Multi-Asset Portfolio Manager Supriya Menon and Lead Researcher Patrick Wattiau argue it is time to consider what could go right for European equities.
3 reasons to believe in Chinese equities
Macro Strategist Johnny Yu explores China's equity market resurgence, highlighting innovation, US-China relations, and policy shifts towards quality growth.
Don’t stop believin’ in emerging market equities
Multi-Asset Strategist Nanette Abuhoff Jacobson explains why emerging market equities have become her highest-conviction view across asset classes.
Opportunity ahead: Optimism or illusion?
Explore our latest views on risks and opportunities across global capital markets.
Disquiet in quality: What happened and what now?
Quality has been lagging since 2021, with underperformance accelerating sharply in 2025. Where does this leave investors now?
Another banner year for emerging markets local debt in 2026?
Our experts highlight EM local debt's strong 2025 performance and explain their bullish outlook for 2026.
Low tide, sharp eyes: What to pick up
Fixed Income Managers Campe Goodman and Rob Burn share their outlook for credit in 2026 and discuss how investors can reposition for an environment where opportunities are harder to find.
IPOs aren’t dead, they’re just napping
Experts from our venture capital and trading teams explore the current IPO landscape. They highlight three challenges and three opportunities for private companies aiming to go public today.
CLOs and the growth of private credit
Alyssa Irving profiles private credit's influence on CLOs, focusing on its ability to refinance lower-quality issuers and the potential benefits for the broadly syndicated market.
Loans from Federal Home Loan Banks: An opportunity for US insurers to enhance investment yield and total return
Learn why we believe FHLB loans provide compelling potential for insurers to add alpha or increase yield by borrowing at low rates and benefitting from possible favorable treatment by ratings agencies. In addition, explore examples of customized investment solutions that have the potential to capitalize on these advantages.
There is more than one way to approach growth equities
Portfolio Managers Steven Angeli and Joe Chung, and Investment Specialist Casey Vale discuss how looking at growth equities in a different way may help uncover opportunities amid heightened uncertainty and volatility.
Power play: Building the case for infrastructure in 2025
The long-term case for listed infrastructure remains compelling. But could near-term catalysts, such as nuclear and natural gas, also drive performance in the short term?
Venture capital outlook for 2025: 5 key trends
Our venture capital experts are encouraged by the healthier environment for venture capital in 2025. In this year's outlook, they explore key themes for the year ahead, including: higher deployment, AI, rebounding IPOs, and impacts of the 2024 election.
Unearthing the unseen in geopolitics
Unearthing the unseen in geopolitics. Watch Geopolitical Strategist Thomas Mucha delve into the investment impact of structural geopolitical shifts and share his latest take on the upcoming US election.
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