Experience the edge.

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Article

2023-12-31

Private investing Private debt Alternatives Outlook No Optimizely Economic cycle Article

Private credit in 2023: The benefits of a bear market?

We explore conditions in investment-grade private credit and go deeper on how today’s challenging overall market landscape could fuel opportunities for investors.

Elisabeth Perenick, CFA

Emeka Onukwugha, CFA

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Article

2023-12-31

Private equity Venture capital Private companies Outlook No Optimizely Alternatives Article

Private equity outlook: Why we see a buyers’ market ahead

Co-Head of Private Investments Michael Carmen shares his outlook for the private equity market, highlighting today's normalizing multiples, continued innovation, and, in a number of cases, fewer competitors for the most attractive deals.

Michael Carmen, CFA

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Article

2023-12-31

Private portfolio companies ESG Venture capital Outlook No Optimizely ESG insights for private companies Private company management Climate Alternatives Private equity Article

Five key ESG topics for private companies in 2023

Our ESG for Private Investments Team explores five critical ESG topics for private companies in the year ahead.

Multiple authors

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Article

2023-12-31

Private portfolio companies ESG Private equity Private investing ESG insights for private companies DEI Climate Private company management Alternatives Venture capital Whitepaper

ESG in private markets: Insights for 2023

We highlight five key areas for private companies to prioritize in 2023 and share the essential steps they can take to keep up with today’s evolving ESG risks and opportunities.

Multiple authors

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Whitepaper

2023-11-30

Cryptocurrency Digital payments E-commerce Fintech Disruption Economic cycle Private companies Financials Information technology Alternatives Equity Hybrid investing Global Industry Research Podcast

Fintech market overview: The intersection of disruption and dispersion

In the latest episode of WellSaid, Portfolio Manager Matt Lipton and Global Industry Analyst Matt Ross join host Thomas Mucha to discuss their outlook for fintech in today's environment, exploring the recent pullback in the sector, disruptive fintech innovations, potential regulation, and much more.

Christopher Perret, CFA, CAIA

Matt Ross, CFA

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Podcast

2023-11-30

Climate Alternatives Portfolio construction Video

Understanding the climate opportunity in alternatives

Portfolio Manager Alan Hsu highlights the potential inefficiencies created by traditional long-only climate strategies.

Alan Hsu

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Video

2023-11-30

Inflation Volatility Economic cycle Outlook No Optimizely Multi-asset Fixed income Equity Alternatives Video

A new economic era: Why inflation, volatility, and cycles are back

Macro Strategist John Butler argues that a seismic global shift is underway that will disrupt the macro dynamics of the past two decades, challenging long-held investment assumptions.

John Butler

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Video

2023-12-31

Volatility Macro hedge funds Diversification Inflation Alternatives Whitepaper

Macro renaissance: The opportunity ahead for investors

As the global economy and financial markets transition to a new, potentially more volatile era, macro investment strategies may be well positioned to take advantage of market dislocations and greater asset price differentiation.

Vivian Bi, CFA

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Whitepaper

2023-10-31

Venture capital Impact Private portfolio companies Alternatives Private equity Impact investing Article

Measuring impact in venture capital

We highlight why venture capital matters to impact investors and how to authentically measure and manage impact in this asset class.

Oyin Oduya, CFA

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Article

2023-10-31

Private portfolio companies Private equity ESG ESG insights for private companies Regulatory Alternatives Venture capital Article

The critical role of ESG in private equity

Explore our full ESG insights for private companies series with our latest research on governance, DEI, climate, and much more.

Tim Antonelli, CFA, CAIA, FRM, SCR

Drew Morales

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Article

2024-10-31

Alternatives Insurance Portfolio construction Alternatives investing Asset allocation Balance sheet Article

The road less traveled: An insurer’s path to investing in alternatives

Insurance Multi-Asset Strategist Tim Antonelli lays out a sturdy yet flexible framework to help global insurers navigate the alternative investments space.

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Article

2023-09-30

Climate Innovation Private equity Alternatives investing EMEA Alternatives Article

A critical role for climate-focused tech capital

Greg Wasserman and Molly Breiner examine the critical role that climate-focused tech capital can play in addressing climate change.

Greg Wasserman, CFA

Molly Breiner

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Article

2023-09-30

Fintech Digital transformation Disruption Alternatives Financials Article

The growing wave of disruption in financial services

Amid today's uncertainty, Portfolio Manager Matt Lipton outlines three key reasons he believes the opportunities fueled by fintech disruption will continue.

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Article

2023-08-31

ESG insights for private companies Private portfolio companies Climate Private equity Private investments ESG Alternatives Sustainable investing Article

Why climate change matters

We explore why climate change matters in private markets, highlight the current regulatory landscape, and profile key questions to expect from public market investors.

Multiple authors

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Article

2023-08-31

Inflation Asset allocation Europe Volatility Monetary policy Equity Multi-asset Alternatives Article

High inflation and slow growth in Europe: How should investors respond?

Multi-Asset Strategist Supriya Menon explores the asset allocation implications of high inflation and slow growth in Europe.

Supriya Menon

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Article

2023-08-31

ESG insights for private companies Private portfolio companies DEI Private equity Private investments ESG Alternatives Article

Diversity, equity, and inclusion: FAQ

We answer some of our private portfolio companies’ most frequently asked questions on diversity, equity, and inclusion.

Multiple authors

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Article

2023-08-31

Asset allocation Alternatives Hedge funds Alternatives investing Article

Recalibrating alternative allocations for a new market reality

As allocators cope with economic uncertainty and market volatility, Multi-Asset Strategists Cara Lafond and Adam Berger explain how alternative investments could potentially play a role in improving portfolio resilience and returns.

Cara Lafond, CFA

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Article

2023-08-31

ESG insights for private companies Private portfolio companies Business practices ESG Alternatives investing DEI Sustainability policies Alternatives Private equity Sustainable investing Article

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.

Multiple authors

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Article

2023-07-31

Factors Manager selection Alternatives Alternatives investing Fixed income Hedge funds Multi-manager solutions Article

Can hedge funds behave if fixed income doesn’t? A manager-selection view

Our Fundamental Factor Team proposes an alternative approach for analyzing hedge funds and constructing multi-manager hedge fund portfolios intended to fill the roles of fixed income.

Multiple authors

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Article

2023-07-31

Outlook Alternatives Hedge funds Alternatives investing Asset allocation Manager selection Portfolio construction Volatility Fixed income Private equity Article

Mid-2022 Alternative Investments Outlook

As allocators cope with economic uncertainty and market volatility, Multi-Asset Strategist Cara Lafond explains how alternative investments could potentially play a role in improving portfolio resilience and returns.

Multiple authors

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Article

2023-08-31

Manager selection Portfolio construction Hedge funds Multi-manager solutions Alternatives Fixed income Alternatives investing Quick Take

Using hedge funds to perform the role of fixed income: An alternative approach

Member of our Fundamental Factor Team offer a role-based framework that may help better align manager research, portfolio construction, and potential investment outcomes.

Multiple authors

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Quick Take

2022-10-31

Active management Volatility Equity Client objective Climate Alternatives Private equity Quick Take

From autopilot to active pilot: How investors can navigate the future

President Steve Klar explains why a broader set of tools may be required to maneuver through higher volatility, changes in market structure, and the explosion in investment data.

Steve Klar

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Quick Take

2023-06-30

Outlook Inflation Volatility Economic cycle Alternatives Equity Multi-asset Article

Mid-2022 Global Economic Outlook

We believe heightened geopolitical uncertainty, and the new macro environment of deglobalization, higher inflation, greater global cyclicality and volatility will disrupt and drive markets.

Multiple authors

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Article

2023-07-31

Portfolio strategy Multi-asset Asset allocation Alternatives Equity Fixed income Private equity Public pension (DB) Whitepaper

Closing the return gap: A new set of “stepping stone” ideas

Multi-Asset Strategist Adam Berger offers incremental, flexible investment ideas that can be combined to help asset owners pursue their goals amid declining capital market return expectations.

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Whitepaper

2023-06-30

ESG insights for private companies Private portfolio companies Business practices Education Sustainable investing Alternatives Article

A guide to ESG materiality assessments

We continue our "ESG insights for private companies" series by exploring ESG materiality assessments, including why they are important and how to conduct one for your private company.

Multiple authors

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Article

2023-05-31

Late stage Volatility Disruption Private equity Quick Take

How the public market correction is affecting the late-stage private equity market

The times they are a-changin’. The late-stage private equity market is digesting a public growth multiple collapse that took us from boom to bust in four months. But while valuations may be coming down in the private market as a result, the opportunity-creating trends of technology disrupting all parts of the economy and companies staying private longer remain in place.

Matt Witheiler

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Quick Take

2022-09-30

Climate Article Long-short

Climate investing: The case for a market-neutral approach

We explore why climate change is a compelling organizing principle for investing and highlight the potential benefits and risks of market-neutral implementations.

Eric Krusell, CFA

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Article

2023-04-30

Cryptocurrency Regulatory Disruption Alternatives Macro and market Quick Take

Crypto beyond the hype: Insights for institutional investors

We highlight a few practical insights on cryptocurrencies for institutional investors evaluating the asset class, including our views on custody, regulation, and more.

Ranjit Ramachandran, CFA

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Quick Take

2022-12-31

ESG insights for private companies Private portfolio companies ESG Sustainability Alternatives Private equity Article

Cybersecurity in 2022

The ongoing conflict in Ukraine has raised the profile of today’s heightened cybersecurity risks. Here, we highlight the rising cybersecurity problem, explore how it affects the private sphere, discuss key regulatory considerations, and share best practices for private companies facing these threats.

Multiple authors

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Article

2023-03-31

ESG insights for private companies Private portfolio companies Private equity ESG Sustainable investing Video

Five key ESG topics for private companies

Members of our private market ESG team highlight the topics they expect will be top of mind in the coming year, from diversity to data privacy to supply-chain issues.

Celi Khanyile-Lynch

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Video

2022-12-31

USA Inflation Article Equity Fixed income Geopolitical COVID Private equity China

Ten more “what if” scenarios for 2022

In his latest Top of Mind session, Multi-Asset Strategist Adam Berger addressed a wide range of what-if scenarios on the minds of our clients. See what he has to say on Russia, China, cryptocurrencies, the IPO market, and many other topics in this brief article.

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Article

2023-02-28

Macro and market Sustainability Equity Fixed income Alternatives Climate Geopolitical Emerging markets Sustainable investing Tech & Innovation Event replay

Navigating a new tomorrow

In this video, Wellington investment professionals and prominent guests articulate the structural risks and opportunities that we believe will shape tomorrow’s investment strategies, ranging from medical innovation spurred by the global pandemic to technological breakthroughs, and ideas aimed at curbing or mitigating climate risk.

Multiple speakers

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Event replay

2023-01-31

Future Themes Currency Cryptocurrency Blockchain Alternatives Artificial intelligence (AI) Article

Evaluating cryptocurrencies as an asset class

We explore cryptoassets’ potential as an asset class as the topic dominates the headlines.

Alexandre Chau

Ranjit Ramachandran, CFA

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Article

2023-02-28

Carbon emissions Energy Sustainable investing Alternatives Equity Opportunities and risks Article Climate ESG

Decarbonization and the energy transition: The next supercycle

The low-carbon transition could be the biggest capital cycle of our lifetime, fueled by massive spending and extensive infrastructure development. We break down the investment implications.

Keith White

Kinga Darida, CFA

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Article

2022-12-31

Outlook Private equity Macro and market Manager selection ESG Climate Alternatives investing Article

2022 Alternative Investment Outlook

Our 2022 Alternative Investment Outlook looks at 5 areas of focus for the coming year and explores private equity markets and ESG opportunities.

Multiple authors

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Article

2022-12-31

Portfolio policy Alternatives investing Equity Alternatives Article

When public and private equity converge: An allocator’s guide

Multi-Asset Strategist Cara Lafond believes the time has come to recalibrate private equity portfolios to keep up with the evolution of the equity ecosystem. She offers a case for a more holistic view of public and private allocations, a fresh look at how allocators access growth, and the use of private and crossover strategies in innovative sectors.

Cara Lafond, CFA

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Article

2022-12-30

ESG Alternatives ESG insights for private companies Private portfolio companies Private equity Private debt Sustainable investing Article Alternatives investing

ESG in 2022: Insights for private companies

We profile why ESG factors matter in private markets, explore the diverse ESG issues private companies face across industries, highlight five key areas to prioritize, and share the essential steps private companies can take to keep up with today’s evolving ESG risks and opportunities.

Multiple authors

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Article

2022-11-30

Multi-asset Macro and market Public pension (DB) Subadvisory Union (Taft Hartley) Endowments & foundations Single Balance sheet Alternatives Equity Fixed income Portfolio policy Opportunities and risks Climate Article

Changing “weather” patterns in alternatives and climate

Multi-Asset Strategist Adam Berger offers a forecast on the future of alternative and climate-related investing, with insights on manager selection, public/private allocations, climate-aware capital market assumptions, and a range of other topics.

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Article

2022-11-30

Tech & Innovation Opportunities and risks Equity Alternatives Fintech

The coming wave of disruption in financial services

Portfolio Manager Matt Lipton explains why some financial companies are finally catching up with other sectors that have long benefited from structural change driven by technological innovation — and why some incumbents will be left behind.

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2022-08-31

Macro and market Alternatives Alternatives investing Americas Event replay

2021 Alternatives Annual Meeting Highlights

This highlights reel offers a quick look at the topics that are top of mind for our alternatives investors, from credit market dislocations to emerging market themes to cryptocurrencies.

Multiple speakers

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Event replay

2022-07-31

Alternatives investing Long-short Asset allocation Article

Rethinking growth and where long/short directional strategies fit in

With allocators looking for opportunities to recalibrate their growth exposures, Multi-Asset Strategist Cara Lafond shares her “best fit” criteria for long/short directional strategies and explains why the financial sector appears to check all the boxes.

Cara Lafond, CFA

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Article

2022-07-31

Fintech Tech & Innovation Future Themes Macro and market Opportunities and risks Global Industry Research Alternatives Article

Central bank digital currencies: Debunking five common myths

We discuss how disruptive central bank digital currencies are likely to be and dispel some commonly held CBDC myths.

Santiago Millán, CFA

Ranjit Ramachandran, CFA

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Article

2022-04-30

ESG Sustainability Private equity Climate Private portfolio companies Alternatives Sustainable investing Article

Seeing an end to the ESG blind spot in private equity

ESG's role is coming into focus in the private market, says Hillary Flynn, director of ESG, Private Investments. She discusses governance, climate, and other key themes; the higher bar for newly IPO'd companies; and the evolving activist playbook.

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Article

2022-01-31

ESG Sustainability policies ESG insights for private companies Private equity Private debt Article

Asking private companies to show their ESG credentials

ESG issues are a growing area of focus in the public market, but what about the private market? Our co-head of Private Investments and our director of ESG, Private Investments, argue for informed and active ownership from the initial investment until the IPO.

Michael Carmen, CFA