Since launching the Global Credit Buy and Maintain Strategy in 2009, we have protected capital thanks to our extensive research and collaborative approach, bringing in the insights from experts across Wellington.
£375bn +
£110bn+
£240bn+
Wellington has a track record of working with UK pension and insurance schemes for over 30 years, combining pre-eminent credit management skills with deep actuarial expertise.
Today’s environment of lower liquidity, higher volatility and regulatory uncertainty throws up new challenges for pension schemes as they move closer to their end destination. And it is at these critical inflection points that we believe Wellington’s long-term perspective and experience in managing global pension and insurance portfolios truly come into play.
All figures as at 30 June 2022
Mapping physical climate risks
Working with Woodwell Climate Research Center, we have developed a geospatial mapping tool designed to help our investors visualize and quantify physical climate risks.
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How do we optimise the buy-and-maintain opportunity?
We see buy and maintain as the exact opposite of “buy and forget”. For us, this type of approach has three key requirements:
Why Wellington?
As well as our proprietary, bottom-up research of individual credit issuers and sectors, we integrate macroeconomic factors and regulatory and ESG considerations into our investment approach. We think our success derives in large part from our collaboration with experts in their field across Wellington, be they actuaries, climate scientists or stewardship specialists.
Picking the right building blocks for a climate-aware portfolio
For asset owners integrating climate change into their multi-asset portfolios, members of our Investment Strategy & Solutions Group offer five important insights.
Weekly Market Update
What do you need to know about the markets this week? Tune in to Paul Skinner's weekly market update for the lowdown on where the markets are and what investors should keep their eye on this week.
Risky business: Is now the time for surplus action?
Tim Antonelli, Head of Multi-Asset Strategy – Insurance and Portfolio Manager, considers insurers' renewed interest in risk assets and offers his views on areas that may be worth a closer look.
Trump 2.0: National security and investment themes
Our expert examines the geopolitical and investment implications of a potential second Trump presidency.
Do fundamentals support a risk-on tilt?
Surprisingly strong economic growth, declining inflation, easy financial conditions — can it get any better for markets? Members of our Investment Strategy & Solutions Group offer their outlook, including their latest views on equities, bonds, and commodities.
Income: the hard worker in your portfolio deserves more credit
Income from cash is good but income from bonds is better. In a less certain macro environment, Alex King, Supriya Menon and John Mullins think the case for income only gets stronger. How can investors make the most of opportunities?
How to reposition for a new economic era?
In this short video, Macro Strategist John Butler outlines the key features of the new economic era we are now entering.
Managing currency exposure in multi-asset portfolios: how to weigh the trade-offs and impact
Nick Samouilhan, Head of Multi-Asset Strategy – APAC, evaluates the trade-offs of different currency hedging approaches and offers a novel framework for gauging their potential portfolio impact.
Designing a climate-aware strategic asset allocation
Members of our Investment Strategy Team explain how they incorporate climate metrics into their asset allocation optimization process. They also discuss implementation — the choice of specific climate-aware building blocks and strategies to express the desired asset allocation.
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James Bradbury
Steve Jones
David King
Will Lockhart
Ciara O Murchadha Flynn
Bob Sharma
