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Rotations and reallocations: Rethinking equities

Since April's Liberation Day, equity markets have recovered losses and appear to be on an upwards trajectory. But under the surface of the highs, argues Equity Strategist Andrew Heiskell, is a market and an economy looking for direction. Why is the economy so stuck?

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2026-10-31
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Five ways to find opportunity in a new world (dis)order

Geopolitical Strategist Thomas Mucha analyzes the investment implications of five global themes that speak to the need for strategic adaptation in a turbulent world.

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Showing 12 of 151 Insights Posts
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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.

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2026-10-31
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False signals? A macro investing playbook

Portfolio Manager Arancha Cano shares her insights on interpreting potentially conflicting and unreliable data signals as investors navigate an increasingly uncertain market environment.

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Chart in Focus: What do higher long-end yields mean?

Long-end yields have climbed on concerns over structural growth and fiscal expansion. In this edition of Chart in Focus, we explore how shifting yield curves are reshaping opportunities across asset classes.

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Chart in Focus: Fed rate cuts resume — What’s next for investors?

In this edition of Chart in Focus, we explore the Fed’s return to rate cuts after a strategic pause. We examine how this move, alongside diverging central banks paths, could shape the outlook for risk assets.

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Rapid Fire Questions with Tim Manning

In this edition of “Rapid Fire Questions,” equity portfolio manager Tim Manning offers his views on rates, fiscal policy, tariffs, and AI — and shares why he remains constructive on the US equity market.

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Collaboration in practice: Late-stage growth

Matt Witheiler, Head of Late-stage Growth, explores the impact of Wellington’s collaborative culture. He highlights the potential benefits of working with his private-market colleagues across sectors and stages as well as leveraging Wellington’s hundreds of public-market experts.

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Collaboration in practice: Late-stage biotech

Nilesh Kumar, Head of Biotech Private Investing, explores how working with Wellington’s public-market biotech experts helps his team better understand the feasibility of emerging biotech innovations.

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Chart in Focus: Are higher valuations justified?

Since Liberation Day, a clearer picture on tariffs has begun to emerge and markets have rallied in response. In this edition of Chart in Focus, we revisit cross-asset valuations and examine if the higher valuations are justified.

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Private credit roundtable: The role of covenants

Our private credit team explores the evolving role of covenants in today’s private credit landscape, highlighting their continued importance despite differing availability in specific markets.

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Collaboration in practice: Early-stage venture

Jackson Cummings, head of Wellington Access Ventures, outlines how collaborating with our later-stage private teams, public market industry analysts, and Value Creation Team can benefit his early-stage venture team.

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Collaboration in practice: Climate venture capital

Greg Wasserman, Head of Private Climate Investing, highlights the importance of collaborating with Wellington’s later-stage private market investors and public market experts to better understand best practices, valuation, exit opportunities, and more.

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Chart in Focus: Is growth investing still dominating?

Growth isn't global? In this edition of Chart in Focus, we compare the performance of value vs. growth stocks globally, highlighting the contrast by region, and in turn explore the implications for style investing.

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Rapid Fire Questions with Philip Brooks (Part 2)

In part 2 of his “Rapid Fire Questions”, equity strategist Philip Brooks shares his views on 3 key questions, focusing on the topic of Quality and investible opportunities today in US and abroad.

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2026-07-31
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Wellington Venture Summit

The Wellington Venture Summit brings our portfolio companies the breadth of our investment expertise and networks under one roof. Watch highlights from the summit on preparing to go public, fundraising your next round, and much more.

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Rapid Fire Questions with Philip Brooks (Part 1)

In part 1 of his “Rapid Fire Questions”, equity strategist Philip Brooks shares his views on 3 key questions, focusing on market outlook and risks.

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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.

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The power of positive and pragmatic thinking

While markets have a lot to worry about, from government policy to geopolitics, Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson looks at the world from another angle: What could go right? She offers five reasons for positive thinking and considers the investment implications. 

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CLO investing and active ETFs

Alyssa Irving explores the evolving role of active ETFs in the AAA CLO market, highlighting their significant growth, the impact of increased trading activity, and the potential opportunities they create.

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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.

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Chart in Focus: Did you miss out on the market bounce back in April?

Did you miss out on the market bounce back in April? In this edition of Chart in Focus, we look at market turnaround following the Liberation Day correction, highlighting the consequences of not having stayed invested.

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InvestorExchange: Tariffs, Treasuries, and taxes — What comes next?

Fixed income portfolio manager Connor Fitzgerald joins host Amar Reganti to discuss the potential effects of tariffs and other fiscal decisions on the bond market.

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Return-seeking fixed income for an uncertain age?

Raina Dunkelberger discusses the role of flexible, return-seeking fixed income strategies against a backdrop of concentrated equity markets and global policy divergence.

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2026-06-30
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Climate venture capital: Innovation versus hype

Greg Wasserman, Head of Private Climate Investing, discusses the balance between innovation and hype in climate venture capital. He explores automation in agriculture and manufacturing as well as the emerging commercial applications of generative AI.

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The intersection of AI and private credit

Our private credit experts highlight AI's influence on asset class’s market growth, emphasizing how investments in infrastructure like data centers has the potential to drive long-term market opportunity.

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Innovation in late-stage private markets

Matt Witheiler, head of Late-stage Growth, explores innovation and hype in late-stage private markets, discussing AI and defense technology.

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Private biotech innovation versus hype

Nilesh Kumar discusses the next generation of biotech disruptors in obesity, autoimmunity, and oncology, focusing on drugs that solve real-world unmet medical needs.

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Early-stage venture: Innovation versus hype

Wellington Access Ventures' Jackson Cummings discusses promising innovations in edge AI and embedded fintech. In addition, he highlights the potential hype surrounding consumer AI and quantum computing.

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Where’s my safe haven? A global investor perspective on the tariff tantrum

Portfolio Manager Martin Harvey shares his insights on how global investors may need to reassess long-held assumptions in light of shifting global dynamics.

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Rapid Fire Questions with Campe Goodman

In this edition of “Rapid Fire Questions”, fixed income portfolio manager Campe Goodman shares his views on 4 key questions in this Q&A session.

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The yen smile: New economic era upends traditional safe-haven currency relationships

Portfolio Manager Sam Hogg discusses the US Dollar Smile Theory and the Japanese yen's safe-haven status in the context of global trade and monetary policy changes. 

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SeatGeek deal overview

Head of Late-stage Growth Matt Witheiler and Equity Research Analyst Peter Blain highlight their insights on Wellington’s investment in SeatGeek, discussing the company's potential in primary and secondary ticketing in the growing ticketing landscape.

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Four investment perspectives on Trump’s first 100 days

Four of our experts across fixed income and equity share their asset-class level insights on the first 100 days of the current Trump administration and analyze the implications for investors.

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Databricks deal overview

Head of Late-stage Growth Matt Witheiler and Global Industry Analyst James McNay discuss their work together on Wellington’s investment in Databricks, highlighting the company’s innovation in AI and data analytics amid the evolving tech landscape.

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Flexibility with focus: how to position fixed income for volatility

Portfolio Manager Martin Harvey and Investment Director Marco Giordano explore how a focused use of flexibility can help position fixed income portfolios for volatility.

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Private market update

Check out our collection of videos on the state of the venture capital and private credit markets, featuring leaders from across our private investing platform.

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When will capital come back to private equity?

Head of Multi-Asset Strategy Adam Berger and Head of Late-Stage Growth Matt Witheiler consider the state of the private equity market, including liquidity challenges, the effects of higher interest rates, late-stage opportunities, and the impact of AI.

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Climate venture capital: Deployment, valuations, exits

Greg Wasserman, head of private climate investing, explores today’s normalizing valuations, encouraging IPO and M&A trends, and potentially actionable opportunities in climate venture capital.

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Early-stage venture: Deployment, valuations, exits

Head of Wellington Access Ventures Jackson Cummings discusses his latest views on early-stage venture capital and why he’s “cautiously optimistic” on deployments, valuations, and exits.

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Late-stage growth investing: Deployment, valuations, and exits

Matt Witheiler, head of late-stage growth, outlines the state of the late-stage private market, discussing deployments, valuations, and exits.

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Private credit: Public/private convergence

Our private credit experts explore the convergence of public and private markets, highlighting key areas of opportunity in private credit 2.0.

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Insurance Quick Takes: Positioning portfolios for what’s next in private credit

In our latest Insurance Quick Takes video, Tim Antonelli, head of Insurance Multi-Asset Strategy and portfolio manager, discusses the 2025 outlook for private credit and its implications for insurers.

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Chart in Focus: how sustainable is Europe’s rally?

Is the recent rally in European equities sustainable? In this edition of our Chart in Focus series, we explore the potential path ahead.

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Private biotech investing in 2025

Nilesh Kumar, head of biotech private investing, shares his outlook for 2025, weighing headline risk against biotech venture capital's potential tailwinds.

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Private climate investing in 2025

Greg Wasserman, head of private climate investing, explores the nuanced impact of the Trump administration on climate venture capital, discussing the Inflation Reduction Act, automation, and climate adaptation opportunities.

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Early-stage venture in 2025

Jackson Cummings, head of Wellington Access Ventures, explores the potential impacts of Trump 2.0 on early-stage venture, highlighting deregulation, fintech opportunities, AI-driven manufacturing innovations, and more.

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Late-stage growth investing in 2025

How could Trump 2.0 impact late-stage private companies? Matt Witheiler, head of late-stage growth, explores the potential impact of inflation and tariffs on the late-stage market in 2025.

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Venture capital in 2025: Deployment and valuations

How are valuation and deployment trends shaping today’s opportunities in venture capital? Our VC experts explore the current state of the market and their expectations for 2025.

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Chart in Focus: Can quality hedge against inflation?

Can Quality hedge against inflation? In this latest edition of Chart in Focus, we explore the historic outperformance of high-quality stocks and bonds during periods of high inflation, perhaps offering lessons should inflation surprise to the upside in 2025.

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WellSaid: Partnering with climate founders

Wellington head of private climate Greg Wasserman discusses his team's approach to helping private companies progress along their growth journey

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Beyond US exceptionalism: what’s next for equity markets?

Macro Strategist Nick Wylenzek shares his insights on what could be an eventful year for equities and explores why Europe and the UK could defy current gloomy investor sentiment.

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Insurance Quick Takes: The latest from the NAIC on CLO and bond fund capital charges

In our latest Insurance Quick Takes video, Tim Antonelli, Head of Insurance Multi-Asset Strategy and Portfolio Manager, offers a timely update on two important investment-related projects discussed in a special NAIC meeting.

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Top five fixed income ideas for European investors

Investment Directors Tobias Ripka and Marco Giordano share their top five fixed income ideas for European investors in 2025.

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Private credit roundtable: Outlook in 2025

Our private credit experts explore the potential effects of Trump 2.0 policies — like tariffs and deregulation — on the asset class in 2025. In addition, they dive into the impact of higher-for-longer interest rates, the broadening of private credit markets, and much more.

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Implementing decarbonisation guidelines: lessons learned in collaboration with clients

For asset owners with net-zero ambitions, balancing decarbonisation goals with investment objectives can be a challenge. Climate Transition Risk Analyst Julie Delongchamp outlines a practical five-step approach to implementing tailored guidelines.

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The role of public/private collaboration

Josh Sommerfeld, health care sector lead for late-stage private investments, highlights why he believes working with public-market colleagues like Dave Khtikian helps him be better at the four key parts of his job: sourcing, diligence, pricing, and exiting.

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Venture capital roundtable: 2025 outlook

In this roundtable, we explore the short- and longer-term implications of Trump 2.0, share our views on the IPO and M&A environments, and dive into the potential impact of tariffs, labor scarcity, and a higher-for-longer interest-rate environment.

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Private market perspectives

Hear from private market experts across our early-stage venture, climate growth, late-stage biomedical, late-stage growth, private credit, and ESG  teams.  

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Charts in Focus: Growth of capital securities markets

Fixed Income Portfolio Manager Noah Atlas makes the case for capital securities and details the advantages they could potentially provide for investors.

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Picture this: Economic forecast in 6 charts

We offer our 2025 economic and market forecasts across the capital markets in 6 charts.

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Top 5 fixed income ideas for 2025

Fixed Income Strategist Amar Reganti and Investment Communications Manager Adam Norman outline which five areas of fixed income may be best positioned in 2025.

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Concentrated markets: Implications for active management, manager research, and multi-manager capital allocation

Members of our Fundamental Factor Team share research insights on the portfolio impact of benchmark concentration and highlight tools that may help, including extension strategies, passive-share analysis, and index-completion approaches.

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What's current in credit: November 2024

Connor Fitzgerald explores the impact of President Trump’s US election victory on credit markets. Where are the opportunities and risks for credit investors now?

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Chart in Focus: Is the “Trump trade” real?

Is this "Trump trade" real?In this latest edition of Chart in Focus, we compare market's reactions to Trump's re-election and his 2016 election, and share our observations.

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The year of uncertainty: 5 macro themes to watch in 2025

Macro Strategists John Butler and Eoin O’Callaghan outline five macro themes for investors to watch in 2025 in a year they see defined by exceptional uncertainty and an extraordinary macroeconomic backdrop.

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Markets in 2025: asleep at the wheel or in the driving seat?

Watch the conversation with Head of Macro Strategy John Butler as he discusses recent macro events and potential 2025 market outcomes for investors.

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Targeting the full spectrum: sustainable multi-asset investing

Supriya Menon and Oyin Oduya explore how a multi-asset approach could help investors optimise their sustainability and financial return goals.

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“Goldilocks” and the three drivers of hedge fund outperformance

Members of our Investment Strategy & Solutions Group explain why shifting economic conditions may bode well for hedge funds broadly but also see reasons that manager selection may be more important than ever.

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EMEA Investment Forum 2024: highlights

In this short video, we share highlights from Wellington's 2024 EMEA Investment Forum, where our Wellington experts and guest speaker explored how to “Rethink the future".

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Chart in Focus: Can this equity bull market last?

Can this current equity bull market last? In this latest edition of Chart in Focus, we focus on the indicators of whether it may come to an end or keep running.

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Bonds in Brief: Making Sense of the Macro — October issue

What's driving global bond markets and what are the investment implications? Read the October issue of "Bonds in Brief" for Wellington Investment Director Marco Giordano's monthly assessment of risks and opportunities within fixed income.

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Trump 2.0: US election market impacts

In the wake of the US election, macro strategists Juhi Dhawan and Michael Medeiros join host Thomas Mucha to discuss the market, policy, and geopolitical implications of Trump 2.0.

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What do the US election results mean for investors?

The US election results could have significant implications for the global economy and capital markets. Our panel of experts provides a thorough analysis of what happened and explores potential market impacts.

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Impact measurement and management practices

What constitutes an impact investment? How is impact measured? And, what are the benefits of impact investing? Our Impact Management and Measurement Practice Leader Oyin Oduya discusses our approach. 

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Take it “ease”-y

Tim Antonelli, Head of Multi-Asset Strategy – Insurance and Portfolio Manager, explains why he thinks insurers should consider locking in current yields and sticking with global equity exposure.

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Bonds in Brief: Making Sense of the Macro — September issue

What's driving global bond markets and what are the investment implications? Read September's issue of "Bonds in Brief" for Wellington Investment Director Marco Giordano's monthly assessment of risks and opportunities within bond markets.

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What's current in credit?

In this short video series, Fixed Income Portfolio Manager Connor Fitzgerald takes a look at what's current in credit. Given rather tight credit spread valuations, what is Connor's outlook for the next twelve months and where are the opportunities and risks now?

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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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Chart in Focus: What does the rate cut mean for equities and bonds?

Are rate cuts positive? On the heels of the much-anticipated initial Fed cut, in this article we look to historic precedent for where the markets could go in the coming months.

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Chart in Focus: The need to differentiate market growth from macro growth

Macro growth and earnings growth have been misaligned for the last 15 years, particularly in the US and China, but in opposite directions. For equity investors, what would be the key to identify real growth?

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Picture this: Our forecast in 7 charts

What should investors expect for the remainder of 2024? View a visual summary of our Investment Outlook in seven compelling charts.

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What the yen carry trade unwind could mean for markets and the Fed

Brij Khurana explains why market participants are likely underestimating how foreign ownership of US assets could constrain the pace and magnitude of the Fed’s cutting cycle.

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A new economic era: three reasons to revisit bonds?

Investment Director Marco Giordano explains why he believes the new economic era is creating a wide range of opportunities for research-driven bond strategies to offer investors stable income combined with downside protection and diversification.

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Office to multifamily conversions: Implications for CMBS investors

Our experts explore the emerging trend in some US cities of converting office space into multi-family units and its implications for bond investors.

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Chart in Focus: Four key areas of opportunities in bonds amid Fed uncertainty

We discuss four key areas of opportunities in fixed income amid Fed uncertainty in the second half of the year.

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Monthly Market Snapshot — June 2024

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Chart in Focus: Broadening earnings growth signals healthy US equity market

Over the past year, the markets have seen the companies best poised to harness and benefit from new innovations within artificial intelligence rewarded accordingly.  Can this signal more upside for the entire US equity market?

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Breaking concentration: big picture thinking with small-cap equities

How to overcome the risks associated with today's concentrated market? Investment Director John Mullins explores why small-cap equities could be part of the answer.

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Disappearing unicorns: The importance of capital efficiency in a higher-for-longer rate environment

Members of our late-state growth equity team share their views on the impact of interest rates on venture capital activity — including the ability of companies to reach “unicorns” status.

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Looking beyond yield: rethinking your fixed income approach

In today's new market regime, any small changes in central bank policies could have outsized impacts on fixed income markets. Portfolio manager Connor Fitzgerald highlights how a dynamic, total return approach can navigate markets by focusing on optimising price return and capital preservation across market cycles.

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Beyond US large cap: Where now for equity investors?

How should investors navigate a narrow market? Looking ahead to the rest of the year, Macro Strategist Nicolas Wylenzek examines the structural backdrop and Equity Strategist Andrew Heiskell shares his view on equity opportunities to watch.

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Insurance Quick Takes: One regulator's view of geopolitics’ impact on the industry

In our latest Insurance Quick Takes video, Tim Antonelli, Head of Insurance Multi-Asset Strategy and Portfolio Manager, discusses why a recent stress test from a regulator could have implications for insurers across the globe.

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Investing in “3D”: Forces shaping alternatives opportunities in 2024

Multi-Asset Strategists Adam Berger and Nick Samouilhan offer six ideas from the hedge fund and liquid alternatives investment space, from global macro to multi-strategy approaches.

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Factors to consider when allocating to US small-cap stocks

From avoiding "junk" to holding on to "graduates," members of our Fundamental Factor Team share their research insights on the pursuit of alpha in the small-cap space.

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Behind the research with Saul Rubin

Veteran investor Saul Rubin shares a recent example of collaborative active management that reflects Wellington's deep understanding of the global automotive industry and commitment to increasing client value.

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Corporate bonds: giving credit where credit is due

ActiveViews host Will Lockhart and Derek Hynes, portfolio manager on Wellington’s Global Credit Team, discuss the current credit cycle, market dynamics and the future of corporate credit markets.

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Built to last? Identifying durable health care start-ups

Two members of our late-stage growth team share insights and results from their recent analysis of enterprise-value trajectories for private, non-biotech health care companies.

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Monthly Market Snapshot — April 2024

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Value stocks: Rules of thumb are meant to be broken

What will it take for value stocks to bounce back from a long period of underperformance? Members of our iStrat Team say that, conventional wisdom aside, it's not all about the economic cycle and offer their outlook for the next three to five years.

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Exploring active opportunities amid continued regime change

Head of Multi-Asset Strategy, APAC, Nick Samouilhan outlines why today's environment of dispersion, divergence and disruption offers potentially compelling opportunities for active investors.

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Financial Market Review

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

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Iran/Israel conflict: What can we expect?

Our expert examines the recent attacks, the threat of escalation, and the dynamics at play in the region.

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A blueprint for building climate-aware multi-asset portfolios

Members of our Investment Strategy & Solutions Group take a deep dive on the issues asset owners should consider when choosing climate-aware portfolio building blocks, from the evolving opportunity set to the active/passive decision.

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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.

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5 reasons to be active in fixed income

Actively managed fixed income portfolios have several distinct advantages over passive approaches.

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Long-term investing in an age of short-termism

ActiveViews host Will Lockhart and Yolanda Courtines, co-manager of the Wellington Global Stewards and European Stewards Funds, explore how being genuinely long term in an increasingly short-term world may provide a differentiated investment edge.

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Annual message from our CEO: At a crossroads

CEO Jean Hynes offers perspectives on the current macro and market environment, including the need to challenge long-held assumptions, prepare for persistent disruption, and consider the resulting investment opportunities and risks.

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Monthly Market Snapshot – November 2023

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Rebalancing a multi-asset portfolio: A guide to the choices and trade-offs

Many investors wrestle with portfolio rebalancing decisions, particularly in volatile environments. In this paper, members of our Investment Strategy Team argue for a well-structured rebalancing policy and share research on different approaches and common implementation considerations.

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Monthly Market Snapshot – October 2023

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

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2024-11-22
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Have the Fed’s recent comments just provided a tailwind for agency MBS?

Fixed Income Portfolio Manager Brij Khurana explains why the market may be missing an important nuance in the Fed's focus on financial conditions.

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2024-11-21
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The future of investment research

Head of Investment Research Mary Pryshlak joins host Thomas Mucha to discuss the evolution of research in the asset management industry amid shifting market, technological, and geopolitical environments.  

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2024-11-20
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Monthly Market Snapshot – September 2023

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2024-10-25
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Private investing portfolio company interview with AMP Robotics CEO

Dr. Matanya Horowitz, CEO of AMP Robotics, highlights how the company integrates AI and robotics into the recycling industry and explores the “actionable guidance” Wellington provides on ESG and other strategic issues. 

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2024-10-31
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Financial Market Review: Third quarter 2023

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2024-10-31
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Private investing portfolio company interview with RayzeBio CEO Ken Song

Dr. Ken Song, President and CEO of RayzeBio, discusses the company’s innovative approach to radiopharmaceuticals and highlights how Wellington’s public and private investment expertise is distinctive in the health care space.

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2024-09-30
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Insurance Quick Takes: Understanding the latest shifts in mortality and longevity

Tim Antonelli, Head of Multi-Asset Strategy – Insurance, discusses recent trends and patterns on mortality and longevity, why this topic is important for global insurers of all types and sizes today, and potential opportunities.

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2025-08-31
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WellSaid: Partnering with portfolio companies

Co-head of private investing Michael Carmen explores how we partner with portfolio companies to help them along the "last mile from the private market to the public market" including on key ESG issues for private companies to consider.

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2024-07-24
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Private biotech market: Innovation, valuations, and capital efficiency

Co-heads of biotech private investments I-hung Shih and Nilesh Kumar join host Thomas Mucha to explore today's private biotech market, highlighting the state of deal flow, valuations, and innovation.

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2024-03-31
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The alpha equation: Balancing active risk sources in multi-asset portfolios

Members of our iStrat Team share their research on the process of deciding how much active risk to take at the asset class and security levels in pursuit of alpha objectives. They also offer a step-by-step framework for implementing the research findings.

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2024-05-04
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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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2024-04-13
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Monthly Market Snapshot — January 2023

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2023-05-15
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2023-03-15
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Financial Market Review — Fourth quarter 2022

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2023-07-15
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Building climate resilience: Toward a practical corporate framework

The need for systemic climate change resilience is becoming clear. We present a practical framework to help companies enhance resilience in their own operations.

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2023-10-03
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Monthly Market Snapshot: November 2022

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2023-02-15
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Perspectives on today’s alternative investment environment

Take a quick tour of the alternative investment environment with investors from across our macro research and hedge fund teams, as they explore the geopolitical landscape, macro volatility, and key trends like climate-change adaptation and digital tokenization.

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2023-11-30
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Fintech opportunities after the recent pullback

In four short videos, our fintech investors explore the sector's outlook amid today’s dispersion and highlight the long-term growth potential in payments, fintech incumbents, and crypto innovation.

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2023-11-30
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Multi-Asset High Income Fund

Portfolio Manager Peter Wilke outlines how the Wellington Multi-Asset High Income Fund seeks to achieve consistent high income and minimise downside risk.

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2023-12-31
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Monthly Market Snapshot: October 2022

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2023-01-15
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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.

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2023-11-30
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Financial Market Review: Third quarter 2022

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2023-04-15
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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.

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2023-12-31
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Monthly Market Snapshot: September 2022

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2022-11-15
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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.

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2023-10-31
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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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2023-10-31
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Biotech's new frontier
Global Industry Analyst Wen Shi highlights biotech's new frontier, profiling innovations like targeted protein degradation, gene therapy, and much more.
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2023-09-30
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The next generation of pharmaceutical innovation
Rebecca Sykes explores the exciting innovations she sees in the pharmaceutical industry today, including antibody drug conjugates, gene editing, obesity treatments, and much more.
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2023-09-30
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Monthly Market Snapshot: June 2022
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2022-09-15
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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.
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2023-08-31
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The growing power of impact investing

Impact Measurement and Management Practice Leader Oyin Oduya appears on the WellSaid podcast series to discuss the future of impact investing, her research approach, and how her team thinks about generating market-rate returns alongside positive social and environmental outcomes.

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2023-05-31
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Financial Market Review: First quarter 2022
A quarterly review of results in the global equity, fixed income, currency, and commodity markets.
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2022-10-15
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Higher inflation, rising rates: Front and center for insurers
With macro and market complications piling up through the first few months of 2022, Insurance Multi-Asset Strategist Tim Antonelli provides his investment implications for global insurers.
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2022-10-15
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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.
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2023-01-31
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2021 Responsible Investor USA conference: Climate investor spotlight
In this event replay from the 2021 Responsible Investor USA conference, Portfolio Manager Alan Hsu discusses how you can dynamically build a portfolio of stocks for a pragmatic net zero CO2 strategy.
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2023-01-31
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Three transition year themes — inflation, capital, ESG
Insurance Multi-Asset Strategist Tim Antonelli believes 2022 could be a year of transition for the global insurance industry, with the three big themes of inflation, capital, and ESG likely to play prominent roles in many insurers’ strategic planning and decisions.
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event December 2021
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2022-12-01
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