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Wellington Management Hong Kong Ltd
17/F, Two International Finance Centre, 8 Finance Street, Central, Hong Kong
+852-2846-6000
Hong Kong (香港), Individual
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Three themes (and what they mean) for income investors
With several macro crosscurrents at play, Portfolio Manager Peter Wilke suggests that income-oriented investors not lose sight of the “big picture” in their quest for yield.
Quick Take
2024-08-31
On to the next crisis: Glimpsing a post-SVB world
Amid the turmoil in the US banking sector, Global Investment Strategist Nanette Abuhoff Jacobson suggests investors consider pivoting to a “risk-management mode” that favors higher-quality assets. (Published 14 March 2023)
Quick Take
2024-03-31
SVB collapse: What are the implications?
Multi-Asset Strategist Supriya Menon shares her latest perspectives on the collapse of Silicon Valley Bank Financial Group (SVB) and the unfolding implications for investors. (Published 14 March 2023)
Quick Take
2024-03-31
Sector rotation opportunities for nimble credit investors
Following a credit market rally, Fixed Income Portfolio Manager Rob Burn still sees value in higher-yielding sectors but believes investors should stay nimble.
Quick Take
2024-02-29
China equity in 2023: Year of the stock picker
Despite the potential risks of investing in China equity, Equity Portfolio Manager Bo Meunier believes there are attractive opportunities for patient, discerning stock pickers.
Article
2023-12-31
The search for income: Three bright spots amid today’s volatility
Amid today’s market volatility, many investors are seeking creative, diversified avenues to generating reliable income. Investment Strategist Michelle Ng weighs in on three asset classes that may fit the bill.
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Article
2023-09-30
2022 Asia Pacific Investment Forum: The energy complex
What do the rapidly accelerating tensions in the energy and commodity complex mean for investors? Discover three expert insights from our 2022 Asia Investment Forum.
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Event replay
2023-09-30
Is the commodities rally built to last?
Commodities were the only major asset class that performed well in the first half of 2022. Multi-Asset Strategist Adam Berger and Commodities Portfolio Manager David Chang consider whether there’s more upside from here.
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Article
2023-08-31
Will the Fed send the US economy into a recession?
Multi-Asset Strategist Adam Berger and US Macro Strategist Juhi Dhawan consider the broad impact of Fed rate hikes and how asset allocators should respond.
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Article
2023-07-31
Investing in the second half and beyond: It’s a whole new ballgame
What lies ahead after a painful (and largely unexpected) first half of 2022? Multi-Asset Strategist Nick Samouilhan and Investment Director Andrew Sharp-Paul offer their perspectives on 2H22 outlook and the actionable takeaways respectively.
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Article
2022-12-31
Preserving funded-ratio stability in volatile markets
Faced with extreme market volatility in the early months of 2022, what can corporate DB plan sponsors do to potentially provide stability in their portfolios while still pursuing longer-term funding aspirations? Multi-Asset Strategist Amy Trainor offers thoughts on rerisking, hedge ratios, and liability-hedging and return-seeking allocations.
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Article
2023-03-31
Should China equity be a stand-alone allocation?
As China’s role on the world stage looms larger, should investors separate the country from the rest of their emerging markets (EM) equity allocation? Three of our multi-asset strategists provide their research-based take, along with some practical considerations.
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Quick Take
2022-05-31
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