Wellington Topics

Volatility Fiscal policy Monetary policy Currency Interest rates Economic cycle United Kingdom Article

UK in the eye of the storm: which countries might be next?

Macro Strategist John Butler provides his latest take on what's happening in the UK and its broader global implications.

By

John Butler

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Article

2022-12-31

Macro and market Large cap Equity Volatility Inflation USA Quick Take

What does an equity market bottom look like?

Applying a historical analysis to today's market, Multi-Asset Portfolio Manager Nick Petrucelli believes US equities have not yet found a near-term bottom.

By

Nick Petrucelli

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Quick Take

2022-11-30

Monetary policy Credit Volatility Alternatives investing Fixed income Quick Take

The shrinking central bank balance sheet: A credit market opportunity

With the shift in central bank policy, heightened volatility and dispersion may yield a promising environment for exploiting credit market inefficiencies.

By

Derek Hynes

Ryan Valente

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Quick Take

2022-11-30

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.

By

Supriya Menon

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Article

2023-08-31

China Monetary policy Geopolitical Alternatives investing Volatility Economic cycle Americas APAC EMEA Article

A shifting macro landscape: QE, China, and Europe

We explore the changing macro environment, highlighting the investment implications of the end of quantitative easing programs, the state of the Chinese cycle, and an evolving outlook on Europe.

By

John Butler

Mark Sullivan, CFA, CMT

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Article

2023-08-31

Monetary policy Interest rates Volatility Portfolio strategy Multi-asset Quick Take

What can history teach us about today's markets? A framework for drawing comparisons

Members of our Investment Strategy Group explain how they identify similarities to past market environments and what their approach is signaling about today's conditions.

By

Alexander King

Nick Samouilhan, PhD, CFA, FRM

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Quick Take

2022-11-30

Inflation Europe Monetary policy Volatility Fiscal policy EMEA Article

What next for the euro area after the ECB’s historic hike?

Eoin O'Callaghan and Marco Giordano explore the ECB’s likely next steps and the potential future path of inflation and growth in the euro area.

By

Eoin O'Callaghan

Marco Giordano

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Article

2023-07-05

Asset allocation Yield Multi-asset Inflation Volatility Article

Insurers: Strengthen your core in the second half

Insurance Multi-Asset Strategist Tim Antonelli shares his latest multi-asset insights for global insurers, including his view that core fixed income holdings — US interest rates and investment-grade corporate bonds — should stack up well against most risk assets in the second half of 2022.

By

Tim Antonelli, CFA, FRM, SCR

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Article

2022-12-31

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

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.

By

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

Outlook Fixed income Equity Factors Multi-manager solutions Large cap Inflation Value vs growth Monetary policy Volatility Manager selection Article

Mid-2022 Asset Class Outlook

We offer perspectives on growth and value equities and explore ideas for shoring up your fixed income flank amid the evolving economic and market environment.

Multiple authors

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Article

2023-07-31

Volatility Credit Equity Americas Fixed income Large cap Quick Take

Credit and equity risk back on speaking terms, but will it last?

Following their uncharacteristic rift and recent reconciliation, Director of Wellington’s Global Derivatives Group Gordy Lawrence considers whether equity volatility and credits spreads are likely to remain in harmony.

By

Gordon Lawrence, CFA

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Quick Take

2022-10-31

Volatility Fixed income Equity Geopolitical Commodities Article

Monthly Market Snapshot: April 2022

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

By

Brett Hinds

Ryan Greenleaf, CFA

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Article

2022-07-15

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.

By

Matt Witheiler

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Quick Take

2022-09-30

Equity Fixed income Volatility Geopolitical Commodities Article

Financial Market Review: First quarter 2022

A quarterly review of results in the global equity, fixed income, currency, and commodity markets.

By

Brett Hinds

Ryan Greenleaf, CFA

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Article

2022-10-15

Equity Fixed income Volatility Geopolitical Commodities Article

Monthly Market Snapshot: March 2022

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

By

Brett Hinds

Ryan Greenleaf, CFA

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Article

2022-06-15

Fixed income Volatility Inflation Monetary policy Information technology Quick Take

Global convertibles: Poised to benefit from five structural tailwinds

Fixed Income Portfolio Manager Michael Barry and Investment Specialist Raina Dunkelberger believe global convertible bonds are likely to outperform other fixed income sectors over an investment time horizon of approximately two to three years. Learn why.

By

Michael Barry

Raina Dunkelberger, CFA

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Quick Take

2022-07-31

Inflation Insurance Multi-Asset Outlook Interest rates Volatility Commodities Equity Fixed income Multi-asset Article

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.

By

Tim Antonelli, CFA, FRM, SCR

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Article

2022-10-15

Geopolitical Russia Inflation Volatility Europe China Commodities Multi-asset Article

Russia/Ukraine: Transformational, not transitory

Four Wellington thought leaders share their distinct individual perspectives on the short- and longer-term implications of the tragic watershed conflict between Russia and Ukraine: Geopolitical Strategist Thomas Mucha on the geopolitical backdrop; Macro Strategist John Butler on what it means for Europe; Macro Strategist Santiago Millán on the role of China; and Portfolio Manager David Chang on the commodities markets.

Multiple authors

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Article

2022-11-30

China Russia Inflation Volatility Geopolitical Multi-asset Article

China is not Russia: Reasons to stay invested

Equity Portfolio Manager Greg Mattiko challenges investors to look at actions rather than conjecture when considering reduced exposure to China.

By

Greg Mattiko, CFA

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Article

2023-03-31

China Russia Geopolitical Volatility Multi-asset Article

What does the Ukraine invasion mean for China?

Macro Strategist Santiago Millán argues that the scale and breadth of the sanctions on Russia have increased the uncertainty of investing in China across multiple dimensions. He explores the continued decoupling of China and the West.

By

Santiago Millán, CFA

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Article

2022-06-30

Russia Geopolitical Multi-asset Inflation Volatility Article

War in Ukraine: Five observations on recent developments

Macro Strategist Gillian Edgeworth assesses recent developments in the escalating Russia/Ukraine conflict and highlights five key implications.

By

Gillian Edgeworth

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Article

2023-03-31

Russia Commodities Geopolitical China Volatility Energy Article

Commodities investing amid the Russia/Ukraine conflict

We explore how the tragic conflict between Russia and Ukraine impacts commodities markets broadly and a few key commodities in particular.

By

David Chang, CFA

Joy Perry

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Article

2023-03-31

Russia Geopolitical Multi-asset Inflation Value vs growth Volatility Article

Russia/Ukraine conflict: Five things to watch closely

Amid the ongoing turmoil of the Russia/Ukraine crisis, Global Investment Strategist Nanette Abuhoff Jacobson highlights five key areas she thinks investors should keep a watchful eye on in the weeks ahead.

By

Nanette Abuhoff Jacobson

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Article

2023-03-31

China Volatility Geopolitical COVID Equity Active management Emerging markets Quick Take

China in 2022: Embracing the volatility

China’s new antitrust, data privacy and cybersecurity regulations, combined with its education and real estate industry reforms, the continued impact of COVID-19 and rising geopolitical tensions, drove a tumultuous investment environment last year. The country’s numerous headline-grabbing changes spurred global concern given the philosophical shift towards “Common Prosperity” and the sheer scale and speed of policymaking.

By

Bo Meunier, CFA

Graham Proud

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Quick Take

2022-08-31

Volatility Utilities Capital preservation Equity Energy Article

Mitigating drawdowns with listed infrastructure

As markets enter a potentially more volatile phase, Tom Levering and Ken Baumgartner explore whether targeted exposure to listed infrastructure could help mitigate drawdowns.

By

Ken Baumgartner, CFA

Tom Levering

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Article

2023-02-28

Volatility Macro and market Public pension (DB) Endowments & foundations Family office Insurance Private pension (DB) Union (Taft Hartley) USA China Multi-asset Emerging markets Inflation Portfolio construction Article

What if…? Contemplating five big questions for 2022

Could there be policy, inflation, or market surprises in 2022? Multi-Asset Strategist Adam Berger weighs the possibilities and the portfolio implications.

By

Adam Berger, CFA

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Article

2023-02-28

Volatility Equity Value vs growth Quick Take

The latest market sell-off: Regime change in the making?

What a difference a few weeks can make in the equity market! The sharp, swift sell-off through the first month of this year is raising some difficult questions for investors, chiefly: Are we just witnessing a long-overdue short-term correction in the more speculative areas of the market, or perhaps something more fundamental (and enduring) that could portend a broader unwinding of equity risk?

By

Nanette Abuhoff Jacobson

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Quick Take

2022-03-31

Fixed income Volatility Global Industry Research Quick Take

High yield: Be ready for sideways moves, bouts of volatility in 2022

Our high-yield portfolio managers believe investors should stand ready to dynamically adjust positioning in a year that could see sideways spread moves and plenty of market volatility.

Multiple authors

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Quick Take

2022-08-31

Insurance USA Multi-asset Volatility Inflation COVID Article

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.

By

Tim Antonelli, CFA, FRM, SCR

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Article

2022-12-01

Outlook Equity Fixed income Commodities Inflation Volatility Asset allocation Risk management Net zero Multi-asset Article

2022 Multi-Asset Outlook

In our 2022 Asset Allocation Outlook, we expect markets to focus on central bank efforts to tame inflation look at 5 post-pandemic essentials for 2022.

Multiple authors

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Article

2022-12-31

Fixed income Portfolio strategy Opportunities and risks Inflation Volatility Economic cycle Article

A credit strategy designed for all seasons

Today’s fixed income allocators face a variety of challenges. Against this backdrop, Multi-Asset Strategist Cara Lafond and Investment Directors Amar Reganti, Chris Perret, and Andrew Bayerl make the case for having an “all-weather” credit portfolio composed of carefully chosen building blocks.

Multiple authors

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Article

2022-11-15

Fixed income Volatility Opportunities and risks Article

Are we on the cusp of an unconstrained bond fund “renaissance”?

Portfolio Managers Brian Garvey and Brij Khurana and Investment Director Brian Doherty see unconstrained fixed income approaches, if properly implemented, as being well suited to the current (or any) market environment.

Multiple authors

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Article

2022-07-31

Africa Equity Commodities Fundamental equity Volatility Emerging markets Geopolitical Article

The hopeful continent

Equity Portfolio Manager Bo Meunier and Equity Research Analyst David Reid believe the time has come for equity investors to take a closer look at the opportunity set in Africa.

By

Bo Meunier, CFA

David Reid, CFA

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Article

2022-07-31

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