Active management

event July 2025

4 min

Article

2026-07-31

Active management Private credit Private investing Private Investing Program Interest rates Video

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.

By

Alyssa Irving

event June 2025

1 min

Video

2026-06-30

Outlook Macro and market Portfolio strategy Equity Fixed income Multi-asset USA APAC EMEA Emerging markets Active management Article

New regime, new reality: Time to adapt?

Explore our latest views on risks and opportunities across the global capital markets.

event June 2025

Article

2026-06-30

Active management Equity Fixed income Content CoE Program Global Program Outlook Article

Where to turn in an uncertain market

Nick Samoulihan explores strategies for navigating today's markets, emphasizing quality equities, strategic bond selection, and high-yield opportunities to balance risk and growth potential.

By

Raina Dunkelberger, CFA, CAIA

event June 2025

5 min

Article

2026-07-31

Active management Fixed income Macro and market Content CoE Program Global Program Diversification Article

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.

By

event June 2025

4 min

Article

2026-06-30

Fixed income Macro and market Rapid fire questions Wealth Program Active management Portfolio strategy Video

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.

By

Campe Goodman, CFA

event May 2025

4 min

Video

2026-05-31

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Active management Equity Stewardship Wealth Program Article

How stewardship can bring perspective amid uncertainty

Portfolio Managers Yolanda Courtines, Sam Cox, Investment Director Alex Davis and Investment Specialist Fred Owens-Powell examine how a stewardship perspective can help equity investors uncover opportunity amid uncertainty.

Multiple authors

event May 2025

7 min

Article

2026-05-31

electric-grid-high-voltage-tower-802410948

Equity Carbon emissions Utilities Wealth Program Energy Active management Article

Power play: building the case for infrastructure in 2025

The long-term case for listed infrastructure remains compelling. But could near-term catalysts, such as nuclear and natural gas, also drive performance in the short term?

By

Tom Levering

event May 2025

7 min

Article

2026-05-31

Active management Europe High yield Wealth Program Fixed income EMEA Euro High Yield Article

Europe: a good hunting ground for high yield?

With attractive yields and a low duration profile, high yield can present potentially compelling opportunities for investors, despite the continued volatility.

By

Jennifer Martin, CFA

event May 2025

7 min

Article

2026-05-31

Active management Growth Equity Wealth Program Article

There is more than one way to approach growth equities

Portfolio Managers Steven Angeli and Joe Chung, and Investment Specialist Casey Vale discuss how looking at growth equities in a different way may help uncover opportunities amid heightened uncertainty and volatility.

Multiple authors

event May 2025

6 min

Article

2026-04-30

Active management Total return Fixed income Wealth Program Credit Total Return Article

Credit: the power of flexibility in an uncertain world

Uncertainty in credit markets can create opportunities for investors, provided allocations are flexible enough to benefit. But how can investors balance flexibility with discipline?

By

Connor Fitzgerald, CFA

event April 2025

6 min

Article

2026-04-30

Active management Fixed income Macro and market Advised Retail Program Credit Government bonds Investment grade Article

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.

By

Martin Harvey, CFA

event April 2025

7 min

Article

2026-04-30

Active management Equity Strategic allocation DB Public Program Top of Mind Article

Lessons learned from a top-heavy equity market

Can the Magnificent Seven stocks continue to dominate the equity market? And what can asset owners do when markets are narrow? Head of Multi-Asset Strategy Adam Berger and Global Equity Strategist Andy Heiskell discuss the challenges and opportunities.

By

Adam Berger, CFA

Andrew Heiskell

event April 2025

10 min

Article

2026-04-30

Active management Equity Portfolio construction Wealth Program EMEA Focused European Equity Article

The power of local perspective: the rewards of a contrarian approach to European equities

Portfolio Manager Tom Horsey and Investment Director Thomas Kramer explain why they see compelling opportunities in today's European equity market for contrarian, bottom-up investors.

By

Thomas Horsey

Thomas Kramer

event March 2025

4 min

Article

2026-03-31

Active management Asset allocation Private investing Private Investing Program Tactical allocation Article

Private investments: How much should I own?

Our experts discuss the key steps to determine the size of private-market allocations, focusing on illiquidity tolerance, excess return needs, and manager selection.

By

Supriya Menon

event March 2025

4 min

Article

2026-03-31

Active management Fixed income Credit Content CoE Program Global Program Article

The yield buyer

Our fixed income experts examine the impact of tight credit spreads and elevated yields on today’s credit markets and explore the value of active management.

By

Amar Reganti

Adam Norman

event March 2025

4 min

Article

2026-03-31

Active management Europe Fixed income Wealth Program Article

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.

By

Tobias Ripka, CFA

event February 2025

4 min

Article

2026-02-28

Active management Bonds in Brief Fixed income Content CoE Program Global Program Article

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

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

By

event February 2025

4 min

Article

2026-02-28

Active management High yield Outlook Wealth Program Fixed income Global High Yield Euro High Yield Article

High-yield bond investing in 2025: the year of the coupon

High-yield bond Portfolio Managers Konstantin Leidman and Mike Barry, and Investment Director Jennifer Martin discuss why, in 2025, high-yield bond investing is all about the coupon.

Multiple authors

event January 2025

4 min

Article

2025-06-30

Ne year resolution yellow stickers banner

Active management Multi-asset Tactical allocation Wealth Program iStrat Wealth Article

Four achievable New Year’s resolutions for investors

Are New Year’s Resolutions for investors purely aspirational or a helpful tool? Investment Strategy Analyst Alex King believes the latter and proposes four achievable resolutions.

By

event January 2025

5 min

Article

2026-02-28

Active management Bonds in Brief Fixed income Content CoE Program Global Program Article

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

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

By

event January 2025

4 min

Article

2026-02-28

Active management Liquid alternatives & hedge funds Multi-asset Content CoE Program Global Program Article Private investing

Accelerating the future of active management

CEO Jean Hynes explains how Wellington is building for the future of active management by investing in our capabilities and aligning our organization and talent with clients’ shifting needs.

By

Jean Hynes, CFA

event December 2024

9 min

Article

2025-12-31

Equity Factors Macro and market Content CoE Program Global Program iStrat Active management Portfolio construction Whitepaper Article

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.

By

Gregg Thomas, CFA

Megan Kelly, CFA

event December 2024

18 min

Whitepaper

2025-12-31

Growth Small-cap Economic cycle Content CoE Program Global Program Thematic solutions Equity Active management Asset allocation Article

Time to get active? 5 equity investment ideas for 2025

As we head into 2025, growth seems poised to accelerate, especially in the US. Equity Strategist Andrew Heiskell and Macro Strategist Nicolas Wylenzek see five themes that may create opportunity across global equity markets.

By

Andrew Heiskell

Nicolas Wylenzek

event December 2024

10 min

Article

2025-12-31

Active management Fixed income Outlook Content CoE Program Global Program Credit Government bonds Investment grade Economic cycle Interest rates Monetary policy Article

Going their separate ways: Capitalizing on bond divergence

Our fixed income experts discuss how to position portfolios for a world of uncertainty and divergence, exploring key themes and evolving bond opportunities for 2025.

Multiple authors

event December 2024

7 min

Article

2025-12-31

Active management Credit Outlook Content CoE Program Global Program Fixed income Article

Securitized credit: Opportunity amid tight corporate spreads?

Portfolio Managers Rob Burn and Cory Perry discuss why they believe securitized credit has an attractive role to play in today’s tight-spread environment and highlight potential areas of opportunity in 2025.

By

Rob Burn, CFA

Cory Perry, CFA

event December 2024

5 min

Article

2025-12-31

Active management Bonds in Brief Fixed income Content CoE Program Global Program Article

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

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

By

event December 2024

4 min

Article

2025-12-31

Active management Credit Macro and market Content CoE Program Global Program Fixed income Article

The credit cycle has been extended — but what’s next?

Credit experts Derek Hynes, Joe Ramos and Will Prentis discuss why they believe the current credit cycle still has legs and explore likely implications for credit portfolios in 2025.

Multiple authors

event December 2024

5 min

Article

2025-12-31

Active management Income High yield Wealth Program Fixed income Euro High Yield Global High Yield Article

High-yield credit investing: it’s a marathon, not a sprint

Fixed Income Portfolio Manager Konstantin Leidman explains his focus on the high-quality companies likely to outperform over the long term and why he is wary of the hype surrounding potentially bubble-inducing developments like generative AI.

By

Jennifer Martin, CFA

event December 2024

5 min

Article

2026-01-01

Active management Income Volatility Wealth Program Fixed income Credit Article

Time for bond investors to take the wheel?

Volatility makes bond investing less straightforward, but it can also create opportunities, provided investors are in a position to "take the wheel" in order to capitalise on them.

By

Jonathan Tan, CFA

event November 2024

8 min

Article

2025-11-30

Active management Bonds in Brief Fixed income Content CoE Program Global Program Article

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.

By

event November 2024

4 min

Article

2025-11-30

Geneva, Switzerland skyline view over the river at sunset

Active management Europe Equity Wealth Program Wealth Article

The power of local perspective: the long and short of European equity investing

Dirk Enderlein and Boris Kergall explain why, in their view, the structural changes impacting European equity markets offer active long/short investors a rich source of potential return and diversification.

By

Dirk Enderlein, CFA

Boris Kergall, CFA

event October 2024

7 min

Article

2025-10-31

Active management Growth Equity Wealth Program Article

Quality growth — a less volatile sweet spot?

Growth stocks can be volatile, especially when companies fail to meet expectations. However, high-quality growth companies can help mitigate downside risk while still offering potential for long-term outperformance. How can investors find the sweet spot?

Multiple authors

event October 2024

8 min

Article

2025-11-30

Active management Large-cap Sustainability Wealth Program Fundamental equity Global Stewards Article

Unlocking the full value potential of stewardship

Yolanda Courtines and Alex Davis examine how corporate stewardship can be a source of value and delve into what investors can do practically to maximise its full potential.

By

Yolanda Courtines, CFA

Alex Davis

event October 2024

5 min

Article

2025-10-31

Active management Bonds in Brief Fixed income Content CoE Program Global Program Article

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.

By

event October 2024

4 min

Article

2025-10-31

Economic cycle Interest rates Portfolio strategy Advised Retail Program iStrat Active management Chart in Focus Tactical allocation Infographic

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.

Multiple authors

event September 2024

3 min

Infographic

2025-09-30

Active management Equity Macro and market Wealth Program USA Emerging markets Growth Wealth Chart in Focus iStrat Tactical allocation Infographic

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?

By

event September 2024

3 min

Infographic

2025-09-30

Private investing Equity Innovation Institutional Program Hybrid investing Private equity Active management Macro and market Private companies Article

When public and private markets converge

Wellington President Steve Klar discusses the evolution of the public and private markets and what it means for asset owners as they seek to tap into the growth potential of private companies and be more nimble in their investment approach.

By

Steve Klar

event September 2024

4 min

Article

2025-09-30

Diversification Fixed income Impact investing Wealth Program Active management Investment grade Global Impact Bond Article

Destination diversification – is your bond portfolio ready to take flight?

In a new economic era, bonds once again provide the potential for downside protection, but diversification within fixed income is increasingly important. Impact bonds can offer a differentiated and diversified way to drive both positive change and returns.

By

Campe Goodman, CFA

event September 2024

5 min

Article

2025-09-30

Active management Income Fixed income Wealth Program Credit Article

Diving into the new world of credit

Now that spreads have tightened, some investors think it's too late to invest in credit. But this assumption could be standing in the way of earning an attractive income.

By

Derek Hynes

event September 2024

5 min

Article

2025-09-30

Active management Growth Fixed income Wealth Program High yield Euro High Yield Article

Opportunities in high yield: ready, steady, pounce?

Fixed income investors face a fundamentally different environment, but opportunities to target growth in high yield are emerging, provided investors can stay on the front foot.

By

event September 2024

6 min

Article

2025-09-30

Active management Fixed income Macro and market Wealth Program Americas Brazil Canada Mexico USA APAC Asia Australia China India Japan EMEA Africa Europe France Germany Italy Russia United Kingdom Emerging markets Inflation Interest rates Macro Monetary policy Asset allocation Article

Time to capitalise on the evolving role of bonds?

We outline why we think the new economic era is elevating the role of bonds as a source of attractive and stable income, downside protection and portfolio diversification.

By

event September 2024

2 min

Article

2025-09-30

capital-securities-world-finance-technology-blue-banner

Active management Fixed income Asset allocation Content CoE Program Global Program Article

Capital securities: Why these hybrid investments may offer a compelling risk/reward profile

Members of our Fixed Income team explain why capital securities, a hybrid asset class that shares characteristics of bonds and stocks, may offer attractive diversification, income, and return potential.

By

Noah Atlas, CFA

Brian Garvey

event September 2024

6 min

Article

2025-08-31

Active management Growth Equity Macro and market Advised Retail Program Asia advised retail USA Wealth Chart in Focus iStrat Tactical allocation Infographic

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?

By

event July 2024

3 min

Infographic

2025-07-31

Active management Artificial intelligence (AI) Thematic exposure Content CoE Program Global Program Future Themes Equity Thematic solutions Thematic qualifer Article iStrat

Thematic investing focus: how exactly will AI transform the world?

We are on the brink of a technological revolution that has major implications for all sectors, companies, labour, and regulators. How can a thematic lens help investors separate hype from reality?

By

Dáire Dunne, CFA

Aaron Koh

event July 2024

8 min

Article

2025-06-30

Active management Macro and market Macro Thematic solutions Equity Multi-asset Article iStrat Tactical allocation

Divergence isn’t just about central bank policy

Divergence has implications for investors —and central bank divergence is only one of five ways to think about it.

By

Natasha Brook-Walters

event June 2024

8 min

Article

2025-06-30

Income Total return Credit Fixed income Active management Client objective Article

Reframing fixed income portfolios: why bond maths makes the difference

It is easy to understand why fixed income investors tend to focus on yields. But investors who focus too much on yield may run the risk of overpaying for income and underestimating the impact of price volatility.

By

Connor Fitzgerald, CFA

event June 2024

5 min

Article

2025-06-30

Active management Currency Fixed income Macro and market Euro High Yield Global Credit Plus Global High Yield Global Impact Multi-Sector Credit Opportunistic Fixed Income Corporate cash Defined contribution (DC) Distribution Private pension (DB) Public pension (DB) Sovereigns Subadvisory Union (Taft Hartley) Article

Currency interventions — here to stay?

Marco Giordano and Danielle Wei discuss the growing risk of large-scale currency interventions and what investors can do to prepare for the associated risks and opportunities.

By

Danielle Wei

event June 2024

4 min

Article

2025-06-30

Active management Total return Global Industry Research Equity Firm Video

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.

By

Saul Rubin

event June 2024

4 min

Video

2025-06-30

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ActiveViews Credit Active management Firm Business practices Total return Fixed income Global Credit Plus Distribution Event replay

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.

By

Will Lockhart

Derek Hynes

event May 2024

30 min

Event replay

2025-02-28

Active management Total return Credit Income Fixed income Article

Looking beyond yield: Rethinking the approach of fixed income investing

Investors face a new regime, challenging traditional assumptions about returns and volatility. With central bank interventions impacting credit markets, it’s time to rethink income allocations. Rather than fixating solely on yield, consider a dynamic approach, presented by Connor Fitzgerald.

By

Connor Fitzgerald, CFA

event May 2024

5 min

Article

2025-05-31

Active management Interest rates Credit Inflation Income Growth Tactical allocation Fixed income Article iStrat

New era demands a nimble approach to credit

Our expert explains why deep research and an active approach are effective ways for fixed income investors to uncover credit opportunities in today's market.

By

Campe Goodman, CFA

event May 2024

5 min

Article

2025-05-31

Manager selection Climate Sustainable investing iStrat program Strategic allocation Active management Equity Fixed income Multi-asset Liquid alternatives & hedge funds Article iStrat Tactical allocation

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.

Multiple authors

event April 2024

3 min

Article

2025-04-30

Macro and market Europe Equity Macro Active management Fundamental equity Article

Key factors to monitor in European equities

Macro Strategist Nicolas Wylenzek assesses the longer-term prospects of European equity markets through the prism of five key factors.

By

Nicolas Wylenzek

event March 2024

Article

2025-03-31

Fixed income High yield Active management Global High Yield Macro Portfolio strategy Income Growth Article

Is there opportunity for high yield in today’s new economic era?

Is there opportunity for high yield in today’s new economic era? Portfolio Manager Konstantin Leidman explores.

By