Alternatives

event

Article

2025-01-31

Interest rates Venture capital Late stage Private investing Alternatives Americas Private companies Article

No more free lunch: Impact of higher interest rates on private equity strategies

We explain what the direct and indirect rate exposure of buyouts, venture capital, growth equity, secondaries, and fund-of-funds mean for investors.

By

William Craig

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Article

2025-01-31

Private equity Private portfolio companies ESG insights for private companies Early stage Mid-stage Late stage ESG Economic cycle Video Article

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.

Multiple authors

event

Video

2025-01-31

Firm Active management Macro and market Alternatives Whitepaper

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.

By

Jean Hynes, CFA

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Whitepaper

2025-01-31

Biotech Venture capital Private equity Alternatives Health care Innovation Article

Private biotech: Immunology and inflammation’s third wave

Our experts discuss how I&I is building on industry progress to offer new treatment solutions and interesting opportunities for private biotech investors.

Multiple authors

event

Article

2024-12-31

Growth Total return Asset allocation iStrat Equity Fixed income Multi-asset Alternatives Diversification Income Capital preservation Strategic allocation Outlook iStrat program Article

Why income-seeking investors need to look across asset classes

Income plays an even more crucial role in portfolios than many of us realise, contributing a significant portion of returns for multi-asset portfolios. But with cash rates at around 5%, the world of income has changed. This should prompt investors to take a fresh look across asset classes to see where opportunities lie.

Multiple authors

event

Article

2024-12-31

Venture capital Private equity Private investing Alternatives ESG Private company management Private portfolio companies ESG insights for private companies Article

Five key ESG topics for private companies in 2024

See where our ESG for Private Investments team is focusing to minimize investment risk and maximize company value in 2024 and beyond.

Multiple authors

event

Article

2024-12-31

Outlook Alternatives Private debt Volatility Economic cycle Private equity Hedge funds Article

Alternative Investment Outlook

This collection provides timely ideas across the spectrum of alternative investments -- including hedge funds, private equity, and private credit.

Multiple authors

event

Article

2024-11-30

Outlook Private debt Macro and market Alternatives Article

Private credit: Key market themes for the year ahead

In our annual private credit outlook, learn about three themes that have dominated headlines recently and may create opportunities for parts of the private credit market going forward.

By

event

Article

2024-12-31

Outlook Alternatives Asset allocation Asian Opportunities Climate Market Neutral Hedge funds Macro and market Tactical allocation Diversification Article

Embracing uncertainty: Three alternatives ideas for a macro-driven world

Even as investors wrestle with the economic unknowns heading into 2024, Multi-Asset Strategists Nick Samouilhan and Adam Berger see opportunities to put alternative investments to work.

By

event

Article

2024-12-31

Macro and market Interest rates Artificial intelligence (AI) Macro hedge funds EM debt Government bonds Credit High yield Investment grade Fixed income Alternatives Macro Article

Macro implications of the AI revolution: is the market right?

Macro Strategist John Butler sets out an initial framework to help answer key questions about the potential macro impact of artificial intelligence.

By

event

Article

2024-11-30

Early stage Venture capital Private equity Alternatives Private portfolio companies Private company management Article

Growth efficiency: The new venture capital regime

Frederik Groce, Deal Lead for Wellington Access Ventures, explores how the 'growth-at-any-cost' venture capital regime has shifted to a focus on growth efficiency, highlighting two key metrics for companies to keep top of mind.

By

Frederik Groce

event

Article

2024-11-30

Firm Macro and market Portfolio strategy Climate Market Neutral Climate Strategy Emerging Market Development Global Impact Bond Global Stewards Euro High Yield Global High Yield Equity Fixed income Multi-asset Alternatives Event replay

EMEA Investment Forum 2023: highlights

In this short video we share highlights from Wellington's 2023 EMEA Investment Forum, "The only constant is change" and explore associated expert insights.

event

Event replay

2024-10-31

Climate tech Venture capital Private equity Climate Mid-stage Private company management Private portfolio companies Artificial intelligence (AI) Alternatives Video

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.

event

Video

2024-10-31

Early stage Venture capital Private equity Alternatives Private portfolio companies DEI Article Press release

Supporting the next generation of entrepreneurs

We highlight how Wellington Access Ventures, our early-stage VC platform, partners with historically underrepresented founders and offers the capital, resources, and networks that these companies have historically lacked.

Multiple authors

event

Article

2024-05-31

Impact investing Private companies Sustainability Private investing Private equity Venture capital Alternatives Equity Fixed income Impact Private company management Private portfolio companies Impact measurement Article

Decoding impact expectations: best practices for impact investors and companies

We share three recommendations each for impact investors and companies to help them better understand and manage each other's expectations.

By

Louisa Boltz

Oyin Oduya, CFA

event

Article

2024-10-31

Biotech Venture capital Private equity Private portfolio companies Late stage Alternatives Video

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.

event

Video

2024-09-30

Private equity Private portfolio companies Climate ESG insights for private companies ESG Article

Why climate change matters in private markets

We explore why climate change matters in private markets, highlight the current regulatory landscape, and profile key questions to expect from public market investors.

Multiple authors

event

Article

2024-10-31

Venture capital Late stage Private equity Alternatives Private companies Private company management Article

Private equity deep dive

We explore four key private equity questions to help investors better understand how these strategies compare and complement each other in a portfolio. In particular, we highlight the distinct opportunity sets, risk-return characteristics, and portfolio roles of venture capital and buyout strategies.

By

William Craig

event

Article

2024-10-31

Long-short Europe Volatility Alternatives Market disruptions Interest rates Inflation Article

Long/short investing in European equities' growing dispersion

We explore how growing dispersion in European equity markets is driving opportunities for long/short investors, fueled by structurally higher inflation, changing market leadership, and a renewed focus on valuation.

By

Dirk Enderlein, CFA

event

Article

2024-09-30

Portfolio construction Alternatives Equity Fundamental equity Whitepaper

More from the core: How fundamental extension (140/40) strategies could help

Extension strategies may offer investors more flexibility in portfolio construction, along with potential to achieve greater risk-adjusted returns, thus delivering “more from core” in equity allocations without taking on significantly more tracking risk.

Multiple authors

event

Whitepaper

2024-06-30

Long-short Financials Fintech Global Industry Research Alternatives Volatility Bank liquidity Interest rates Monetary policy Fintech Article

Financials amid rising dispersion

We explore why we believe dispersion across stocks, sectors, and geographies is supporting numerous secular themes in long/short investing in financials.

Multiple authors

event

Article

2024-09-30

Bank liquidity Regulatory Hedge funds Global Industry Research Alternatives Financials Americas Interest rates Monetary policy Volatility Inflation Fintech Article Fintech

US regional banking sector update

We explore how banking regulation and legislation could impact US regional banks, including highlighting the potential for M&A activity and for dispersion to drive long/short opportunities.

Multiple authors

event

Article

2024-08-31

Outlook Private investing Volatility Equity Fixed income Alternatives Inflation

Economic and market forecast in six charts

This visual summary of Wellington Management’s 2023 Outlook captures insights on economic and market forces shaping investment results from specialists from across our investment platform.

event

2024-08-31

Private company management Private equity ESG Private companies Private portfolio companies ESG insights for private companies Article

Governance best practices in public markets

For private companies approaching the public markets, we highlight the corporate governance best practices that can help pave strong relationships with public market investors.

Multiple authors

event

Article

2024-08-31

Venture capital Private equity Private portfolio companies Private companies Late stage Private company management ESG Alternatives Private investing Podcast

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.

By

event

Podcast

2024-07-31

Private equity Education Private companies Article

Understanding private equity performance

We dive deep on best practices for measuring and benchmarking private equity performance. In addition, we outline the J-curve and the impact of fund lifecycle on returns.

By

William Craig

event

Article

2024-07-31

Biotech Private equity Private companies Innovation Article

Biotech for the next decade: Private market innovations

We explore our latest research in private biotech innovation across immunomodulatory therapies, precision oncology, antibody drug conjugates, radiopharmaceuticals, genetic medicines, and a range of other novel treatment modalities.

Multiple authors

event

Article

2024-07-31

Climate Macro and market iStrat Multi-asset Quick Take Strategic allocation Multi-Asset solutions Alternatives

Is your asset allocation ready for the realities of climate change?

Our Investment Strategy Team shares key findings from the research behind their climate-aware strategic asset allocation (SAA) approach, including challenges and trade-offs that asset owners should understand.

Multiple authors

event

Quick Take

2025-06-30

Outlook Alternatives Hedge funds Private debt Article Tactical allocation Multi-Asset solutions iStrat

Focus on what you can control: Five alternative investment ideas for an uncertain world

Multi-Asset Strategists Nick Samouilhan and Adam Berger explain how a variety of alternative investments, including select hedge funds and private credit, could help allocators reduce the importance of the economic cycle to their portfolio results.

By

event

Article

2024-06-30

Outlook Private equity Bank liquidity Volatility Interest rates Inflation Article

Private credit in a new regime

We explore how a shifting macro backdrop, ongoing banking crisis, and evolving competitive dynamics may create opportunities across private credit markets.

By

event

Article

2024-06-30

Outlook Private equity Private companies Volatility Article

The state of venture capital markets

Co-head of private investments Michael Carmen shares his outlook for venture capital markets, including the state of deal flow, valuations, and the IPO market.

By

event

Article

2024-06-30

Fixed income Alternatives iStrat Macro hedge funds Credit Diversification Macro and market Top of Mind Article Strategic allocation Multi-Asset solutions

Time for a new playbook on bonds

Is it time to add to fixed income allocations? Multi-Asset Strategist Adam Berger and Fixed Income Strategist Amar Reganti offer their views, as well as thoughts on specific areas of opportunity.

By

Amar Reganti

event

Article

2024-05-31

Inflation Portfolio construction Multi-asset iStrat Quick Take Strategic allocation Multi-Asset solutions Alternatives

Is the structural case for inflation still intact?

Even if inflation cools in the coming months, members of our Investment Strategy team expect it to be "stickier" over the long term. Find out how that might impact asset allocation decisions.

By

Alex King, CFA

event

Quick Take

2024-05-31

Active management Macro and market Fundamental equity EM equity Equity Emerging markets Top of Mind Article Strategic allocation Multi-Asset solutions Alternatives iStrat

EM equities: Can they prove the doubters wrong?

Multi-Asset Strategist Adam Berger offers six reasons that EM equity performance could be much more compelling in the decade ahead, from attractive valuations to economic tailwinds to mean reversion in the US dollar.

By

event

Article

2024-05-31

Multi-asset Alternatives iStrat Strategic allocation Public pension (DB) Equity Fixed income Whitepaper Private equity Multi-Asset solutions

Closing the return gap: A new set of “stepping stone” ideas

Multi-Asset Strategist Adam Berger offers incremental, flexible investment ideas that can be combined to help asset owners pursue their goals amid declining capital market return expectations.

By

event

Whitepaper

2024-08-02

Private companies Private equity ESG Private portfolio companies Private company management ESG insights for private companies Article

A guide to ESG materiality assessments

We continue our "ESG insights for private companies" series by exploring ESG materiality assessments, including why they are important and how to conduct one for your private company.

Multiple authors

event

Article

2024-05-31

Private equity Private portfolio companies Equity Biotech Late stage Private company management WELLSaid Podcast No Optimizely Unique Perspectives Podcast

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.

Multiple authors

event

Podcast

2024-03-31

Portfolio construction Risk management Multi-asset iStrat Whitepaper Strategic allocation Multi-Asset solutions Alternatives

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.

By

Alex King, CFA

Tim Antonelli, CAIA, CFA, FRM, SCR

event

Whitepaper

2024-04-30

Insurance Multi-Asset Outlook Insurance Balance sheet iStrat Multi-asset Equity Fixed income Commodities Alternatives Whitepaper Tactical allocation Multi-Asset solutions

Today’s sweet spot for yield, the growing role of alts

Insurance Multi-Asset Strategist Tim Antonelli provides his latest multi-asset views for insurers, with an emphasis on the value of core fixed income in today's environment.

By

event

Whitepaper

2023-10-15

Bank liquidity Fintech Venture capital Global Industry Research Alternatives Equity Volatility Private companies Quick Take

How do bank failures impact fintech?

Global Industry Analyst Matt Ross analyzes the ways in which recent US bank failures could impact the fintech sector in public and private markets.

By

Matt Ross, CFA

event

Quick Take

2024-04-30

Europe Equity Macro and market Financials Quick Take Alternatives

European stocks: Regime change and the valuation gap

Portfolio Manager Dirk Enderlein explains why we may see more dispersion in European stocks in coming years and why there may be greater clarity about which stocks will be the new market leaders.

By

Dirk Enderlein, CFA

event

Quick Take

2024-04-30

Climate Multi-asset iStrat Sustainable investing Whitepaper Strategic allocation Multi-Asset solutions Alternatives

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.

Multiple authors

event

Whitepaper

2024-04-30

Private portfolio companies Private equity ESG Private company management ESG insights for private companies Article

Cybersecurity for private companies

We highlight today's rising cybersecurity risks, explore how they impact private companies, discuss key regulatory considerations, and share best practices for companies facing these threats.

Multiple authors

event

Article

2024-04-30

Biotech Private equity Fundamental equity Private companies Regulatory Article

Private biotech: Innovation amid disruption

We explore the state of the private biotech market, highlight key areas of innovation, and share three themes we expect to continue.

Multiple authors

event

Article

2024-04-30

Multi-asset Climate Inflation Alternatives iStrat Strategic allocation Article Multi-Asset solutions

Integrating climate change into capital market assumptions: our approach and findings

Members of our Investment Strategy team explain how they are incorporating climate-related inputs, including physical and transition risks, into their capital market assumptions and outline the impact of these changes at the asset-class level.

Multiple authors

event

Article

2024-04-30

Climate Alternatives iStrat Strategic allocation Quick Take Equity Portfolio construction Multi-Asset solutions

Adapting our capital market assumptions to the realities of climate risk

As the momentum behind decarbonisation and net-zero objectives builds around the world, asset owners are increasingly engaged in addressing the investment implications of climate change. The focus thus far has largely been on implementation at the security- and manager-selection levels, but there is a growing recognition of the need to factor climate change into broader investment policy and asset allocation decisions. To help with this process, our Investment Strategy Team, in partnership with our Climate and ESG teams, recently completed a comprehensive effort to integrate climate risks into our capital market assumptions (CMAs).

By

Ben Cooper, CFA

Patrick Wattiau

event

Quick Take

2024-04-30

Bank liquidity Private equity Volatility Quick Take

Private placement amid today’s financial distress

We explore how today's challenging environment impacts private credit markets, including its effects on spreads, issuance, and terms.

By

event

Quick Take

2024-03-31

Unique-Perspectives-Alan-Hsu-3587-720x660

Unique Perspectives Carbon emissions Energy ActiveViews Net zero Climate tech Alternatives Long-short Article

Navigating the opportunities and challenges of the energy transition

Two of our climate- and energy-focused investment professionals discuss what the low-carbon transition may look like and how investors can think about the challenges and opportunities it represents.

By

Alan Hsu

Tim Casaletto

event

Article

2024-03-31

Volatility Inflation Alternatives Quick Take Macro and market Monetary policy Economic cycle Bank liquidity

Macro risks to watch in this rapidly oscillating global cycle

Macro Strategist John Butler explores the two key questions he believes macro investors should focus on in the current volatile environment.

By

event

Quick Take

2024-03-31

market-artificial-intelligence-technology

Portfolio construction Multi-asset iStrat Macro and market Article Strategic allocation Multi-Asset solutions Alternatives

Using market-implied regimes to help build more resilient portfolios

Markets may fluctuate between different regimes, but how exactly should those regimes be defined? Our iStrat Team offers research on their market behavior-based approach and explains how it may aid in constructing portfolios that are better able to withstand the ups and downs of different environments.

By

Karoline Klimova

event

Article

2024-03-31

new-approach-dimensions-challenging-environment

Macro and market Economic cycle Portfolio construction Alternatives Fixed income Monetary policy Inflation Risk management Article

What does the new macro regime mean for investors?

In this Q&A with two senior market practitioners we explore what the new macro regime means for investors and what to expect next.

By

Mark Sullivan, CFA, CMT

event

Article

2024-03-31

Liquidity Multi-asset iStrat Top of Mind Article Strategic allocation Multi-Asset solutions Alternatives

The churning tides of portfolio liquidity: How to avoid being left high and dry

Markets have sent asset owners some strong reminders of the need to think about liquidity risk across a portfolio and to plan for uncertainty. To help, Multi-Asset Strategist Adam Berger proposes a framework based on the intended uses and sources of liquidity.

By

event

Article

2024-02-29

Fintech Cryptocurrency Regulatory Equity Alternatives Financials Digital payments Geopolitical ESG Article

Fintech regulation: Geopolitics, ESG, and crypto

Discover how fintech’s growing role as a national strategic imperative impacts regulations, the effect of ESG on regulation, and the specific need for regulation in crypto markets.

By

Matt Ross, CFA

event

Article

2024-02-29

Volatility Private equity Top of Mind iStrat Article Strategic allocation Multi-Asset solutions

The denominator effect: Thoughts on the rise in private equity allocations

The sharp drop in public markets has left many asset owners with above-target exposure to private assets, raising a number of governance questions. Multi-Asset Strategist Adam Berger considers the likely responses and their potential pros and cons.

By

event

Article

2024-02-29

Private equity Private portfolio companies WELLSaid Podcast No Optimizely Private companies Economic cycle ESG Article

Private equity market in 2023

In the first episode of WellSaid Season 2, Co-Head of Private Investing Michael Carmen joins host Thomas Mucha to share his constructive outlook for today's rapidly evolving private market landscape. In addition, they discuss the role of ESG in privates, how Wellington collaborates with entrepreneurs, and much more.

By

Thomas Mucha

event

Article

2024-02-29

Monetary policy Interest rates Japan Fixed income Economic cycle Inflation Volatility Quick Take Alternatives

Why global investors should watch the Bank of Japan

Macro Strategist John Butler explores why global investors should watch the Bank of Japan and what is likely to happen next.

By

event

Quick Take

2024-01-31

Europe Energy Utilities ActiveViews Volatility Climate Geopolitical Carbon emissions Industrials Event replay Alternatives

How to invest amidst a still unfolding energy crisis?

In this ActiveViews webcast, senior climate – and energy – focused professionals explore the still unfolding energy crisis in Europe and the associated challenges and opportunities for investors.

By

Alan Hsu

Tim Casaletto

event

Event replay

2024-02-29

Fintech ESG Private equity Global Industry Research Digital payments Article Private portfolio companies

The role of ESG in fintech

Global Industry Analyst Matt Ross and Portfolio Manager Matt Lipton explore the role of ESG in fintech in this clip from their WellSaid podcast episode.

Multiple authors

event

Article

2024-01-31

Credit Investment grade Economic cycle Fixed income Interest rates Monetary policy Asset allocation Quick Take Alternatives Long-short

Take credit: Our five best credit market ideas for 2023

Fixed Income Strategist Amar Reganti highlights credit market opportunities that he expects to arise over the course of 2023, against a backdrop of slowing growth.

By

Amar Reganti

Adam Norman

event

Quick Take

2024-01-31

Thematic exposure Portfolio construction iStrat Multi-asset Whitepaper Multi-Asset solutions Alternatives Thematic solutions Tactical allocation

Adding thematic equity investments to a multi-asset portfolio: An allocator’s handbook

Thematic investing may add a powerful return engine to portfolios, but allocators sometimes struggle with implementation decisions. Members of our Investment Strategy Team offer a framework for thinking about allocation size, strategy selection, and performance evaluation.

Multiple authors

event

Whitepaper

2024-01-31

Outlook Macro and market Economic cycle Private equity Fixed income Alternatives Inflation Geopolitical Climate

Picture this: Our 2023 economic forecast in five charts

We explain the shifts the market is undergoing, analyze the implications for different asset classes, and identify potential risks and opportunities in a series of visuals.

event

2023-12-31

Outlook Macro and market Economic cycle Equity Fixed income Alternatives Inflation Monetary policy Geopolitical Innovation Article Sustainability

Navigating the new global economy in 2023

This executive summary distills the points of view of several of our 2023 Outlook authors. Discover the risks and opportunities they see as we enter a new economic and market regime.

event

Article

2023-12-31

Private portfolio companies Private equity Business practices ESG Private company management ESG insights for private companies Article

Human capital management for private companies

We discuss why effective people management is critical for private companies and outline four strategic focus areas that can help companies navigate evolving employee needs, regulatory changes, and investor expectations.

By

Drew Morales

event

Article

2023-12-31

Inflation Geopolitical Volatility Economic cycle Climate Alternatives Hedge funds Video

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.

Multiple authors

event

Video

2023-11-30

geopolitical-outlook-2023-structural-policies

Hedge funds Interest rates Fixed income Manager selection Factors Alternatives No Optimizely Article Factor solutions iStrat

In a new era for interest rates, can hedge funds fill the role of fixed income?

Hedge funds could be valuable building blocks for a fixed income substitute portfolio, but how should the portfolio be constructed? Members of our Fundamental Factor Team share their views.

Multiple authors

event

Article

2023-11-30

Digital payments Cryptocurrency Disruption Cloud computing E-commerce Information technology Financials Alternatives Equity Private equity Global Industry Research Fintech Video

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.

Multiple authors

event

Video

2023-11-30

Hedge funds Private investing Outlook No Optimizely Macro and market Alternatives Private equity Article Tactical allocation Multi-Asset solutions iStrat

Opportunity in disguise: Why bad news may be good for alternatives in 2023

Multi-Asset Strategists Nick Samouilhan and Adam Berger explain how alternative investments may help allocators make tailwinds out of macro and market headwinds in the year ahead.

By

event

Article

2023-12-31

Private equity Outlook Economic cycle No Optimizely Article

Private credit in 2023: The benefits of a bear market?

We explore conditions in investment-grade private credit and go deeper on how today’s challenging overall market landscape could fuel opportunities for investors.

By

event

Article

2023-12-31

Private portfolio companies ESG Outlook No Optimizely ESG insights for private companies Private company management Climate Private equity Article

Five key ESG topics for private companies in 2023

Our ESG for Private Investments Team explores five critical ESG topics for private companies in the year ahead.

By

Drew Morales

event

Article

2023-12-31

Private equity Private companies Outlook No Optimizely Article

Private equity outlook: Why we see a buyers’ market ahead

Co-Head of Private Investments Michael Carmen shares his outlook for the private equity market, highlighting today's normalizing multiples, continued innovation, and, in a number of cases, fewer competitors for the most attractive deals.

By

event

Article

2023-12-31

Active management iStrat Top of Mind Inflation Value vs growth Volatility Innovation Interest rates Multi-asset Article Strategic allocation Multi-Asset solutions Alternatives

Pivot points: Five portfolio positioning ideas for the new market regime

Multi-Asset Strategist Adam Berger looks at five ways in which the world may be very different in the coming decade and how they could influence the next wave of investment winners.

By

event

Article

2023-12-31

Cryptocurrency Digital payments E-commerce Fintech Disruption Economic cycle Private companies Financials Information technology Alternatives Equity Hybrid investing Global Industry Research Podcast

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.

By

Matt Ross, CFA

event

Podcast

2023-11-30

Private portfolio companies ESG Private equity ESG insights for private companies DEI Climate Private company management Whitepaper

ESG in private markets: Insights for 2023

We highlight five key areas for private companies to prioritize in 2023 and share the essential steps they can take to keep up with today’s evolving ESG risks and opportunities.

By

Drew Morales

event

Whitepaper

2023-11-30

Thematic exposure Equity Outlook No Optimizely Economic cycle iStrat Article Strategic allocation Multi-Asset solutions Alternatives

Thematic investing: Long-term thinking for a short-term world

With economic conditions expected to remain volatile in the coming year, members of our Investment Strategy team suggest that thematic allocations may help reduce the importance of the cycle to portfolio returns.

Multiple authors

event

Article

2023-12-31

Disruption Digital payments Cryptocurrency Fintech Outlook No Optimizely Information technology Financials Equity Global Industry Research Article Alternatives

Fintech outlook for 2023: The trends separating the winners and losers

Our fintech investors delve into high-conviction ideas for the year ahead — including embedded finance, buy-now-pay later, and digital assets — and highlight the power of incumbency amid today's increased volatility and dispersion.

Multiple authors

event

Article

2023-12-31

Inflation Volatility Economic cycle Outlook No Optimizely Multi-asset Fixed income Equity Alternatives Video

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.

By

Christopher Perret, CFA, CAIA

event

Video

2023-12-31

Volatility Macro hedge funds Diversification Inflation Alternatives Whitepaper

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.

By

Vivian Bi, CFA

event

Whitepaper

2023-10-31

Impact Private portfolio companies Impact investing Private equity Impact measurement Article

Measuring impact in venture capital

We highlight why venture capital matters to impact investors and how to authentically measure and manage impact in this asset class.

By

Oyin Oduya, CFA

event

Article

2023-10-31

highway road passing through hills and lake

Alternatives iStrat Strategic allocation Article Balance sheet Insurance Portfolio construction Multi-Asset solutions

The road less traveled: An insurer’s path to investing in alternatives

Insurance Multi-Asset Strategist Tim Antonelli lays out a sturdy yet flexible framework to help global insurers navigate the alternative investments space.

By

Tim Antonelli, CAIA, CFA, FRM, SCR

event

Article

2023-09-30

climate focused tech capital a critical role

Climate EMEA Article Innovation Private equity

A critical role for climate-focused tech capital

Greg Wasserman and Molly Breiner examine the critical role that climate-focused tech capital can play in addressing climate change.

By

Greg Wasserman, CFA

Molly Breiner

event

Article

2023-09-30

Macro and market China Geopolitical Top of Mind COVID Equity Article Strategic allocation Multi-Asset solutions Alternatives iStrat

Has China’s investment landscape permanently shifted?

Multi-Asset Strategist Adam Berger and Macro Strategist Santiago Millán consider key policy-related questions hanging over the Chinese market and share some near- and long-term investment views.

By

Santiago Millán, CFA

event

Article

2023-08-31

Fintech Digital transformation Disruption Alternatives Financials Article

The growing wave of disruption in financial services

Amid today's uncertainty, Portfolio Manager Matt Lipton outlines three key reasons he believes the opportunities fueled by fintech disruption will continue.

By

event

Article

2023-08-31

Inflation Europe Volatility Monetary policy Equity Multi-asset Alternatives Article Tactical allocation Multi-Asset solutions iStrat

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

event

Article

2023-08-31

evoke-diversity-equity-private-companies

Private portfolio companies Article ESG insights for private companies Private equity ESG DEI

Diversity, equity, and inclusion: FAQ

We answer some of our private portfolio companies’ most frequently asked questions on diversity, equity, and inclusion.

Multiple authors

event

Article

2023-08-31

esg private equity diversity equity inclusion

Private portfolio companies Article ESG insights for private companies Private equity ESG DEI

ESG insights for private companies — Diversity, equity, and inclusion: FAQ

We answer some of our private portfolio companies’ most frequently asked questions on diversity, equity, and inclusion.

Multiple authors

event

Article

2023-08-31

Top of Mind Inflation Commodities Energy Article Strategic allocation Multi-Asset solutions Alternatives iStrat

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.

By

David Chang, CFA

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Article

2023-08-31

ESG insights for private companies Private portfolio companies Business practices ESG Alternatives investing DEI Sustainability policies Alternatives Private equity Sustainable investing Article

Governance best practices in public markets

For private companies approaching the public markets, we highlight the corporate governance best practices that can help pave strong relationships with public market investors.

Multiple authors

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Article

2023-07-31

Top of Mind Inflation Monetary policy Multi-asset USA Article Strategic allocation Multi-Asset solutions Alternatives iStrat

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.

By

Juhi Dhawan, PhD

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Article

2023-07-31

Alternatives iStrat Article Manager selection Fixed income Factors Factor solutions Multi-manager solutions Hedge funds

Can hedge funds behave if fixed income doesn’t? A manager-selection view

Our Fundamental Factor Team proposes an alternative approach for analyzing hedge funds and constructing multi-manager hedge fund portfolios intended to fill the roles of fixed income.

Multiple authors

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Article

2023-07-31

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

Alternatives iStrat Quick Take Manager selection Fixed income Portfolio construction Factor solutions Multi-manager solutions Hedge funds

Using hedge funds to perform the role of fixed income: An alternative approach

Member of our Fundamental Factor Team offer a role-based framework that may help better align manager research, portfolio construction, and potential investment outcomes.

Multiple authors

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Quick Take

2022-10-31

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

Climate EMEA Multi-asset Event replay Strategic allocation Multi-Asset solutions Alternatives iStrat

Climate from the allocator's perspective

How do different asset allocators within Wellington incorporate climate change into their investment process as markets, data and regulation continue to evolve?

Multiple authors

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Event replay

2023-05-31

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

Multi-asset Defined contribution (DC) Quick Take Strategic allocation Multi-Asset solutions Alternatives iStrat

Making the money last: Research insights on the decumulation challenge

Our Investment Strategy team considers the unique challenges of decumulation strategies, including sequencing and longevity risk, and offers thoughts on best practices in portfolio construction, process design, and implementation.

Multiple authors

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Quick Take

2023-04-30

Multi-asset Alternatives iStrat Strategic allocation Retirement Article Defined contribution (DC) Income Multi-Asset solutions

Demystifying decumulation: A practical guide

Investors seeking a sound decumulation strategy must consider a host of variables, including risks that weren’t on the radar when they were accumulating assets. Members of our Investment Strategy team consider the interaction between portfolio withdrawals and specific characteristics of the portfolio’s realized return. They also offer thoughts on successful decumulation strategies, focusing on portfolio construction, process design, and implementation.

Multiple authors

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Article

2023-04-30

Active management Manager selection Equity Quick Take Strategic allocation Multi-Asset solutions Alternatives iStrat

Nobody’s perfect: The case for a long-term strategy in active management

While many asset owners recognize the value of a long-term mindset, it can be challenging to resist short-term instincts in volatile environments like the one we’ve seen in recent months. But asset owners who have a strategy to help them stay focused on the long term may avoid a number of potentially costly behaviors, including abandoning a thoughtfully selected allocation to a manager after a relatively short period of underperformance.

Multiple authors

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Quick Take

2023-05-02

Cryptocurrency Regulatory Disruption Alternatives Macro and market Quick Take

Crypto beyond the hype: Insights for institutional investors

We highlight a few practical insights on cryptocurrencies for institutional investors evaluating the asset class, including our views on custody, regulation, and more.

By

Ranjit Ramachandran, CFA

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Quick Take

2022-12-31

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ESG insights for private companies Private portfolio companies Private equity ESG Sustainable investing Video

Five key ESG topics for private companies

Members of our private market ESG team highlight the topics they expect will be top of mind in the coming year, from diversity to data privacy to supply-chain issues.

By

Celi Khanyile-Lynch

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Video

2022-12-31

USA Inflation Article Equity Fixed income Geopolitical COVID Private equity China

Ten more “what if” scenarios for 2022

In his latest Top of Mind session, Multi-Asset Strategist Adam Berger addressed a wide range of what-if scenarios on the minds of our clients. See what he has to say on Russia, China, cryptocurrencies, the IPO market, and many other topics in this brief article.

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