Spotlight

Showing of Insights Posts
Mid Year Outlook Designs 4_sd_v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Ideas for navigating a new era

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

Continue reading
event
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Showing of Insights Posts
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Global Economic Outlook

Continue reading
event
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Alternative Investment Outlook

Continue reading
event
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Private Investment Outlook

Continue reading
event
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Showing of Insights Posts
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Bond Market Outlook

Continue reading
event
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Equity Market Outlook

Continue reading
event
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Multi-Asset Investment Outlook

Continue reading
event
2025-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Wellington experts

tune Filters 0
highlight_off control_point
cached Reset All
Topic expand_more
Asset Class expand_more
Series expand_more
highlight_off
highlight_off
highlight_off
Showing of Insights Posts
multi asset outlook
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
18 min
Article
2025-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1791713023
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

US election special: which investment themes win at the polls?

The upcoming US election could be one of the most momentous in recent history. How could the result affect different investment themes? Our thematic team investigate the potential implications for investors.

Continue reading
event
7 min
Article
2025-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
what's current in credit - abstract ceiling of modern architecture in city of China
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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?

Continue reading
event
5 min
Video
2025-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
913431054
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
4 min
Video
2025-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
active-views-event-hero-page-banner-image
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
30 min
Event replay
2025-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
474157734
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Asset Allocation Outlook

How to evolve your portfolio for the latest market conditions? Explore the latest monthly snapshot of our Multi-Asset Team’s asset class views.

Continue reading
event
4 min
Article
2025-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
641607690
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Securitized credit: Normalizing, decelerating, or falling off a cliff?

Our experts offer their views on the current conditions and outlook for the securitized credit market.

Continue reading
event
4 min
Article
2025-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2152369183
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Can central bank independence survive?

Can central bank independence survive? Macro Strategist John Butler discusses the challenges faced by central banks in an increasingly fraught political environment and how investors should adjust.

Continue reading
event
5 min
Article
2025-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
maoartwork
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Sahm rules are meant to be broken

Fed easing is finally here and fundamentals remain favorable. But what about that election? Members of our Investment Strategy & Solutions Group offer their outlook, including their latest views on equities, bonds, and commodities.

Continue reading
event
12 min
Article
2025-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
97970762
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

What’s next after Iran’s missile attack on Israel?

Geopolitical Strategist Thomas Mucha shares his analysis of the latest escalation in the Middle East conflict, including his thoughts on a wider regional war and the market implications.

Continue reading
event
2 min
Article
2025-10-02
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
155152960
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
3 min
Article
2025-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
breakfast-with-steve-angeli
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Quality breakfast with… Steve Angeli

We sat down with Steve Angeli, Equity Portfolio Manager in the Quality Growth team, to hear about his personal story, his investment philosophy managing the quality growth strategy, and his market views.

Continue reading
event
6 min
Video
2025-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1264138390
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

An active investor’s guide to growth equities

Our experts offer their view on the current economic environment, explore best practices for investing in high-quality growth equities, and highlight where they see opportunity now.

Continue reading
event
6 min
Article
2025-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
sk-milken-2024-hero-image-sized
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Milken Institute: Asia Summit 2024

In this event replay from the 2024 Milken Institute Asia Summit, Wellington President and Managing Partner Steve Klar joins industry leaders to explore the diverse opportunities ahead for enhancing portfolio performance.

Continue reading
event
Event replay
2025-10-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Aerial View Of Spherical Topiary Plant.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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?

Continue reading
event
3 min
Article
2025-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly market snapshot
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Review — August 2024

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

Continue reading
event
12 min
Article
2025-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1359344663
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Rate relief: Fed cuts half point, but says “economy is strong” 

Our expert explains the Fed's bold rate cut and some key takeaways for investors.

Continue reading
event
3 min
Article
2025-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1153764271
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The real issue on rate cuts? Keep your eyes on the dot (plot)

Keep your eyes on the Fed's 2025 dot plot. The real story is where policy rates are headed, not just the next rate cut.

Continue reading
event
3 min
Article
2025-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1445182462
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
5 min
Article
2024-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1212460096
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
4 min
Article
2025-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1154438278
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The US elections through the eyes of a European investor

Supriya Menon, Head of Multi-Asset Strategy – EMEA, explores what potentially material implications upcoming US elections could have for European investors and identifies key areas to monitor closely.

Continue reading
event
7 min
Article
2025-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
mid-year-outlook-designs-main-banner
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
10 min
Infographic
2025-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
568700443
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
7 min
Article
2025-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
173899201
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Four investment perspectives amid a pivotal US election

How can investors reposition portfolios for a pivotal but highly unpredictable US elections? Nick Samouilhan explores potential avenues in conversation with three leading portfolio managers.

Continue reading
event
6 min
Article
2025-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Business People Analyzing Wooden Samples
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The investment implications of Europe’s ageing workforce

What are the investment implications of Europe’s ageing workforce? Macro Strategist Nicolas Wylenzek explores the drivers of this accelerating demographic shift, Europe’s likely response and the opportunities it creates for investors.

Continue reading
event
6 min
Article
2025-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
dolphin-plate-720x450-white-v1
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
2 min
Article
2025-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
swift-720x450-white-v1
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
5 min
Article
2025-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
cat-720x450-white-v1
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
5 min
Article
2025-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
capital-securities-world-finance-technology-blue-banner
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
6 min
Article
2025-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
EV Car or Electric Vehicle Charge
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Commodities and the energy transition: Symbiosis for the future

The global energy transition is driving demand for commodities. Our experts explain which ones will be needed most.

Continue reading
event
7 min
Article
2025-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
172348802
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

CLO equity insights: Private credit

Explore how the convergence of public and private markets is impacting CLO equity, including the unexpected benefit it has driven in recent years.

Continue reading
event
5 min
Article
2025-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
694725410
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Japan’s tech sector: Time for a reboot?

Japan's semiconductor industry has revived global interest in Japan's tech ecosystem. But we believe the dynamism of Japan's tech sector today doesn't start and end with electronics and semiconductors.

Continue reading
event
3 min
Article
2025-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Houses of Parliament in London
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Our commitment to net zero

We share an update on our client-centric, engagement-driven approach to net zero, which focuses on supporting competitive financial outcomes.

Continue reading
event
12 min
2025-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1408450618
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
7 min
Article
2025-08-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2032712798
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Biotech IPOs in 2025: Quantity, quality, and best practices

We explore today's biotech IPO market, highlighting recent market trends, key characteristics for successful biotech IPOs, and best practices to sustain momentum as a public biotechnology company.

Continue reading
event
4 min
Article
2025-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly market snapshot
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Review — July 2024

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

Continue reading
event
12 min
Article
2025-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1035600004
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Asia’s evolving venture capital market

What's next for Asian venture capital? After a decade of growth, we explore key questions and best practices for VC investors and private companies in the region.

Continue reading
event
6 min
2025-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
White House South Portico
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Harris vs Trump: The foreign policy and investment implications

Our expert examines expected Harris and Trump foreign policies and their potential impact on the investment landscape.

Continue reading
event
4 min
Article
2025-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1291781729
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The power of local perspective: where next for European banks?

Global Industry Analyst Thibault Nardin explores how monetary policy divergence, technological disruption and sector consolidation are reshaping European banks, while creating potentially compelling opportunities for active investors.

Continue reading
event
7 min
Article
2025-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1153764271
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Walking a mile in Fed Chair Powell’s shoes

A slow roll on rate cuts by the Fed could frustrate markets and lead to more volatility ahead of the September FOMC meeting. See our take on what to expect for the next few weeks.

Continue reading
event
4 min
Article
2025-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
474157734
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Massive market sell-off: Justified or an overreaction?

What's behind the global market meltdown, and what should investors consider doing?  Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson shares her views.

Continue reading
event
3 min
Article
2025-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1096496308
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Still waiting…Fed wants more data before cutting policy rates

Our expert dives into Fed policy following the July FMOC meeting.

Continue reading
event
3 min
Article
2024-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
multi-family-housing-neoclassical-masonic
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
5 min
Article
2025-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1317703626
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Global macro strategies: Multi-dimensional tools for an era of economic change

With the global economic environment creating potential opportunities for macro investors, we consider the heterogeneity of the global macro strategy universe, the case for combining different styles, and the choice between a single- and a multi-portfolio manager approach.

Continue reading
event
10 min
Article
2026-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
server-room-gen-ai-hero-banner
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

AI governance for private companies

Explore the critical need for AI governance for private companies, addressing evolving risks, regulations, and best practices for responsible gen AI usage.

Continue reading
event
8 min
Article
2025-07-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
topofmind-hero-banner
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Does the US election even matter? Thoughts on politics, Fed policy, and portfolios

What's next for interest rates and what impact will the US election have? Head of Multi-Asset Strategy Adam Berger and Macro Strategist Mike Medeiros share their outlook and discuss the asset allocation implications.

Continue reading
event
9 min
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1359344663
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
3 min
Article
2025-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1126016041
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Are US election probabilities now a critical driver of bond yields?

Our expert argues that the US election remains a critical catalyst for the bond market given the contrast between both parties as it relates to supply side policies such as trade and immigration, and to policy differences around taxation and regulation.

Continue reading
event
3 min
Article
2024-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
topofmind-hero-banner
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The AI effect: Time to rethink your technology exposure?

Will AI fulfill the market's high expectations? Will it continue to drive market concentration? Head of Multi-Asset Strategy Adam Berger and Global Industry Analyst Brian Barbetta, co-head of our Technology team, discuss the outlook and the asset allocation implications.

Continue reading
event
7 min
Article
2025-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1255418923
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
Article
2025-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
wellington-on-washington-13-183277568
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

European elections: all change for equity investors?

Macro Strategist Nicolas Wylenzek discusses how the elections for the European Parliament could herald significant change, with major implications for European equity investors.

Continue reading
event
4 min
Article
2025-05-07
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Financial Market Review

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

Continue reading
event
17 min
Article
2026-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — June 2024

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

Continue reading
event
17 min
Whitepaper
2025-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
~ai-af87e958-9233-484f-b085-efa6df8e2c58_
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Come on in, the water’s fine! Ready for a surplus summer

Tim Antonelli, Head of Multi-Asset Strategy – Insurance and Portfolio Manager, explains why he continues to see reserve fixed income as the sweet spot for insurers and why there may be upside for equities.

Continue reading
event
17 min
Article
2025-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
155152960
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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?

Continue reading
event
3 min
Article
2025-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1074456994
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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?

Continue reading
event
8 min
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1425460600
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
6 min
Article
2025-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
186716226
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Surprise French election result: what does it mean for investors?

Macro Strategist Nick Wylenzek and Investment Director Thomas Kramer discuss the surprise French election and its implications for European equities.

Continue reading
event
4 min
Article
2025-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
551986071
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Ok, Boomer: How US generational wealth distribution could upend the economy and markets

Fixed Income Portfolio Manager Brij Khurana discusses the implications of US Baby Boomers' wealth concentration in the event of a market decline.

Continue reading
event
5 min
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1486716455
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
8 min
Whitepaper
2025-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
galaxy-hero-banner-insight-1200x600
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Time for credit selection to shine

Fixed income investors continue to seek answers to an era of volatile rates. Large, static exposures to credit markets no longer cut it. Instead, a nimble and dynamic approach is more likely to create resilient and consistent total return outcomes.

Continue reading
event
5 min
Article
2025-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs 4_sd_v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Ideas for navigating a new era

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

Continue reading
event
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs 4_sd_v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

All-time highs and CPIs: What comes next?

Global fundamentals have kept markets content so far this year, but will politics sour the mood? Members of our Investment Strategy & Solutions Group offer their views on the second half of 2024, including on equities, bonds, and commodities.

Continue reading
event
14 min
Article
2025-01-08
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs 4_sd_v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Multi-Asset Investment Outlook

To help think through the asset allocation outlook and implications for this year, we offer views from iStrat, our investment strategy and solutions group.

Continue reading
event
Article
2025-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs 4_sd_v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Beyond the noise: Four key drivers of private credit opportunities

With recent negative headlines around private credit, we think it's crucial to move beyond the noise and explore the asset class's enduring trends like disintermediation, the convergence of public and private markets, and much more.

Continue reading
event
4 min
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs 4_sd_v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Bond Market Outlook

Our fixed income experts assess how to capitalize on market volatility with a flexible and dynamic approach that leverages diverse high-yielding opportunities and manages risks carefully.

Continue reading
event
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1300497464
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
4 min
Video
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1166504383
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
8 min
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs 4_sd_v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Equity Market Outlook

In our Equity Market Outlook, we offer a range of fundamental, factor, and sector insights.

Continue reading
event
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs 4_sd_v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Capitalizing on rate shifts: Parsing opportunities in the second half

Fixed Income Portfolio Manager Campe Goodman and Fixed Income Strategist Amar Reganti discuss how to capitalize on potential rate shifts in the second half of the year

Continue reading
event
7 min
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs 4_sd_v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
9 min
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1300422159
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
8 min
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs 4_sd_v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Alternative Investment Outlook

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

Continue reading
event
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs 4_sd_v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
4 min
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs 4_sd_v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

8 emerging venture capital trends

We share eight of the themes driving venture capital markets in 2024, including capital efficiency, DPI, the IPO market recovery, and much more.

Continue reading
event
7 min
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
space-view-10190798
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
5 min
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs 4_sd_v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Private Investment Outlook

In our private market outlook collection, we explore the themes driving the rapid evolution of private credit and private equity markets.

Continue reading
event
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
157561697
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

When the Fed sneezes, the ECB… cuts rates regardless?

Since the late 1990s, when the US cycle turned, the rest of the world generally followed, with a lag. However, the new economic era is likely to result in greater cyclical divergence between countries and the need for different central bank responses. How should investors think about the age of economic divergence?

Continue reading
event
7 min
Article
2025-03-21
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1300495341
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
18 min
Whitepaper
2026-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1352271307
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
4 min
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1359344663
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

June FOMC meeting: May disinflation is welcome, but is not enough for a rate cut

Fixed Income Analyst Caroline Casavant discusses what June's FOMC meeting tells us about the US Federal Reserve’s latest thinking on interest-rate cuts.

Continue reading
event
3 min
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1598010420
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Beyond the hype: finding AI’s long-term winners

Our expert argues that a long-term mindset based on deep research can help to uncover evolving AI investment opportunities amid the hype.

Continue reading
event
4 min
Article
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1489996632
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Has the European credit cycle been extended?

2024 has kept fixed income investors busy. Yet, despite lingering inflation and rate volatility, European credit markets have remained strong. Are we looking at an extended credit cycle? And if so, what does this mean for investors?

Continue reading
event
8 min
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs 4_sd_v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Global Economic Outlook

Our macro strategists continue to expect that the interlinkages between countries, central bank policies, and market pricing will change, creating potentially attractive opportunities for active portfolio management and security selection.

Continue reading
event
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs 4_sd_v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Battle for the supply side of the economy: US election implications

Starkly different policy agendas from Biden and Trump are examined in terms of how they may affect the supply side of the US economy. 

Continue reading
event
5 min
Article
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs 4_sd_v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The revenge of the monetarists

Fixed Income Portfolio Manager Brij Khurana makes the case for a monetarist explanation for moderating inflation.

Continue reading
event
5 min
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs 4_sd_v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Thriving or surviving? The state of the US consumer and the economic implications

Macro Strategist Juhi Dhawan examines the condition of the all-important consumer, including the outlook for spending, the effects of inflation and prevailing interest rates, and the consequences for the overall economy.

Continue reading
event
8 min
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs 4_sd_v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Governments have been slow to reduce their fiscal deficits — it could cost them

Our expert explores the investment implications of continued excessive deficit spending by G7 countries.

Continue reading
event
4 min
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
95620-hero-image-saul-ruben-1536-x-900
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
4 min
Video
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1522445175
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

2023 Climate Report 

Aligned with TCFD recommendations, this report describes how we manage climate-related risks and opportunities, engage with companies on climate change, and reduce our own carbon footprint.
Continue reading
event
Report
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1413597282
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
14 min
Article
2025-05-23
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
79262566
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

As India goes to the polls, is the case for Indian equities still compelling?

While current Prime Minister Narendra Modi is expected to secure a third term, a full-scale win is not a foregone conclusion. Against this backdrop and continued investor enthusiasm for Indian equities, Equity Portfolio Manager Niraj Bhagwat and Investment Director Philip Brooks assess the macro case for India. Are higher valuations justified?

Continue reading
event
6 min
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — April 2024

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

Continue reading
event
20 min
Whitepaper
2025-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1401171512
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
9 min
Article
2026-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
98374-apb-advertorial
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
5 min
Article
2025-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
topofmind-hero-banner
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Structuring core fixed income: A constructive view on market and macro conditions

Head of Multi-Asset Strategy Adam Berger and Fixed Income Portfolio Manager Connor Fitzgerald discuss the interest-rate environment and the fundamental picture in investment-grade credit and high yield.

Continue reading
event
7 min
Article
2025-05-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1401171512
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
5 min
Article
2025-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1359344663
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

With the Fed on hold, is the case for bonds kaput?

Amid worries about sticky inflation, the market has scaled back its expectations for interest rate cuts this year. But even if rate cuts are on hold a while longer, members of our Multi-Asset Team still think investors should consider a move from cash to bonds.

Continue reading
event
5 min
Article
2025-05-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
topofmind-hero-banner
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

What could change the trajectory of value stocks?

Head of Multi-Asset Strategy Adam Berger and Equity Portfolio Manager Nataliya Kofman discuss “resilient” value stocks, disruptive themes, and attractive sector- and country-level opportunities.

Continue reading
event
7 min
Article
2025-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
topofmind-hero-banner
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Small-cap stocks: Watching for mean reversion, technology diffusion, and the next inflection point

Our experts discuss factors that could help small-cap stocks rebound and the search for winners in this inefficient segment of the market.

Continue reading
event
8 min
Article
2024-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1384219104
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
2 min
Video
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1096496308
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Powell back to waiting on inflation data

Our expert's key takeaways from the May FOMC meeting.

Continue reading
event
2 min
Article
2025-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1485104210
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

2023 Sustainability Report

We appreciate the opportunity to share our approach to advancing sustainable practices across our investment, client, and infrastructure platforms. 

Continue reading
event
Report
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1134642362
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Impact investing in emerging markets: Growing opportunities, shifting challenges

Members of our impact bond team discuss their evolving emerging markets opportunity set and the importance of a bottom-up approach to value creation.

Continue reading
event
6 min
Article
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
981716-001
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Can hedge funds play the role?

How should investors select the most suitable types of hedge funds for specific roles? Members of our Investment Strategy & Solutions Group offer a simple and intuitive framework that can help.

Continue reading
event
11 min
Article
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1434721875
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Why an impact lens is an important tool in the fixed income investor's arsenal

Campe Goodman, Will Prentis and Oyin Oduya discuss how an impact lens can be an important tool in the fixed income investor's arsenal. 

Continue reading
event
4 min
Article
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1300497464
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The Fed’s lessons learned from its COVID response

Fixed Income Portfolio Manager Brij Khurana breaks down the central bank's policy decisions during the pandemic and explains how they continue to affect financial markets.

Continue reading
event
6 min
Article
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
72779390
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

4 equity themes: Budding opportunities in small caps and more

Our expert highlights 4 areas where he sees opportunity in global equity markets.

Continue reading
event
3 min
Article
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
200512222-001
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Three ways social considerations can enhance portfolios

Four leading Wellington equity and fixed income experts explore three ways social considerations can enhance portfolios.

Continue reading
event
5 min
Article
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
92250847
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
3 min
Article
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
932889474
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Japan equity: Reason to believe

Our expert argues that corporate governance reform and the Japanese economy's escape from persistent deflation have laid the groundwork for a sustainable equity rally.

Continue reading
event
4 min
Article
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
wellington-on-washington-22-664651125
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
3 min
Article
2024-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1482801648
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Thematic investing focus: advancing the next generation of energy

The decarbonisation process represents the biggest capital cycle in our lifetime. As we develop the next generation of energy, Keith White, Daouii Abouchere and Megan Galligan examine how thematic investors can make the most of this structural opportunity. 

Continue reading
event
11 min
Article
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1202319290
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Thematic investing focus: evolving the current generation of energy

The energy transition is taking place amid a greater focus on energy security and affordability. What could this mean for the role of traditional energy companies, ask Keith White Daouii Abouchere and Megan Galligan. 

Continue reading
event
11 min
Article
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — March 2024

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

Continue reading
event
20 min
Whitepaper
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Financial Market Review

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

Continue reading
event
19 min
Whitepaper
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
92162750
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Biden 2.0: National security and investment themes

The geopolitical and investment implications of a potential second Biden term.

Continue reading
event
5 min
Article
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1370464429
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

A turning point for US small caps

Myth busting US small caps: why now could be a compelling entry point for the asset class.

Continue reading
event
18 min
Article
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
636982900
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Income: the hard worker in your portfolio deserves more credit

Income from cash is good but income from bonds is better. In a less certain macro environment, Nick Samouilhan thinks the case for income only gets stronger. How can investors make the most of the opportunities?

Continue reading
event
5 min
Article
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1330408846
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The immigration surge: Political challenge, economic blessing?

Macro Strategist Juhi Dhawan considers the impact of rising immigration, a top issue in this year's US elections, on growth, interest rates, and the labor market.

Continue reading
event
4 min
Article
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1202289469
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Trump 2.0: National security and investment themes

Our expert examines the geopolitical and investment implications of a potential second Trump presidency.

Continue reading
event
14 min
Article
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
fixed-income-18-122624773
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Four questions for investors after Japan’s historic hike

With the Bank of Japan having finally moved out of negative rates, Macro Strategist John Butler identifies the four key questions he believes investors should focus on.

Continue reading
event
5 min
Article
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
95145-maoartwork-final2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Do fundamentals support a risk-on tilt?

Surprisingly strong economic growth, declining inflation, easy financial conditions — can it get any better for markets? Members of our Investment Strategy & Solutions Group offer their outlook, including their latest views on equities, bonds, and commodities. 

Continue reading
event
Article
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1598668893
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
Whitepaper
2026-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

FOMC: Stable policy amid market volatility

The Fed is holding steady amid market turmoil. See our quick notes on the FOMC's March policy statement, forecasts, and the Fed chair's press conference. 

Continue reading
event
Quick Take
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
455242307
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Will proposed corporate governance reforms help to narrow the “Korea discount”?

Could South Korea's Corporate Value-up Program help to narrow the so-called “Korea discount” and build on the momentum gathering pace elsewhere across Asia to improve corporate governance and shareholder returns?

Continue reading
event
Quick Take
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1359344663
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Agency MBS key questions for 2024

Is there room for mortgage spreads to tighten further? Brian Conroy and Joseph Marvan examine this and seven other questions that will be significant for the agency MBS market in 2024.

Continue reading
event
Quick Take
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — February 2024

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

Continue reading
event
Whitepaper
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — May 2024

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

Continue reading
event
15 min
Whitepaper
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
175409767
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
Article
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
200019132-001
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
Article
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
477749918
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

No bulls in the China shop?

John Mullins, Irmak Surenkok and Steven Ye assess the investment debate surrounding China's prolonged underperformance and outline three investment ideas for active investors to consider.

Continue reading
event
Article
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
148770684
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The Trump/Biden rematch: Market implications of unprecedented policy divergence 

Macro Strategist Juhi Dhawan discusses six key areas of policy debate in this year's US election that she expects will matter most to markets, from the tax and spending plans to trade and geopolitics.

Continue reading
event
Article
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
645912480
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Is the US economy really that different since COVID?

US economists have been touting the resilience of the post-COVID economic rebound. Brij Khurana dissects several key economic indicators to see what's really changed since 2019. 

Continue reading
event
Article
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
swift-hero-navy-v1
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Adopt a new vantage point for diversifying your portfolio

Supriya Menon, Alex King and John Mullins explore why a diversified mixed of fixed income exposure is a key component of a nuanced approach to diversification in today's cyclical macro regime.

Continue reading
event
7 min
Article
2025-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
bee-hero-navy-v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Income: the hard worker in your portfolio deserves more credit

Income from cash is good but income from bonds is better. In a less certain macro environment, Alex King, Supriya Menon and John Mullins think the case for income only gets stronger. How can investors make the most of opportunities? 

Continue reading
event
5 min
Article
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
flower-hero-navy-v1
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

How to nurture a growth mindset in a higher-yielding landscape

In a higher-yield world, can fixed income deliver meaningful growth? John Mullins, Supriya Menon and Alex King explore how high-yield bonds may offer a powerful opportunity for growth - as well as a cushion against uncertainty.

Continue reading
event
12 min
Article
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Chart in Focus: Compelling opportunities in four higher-yielding credit sectors

Portfolio Managers Campe Goodman and Rob Burn share insights on where they are seeing compelling opportunities in high-yielding credit sectors.

Continue reading
event
Quick Take
2025-03-11
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1437442224
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

How to translate a critical concept into return potential

How to translate the critical concept of stewardship into rewarding returns? Portfolio Managers Mark Mandel, Yolanda Courtines and Sam Cox share their firsthand experience.  

Continue reading
event
Article
2025-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
optimized-min-scale-1500x410
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Evaluating labelled bonds: a robust framework is key

Fixed Income Portfolio Manager Campe Goodman and Investment Specialist Will Prentis explain why they believe a robust framework for analysing labelled, or sustainable, debt can help to generate real-world impact.

Continue reading
event
Article
2024-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
wellington-flower-broken-plate-banner-hero
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Back to the future: a new economic era

Macro Strategist John Butler explores why he believes the old macroeconomic model is broken and how best to navigate a new era of investing.

Continue reading
event
5 min
Article
2025-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
wellington-swift-broken-plate-banner-hero
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
4 min
Video
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1128894742
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Quality value: getting (more than) what you pay for?

Quality and resilience often go hand in hand, but resilience measures future quality. How can resilient companies offer value to long-term investors? And how can investors identify them?

Continue reading
event
Article
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
641607690
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

5 reasons to be active in fixed income

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

Continue reading
event
Whitepaper
2025-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
164652560
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Why high-yield investors should keep a close eye on the default cycle

A peak in defaults may not be far off. What does this mean for investors considering a move to high yield? 

Continue reading
event
Article
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1201265089
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Facing the inflation dilemma head on

Inflation has already fallen much quicker than most expected. However, there are convincing reasons why inflation might be higher and more volatile going forward. What are the implications for asset allocation?

Continue reading
event
Article
2025-02-23
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
957984226
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Managing currency exposure in multi-asset portfolios: how to weigh the trade-offs and impact

Nick Samouilhan, Head of Multi-Asset Strategy – APAC, evaluates the trade-offs of different currency hedging approaches and offers a novel framework for gauging their potential portfolio impact. 

Continue reading
event
Article
2026-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1404056459
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Asia Pacific Investment Forum 2024: Key takeaways

During our flagship Asia Pacific Investment Forum 2024, Wellington experts assessed the evolving investment opportunities in today’s world of disruption and change.

Continue reading
event
Video
2025-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — January 2024

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

Continue reading
event
Whitepaper
2025-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1370499454
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Too much focus on Fed, not enough on fiscal

Current US fiscal and monetary policy stances argue for risk taking in fixed income.

Continue reading
event
Article
2025-02-07
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
podcasts mic stand and headphones
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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

Continue reading
event
Video
2025-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Top 5 fixed income ideas for 2024

With central banks set to pivot to accommodative policy, and elevated yields still prevailing, we think fixed income offers compelling opportunities. Here we share our top five ideas.

Continue reading
event
Quick Take
2025-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

CLOs: 4 hot topics

Bank demand, net supply, the cycle for broadly syndicated loans, and loan fundamentals will be front and center for CLO investors in 2024.

Continue reading
event
Quick Take
2025-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1404349453
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Thematic investing focus: security in a world of great-power competition

In an environment of accelerating great-power competition and geopolitical instability, policymakers may place a higher emphasis on security – even at the expense of economic efficiency. What could this mean for thematic investors?

Continue reading
event
Article
2025-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
96908-2024-outlook-768x450
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Trends and transformation distilled: Our 2024 outlook in brief

Our experts explore investment opportunities and risks for the year ahead.

Continue reading
event
Article
2025-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Venture capital outlook: Signals point to a brighter 2024

Our private investing team sees positive signals indicating that the recent downturn in venture capital may have hit bottom. Just as privates trailed the public market correction in 2022, we believe they will follow its recovery.

Continue reading
event
Article
2025-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
topofmind-hero-banner
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Top of Mind: The allocator’s checklist for 2024 and beyond

Head of Multi-Asset Strategy Adam Berger offers near- and longer-term ideas for allocators, including thoughts on areas where capital is scarce, alternatives may be attractive, and risks may bear watching.

Continue reading
event
Article
2025-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Emerging markets debt: resilience in the face of adversity

Our expert discusses why she is positive on the outlook for emerging markets debt, even though growth will likely slow.

Continue reading
event
Quick Take
2025-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1473481664
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
Article
2025-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1148429736
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
Video
2025-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot – December 2023

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

Continue reading
event
Whitepaper
2025-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
financial-market-review-third-quarter
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Financial Market Review

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

Continue reading
event
Whitepaper
2025-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The shifting liquidity landscape: What’s at stake?

The beginning of the end could be in sight for the Federal Reserve’s quantitative tightening (QT) program. US Macro Strategist Juhi Dhawan considers the Fed's next steps and what they could mean for banks, liquidity, and markets broadly.

Continue reading
event
Quick Take
2025-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
jean-still-holiday-message
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
Whitepaper
2025-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
chapter-iStrat-multi-asset-768x450
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Multi-Asset Market Outlook

To help think through the asset allocation outlook and implications for 2023, we offer views from iStrat, our investment strategy and solutions group

Continue reading
event
Article
2024-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
multi-asset_768x450
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Navigating a volatile reality: three ideas for 2024 and beyond

2023 saw investors grapple with a new, more volatile reality. How should portfolios be positioned for opportunities and challenges in 2024? 

Continue reading
event
Article
2025-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Bizarro World: Could 2024 be the opposite of 2023?

Fixed Income Portfolio Manager Brij Khurana details the dynamics that may upend investor expectations of a repeat of 2023 this year.

Continue reading
event
Quick Take
2025-01-17
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1165294237
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Why structural change in Germany may impact investors globally

Macro Strategists John Butler and Eoin O’Callaghan discuss why they believe the structural changes currently underway in Germany will impact investors globally.

Continue reading
event
Article
2025-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Fork in the road: Slowdown or reacceleration ahead?

Markets seem to expect a much smoother ride in 2024, but are they too optimistic? Members of our Investment Strategy & Solutions Group offer their macro and market outlook, including their latest views on equities, bonds, and commodities. 

Continue reading
event
Article
2026-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Three ways to elevate your portfolio in 2024

As a new investment era takes shape, where should investors focus their attention in 2024? For multi-asset strategist Nick Samouilhan, three areas are top of mind: higher yields, the importance of stock selection and how to position for structural change. 

Continue reading
event
Article
2026-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1349253411
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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. 

Continue reading
event
Article
2024-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Global high-yield outlook: Near term, defensive but longer term, solid

High-yield portfolio managers Mike Barry and Konstantin Leidman discuss their 2024 outlook and the merits of a near-term defensive stance with an eye on longer-term opportunities.

Continue reading
event
Quick Take
2024-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
591212037
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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. 

Continue reading
event
Article
2024-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot – November 2023

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

Continue reading
event
Whitepaper
2024-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1449307455
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
Article
2024-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Credit: Better opportunities to add risk on the horizon

Our experts review current macro dynamics impacting the bond market and discuss where they see opportunities and risks across credit sectors.

Continue reading
event
Article
2024-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Will a “Goldilocks” economy be just right for equity markets?

We provide an outlook on the ongoing shift to new investment regime, and the market segments that we expect will most heavily influence global equity performance in the coming year. 

Continue reading
event
Article
2024-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
171553558
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

What route is right in emerging markets investing?

How can investors find the most compelling opportunities within emerging market equities? Simon Henry and Dáire Dunne explain why they think targeting the economic development opportunity may provide a roadmap for success. 

Continue reading
event
Article
2024-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Rates: Tracking the trade-off between inflation and growth

In their 2024 rates outlook, Investment Directors Amar Reganti and Marco Giordano investigate the treacherous trade-off faced by central banks and what it means for bond investors.

Continue reading
event
Article
2024-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.