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Can infrastructure investors pair growth and stability?
Global Industry Analyst Tom Levering and Investment Director Joy Perry discuss why investors in infrastructure do not need to choose between growth and stability and how to seek exposure to both.
US utilities: What data center politics could mean for investors
Rising US data center electricity demand is fueling new opportunities for utilities as well as political pushback in this US midterm election season. Learn how regulation, affordability, and grid pressures could potentially affect investors.
Oil market update: The long road to normalization
As geopolitical tensions in the Gulf region resume, our expert discusses recent oil market dynamics and their potential impact on inflation and the global growth outlook.
Private biotech investing deep dive
We explore the distinct characteristics of private biotech investing, including how the asset class differs from traditional venture capital and how clinical milestones, specialized underwriting, and portfolio construction shape its risk, return, and diversification potential.
Hail Mary in power markets — why the energy transition is an infrastructure investment case
Negative electricity prices across European power markets are more than a technicality, they're a sign of a deeper shift in the structure of the energy market. For active investors, this is changing where value is created.
A generational opportunity in publicly listed infrastructure?
What makes the current outlook for publicly listed infrastructure so compelling? For Portfolio Manager Tom Levering and Investment Director Joy Perry, the answer lies in strong demand dynamics, healthy return potential, attractive valuations — and burgeoning support from private capital.
Japan biopharma: A global sector priced as domestic
Our biopharma experts discuss the global earnings potential of Japanese companies and highlight the need for a global investment lens.
China’s biotech surge (and its impact on biotech venture capital)
China’s biotech sector’s long-term potential is underpinned by lower costs, faster development timelines, and increasingly translatable clinical data. In our new paper, we explore the implications for US and European biotechs.
Finding climate investment opportunities amid shifting US policy
We delve into the evolving landscape for climate investments in the US and explain areas of overlap between government policy, corporate commercial interests, and climate focus.
A look under the hood: US consumer holding up amid volatility
Fixed Income Portfolio Manager Kyra Fecteau dissects several key consumer credit trends and explains how they could have an outsized influence on the overall performance of securitized credit markets going forward.
Private biotech innovation versus hype
Nilesh Kumar discusses the next generation of biotech disruptors in obesity, autoimmunity, and oncology, focusing on drugs that solve real-world unmet medical needs.
Shrinking the government footprint: Medicaid cuts and America’s economic health
Macro Strategist Juhi Dhawan looks at what changes to the mammoth US Medicaid program could mean for economic growth, employment, inflation, and financial markets.
Power play: Building the case for infrastructure in 2025
The long-term case for listed infrastructure remains compelling. But could near-term catalysts, such as nuclear and natural gas, also drive performance in the short term?
Wiring the future: Emerging tech for the transmission-grid build-out
Learn how our climate technology investment team is researching private market opportunities in high-capacity conductors and other energy grid-tech innovations.
Deeply seeking the impact of AI spending on bond yields
Brij Khurana explores the surprising way in which AI spending may impact Treasury yields and complicate the Fed's rate-policy decisions.
The role of public/private collaboration
Josh Sommerfeld, health care sector lead for late-stage private investments, highlights why he believes working with public-market colleagues like Dave Khtikian helps him be better at the four key parts of his job: sourcing, diligence, pricing, and exiting.
Investing for a next-gen workforce
Learn how Wellington's early-stage venture team discovers startups empowering the next-gen workforce with AI-driven upskilling, career-matching, and entrepreneurial tools.
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.
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