Singapore, Intermediary

Changechevron_right
menu
search
Skip to main content
search

Search to find the correct information:
search
Search

WellSaid

Discover the connections between macro, market, and geopolitical forces with our WellSaid podcast.

Yellow sound wav

Episodes

2026-08-27T12:00:00-04:00
E6

play_circle_outline

The new space race: Investing in critical infrastructure

 | 31:47
Space is becoming critical infrastructure — but where are the investment opportunities, and what risks should investors consider? On the latest episode of WellSaid, host Thomas Mucha and guests Sean Petersen and Rupinder Vig explore how geopolitics, defense spending, AI and commercial innovation are reshaping the space economy.
 | S5:
2026-04-28T12:00:00-04:00
E4

play_circle_outline

What shifts in US exceptionalism mean for asset allocation

 | 36:21
Host Thomas Mucha and guests Nanette Abuhoff Jacobson and Andy Heiskell unpack what today’s geopolitics, valuations, and concentration mean for strategic allocation — and why diversification may matter more again.
 | S5:
2026-04-09T12:00:00-04:00
E3

play_circle_outline

Latin America: A dynamic partner poised for growth?

 | 29:02
Our experts on Latin America discuss geopolitical shifts, economic resilience, and the region's strategic importance in global markets.
 | S5:
2026-03-24T12:00:00-04:00
E2

play_circle_outline

Geopolitics, The New Risk Factor

 | 26:51
Thomas Mucha discusses the importance of looking at the investment landscape through a geopolitical lens on the IMAP Independent Thought podcast.
 | S5:
2025-12-18T12:00:00-05:00
E17

play_circle_outline

Gold, AI, and the next commodities super cycle

 | 28:04
David Chang joins host Thomas Mucha for a wide-ranging discussion on gold's ongoing bull run, the role of central banks, the evolving energy landscape, AI, and the prospect of a new global commodities super cycle.
 | S4:
2025-11-13T12:00:00-05:00
E16

play_circle_outline

Searching for alpha in large-cap equities is a team sport

 | 20:13
How does Portfolio Manager Anna Lunden think about searching for alpha in large-cap equities? She explains, "it's about drawing on every tool in the toolbox," including macro insights from strategists like Nick Wylenzek. Tune into their conversation about the teamwork involved in navigating this asset class on the latest WellSaid podcast with host Thomas Mucha.
 | S4:
2025-10-15T12:00:00-04:00
E15

play_circle_outline

Navigating today's climate investing landscape

 | 30:04
The latest episode of our WellSaid podcast dives deep into the world of climate investing and the transformative role of AI in driving sustainable solutions.
 | S4:
2025-09-04T12:00:00-04:00
E12

play_circle_outline

The leading edge of AI and cybersecurity innovation

 | 27:45
Evan Reiser, CEO of Abnormal AI, and Rob Mazzoni, technology sector lead for late-stage growth private investments, join host Thomas Mucha to discuss how innovations in cybersecurity and AI are poised to disrupt everything from the software industry to geopolitics.
 | S4:
2025-04-10T13:30:00-04:00
E3

play_circle_outline

Navigating the European market's regime change

 | 21:34
Strategists Thomas Mucha and Nick Wylenzek discuss the regime shift in European markets, focusing on deglobalization, tighter monetary policy, and increased government intervention. They explore the impacts on sectors like defense, energy, and the evolving relationship with China.
 | S4:
2025-02-13T12:00:00-05:00
E1

play_circle_outline

Fixed income investing in 2025

 | 30:21
On the latest episode of WellSaid, fixed income strategist Amar Reganti joins host Thomas Mucha to explore the potential effects of tariffs, ongoing geopolitical conflicts, China's economic recovery, the growth of private credit, and much more on 2025's fixed income markets.
 | S4:
2024-09-26T12:00:00-04:00
E9

play_circle_outline

US election: Key market implications

 | 32:28
Macro strategist Mike Medeiros joins host Thomas Mucha to discuss the potential market impacts of the upcoming US election. Listen to the full episode to understand how different outcomes in the House, Senate, and White House races could shape the economy.
 | S3:
2024-08-15T12:00:00-04:00
E8

play_circle_outline

Why small caps are looking big again

 | 23:48
Small-cap stocks have experienced a historic rotation in response to recent macro jolts. In the latest episode of WellSaid, equity strategist Andy Heiskell joins host Thomas Mucha to discuss his outlook for small companies in this environment.
 | S3:
2024-07-25T12:00:00-04:00
E7

play_circle_outline

Long/short investing in a changing Europe

 | 24:43
European markets are rapidly evolving. In the latest episode of WellSaid, portfolio manager Dirk Enderlein joins host Thomas Mucha to discuss how long/short investors can potentially make the most of the changes.
 | S3:
2024-06-20T12:00:00-04:00
E6

play_circle_outline

How climate change affects capital market assumptions

 | 29:53
Head of Multi-Asset Strategy for EMEA, Supriya Menon, explores her team's latest research on how climate change affects capital market assumptions. The views expressed are those of the speaker(s) and are subject to change. Other teams may hold different views and make different investment decisions. For professional/institutional investors only. Your capital may be at risk.
 | S3:
2024-05-20T12:00:00-04:00
E5

play_circle_outline

Macro investing in a changing world

 | 31:49
Head of liquid alternatives and hedge funds, Mark Sullivan, and investment director of diversifying strategies, Chris Perret, share their views on why the multidimensionality of macro investment approaches may help provide investors a smoother path forward amid an increasingly uncertain macro and geopolitical backdrop.
 | S3:
2024-04-19T07:00:00-04:00
E4

play_circle_outline

The many forces fueling India’s stock market boom

 | 26:43
Thanks to powerful corporate, political, social, and demographic tailwinds, India’s market has been firing on all cylinders. Ahead of the 2024 national elections, equity portfolio manager Niraj Bhagwat gives an inside look at these drivers and the impressive changes he is seeing across the country.
 | S3:
2024-03-08T11:30:00-05:00
E3

play_circle_outline

Climate technology and women

 | 25:40
Given the outsized effects of climate change on women and families, climate technology may be an avenue to better outcomes. Sector lead Molly Breiner joins host Thomas Mucha to break down the growing market and investment case for private climate tech.
 | S3:
2024-02-22T12:00:00-05:00
E2

play_circle_outline

Investing and the future of responsible AI

 | 27:16
As investors, policymakers, and companies race to capture the opportunities associated with artificial intelligence, they must first understand myriad ethical risks. ESG analyst Caroline Conway joins host Thomas Mucha to explore this important issue.
 | S3:
2023-11-30T12:00:00-05:00
E19

play_circle_outline

Asian financial markets outlook

 | 29:03
What's in store for the massive Asian equity and fixed income markets in 2024 and beyond? Portfolio managers Philip Fan and Ross Dilkes join host Thomas Mucha to discuss.
 | S2:
2023-11-16T12:00:00-05:00
E18

play_circle_outline

Investing in climate venture capital

 | 27:05
Head of private climate investing Greg Wasserman joins host Thomas Mucha to discuss his latest research on climate venture capital, including highlighting climate technology in the private market, the impact of today's geopolitical and policy environments, and much more.
 | S2:
2023-11-09T12:00:00-05:00
E17

play_circle_outline

The new multi-asset investing regime

 | 27:56
Multi asset strategist Nick Samouilhan joins host Thomas Mucha to discuss managing multi-asset portfolios in today's increasingly complex economic and geopolitical environment, including highlighting his latest research on income generation.
 | S2:
2023-10-26T12:00:00-04:00
E16

play_circle_outline

Early-stage venture capital

 | 20:24
Frederik Groce, Deal Lead for Wellington Access Ventures (WAV), joins host Thomas Mucha to discuss the state of the early-stage venture capital market. Fred shares his latest insights on growth efficiency, outlines the challenges and opportunities for historically overlooked founders, and spotlights how WAV partners with portfolio companies.
 | S2:
2023-09-28T00:00:00-04:00
E15

play_circle_outline

The future of investment research

 | 22:15
Head of Investment Research Mary Pryshlak joins host Thomas Mucha to discuss the evolution of research in the asset management industry amid shifting market, technological, and geopolitical environments.
 | S2:
2023-06-29T12:00:00-04:00
E10

play_circle_outline

Generative AI: Separating hype from opportunity

 | 31:49
Two of Wellington's tech experts join host Thomas Mucha to discuss the rapidly evolving AI landscape and separate hype from reality, highlighting everything from the industries most likely to be impacted to AI's geopolitical implications.
 | S2:
2023-05-04T12:00:00-04:00
E7

play_circle_outline

Climate investing's enduring tailwinds

 | 26:44
Portfolio manager Alan Hsu joins host Thomas Mucha to share his latest insights on climate investing, highlighting the growth of favorable climate legislation, the concept of true positives versus false negatives, the critical role of climate science in investing, and much more.
 | S2:
2023-02-23T12:00:00-05:00
E3

play_circle_outline

Japan's economic recovery

 | 23:15
From our offices in Tokyo, portfolio manager Dan Maguire joins host Thomas Mucha to discuss the massive economic and market implications of Japan's efforts to end deflation.
 | S2:
2023-02-09T12:00:00-05:00
E2

play_circle_outline

Investing in China, India, and across emerging markets

 | 27:31
In this episode of WellSaid, two veteran emerging markets investors, Bo Meunier and Niraj Bhagwat, join host Thomas Mucha to share their insights on the potential for a rebound in the asset class, with particular focus on opportunities in China, India, and across the Asia-Pacific region.
 | S2:
2023-01-26T12:00:00-05:00
E1

play_circle_outline

Private equity market in 2023

 | 23:49
In the first episode of WellSaid Season 2, Co-Head of Private Investing Michael Carmen joins host Thomas Mucha to share his constructive outlook for today's rapidly evolving private market landscape. In addition, they discuss the role of ESG in privates, how Wellington collaborates with entrepreneurs, and much more.
 | S2:
2022-12-29T12:00:00-05:00
E20

play_circle_outline

WellSaid: Season 2 sneak peek

 | 3:20
Geopolitical Strategist Thomas Mucha looks back on highlights from WellSaid Season 1 and previews episodes to come in Season 2 in 2023.
 | S1:
2022-12-15T12:00:00-05:00
E19

play_circle_outline

India's investment outlook: 2023 and beyond

 | 32:06
India is balancing immense growth opportunities — like digital transformation, domestic manufacturing, and industry consolidation — with complicated geopolitical, climate, and other risks. Macro Strategist Tushar Poddar joins host Thomas Mucha to explore the key macro and economic factors driving one of the world's most compelling investment markets.
 | S1:
2022-12-01T12:00:00-05:00
E18

play_circle_outline

US midterm elections: Market implications

 | 22:55
US midterm elections can be pivotal for financial markets, especially when they result in divided government. Macro Strategist Mike Medeiros joins host Thomas Mucha to discuss what 2022’s surprise midterm results may mean for equity and bond markets, US foreign and domestic policy, and the 2024 US presidential election.
 | S1:
2022-10-28T12:00:00-04:00
E16

play_circle_outline

How sustainable financing is reshaping emerging markets

 | 33:23
The market for sustainable credit in emerging markets is exploding. What's driving that growth? What are the challenges and opportunities? Veteran fixed income credit analyst Sam Epee-Bounya joins host Thomas Mucha to explore the rapidly changing environment for ESG and sustainable finance in Latin America and Africa.
 | S1:
2022-10-14T12:00:00-04:00
E15

play_circle_outline

Economic impact of the war in Ukraine

 | 33:00
Macro strategist Gillian Edgeworth joins host Thomas Mucha to continue our discussion on the macro and market implications of the war in Ukraine, including the conflict's impacts on energy, food, and geopolitics.
 | S1:
2022-09-30T12:00:00-04:00
E14

play_circle_outline

Eyes on Ukraine: Europe's energy crisis

 | 25:30
The war continues to exacerbate the twin crises of energy availability and affordability. We explore how the situation may take shape from here.
 | S1:
2022-09-08T09:54:57-04:00
E12

play_circle_outline

Inverting the aperture: Investing through a contrarian lens

 | 26:43
Contrarians are a breed apart. Bucking conventional market wisdom, they seek opportunities to invest in companies where fundamentals are solid but valuations are so dislocated that other investors may not want to touch them -- at least not yet. Equity Research Analyst Tarit Rao-Chakravorti joins host Thomas Mucha to explain his process and how he looks to the macro environment, history, news headlines, and even works of fiction to source contrarian ideas.
 | S1:
2022-08-03T12:00:00-04:00
E10

play_circle_outline

The future of health care - Part 2: Groundbreaking pharma

 | 32:12
Global Industry Analyst Rebecca Sykes joins host Thomas Mucha to discuss the future of the pharmaceutical industry. They highlight the impacts of COVID-19 on the industry and explore today's newest pharma innovations, such as treatments for cancer, obesity, and more.
 | S1:
2022-06-30T12:00:00-04:00
E8

play_circle_outline

The future of health care - Part 1: Biotech innovation

 | 35:20
Health care investor Wen Shi joins host Thomas Mucha to discuss the future of biotech innovation. They explore the potential of gene editing, targeted protein degradation, artificial intelligence, and much more, highlighting their impact on everything from patient outcomes to geopolitics.
 | S1:
2022-06-14T12:00:00-04:00
E7

play_circle_outline

The growing power of impact investing

 | 31:20
Once considered a niche area of sustainable investing done almost exclusively through private markets, public-market impact investing is expanding rapidly. Impact Measurement and Management Practice Leader Oyin Oduya sits down with host Thomas Mucha to discuss the future of impact investing, her research approach, and how her team thinks about generating market-rate returns alongside positive social and environmental outcomes.
 | S1:
2022-05-24T12:00:00-04:00
E6

play_circle_outline

China, Ukraine, and the shifting great-power competition

 | 39:37
Market participants are closely watching China’s response to the war in Ukraine. The crisis has upended the geopolitical landscape, fractured tenuous alliances, and sharpened focus on strategic sectors. Host Thomas Mucha speaks with Santiago Millán, Wellington’s Hong Kong-based macro strategist, about his perspectives on China’s approach to Ukraine, climate change, and ongoing COVID-19 challenges.
 | S1:
2022-04-27T12:00:00-04:00
E5

play_circle_outline

When “E” and “S” collide: Russia/Ukraine and the challenging ESG dynamics of the green energy transition

 | 37:28
The war in Ukraine has roiled commodities markets, highlighted fossil fuel dependence, and accelerated the low-carbon transition. It has also exacerbated inflation and global geopolitical risks. Host Thomas Mucha welcomes Commodities Portfolio Manager David Chang and Global Industry Analyst Tim Casaletto to discuss these interrelated dynamics and the challenges they pose for ESG investing and analysis.
 | S1:
2022-04-12T12:00:00-04:00
E4

play_circle_outline

Asia tech innovation: Tomorrow's opportunity amid today's uncertainty

 | 27:53
Host Thomas Mucha welcomes Global Industry Analyst Yash Patodia to discuss how US/China tensions and rising rates impact the tech sector, the future of strategic sectors such as semiconductors and big data, and why he believes the Asia technology sector is pivotal to innovations like EVs and the metaverse.
 | S1:
2022-03-22T11:13:57-04:00
E2

play_circle_outline

Processing semiconductors' central role in innovation and geopolitics

 | 28:15
Global Industry Analyst Eunhak Bae joins host Thomas Mucha to explore semiconductors' key role in the future of innovations like EVs, the metaverse, and cryptocurrencies as well as their implications for geopolitical issues like the conflict in Ukraine and US/China relations.
 | S1:

© Copyright 2026 Wellington Management International Ltd. All rights reserved.
WELLINGTON MANAGEMENT FUNDS ® is a registered service mark of Wellington Group Holdings LLP.
Wellington Management Singapore Pte. Ltd., a private limited company incorporated in the Republic of Singapore.
Licensed and regulated by the Monetary Authority of Singapore.
Address: 8 Marina Boulevard, Tower 1 #03-01 Marina Bay Financial Centre 018981.

For professional investors and intermediaries only. This content is not suitable for a retail audience.

View More