United States, Intermediary
Change
- Hero 1
- Hero 2
- Hero 3
Latest insights
Showing
of
Insights Posts
Video
4 min
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.
By
4 min
Video
2027-01-31
Article
5 min
What are interval funds? Structure and potential benefits, explained
Public pension experts Adam Berger and Amy Morse share their latest research on asset allocation trends and what they could mean for plans’ ability to hit their return targets. They also offer their top investment ideas for putting plans on a better path forward.
5 min
Article
2027-02-28
Article
5 min
JPY intervention: what makes it so important this time?
Fixed Income Portfolio Managers Sam Hogg and Ed Meyi and Investment Director Takashi Nakao explore what’s different about the unconfirmed but likely JPY intervention and why it matters for global investors.
5 min
Article
2027-02-25
Article
5 min
Portfolio construction and volatility management in 2026
Multi-Asset Strategist Nanette Abuhoff Jacobson discusses adapting portfolios for 2026, focusing on diversification, hedge funds, and private markets.
5 min
Article
2027-02-28
Article
4 min
Another banner year for emerging markets local debt in 2026?
Our experts highlight EM local debt's strong 2025 performance and explain their bullish outlook for 2026.
4 min
Article
2027-02-28
Article
4 min
Disquiet in quality: What happened and what now?
Quality has been lagging since 2021, with underperformance accelerating sharply in 2025. Where does this leave investors now?
4 min
Article
2028-02-27
Article
5 min
The soft underbelly of US foreign policy
Our experts discuss the US-EU financial dynamics amid Greenland tensions and analyze US foreign policy's vulnerabilities.
5 min
Article
2027-02-01
Article
6 min
Top 5 fixed income ideas for 2026
Which areas in fixed income offer the most promising potential in 2026? Fixed Income Strategist Amar Reganti and Investment Communications Manager Adam Norman share their annual top five ideas.
6 min
Article
2027-02-28
Article
12 min
More from the core: How fundamental extension (140/40) strategies could help
Extension strategies may offer investors more flexibility in portfolio construction, along with potential to achieve greater risk-adjusted returns, thus delivering “more from core” in equity allocations without taking on significantly more tracking risk.
12 min
Article
2027-01-31
Article
18 min
Monthly Market Review — December 2025
A monthly update on equity, fixed income, currency, and commodity markets.
18 min
Article
2027-02-01
Article
4 min
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.
4 min
Article
2028-01-31
Article
5 min
CLO equity insights: Thinking fast and CLO
We explore how short-term arbitrage and long-term structural optionality interact in CLO equity investing, and why reinvestment, convexity, and refinancing options have historically played central roles in driving returns.
5 min
Article
2027-01-31
Article
9 min
An active management partner for the near and long term
CEO Jean Hynes focuses on key themes driving our evolving capabilities and client collaboration, including AI's transformative potential and new thinking about equity, fixed income, and alternative allocations.
9 min
Article
2027-01-31
Article
4 min
Asset Allocation Outlook
How to evolve your portfolio for the latest market conditions? Explore the latest monthly snapshot of Wellington Solutions' asset class views.
4 min
Article
2027-01-31
URL References
Related Insights
Get to know Wellington
-
Who we are
-
The Wellington Advantage
Who we are
Wellington Management is one of the world’s leading independent asset managers. Founded in 1928, we’ve served some of the world’s most respected institutions — exploring new ideas and identifying opportunities for what’s next. Today, our research-driven approach and long-term thinking has the potential to lead to better investment decisions for our clients and theirs.
$1.3T+
Client assets under management (USD)
800+
Global professionals collaborating across asset classes
15+
Average years of industry experience per investor
#1
Largest sub-advisor in the world *
All figures are for the Wellington Management Group of companies as of September 2025.
*As of 22 September 2025. Based on ISS Market Intelligence data.
The Wellington Advantage
Explore what makes us different — and how we can help drive performance for you and your clients.
An edge for advisors
We apply our almost 100-year heritage of institutional investing to develop pioneering, outcome-oriented solutions that have the potential to help diversify your clients’ portfolios and drive long-term success.
Independent by design
Our private partnership model fuels firm-wide collaboration built on intellectual rigor, unique perspectives, and a relentless focus on serving our clients.
Proven partnership
We strive to deliver consistency, transparency, and care that cultivates relationships that stand the test of time — proven through our role as the world’s largest sub-advisor and partner to some of the most sophisticated institutions.
See how we work
Where independent thinking meets collaboration
Key strategies for your clients
Multi-asset
Our multi-asset investors bring deep experience to every strategy they manage applying skill in fundamental, macro, quantitative, and technical analysis, and tapping into resources that include specialists in equities, bonds, currencies, and commodities.
Alternatives
We offer a range of liquid alternatives and hedge funds backed by our in-depth research, specialized teams, and vast resources.
Equity
Our unique approach, thinking, and resources deliver active equity strategies to help your clients achieve their goals.
Fixed income
With more than $475B in fixed income assets under management, we’re a leader in fixed income portfolio management.
Private
investing
We consider the private market from multiple angles, leveraging the power of our deep industry research, experts across asset classes, and global networks in public and private markets.
2026 Investment Outlook
Opportunity ahead: Optimism or illusion?
Get in touch
We’re here to help. Contact us to speak with one of our team members.
Your request has been submitted.
Quarterly Market Review — 4Q2025
A monthly update on equity, fixed income, currency, and commodity markets.
By