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Insights By Portfolio Advisor Team
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Podcast
18:10 min
Hear how Wellington is redefining hedge fund talent development, from mentorship and specialization to the skills needed to compete in a growing industry.
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18:10 min
Podcast
20:13 min
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.
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20:13 min
Podcast
13:33 min
Mark Sullivan explores the evolution of hedge funds and explains where he believes the industry is heading.
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13:33 min
Podcast
Podcast
19:04 min
Trader Masaya Okoshi and host Amar Reganti talk about the evolution and mechanics of bond market trading.
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19:04 min
Podcast
19:05 min
Trader Masaya Okoshi and host Amar Reganti talk about the evolution and mechanics of bond market trading.
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19:05 min
Podcast
18:21 min
Host Amar Reganti is joined by head of financial reserves management Alyssa Irving to discuss the state of commercial real estate lending, focusing on CMBS, private credit, and evolving market dynamics.
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18:21 min
Podcast
Podcast
20:05 min
Portfolio managers John Smallcomb and Ed Baldini explain what extension strategies are, how they might benefit investors, and why interest in these strategies has been ticking up.
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20:05 min
Podcast
Podcast
31:49 min
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.
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31:49 min
Podcast
Podcast
27:31 min
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.
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27:31 min
Podcast
Podcast
26:43 min
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.
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26:43 min
Podcast
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