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Global Impact Annual Report

Discover how we evolved our impact platform in 2021 and tracked the impact progress of select portfolio companies and issuers.

Multiple authors

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Report

2023-11-09

Fixed income Portfolio strategy Insurance USA Balance sheet Article

Loans from Federal Home Loan Banks: An opportunity for US insurers to enhance investment yield and total return

Learn why our Financial Reserves Management Group believes FHLB loans provide compelling potential for insurers to add alpha or increase yield by borrowing at low rates and benefitting from possible favorable treatment by ratings agencies.

By

Abigail Clare

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Article

2023-07-01

Net zero Sustainability Carbon emissions Sustainable investing Climate Business practices Sustainability policies Global Article

Our commitment to net zero

We share our client-centric, engagement-driven approach to net zero by 2050, including our investor toolkit and measurement processes.

By

Wendy Cromwell, CFA

Julie Delongchamp, CFA

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Article

2023-06-30

Credit Interest rates LDI Alert Opportunities and risks Multi-asset Fixed income USA Liability-driven investing Private pension (DB) Article

Intermediate credit: A compelling LDI opportunity?

While it has been a painful start to the year for credit investors, Portfolio Manager Connor Fitzgerald sees a structural case for intermediate credit and a potential near-term window of opportunity.

By

Connor Fitzgerald, CFA

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Article

2023-06-30

Asset allocation Portfolio construction Multi-asset Alternatives Equity Fixed income Private equity Public pension (DB) Global Whitepaper

Closing the return gap: A new set of “stepping stone” ideas

Multi-Asset Strategist Adam Berger offers incremental, flexible investment ideas that can be combined to help asset owners pursue their goals amid declining capital market return expectations.

By

Adam Berger, CFA

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White paper

2023-06-30

ESG Impact Fixed income Macro and market Government bonds Credit Sustainable investing Impact investing Global Article

Sustainable fixed income investing comes of age

ESG integration and sustainable investing have gained considerable traction in global fixed income markets. Investment Directors Anand Dharan and Meredith Joly and Fixed Income Trader Keenan Choy discuss this ongoing trend and some of its key implications for asset allocators.

Multiple authors

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Article

2023-06-30

Inflation Portfolio strategy Multi-asset Macro and market Commodities Equity Fixed income Global Article

Sticky inflation, weaker growth: A volatile mix

As central bank policy, rising prices, and slowing growth roil the markets, Nanette Abuhoff Jacobson and Supriya Menon explore the implications for equities, bonds, and commodities.

By

Nanette Abuhoff Jacobson

Supriya Menon

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Article

2022-10-31

Macro and market Education Sustainable investing Alternatives Article

A guide to ESG materiality assessments

We continue our "ESG insights for private companies" series by exploring ESG materiality assessments, including why they are important and how to conduct one for your private company.

Multiple authors

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Article

2023-05-31

Climate Asset allocation EMEA Multi-asset Event replay

Climate from the allocator's perspective

How do different asset allocators within Wellington incorporate climate change into their investment process as markets, data and regulation continue to evolve?

Multiple authors

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Replay

2023-05-31

Climate Carbon emissions Sustainability policies Business practices Sustainable investing Article

2021 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.

Multiple authors

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Article

2023-04-30

Volatility Fixed income Equity Geopolitical Commodities Article

Monthly Market Snapshot: April 2022

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

By

Brett Hinds

Ryan Greenleaf

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Article

2022-07-15

Defined contribution (DC) Multi-asset Asset allocation Retirement Income Global Article

Demystifying decumulation: A practical guide

Investors seeking a sound decumulation strategy must consider a host of variables, including risks that weren’t on the radar when they were accumulating assets. Members of our Investment Strategy team consider the interaction between portfolio withdrawals and specific characteristics of the portfolio’s realized return. They also offer thoughts on successful decumulation strategies, focusing on portfolio construction, process design, and implementation.

Multiple authors

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Article

2023-04-30

Global Sustainable investing Business practices Climate Macro and market Article

2021 Sustainability Report

Sustainability is a strategic priority for our firm and an integral part of our commitment to our clients. By focusing on our clients’ objectives and pairing intellectual curiosity with discipline, we believe we can help our clients meet their long-term goals in a changing world. We appreciate the opportunity to share our approach to advancing sustainable practices across our investment, client, and infrastructure platforms.

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Article

2023-06-14

Equity Fixed income Volatility Geopolitical Global Commodities Article

Financial Market Review: First quarter 2022

A quarterly review of results in the global equity, fixed income, currency, and commodity markets.

By

Brett Hinds

Ryan Greenleaf

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Article

2022-10-15

Equity Fixed income Volatility Geopolitical Commodities Global Article

Monthly Market Snapshot: March 2022

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

By

Brett Hinds

Ryan Greenleaf

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Article

2022-06-15

Climate Long-short Alternatives investing Opportunities and risks Sustainable investing Article

Climate investing: The case for a market-neutral approach

We explore why climate change is a compelling organizing principle for investing and highlight the potential benefits and risks of market-neutral implementations.

By

Nathan Ritsko

Eric Krusell, CFA

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Article

2023-04-30

Americas Alternatives Hedge funds Private equity Article

Allocating to hybrid strategies: A multiple-choice decision

Multi-Asset Strategist Cara Lafond considers the options available to allocators deciding where hybrid or crossover strategies fit best in their asset mix.

By

Cara Lafond, CFA

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Article

2023-05-31

Inflation Insurance Multi-Asset Outlook Interest rates Volatility Commodities Equity Fixed income Multi-asset Article

Higher inflation, rising rates: Front and center for insurers

With macro and market complications piling up through the first few months of 2022, Insurance Multi-Asset Strategist Tim Antonelli provides his investment implications for global insurers.

By

Tim Antonelli, CFA, FRM

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Article

2022-10-15

Multi-asset USA Private pension (DB) Asset allocation Whitepaper Liability-driven investing

Nearing the finish line: Ideas on end-state investing for corporate DB plans

As corporate plans approach their fully funded “end state,” new goals will need to be set. Members of our LDI team share their research on this transition and the required realignment of asset allocation strategies, including changes in return-seeking and liability-hedging portfolios and key liquidity considerations.

By

Amy Trainor, FSA

Jacqueline Yang, CFA

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Whitepaper

2023-04-30

Geopolitical Russia Inflation Volatility Europe China Commodities Multi-asset Article

Russia/Ukraine: Transformational, not transitory

Four Wellington thought leaders share their distinct individual perspectives on the short- and longer-term implications of the tragic watershed conflict between Russia and Ukraine: Geopolitical Strategist Thomas Mucha on the geopolitical backdrop; Macro Strategist John Butler on what it means for Europe; Macro Strategist Santiago Millán on the role of China; and Portfolio Manager David Chang on the commodities markets.

Multiple authors

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Article

2022-07-31

China Russia Volatility Geopolitical Multi-asset Article

What does the Ukraine invasion mean for China?

Macro Strategist Santiago Millán argues that the scale and breadth of the sanctions on Russia have increased the uncertainty of investing in China across multiple dimensions. He explores the continued decoupling of China and the West.

By

Santiago Millán, CFA

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Article

2023-03-31

China Russia Inflation Volatility Geopolitical Multi-asset Article

China is not Russia: Reasons to stay invested

Equity Portfolio Manager Greg Mattiko challenges investors to look at actions rather than conjecture when considering reduced exposure to China.

By

Greg Mattiko, CFA

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2023-03-31

ESG insights for private companies Sustainability Alternatives ESG Private equity Article

Cybersecurity in 2022

The ongoing conflict in Ukraine has raised the profile of today’s heightened cybersecurity risks. Here, we highlight the rising cybersecurity problem, explore how it affects the private sphere, discuss key regulatory considerations, and share best practices for private companies facing these threats.

Multiple authors

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Article

2023-03-31

Americas Multi-asset Fixed income Opportunities and risks Portfolio policy Business practices Insurance Article

A US insurer’s roadmap for navigating the new RBC regs

With the NAIC’s latest revisions to risk-based capital (RBC) charges now on the books, what should US insurers be focused on moving forward? And how have the relative value propositions across fixed income assets and other investments changed as a result? Multi-Asset Insurance Strategist Tim Antonelli and Investment Specialist Geoff Austein-Miller share their views and insights.

By

Tim Antonelli, CFA, FRM

Geoff Austein-Miller

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Article

2023-03-31

Russia Geopolitical Multi-asset Inflation Volatility Article

War in Ukraine: Five observations on recent developments

Macro Strategist Gillian Edgeworth assesses recent developments in the escalating Russia/Ukraine conflict and highlights five key implications.

By

Gillian Edgeworth

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Article

2023-03-31

Geopolitical Macro and market Multi-asset Equity Global Europe Article

War and markets: What's the connection?

Amid the geopolitical turmoil and tragic humanitarian fallout of the Russia/Ukraine crisis, many investors are naturally also concerned about the negative effects the escalating conflict could have on their portfolios. With that in mind, I thought I’d provide a quick snapshot of the impacts that past wars have tended to have on asset prices.

By

Owen Lamont, PhD

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2023-03-31

ESG Russia Geopolitical Information technology Energy Financials Industrials Real estate Consumer staples Article

How will war in Ukraine shift the ESG landscape?

Russia’s invasion of Ukraine has turned the spotlight on ESG in new ways. Our ESG Research Team highlights how the crisis may shape their analysis.

By

Carolina San Martin, CFA

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2023-03-31

ESG Private equity Video

Five key ESG topics for private companies

Members of our private market ESG team highlight the topics they expect will be top of mind in the coming year, from diversity to data privacy to supply-chain issues.

By

Hillary Flynn

Celi Khanyile-Lynch

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Video

2022-12-31

China Russia Geopolitical Volatility Multi-asset Article

Commodities investing amid the Russia/Ukraine conflict

We explore how the tragic conflict between Russia and Ukraine impacts commodities markets broadly and a few key commodities in particular.

By

David Chang, CFA

Joy Perry

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Article

2023-03-31

Geopolitical Inflation COVID USA China Equity Fixed income Private equity Cryptocurrency Article

Ten more “what if” scenarios for 2022

In his latest Top of Mind session, Multi-Asset Strategist Adam Berger addressed a wide range of what-if scenarios on the minds of our clients. See what he has to say on Russia, China, cryptocurrencies, the IPO market, and many other topics in this brief article.

By

Adam Berger, CFA

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Article

2023-02-28

Inflation Value vs growth Defined contribution (DC) Fixed income Equity Retirement USA Article

DC plans: Three timely themes that probably aren’t going away anytime soon

Our DC plan specialists highlight three big-picture investment themes that are not only top of mind for many plan participants in today’s environment, but are also likely to have staying power in the months ahead.

By

Kristin O’Donnell, CFA

Ryan Mullaney

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Article

2023-03-31

Geopolitical Russia Europe Fiscal policy Monetary policy Energy Article

How will Russia’s invasion of Ukraine transform the euro area? Four potential paths

As the tragedy in Ukraine unfolds, Macro Strategist John Butler assesses possible implications of the conflict for Europe and the euro area. He outlines four potential paths.

By

John Butler

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2023-03-31

Russia Geopolitical Multi-asset Inflation Value vs growth Volatility Article

Russia/Ukraine conflict: Five things to watch closely

Amid the ongoing turmoil of the Russia/Ukraine crisis, Global Investment Strategist Nanette Abuhoff Jacobson highlights five key areas she thinks investors should keep a watchful eye on in the weeks ahead.

By

Nanette Abuhoff Jacobson

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2023-03-31

APAC Multi-asset Inflation Geopolitical Volatility Event replay

2022 Asia Investment Forum: Investment strategy in a shifting world

Three megatrends will transform Asia’s investment landscape over the coming year, concur Wellington’s strategist panel.

Multiple authors

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Replay

2023-03-31

Private pension (DB) Macro and market USA Multi-asset Liability-driven investing LDI Alert Portfolio construction Volatility Article

Preserving funded-ratio stability in volatile markets

Faced with extreme market volatility in the early months of 2022, what can corporate DB plan sponsors do to potentially provide stability in their portfolios while still pursuing longer-term funding aspirations? Multi-Asset Strategist Amy Trainor offers thoughts on rerisking, hedge ratios, and liability-hedging and return-seeking allocations.

By

Amy Trainor, FSA

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2023-03-31

Macro and market Asset allocation Multi-Asset Outlook Inflation Interest rates Monetary policy USA Russia Japan Equity Fixed income Multi-asset Commodities Article

For markets, it’s complicated

As markets grapple with the war in Ukraine, inflation worries, and a host of other issues, Nanette Abuhoff Jacobson and Daniel Cook offer their thoughts on the investment implications for equities, commodities, and fixed income.

By

Nanette Abuhoff Jacobson

Daniel Cook, CFA

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Article

2022-10-31

Russia Commodities Geopolitical Article

Russia/Ukraine and the commodity challenge

With commodity inventories at multi-decade lows, is rising cross-asset class volatility all but inevitable? Leveraging insights from Wellington colleagues, Thematic Strategist Trevor Noren argues that the Russia/Ukraine crisis demonstrates why the answer is likely yes.

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Trevor Noren

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2023-03-31

Geopolitical Russia Multi-asset Article

Geopolitical observations on Ukraine

Geopolitical Strategist Thomas Mucha integrates his observations with those of his senior-level military, intelligence and diplomatic contacts to offer insights on the potential consequences of Russia’s invasion of Ukraine.

By

Thomas Mucha

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2023-03-31

Multi-asset Russia Geopolitical Article

Russian invasion of Ukraine: Looking through the newsflow

Looking beyond the upsetting newsflow, what does the unfolding Ukrainian tragedy mean for investors? Director of Investment Strategy Natasha Brook-Walters shares three different Wellington perspectives.

Multiple authors

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Article

2023-02-28

Macro and market Sustainability Global Equity Fixed income Alternatives Climate Geopolitical Emerging markets Sustainable investing Tech & Innovation Event replay

Navigating a new tomorrow

In this video, Wellington investment professionals and prominent guests articulate the structural risks and opportunities that we believe will shape tomorrow’s investment strategies, ranging from medical innovation spurred by the global pandemic to technological breakthroughs, and ideas aimed at curbing or mitigating climate risk.

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Multiple speakers

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Replay

2023-01-31

Factors Fixed income Asset allocation Portfolio construction Article

Better balance in bonds: How a factor framework and a barbell approach could help

For investors seeking diversification in their credit portfolios, members of our Fundamental Factor team propose a portfolio construction and manager selection process designed to source complementary manager alpha-generation styles and help “smooth out” the path of fixed income alpha.

By

Brendan Fludder, CFA

Noah Comen, CFA

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Article

2023-02-28

Russia Geopolitical Article

Ukraine crisis: Understanding the broader picture

The tense Ukraine crisis has brought the US-Russia standoff to a head: Now what? Geopolitical Strategist Thomas Mucha argues this is all part of a global geopolitical pattern — “great-power” competition — that makes the Russian threat particularly dangerous. Read more.

By

Thomas Mucha

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Article

2023-02-28

Equity Sustainable investing Event replay Global Climate ESG Macro and market

2021 Responsible Investor USA conference: Climate investor spotlight

In this event replay from the 2021 Responsible Investor USA conference, Portfolio Manager Alan Hsu discusses how you can dynamically build a portfolio of stocks for a pragmatic net zero CO2 strategy.

By

Alan Hsu

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Replay

2023-01-31

Private pension (DB) Alternatives Americas Liability-driven investing Portfolio strategy Opportunities and risks Article

Start at the end: How to size and structure private allocations for corporate plans

How should corporate defined benefit plan sponsors think about the private allocation decision? Members of our LDI and Alternatives teams propose a “start where you want to end up” approach that incorporates liquidity and return requirements.

Multiple authors

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Article

2023-02-28

Global Multi-asset Geopolitical Article

Monthly Market Snapshot: January 2022

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

By

Brett Hinds

Greg Galajda

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Article

2022-07-15

Climate Japan ESG Sustainable investing Article

Japan rises to the challenge of climate change

Two of our climate investors explain how Japanese companies are developing innovative solutions to protect society from the effects of climate change.

By

Alan Hsu

Christopher Goolgasian, CFA, CPA, CAIA

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ARTICLE

2023-02-28

Climate Risk management Sustainability Global Multi-asset Sustainable investing Article

Hedging climate risk: The best defense is a good offense

Climate risks have the potential to create a long-term return drag on investment portfolios. We suggest a straightforward approach to hedging the deleterious effects of climate change.

By

Erika Murphy, CFA, CAIA

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ARTICLE

2023-02-28

Volatility Macro and market Public pension (DB) Endowments & foundations Family office Insurance Private pension (DB) Union (Taft Hartley) USA China Multi-asset Emerging markets Inflation Portfolio construction Article

What if…? Contemplating five big questions for 2022

Could there be policy, inflation, or market surprises in 2022? Multi-Asset Strategist Adam Berger weighs the possibilities and the portfolio implications.

By

Adam Berger, CFA

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ARTICLE

2023-02-28

Macro and market Multi-asset Market commentaries Global Article

Financial Market Review: Fourth quarter 2021

A quarterly review of results in the global equity, fixed income, currency, and commodity markets.

By

Brett Hinds

Greg Galajda

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Article

2022-07-15

Carbon emissions Energy Sustainable investing Global Alternatives Equity Opportunities and risks Article Climate ESG

Decarbonization and the energy transition: The next supercycle

The low-carbon transition could be the biggest capital cycle of our lifetime, fueled by massive spending and extensive infrastructure development. We break down the investment implications.

By

Keith White

Kinga Darida, CFA

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Article

2022-12-31

Multi-asset Macro and market Article Global

Monthly Market Snapshot: December 2021

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

By

Brett Hinds

Greg Galajda

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Article

2022-07-15

DEI Business practices Sustainability Global Article

Annual letter from our CEO: Embracing change

In a fast-changing world, CEO Jean Hynes discusses some of the strategic initiatives our firm has undertaken to ensure that we’re aligned with and ready to support our clients’ goals for years to come.

By

Jean Hynes, CFA

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Article

2023-01-01

Multi-asset Climate Portfolio strategy Inflation Sustainable investing Global Article

Integrating climate change into capital market assumptions: our approach and findings

Members of our Investment Strategy team explain how they are incorporating climate-related inputs, including physical and transition risks, into their capital market assumptions and outline the impact of these changes at the asset-class level.

Multiple authors

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Article

2023-01-31

Outlooks Private equity Macro and market Manager selection ESG Climate Alternatives investing Article

2022 Alternative Investment Outlook

Our 2022 Alternative Investment Outlook looks at 5 areas of focus for the coming year and explores private equity markets and ESG opportunities.

Multiple authors

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ARTICLE

2022-12-31

Macro and market Business practices Article

2022 Investment Outlook

As you look ahead to 2022, we invite you to explore investable insights and trends across all major asset classes, curated from our marketplace of ideas — more than 900 investors strong.

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Article

2022-08-05

Outlooks Global Macro and market ESG Impact Stewardship Sustainable investing Article

2022 ESG & Sustainability Outlook

Our 2022 ESG & Sustainability Outlook previews our climate research and engagement approach for the coming year and offers investment strategy considerations.

Multiple authors

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Article

2022-12-31

Multi-asset Inflation Global Article

Blast from the past: Are we watching the return of 1970s-style stagflation?

How worried should investors be about the risk of stagflation? Portfolio Manager Nick Petrucelli offers his take, digging into previous occurrences for clues about the causes that may be most relevant today and outlining the potential outcomes and capital market implications.

By

Nick Petrucelli, CFA

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Article

2022-12-31

Outlooks Global Yield Commodities Interest rates Inflation Portfolio construction Risk management Article

2022 Fixed Income Outlook

Our fixed income outlook for 2022, examines our views on inflation and interest rates and the role central banks will play in the coming year.

Multiple authors

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Article

2022-11-15

Outlooks Global Macro and market Climate Asset allocation Sustainable investing Article

2022 Climate Change Investing Outlook

As the effects of climate change become more difficult to ignore, we suggest focusing on adaptation, mitigation, & engagement for 2022 climate investing plans.

Multiple authors

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Article

2022-12-31

Insurance USA Multi-asset Volatility Inflation COVID Article

Three transition year themes — inflation, capital, ESG

Insurance Multi-Asset Strategist Tim Antonelli believes 2022 could be a year of transition for the global insurance industry, with the three big themes of inflation, capital, and ESG likely to play prominent roles in many insurers’ strategic planning and decisions.

By

Tim Antonelli, CFA, FRM

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Article

2022-12-01

Equity Inflation Value vs growth Opportunities and risks Fundamental equity Global China Article

Quality-growth investing amid inflation and rising rates

We discuss how today's market impacts growth companies, including which areas are well positioned for the year ahead.

By

John Boselli, CFA

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Article

2022-12-31

Portfolio policy Alternatives investing Equity Alternatives Global Article

When public and private equity converge: An allocator’s guide

Multi-Asset Strategist Cara Lafond believes the time has come to recalibrate private equity portfolios to keep up with the evolution of the equity ecosystem. She offers a case for a more holistic view of public and private allocations, a fresh look at how allocators access growth, and the use of private and crossover strategies in innovative sectors.

By

Cara Lafond, CFA

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Article

2022-12-30

ESG Alternatives ESG insights for private companies Privates portfolio companies Global Private equity Private debt Sustainable investing Article Alternatives investing

ESG in 2022: Insights for private companies

We profile why ESG factors matter in private markets, explore the diverse ESG issues private companies face across industries, highlight five key areas to prioritize, and share the essential steps private companies can take to keep up with today’s evolving ESG risks and opportunities.

Multiple authors

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Article

2022-11-30

Climate change ESG Sustainable investing Global Event replay Carbon emissions

Climate Action’s Sustainable Investment Forum interview: Climate leader insight (Video replay)

In this event replay from the 2021 Sustainable Investment Forum North America, Head of Sustainable Investment Wendy Cromwell discusses the tools asset owners can consider to align portfolios with the energy transition, how investors are incorporating climate science into investment decisions, and how corporations can build credible climate commitments.

By

Wendy Cromwell, CFA

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Replay

2022-10-28

Climate ESG Sustainable investing Equity Podcast

Tying ESG to alpha — in practice

In a climate-driven capital cycle, companies that prioritise the environment and formulate clear climate strategies can become market leaders.

By

Yolanda Courtines, CFA

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Article

2022-10-31

Outlooks Global USA China Inflation Geopolitical Climate Article

2022 Global Economic Outlook

Our 2022 economic outlook describes the forces we believe will shape macro & market events, including significant inflationary and geopolitical risks.

Multiple authors

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Article

2022-11-30

Outlooks Global Equity Fixed income Commodities Inflation Volatility Asset allocation Risk management Net zero Multi-asset Article

2022 Multi-Asset Outlook

In our 2022 Asset Allocation Outlook, we expect markets to focus on central bank efforts to tame inflation look at 5 post-pandemic essentials for 2022.

Multiple authors

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Article

2022-12-31

Fixed income Portfolio strategy Opportunities and risks Inflation Volatility Economic cycle Global Article

A credit strategy designed for all seasons

Today’s fixed income allocators face a variety of challenges. Against this backdrop, Multi-Asset Strategist Cara Lafond and Investment Directors Amar Reganti, Chris Perret, and Andrew Bayerl make the case for having an “all-weather” credit portfolio composed of carefully chosen building blocks.

Multiple authors

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Article

2022-11-15

Multi-asset General Public pension (DB) Endowments & foundations Single Balance sheet Private pension (DB) Subadvisory Union (Taft Hartley) Global Equity Fixed income Alternatives General Climate change Portfolio policy Article

Changing “weather” patterns in alternatives and climate

Multi-Asset Strategist Adam Berger offers a forecast on the future of alternative and climate-related investing, with insights on manager selection, public/private allocations, climate-aware capital market assumptions, and a range of other topics.

By

Adam Berger, CFA

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Article

2022-11-30

Climate change Sustainable investing ESG Europe Americas Business practices Article

Update on stewardship priorities

We share an update on our 2021 stewardship priorities, including diversity, equity, and inclusion (DEI) and climate change. We also provide an update on our ESG engagement and proxy voting activity in the quarter.

Multiple authors

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Article

2022-10-31

Liability-driven investing General Private pension (DB) USA Fixed income Article

Time to buy credit or Treasuries? Ideas on calibrating the trade-off

After hitting derisking triggers in 2021, many plans are looking ahead to the next trigger and thinking about how expensive the investment-grade credit market is currently. LDI Team members Connor Fitzgerald and Bill Cole offer metrics to aid the decision-making process and consider potential alternatives.

By

Bill Cole, CFA, CAIA

Connor Fitzgerald, CFA

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Article

2022-11-30

Fixed income Inflation Multi-asset Equity Portfolio policy Global Article

Portfolio sensitivity to interest-rate ups and downs: An analysis of the key drivers

For investors thinking about changes in interest rates and the impact on their portfolios, it’s important to consider what’s driving the change. Investment Strategy Analyst Daniel Cook explains how different asset classes react to changes in real yields and inflation expectations, to help investors manage risk and better understand portfolio bets.

By

Daniel Cook, CFA

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Article

2022-11-30

Tech & Innovation Asia tech Fintech Fundamental equity Global Industry Research General Equity Global Article ESG Macro and market Opportunities and risks

Tech WELLcovered: Legacy redefined

Tech innovations are breaking down barriers, enabling us all to leave legacies of progress through the ways we allocate our capital and live our lives. Join us on a journey to witness the past, experience the present, and build a better future — all while capturing tech’s pervasive investable opportunities.

Multiple authors

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Article

2022-11-30

Multi-asset Liability-driven investing Article USA Retirement Asset allocation Portfolio construction

Setting ROAs for 2022: A guide for US corporate and public plans

How are pension plans adjusting their ROA assumptions? How do those assumptions line up with our long-term capital market assumptions? Find out in this annual update.

Multiple authors

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Article

2022-10-31

Inflation Equity Fixed income Multi-asset General China Article

Five investment essentials for a post-pandemic world

As the world “gets back to business” in 2022, a cautiously optimistic outlook seems warranted. For investors, it may be a year to think thematically.

By

Nick Samouilhan, PhD, CFA, FRM

Andrew Sharp-Paul

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Article

2022-11-30

General Equity Opportunities and risks Macro and market Article

Approach growth differently: think development, not just GDP

We discuss how today's market impacts growth companies, including which areas are well positioned for the year ahead.

By

Dáire Dunne, CFA

Simon Henry

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Article

2022-09-30

Sustainable investing Climate Carbon emissions Sustainability policies Net zero Global Event replay

The Economist’s Sustainability Week interview: Countdown to COP26

In this event replay from The Economist’s 2021 Sustainability Week, Head of Sustainable Investment Wendy Cromwell discusses how investors are incorporating climate science data into investment decisions, the anticipated implications for capital markets of climate change adaption, and net-zero considerations for the energy transition.

By

Wendy Cromwell, CFA

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Replay

2022-10-31

Climate change Sustainable Investing Opportunities and risks Equity Fixed income Global Industry Research Global ESG Podcast

Countering climate risks through collaboration

Global Industry Analyst Alan Hsu and Dr. Philip Duffy of Woodwell Climate Research Center discuss the importance of close cooperation between investors and climate scientists when addressing climate action.

By

Alan Hsu

Dr. Philip Duffy, PhD

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Podcast

2022-10-31

Fixed income General Alternatives General Article

Does the credit market still have something to offer long/short investors?

While there may be concerns about the beta potential in credit markets, Multi-Asset Strategist Cara Lafond offers three reasons to stay focused on the attractive alpha opportunities that long/short credit strategies may pursue.

By

Cara Lafond, CFA

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Article

2022-10-31

Multi-asset Equity General EMEA General Article

With growth and policy, which matters more: Level or change?

While macro risks may be elevated somewhat, Nanette Abuhoff Jacobson and Daniel Cook still see opportunities, including in European equities and commodities. They also argue for being selective in credit while maintaining fixed income for diversification.

By

Daniel Cook, CFA

Nanette Abuhoff Jacobson

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Article

2022-03-31

Sustainable investing Global Carbon emissions Net zero Sustainability policies Business practices Article

Toward carbon neutrality: Our approach to carbon offsets

Wellington has committed to be carbon neutral in our operations by the end of 2022. Members of our Sustainable Investing and Corporate Sustainability Teams describe our multifaceted approach to achieving that goal.

By

Jenny Xie

Jim Bowers

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Article

2022-10-31

Portfolio policy Fixed income Liability-driven investing General Private pension (DB) Article

The evolution of derisking: Assessing new and time-tested liability-hedging ideas

As defined benefit plans contemplate the best path to their eventual “end state,” members of our LDI team update their liability-hedging research with a blend of traditional benchmark ideas and new opportunities to capitalize on changing market conditions and a broader investment universe.

Multiple authors

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Article

2022-09-30

Equity Fundamental equity Sustainable investing Article General Global

Climate conundrum: Will carbon constraints affect the pursuit of other portfolio objectives?

Members of our Fundamental Factor Team share their research on the potential for trade-offs when carbon goals are integrated into outcome-oriented, factor-based portfolios.

By

Katrina Price, CAIA

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Article

2022-10-31

Climate change General Sustainable investing Inflation Global Article

After the inflection point: How the climate challenge will transform the global economy

The decarbonization commitments of countries around the world will fundamentally reshape the global economy. Members of our Central Macro Team highlight their research findings, from the effects on growth and the cost of capital to the potential for geopolitical conflict and higher inflation.

Multiple authors

event

Article

2022-10-31

Tech & Innovation Artificial intelligence (AI) Asia tech Fintech Cloud computing Health care Consumer discretionary Financials Fundamental equity Equity Global Article

Tech WELLcovered: Life stages fulfilled

Innovations like artificial intelligence (AI), machine learning, and genomic sequencing help make big life decisions less daunting by bringing clarity to decision making. Join us on a journey to witness the past, experience the present, and choose a more fulfilling future — all while harnessing the investable opportunities tech creates.

Multiple authors

event

Article

2022-10-31

Equity Macro and market Tech & Innovation Asia tech Fintech Fundamental equity Distribution Opportunities and risks Article Global

Tech WELLcovered: experience transformed

5G, AI and augmented reality will soon offer exponentially more options for experiences outside of work — with each activity personalised for your interests. Join us on a journey to witness the past, experience the present and transform the way you see the future of fun and the investable opportunities it creates.

Multiple authors

event

Article

2022-10-31

Climate Geopolitical USA General Article

Sizing up Biden’s plan to decarbonize America

US Macro Strategist Juhi Dhawan examines the Biden administration’s commitment to a lower-carbon economy, including proposed infrastructure spending, tax incentives, and regulations, as well as the implications for industries and the broad economy.

By

Juhi Dhawan, PhD

event

Article

2022-10-31

Tech & Innovation Global Industry Research Equity Global Fundamental equity Future Themes Article

Investing in innovation: Disruption is everywhere

We outline our definition of innovation and answer questions about our views on the breadth and depth of the innovation opportunity, how we identify and compare disruptive companies across industries, and the importance of robust research capabilities — including a private-equity mindset and strong ESG expertise.

Multiple authors

event

Article

2022-08-31

Sustainable investing Climate Equity Global Industry Research Fundamental equity Global Article

Adapting to climate change: Investing in the resiliency imperative

As the risks of climate change increase, so does the need to build resiliency. Members of our Climate Research Team discuss why they believe demand for climate adaptation solutions could grow exponentially, and how they think about investing in solutions for a range of climate variables, including heat, flooding, wildfires, and water scarcity.

By

Christopher Goolgasian, CFA, CPA, CAIA

Erika Murphy, CFA, CAIA

event

Article

2022-09-30

Future Themes Business practices General Global Industry Research Global Article

The future of work: Why societal shifts matter

While the pandemic has accelerated existing shifts in people’s working lives, these changes may just be the start. We assess the future of work in 2030 and highlight some potential investment implications.

By

Santiago Millán, CFA

event

Article

2022-09-30

Emerging markets Fixed income General Portfolio policy China Article

Chinese government bonds: How do they measure up in a multi-asset framework?

As China’s bond market continues to grow in size and liquidity, we consider the potential role the country’s government bonds can play in diversifying a broader sovereign portfolio, improving yields, and offsetting equity risk.

By

Nick Samouilhan, PhD, CFA, FRM

Alex Muir

event

Article

2022-08-31

Multi-asset Opportunities and risks Portfolio policy Global Public pension (DB) Article

Investing for the long term (in a short-term world)

With short-term behavior evident across the financial landscape, Multi-Asset Strategist Adam Berger explores the intuitive and quantifiable advantages of being more long term, and he offers seven habits that can help asset owners cultivate a long-term mindset.

By

Adam Berger, CFA

event

Article

2022-09-30

Innovation Retirement Future Themes Macro and market Artificial intelligence (AI) China Multi-asset Health care Article

The future of retirement: Aging in 2050

We explore the long-term investment trends associated with global aging through the story of Fang, a fictional Chinese retiree living in 2050.

By

Anita Killian, CFA

event

Article

2022-09-30

Equity Macro and market Fintech Asia tech Article Tech & Innovation

Rising short-termism in fintech has a silver lining

Global Industry Analyst Matt Ross looks at the fintech sector as an example of the long-term alpha opportunity that may be available to patient equity investors.

By

Matt Ross, CFA

event

Article

2022-03-15

Tech & Innovation Equity Fintech Global Industry Research Fundamental equity Global Article

Tech WELLcovered work reimagined

We believe today’s workplace innovations are just the beginning of a multi-decade transformation. Join us on a journey to witness the past, experience the present and reimagine how the future of work is creating investable opportunities.

Multiple authors

event

Article

2022-08-31

Emerging markets Equity Macro and market Global Article

Seven reasons to invest actively in EM equities

Investment Director Andrew Sharp-Paul makes his case for actively managed investment strategies, rooted in fundamental research, as the best way for investors to capitalize on the opportunity set in emerging markets equity.

By

Andrew Sharp-Paul

event

Article

2021-12-31

Future Themes Equity Global Industry Research Global Article

Enterprise automation: Three transformative themes

We explore how automation will reshape the future of the enterprise through three transformative themes with significant investment implications.

Multiple authors

event

Article

2022-06-30

Equity General General Value vs growth Fundamental equity Global Industry Research Article

Asia equity investing: The contrarian advantage

An approach targeting underappreciated or misunderstood assets may be particularly suited to Asia market dynamics and to the current potentially reflationary environment.

By

Jun Oh

event

Article

2022-08-31

Sustainable investing Climate change Europe General Article Business practices

Update on key sustainability initiatives (Q2 2021)

We offer an update and mid-year outlook on key climate- and sustainability-related initiatives at the firm. We also provide an update on our ESG engagement and proxy voting activity in the quarter.

Multiple authors

event

Article

2022-06-30

Future Themes Tech & Innovation General General Global Industry Research Equity Global Article

Robots won’t take our jobs (and other reasons to be excited about factory automation)

We profile three key areas in the future of factory automation – collaborative robotics, the industrial software revolution, and the economic and social implications of automation – and explore the investment opportunities this innovation creates.

By

David Reid, CFA

Angel Pan, CFA

event

Article

2022-08-31

USA Inflation Article

A revival in US investment spending: Implications of the Biden infrastructure plan

US Macro Strategist Juhi Dhawan discusses six key themes in the US infrastructure proposals, from shovel-ready projects to modernization of the power grid, and considers the broad economic impact and potential for unintended consequences.

By

Juhi Dhawan, PhD

event

Article

2022-08-31

China Equity Emerging markets Tech & Innovation Article

Chinese regulation: Lessons from after-school tutoring

Investment Director Graham Proud distills our China and EM equity specialists’ views on China’s latest regulatory move — including why investors shouldn’t jump to conclusions regarding potential implications for Chinese internet companies.

By

Graham Proud

event

Article

2021-10-31

Global Multi-asset Fixed income Equity Macro and market Inflation Value vs growth Article

Investing amid the great inflation debate

The global economy is recovering and supporting the performance of risk assets, but rising inflation is a bogeyman now. Global Investment Strategist Nanette Abuhoff Jacobson and Investment Strategy Analyst Daniel Cook offer thoughts on how investors might navigate this mixed picture.

By

Nanette Abuhoff Jacobson

Daniel Cook, CFA

event

Article

2022-06-30

Macro and market Artificial intelligence (AI) Future Themes Consumer discretionary Global Industry Research Equity Global Article

The future of youth: Education, entertainment, and relationships transformed

Through the story of Aisha, a hypothetical future teenager in India, we explore how technological disruption will transform how young people prepare for work through education, their forms of entertainment, and how they develop new relationships.

By

Yash Patodia

event

Article

2022-08-31

Macro and market Alternatives Alternatives investing Americas Event replay

2021 Alternatives Annual Meeting Highlights

This highlights reel offers a quick look at the topics that are top of mind for our alternatives investors, from credit market dislocations to emerging market themes to cryptocurrencies.

By

Multiple speakers

event

Replay

2022-07-31

Tech & Innovation Opportunities and risks General Equity Event replay

Super innovators: cutting through the noise

Michael Masdea and Aoi Nishiyama provide insights on volatility, valuations and investing in disruptive tech.

By

Michael Masdea

Aoi Nishiyama

event

Replay

2022-07-31

Global Channel Global Industry Research Fundamental equity Equity Macro and market Opportunities and risks Future Themes Video

Genomic testing and the future of medicine

We explore the future of genomic testing, the therapeutics it enables, and its impact on the health care system as a whole.

By

Fayyaz Mujtaba

Adam Illfelder, CFA

event

Video

2022-07-30

Multi-asset Inflation Video

Insurance Multi-Asset Outlook —The rising tide of inflation: Risks and opportunities for insurers

COVID vaccination progress and ample policy support may warrant a more pro-risk investment stance going forward, but persistent inflation concerns continue to loom. Multi-Asset Insurance Strategist Tim Antonelli and Investment Strategy Analyst Daniel Cook share insights to help insurers navigate these competing forces.

By

Tim Antonelli, CFA, FRM

event

video

2022-07-01

Equity Global General Balance sheet Portfolio policy Article

Why global insurers should take a closer look at REITs

Insurance Strategist Max Davies, Investment Director Will Lee, and Investment Specialist Ethan Sales look at the potential benefits of REITs for global insurers, plus why now may be an opportune time to consider this often unsung asset class.

Multiple authors

event

Article

2022-07-31

Sustainable investing Equity Fixed income Global Article Impact Carbon emissions Impact investing

Global Impact Annual Report

Improving lives and protecting the environment while delivering competitive returns are the dual goals of our impact equity and bond strategies.

By

Campe Goodman, CFA

Tara Stilwell, CFA

event

Article

2022-04-30

China Equity Portfolio policy Emerging markets Article

Split decision: Should investors separate China from EM equities?

Many investors are contemplating whether to separate China from the rest of their emerging market equity allocation. Members of our Investment Strategy Group argue that the key decision point is not China’s dominance of the emerging market index, but the extent to which a standalone China allocation can be viewed as similar to an EM ex-China allocation. In this paper, they evaluate the similarity of the two allocations using a variety of metrics, from correlations to factors to sector composition.

By

Nick Samouilhan, PhD, CFA, FRM

event

Article

2022-07-31

Alternatives investing Long-short Asset allocation Global Article

Rethinking growth and where long/short directional strategies fit in

With allocators looking for opportunities to recalibrate their growth exposures, Multi-Asset Strategist Cara Lafond shares her “best fit” criteria for long/short directional strategies and explains why the financial sector appears to check all the boxes.

By

Cara Lafond, CFA

event

Article

2022-07-31

Sustainable investing Multi-asset Global Portfolio policy Article

Building climate resilience with strategic asset allocation framework

Driving volatility and dispersion, climate change could have lasting effects on the risk and return profile of a strategic asset allocation plan. We suggest allocators factor climate change into their structural planning today, and we propose a climate-aware allocation framework to help them do so.

By

Erika Murphy, CFA, CAIA

event

Article

2022-07-31

Fixed income General Volatility Global Article

Are we on the cusp of an unconstrained bond fund “renaissance”?

Portfolio Managers Brian Garvey and Brij Khurana and Investment Director Brian Doherty see unconstrained fixed income approaches, if properly implemented, as being well suited to the current (or any) market environment.

Multiple authors

event

Article

2022-07-31

Equity Sustainable investing Global Climate ESG Article

Has climate transition risk been priced into equities?

The recent runup of some “green” equities has investors questioning whether climate transition risks have been priced in. But the lack of Scope 3 emissions data and wide variation in the quality of companies’ climate transition plans leave gaping inefficiencies that active investors can still exploit.

By

Erika Murphy, CFA, CAIA

event

Article

2022-05-31

Sustainable investing Climate General Portfolio policy Multi-asset Global Article

Update on key sustainability initiatives

We highlight progress on key sustainability initiatives: interim targets for our net-zero commitment, inclusion of location data in climate disclosures, and expanding our compliance with SFDR.

By

Carolina San Martin, CFA

Andria Weil

event

Article

2021-12-31

Global Multi-asset ESG Climate change Sustainable investing Article

Using climate science to uncover investment opportunities

Investors are increasingly aware of the risks posed by climate change, but perhaps less so of the unexpected opportunities that climate science can help uncover.

By

Alan Hsu

event

Article

2022-07-31

Equity Fixed income Climate Geopolitical ESG Sustainable investing Global Article

Causes and effects of climate migration: Five essential insights

Climate-driven migration will have important social, economic, and geopolitical consequences. What experiences will drive people to leave their home? Which regions are at risk of disruption? Our Future Themes research team explores this complicated issue, including potential investment implications.

Multiple authors

event

Article

2022-06-30

Sustainable investing Global Fixed income ESG Macro and market Inflation Article

Are ESG and policy intervention game changers?

An accelerating focus on ESG and more aggressive policy interventions could change the way we invest in years to come. Marc Piccuirro assesses the implications for investors.

By

Marc Piccuirro, CFA

event

Article

2022-07-31

Sustainable investing Equity Fixed income Global Climate Carbon emissions Net zero Business practices Video

Net Zero Asset Managers initiative

By targeting net-zero emissions, investors can contribute to the global decarbonization effort. But what does this mean in practice? How do we pursue net zero while aiming to deliver competitive investment returns for clients? Our incoming CEO discusses our net-zero commitment, and members of our Sustainable Investing Team explain how we are approaching it.

By

Wendy Cromwell, CFA

event

Video

2022-06-30

Insurance ESG Risk management Multi-asset Americas Video

ESG playbook for insurers: Tune out the noise

In this video interview, Insurance Multi-Asset Strategist Tim Antonelli provides a playbook for how insurers should approach ESG. Tim offers an actionable to-do list, addresses common misconceptions, and shares forward-thinking ideas to anticipate and manage risk. Tim is interviewed by Account Manager Sarah Marschok who offers color on the investment themes she is observing in the market.

By

Tim Antonelli, CFA, FRM

event

Video

2022-06-01

Fixed income — Credit Macro and market Fixed income Article

Getting the balance right in today’s high-yield market

Our high-yield team assesses how to navigate today’s high yield market at a time of major spread compression.

Multiple authors

event

ARTICLE

Multi-asset USA Liability-driven investing Portfolio construction Private pension (DB) Article

Cash-balance liabilities: A new investment framework

A cash-balance plan is very different from a traditional pension plan, and the differences can have a major impact on the interest-rate sensitivity of the plan’s liability. In this paper, we consider the implications of a cash-balance plan’s design and propose an investment framework focused on capital preservation, consistent income, and liquidity.

By

Amy Trainor, FSA

Louis Liu, CFA, ASA, MAAA

event

Article

2022-06-01

Equity Fundamental equity Volatility Commodities EMEA Emerging markets Opportunities and risks Article

The hopeful continent

Equity Portfolio Manager Bo Meunier and Equity Research Analyst David Reid believe the time has come for equity investors to take a closer look at the opportunity set in Africa.

By

Bo Meunier, CFA

David Reid, CFA

event

Article

2022-07-31

Sustainable investing Macro and market Climate China Sustainability policies Carbon emissions Net zero Emerging markets Article Fundamental equity

China unplugged: Investing in the world’s largest decarbonization effort

China has pledged to target peak emissions by 2030 and net-zero emissions by 2060. This massive environmental...

By

Santiago Millán, CFA

event

Article

2022-07-31

Inflation Monetary policy Emerging markets Equity Fixed income Commodities Global Article

EM inflation has arrived, but will it stick around?

Emerging markets inflation has been top of mind for many investors lately. Macro Strategist Gillian Edgeworth, Equity Portfolio Manager Jamie Rice, and Fixed Income Portfolio Manager Michael Henry consider the outlook going forward and potential market implications.

Multiple authors

event

Article

2022-07-29

Equity Article Global Fundamental equity Global Industry Research Active management Sustainability Thematic exposure

A theme is not an index

We explore the case for active thematic investing and highlight the importance of avoiding theme-washing.

By

Andrew Sharp-Paul

event

Article

2022-06-30

Multi-asset Inflation USA Liability-driven investing Article Private pension (DB)

Inflation’s big comeback: Should corporate pensions care?

It’s been a long time since anyone worried about inflation getting off the ground. That seems to be changing, and for corporate plans, we think the risk is greater for return-seeking portfolios than liability-hedging portfolios. But we also believe that falling inflation is more worrisome than rising inflation. In this paper, we consider the implications and the potential role of different return-seeking allocations in preparing for various inflation outcomes.

By

Amy Trainor, FSA

event

Article

2022-06-30

Currency Cryptocurrency Blockchain Artificial intelligence (AI) Future Themes Alternatives Global Article

Evaluating cryptocurrencies as an asset class

We explore cryptoassets’ potential as an asset class as the topic dominates the headlines.

By

Alexandre Chau

Ranjit Ramachandran, CFA

event

Article

2022-04-30

Equity Global Fundamental equity Global Industry Research Macro and market Opportunities and risks Article Tech & Innovation Fintech Asia tech

Widespread tech innovation: Don’t miss the forest for the really big tree

We explore the innovations driving a multi-decade journey of disruption and highlight the importance of in-depth research to capturing this opportunity.

Multiple authors

event

Article

2022-05-31

Emerging markets Future Themes Opportunities and risks Macro and market Geopolitical Multi-asset Global Article

The “EM-ification” of DMs

Global Investment Strategist Nanette Abuhoff Jacobson believes that many developed market countries are beginning to resemble their emerging market counterparts in certain ways. Here are some of her findings, along with possible paths forward and potential investment implications.

By

Nanette Abuhoff Jacobson

event

Article

2022-06-30

Tech & Innovation Future Themes Opportunities and risks Macro and market Fundamental equity Global Industry Research Multi-asset Global Fintech Article

Beyond bitcoin: Eight essential blockchain insights

We look beyond bitcoin to explore eight exciting impacts and opportunities from blockchain technology.

Multiple authors

event

Article

2023-05-31

Future Themes Sustainable investing Opportunities and risks Climate change Global Industry Research Fundamental equity Fixed income Equity Global Article ESG

Water: Priced for imperfection

Water scarcity could have profound humanitarian and economic consequences. Members of our Future Themes research team share insights from their work, including why they believe water is woefully underpriced and how investors can effectively gain exposure to this important theme.

Multiple authors

event

Article

2022-05-31

China Macro and market Geopolitical Article

Executive order on China: Biden broadens the brief

Washington’s latest actions targeted at investments in companies linked to the Chinese military-industrial complex represent another important milestone in the long-term trend of US-China decoupling.

By

Thomas Mucha

event

Article

2021-12-31

Equity Tech & Innovation FinTech Article

Game on: Fintech disruptors vs old-school banks

Fintech companies are forcing traditional banks to up their game and rethink their business strategy, including the products they offer. Global Industry Analyst Matt Ross takes a closer look.

By

Matt Ross, CFA

event

Article

2021-08-31

Global Climate change Sustainable investing ESG Article

2020 Climate Report

Prepared in alignment with the recommendations of the Task Force on Climate-related Financial Disclosures, this report details our ongoing efforts to integrate climate-related considerations into our investment platform, organizational structure, and business operations.

By

Wendy Cromwell, CFA

event

Article

2022-04-30

Private equity Private debt ESG Sustainability policies ESG insights for private companies Global Article

ESG insights for private companies — Diversity, equity, and inclusion: FAQ

We answer some of our private portfolio companies’ most frequently asked questions on diversity, equity, and inclusion.

By

Celi Khanyile-Lynch

event

Article

2022-03-31

Fintech Tech & Innovation Future Themes Macro and market Opportunities and risks Global Industry Research Alternatives Global Article

Central bank digital currencies: Debunking five common myths

We discuss how disruptive central bank digital currencies are likely to be and dispel some commonly held CBDC myths.

By

Santiago Millán, CFA

Ranjit Ramachandran, CFA

event

Article

2022-04-30

Sustainable investing Climate Macro and market Article

How will climate interventions affect developed economies

Green spending has been a key element in the stimulus packages announced by Western governments and the EU. But how will these measures play out economically? Macroeconomic Strategist Jens Larsen explains what he believes are the most likely outcomes

By

Jens Larsen, PhD

event

Article

Sustainable investing Climate Global Article

2020 Sustainability Report

Our long-standing commitment to sustainable investing and environmental, social, and governance (ESG) engagement is grounded in the belief that sustainable practices are competitive advantages and value drivers. Through our firm’s culture and operations, we strive to advance sustainable practices and remain committed to continuous improvement. We appreciate the opportunity to share our approach and evolution.

By

Jean Hynes, CFA

Wendy Cromwell, CFA

event

Article

2022-03-24

Portfolio policy Fixed income USA Article Defined contribution (DC)

LDI Alert — Adding intermediate credit to the derisking tool kit: What plan sponsors need to know

With a growing number of derisking plans seeking exposure to intermediate credit, members of our LDI team highlight some key investment considerations.

By

Bill Cole, CFA, CAIA

Connor Fitzgerald, CFA

event

Article

2022-03-31

Private equity Private debt ESG ESG insights for private companies Global Article

Governance best practices in public markets

For private companies approaching the public markets, we highlight the corporate governance best practices that can help pave strong relationships with public market investors.

By

Hillary Flynn

Celi Khanyile-Lynch

event

Article

2022-02-01

ESG Insurance Private pension (DB) Public pension (DB) Distribution Endowments & foundations Family office Video

Mapping the impact of climate change

In this three-minute video, we share the climate-exposure risk-analysis tool we have developed in partnership with Woodwell Climate Research Center. This software helps our investment teams track and assess physical climate risks facing capital-market assets around the world.

By

Tim Antonelli, CFA, FRM

event

Video

2021-12-31

ESG Sustainability Private equity Climate Privates portfolio companies Alternatives Sustainable investing Article Global

Seeing an end to the ESG blind spot in private equity

ESG's role is coming into focus in the private market, says Hillary Flynn, director of ESG, Private Investments. She discusses governance, climate, and other key themes; the higher bar for newly IPO'd companies; and the evolving activist playbook.

By

Hillary Flynn

event

Article

2022-01-31

Multi-asset Opportunities and risks Portfolio policy EMEA Insurance Macro and market Video

Insurers: A potent plan of attack for 2021

In this video interview, Tim Antonelli offers key advice for insurers as they plan for 2021, including a robust to-do list. Tim’s role as a multi-asset insurance strategist uniquely qualifies him to offer outside-the-box ideas that can help insurers anticipate and manage risk. Tim is interviewed by Sarah Marshock, a leader on Wellington’s Financial Reserves Management Team, who offers color on the investment themes she is observing in the market.

By

Tim Antonelli, CFA, FRM

event

video

2022-01-31

Portfolio policy Fixed income USA Article

Fighting downgrade drag to reduce pension liability lag

Even robustly constructed liability benchmarks can struggle to keep pace with the liabilities they are meant to represent, and credit-rating downgrades of issuers in the benchmark are a primary culprit. In this paper, members of our LDI Team define the problem and offer ideas to help plan sponsors and LDI managers work together to fight back.

By

Amy Trainor, FSA

event

Article

2021-11-30

Distribution Family office Endowments & foundations Sovereigns Article

Assessing opportunities and challenges

Emerging markets are on the front lines of climate change. Aware of the challenges, many EM companies are developing solutions, shifting business models, and realigning corporate policies to help them prepare. Two of our EM portfolio managers share insights on the investing landscape and offer a framework for incorporating climate-related themes into a portfolio.

By

Wendy Cromwell, CFA

event

Article

2022-03-01

Alternatives investing Portfolio construction Private equity Equity Global Article

Studying outsiders: Blending the advantages of public and private equity

Learn why we believe a longer-term public market approach focused on strong capital allocation could combine the benefits of public and private equity.

Multiple authors

event

Article

2022-05-31

ESG Sustainability policies ESG insights for private companies Private equity Private debt Global Article

Asking private companies to show their ESG credentials

ESG issues are a growing area of focus in the public market, but what about the private market? Our co-head of Private Investments and our director of ESG, Private Investments, argue for informed and active ownership from the initial investment until the IPO.

By

Michael Carmen, CFA

Hillary Flynn

event

Article

2021-07-01

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