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Changechevron_rightThe views expressed are those of the speakers at the time of filming. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
Our private credit experts explore the potential effects of tariffs, deregulation, and other policies on the asset class in 2025. In addition, they dive into the impact of higher-for-longer interest rates, the broadening of private credit markets, and much more.
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Private credit in the LDI toolkit: What plan sponsors need to know
We explore the potential benefits, trade-offs, and implementation considerations for corporate DB plan sponsors evaluating investment-grade private credit as part of a liability-hedging allocation.
The Next Great AI Companies May Look Like Services Companies
The question is no longer simply whether AI can make an existing workflow faster, but whether an AI-native operator can deliver the service faster, cheaper, and more reliably than incumbents.
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.
Multiple authors
Climate investing in a constrained world
As systems across the physical economy hit capacity limits, technologies that unlock constrained capacity, improve reliability, and reduce risk are becoming increasingly important.
Deep dive on CLO equity investing
Alyssa Irving, Fixed Income Portfolio Manager, discusses the CLO equity asset class, highlighting its diversification potential, risk-return dynamics, and the crucial role of managers.
What investors should watch as private credit market matures
Private credit is entering a more mature phase, marked by greater selectivity, broader opportunities, deeper market infrastructure, and growing emphasis on manager selection.
AI governance for private companies
Explore the critical need for AI governance for private companies, addressing evolving risks, regulations, and best practices for responsible gen AI usage.
Multiple authors
The role of commercial real estate debt in an insurance portfolio
We examine how commercial real estate debt fits within an insurance portfolio, from its diversification and income characteristics to key considerations around regulatory classification, capital treatment, and portfolio construction.
Multiple authors
Looking beyond mega-caps
We explore how the growing concentration of capital in mega-cap private companies is reshaping the venture and growth opportunity set, and the implications for portfolio construction, manager selection, diversification, and potential return opportunities across private markets.
IPO readiness through a public and private market lens
Our Value Creation Team brings together portfolio company leaders and Wellington investors to explore key issues shaping private markets, with takeaways from a recent IPO market discussion.
Multiple authors
The state of commercial real estate
We explore how macroeconomic, demographic, and sector-specific trends are reshaping commercial real estate, and why selectivity by sector, asset, quality, and capital structure may matter more than broad asset-class exposure.
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