- Global Industry Analyst
United States, Institutional
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The views expressed are those of the author at the time of writing. 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.
Veteran investor Saul Rubin shares a recent example of collaborative active management that reflects Wellington's deep understanding of the global automotive industry and commitment to increasing client value.
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Article
3 min
The power of Asia’s dividends
Discover Asia’s quality dividend potential. With diverse income sources, structural tailwinds, and governance reforms at play, Asia offers a compelling mix of income, resilience, and long-term growth potential.
3 min
Article
2026-12-31
Article
Opportunity ahead: Optimism or illusion?
Explore our latest views on risks and opportunities across global capital markets.
Article
2026-11-30
Video
3 min
Rapid Fire Questions with Ross Dilkes
In this edition of “Rapid Fire Questions,” fixed income portfolio manager Ross Dilkes shares his views on the Asia credit market—covering the macro outlook, China’s momentum, the most compelling opportunities across the region, and key risks shaping the next 12 months.
3 min
Video
2026-11-29
Video
5 min
Rapid Fire Questions with Philip Brooks on Asian equities
In this edition of “Rapid Fire Questions,” Philip Brooks, investment director and equity strategist, answers key questions on Asian equities—exploring the structural drivers of the asset class, the traits of quality businesses, and the most compelling quality dividend opportunities today.
5 min
Video
2026-11-30
Article
3 min
Questioning US credit quality
Fixed income strategist Amar Reganti examines questions surrounding US creditworthiness.
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3 min
Article
2026-11-30
Article
18 min
The alpha advantage: Building retirement resilience
Client Portfolio Manager Dáire Dunne explains why the time horizon of retirement savers is well aligned with the potential of active management to deliver alpha. He examines the growing need for alpha, the importance of market inefficiency when pursuing it, and steps plan sponsors can take to help participants maximize the alpha advantage.
18 min
Article
2026-11-30
Article
18 min
Corporate versus credit indices: What’s the best match for liability-driven investing?
When selecting benchmarks for LDI needs, corporate DB plan sponsors often ask about the differences between investment-grade corporate and credit indices. In this paper, we compare the composition and performance of corporate and credit indices, as well as intermediate and long maturity indices, and we offer insights on choosing indices that fit a plan’s liability.
18 min
Article
2026-09-30
Article
4 min
Not all AI opportunities are created equal
Global Industry Analyst Michael Masdea explores AI's transformative power and shares a five-step framework to help evaluate potential long-term AI success stories.
4 min
Article
2026-10-31
Article
3 min
Chart in focus: Three reasons to revisit emerging markets
Multi-Asset Strategist Nanette Abuhoff-Jacobson illustrates the case for emerging markets in three charts.
3 min
Article
2026-10-31
Article
5 min
Rotations and reallocations: Rethinking equities
Since April's Liberation Day, equity markets have recovered losses and appear to be on an upwards trajectory. But under the surface of the highs, argues Equity Strategist Andrew Heiskell, is a market and an economy looking for direction. Why is the economy so stuck?
5 min
Article
2026-10-31
Article
4 min
The long-term rewards of a contrarian approach to European equities
Portfolio Manager Tom Horsey and Investment Director Thomas Kramer explain why viewing European equities through a contrarian lens could help investors to uncover long-term opportunities in a rapidly evolving Europe.
4 min
Article
2026-10-31
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