United States, Institutional

Changechevron_right

Wellington Alternative Investments

...

Contact us

OUR FUNDS

Hedge Funds
Login To Your Account
Access your account summary, investment reports, or restricted marketing content
Need To Create An Account
To create an account please reach out to your relationship team.

Email: alternatives@wellington.com

Phone:
+1 617-951-5372 (Boston)
+44-20-7126- 6025 (London)
+852-2846-6000 (APAC)
Fund Documents

All Funds

Literature

Investor Notices and Policies

Explore our insights

Insights

Asset class

Key Topics

Formats

2025 Mid-year Investment Outlook

Read more

Explore our capabilities

Capabilities and solutions

Asset class

Clients we serve

Investment Solutions

About us

Contact Us

Media & press

Careers

Unique Perspectives

Discover a different kind of investment partner.

Need To Create An Account

To create an account please reach out to your relationship team.

Email: alternatives@wellington.com

Phone:

+1 617-951-5372 (Boston)
+44-20-7126- 6025 (London)
+852-2846-6000 (APAC)

Liquid alternatives & hedge funds

Showing 10 of 60 Insights Posts

colorful-threads-gettyimage

Liquid alternatives & hedge funds Strategic allocation Private equity DB Private Program Privates Private investing Liability-driven investing Article

Allocating to alternatives: A role-based guide for corporate DB plans

For corporate plan sponsors thinking about weaving hedge funds and private equity into their portfolios, we offer this brief guide to the potential benefits and key considerations when establishing an allocation, including liquidity stress testing.

Continue reading

Multiple authors

event July 2025

17 min

Article

2027-06-30

Europe Equity Liquid alternatives & hedge funds Alternatives Hedge Funds Program Article

Europe: Fertile ground for long/short alpha opportunities

Dirk Enderlein, Eoin O’Callaghan, and Boris Kergall, explore European equity opportunities from a long/short perspective against a backdrop of volatile markets and structural growth shifts.

Continue reading

Multiple authors

event May 2025

6 min

Article

2026-06-01

Hedge funds Macro and market Portfolio strategy Alternatives Hedge Funds Program Article

Time to diversify your diversifiers with hedge funds?

Christopher Perret highlights potential benefits of adding uncorrelated strategies, such as hedge funds, to portfolios to navigate turbulent markets.

Continue reading

By

Christopher Perret, CFA, CAIA

event April 2025

4 min

Article

2026-04-30

podcasts mic stand and headphones

Private equity Climate tech Private portfolio companies Private investing Venture capital Liquid alternatives & hedge funds Growth Private investments Video

WellSaid: Partnering with climate founders

Wellington head of private climate Greg Wasserman discusses his team's approach to helping private companies progress along their growth journey

Continue reading

By

Greg Wasserman, CFA

event February 2025

Video

2026-02-28

topofmind-hero-banner

Liquid alternatives & hedge funds Macro and market Multi-asset DB Public Program iStrat Strategic allocation Risk management Top of Mind Article

The allocator’s checklist for 2025 and beyond

Head of Multi-Asset Strategy Adam Berger offers near- and longer-term ideas for allocators, including thoughts on alternatives, potential market surprises, and risk management.

Continue reading

By

Adam Berger, CFA

event January 2025

15 min

Article

2026-01-30

Alternatives Outlook

Hedge funds Macro and market Strategic allocation Content CoE Program Global Program iStrat Long-short Macro hedge funds Liquid alternatives & hedge funds Manager selection Outlook Article

Three performance drivers could help hedge funds rev up returns

Alex King and Adam Berger, members of our Investment Strategy & Solutions Group, explain why we're at a turning point for economic and market conditions that could benefit hedge funds and make them a potentially valuable addition to a multi-asset portfolio.

Continue reading

By

Adam Berger, CFA

event January 2025

6 min

Article

2025-12-31

Alternatives Outlook

Outlook Liquid alternatives & hedge funds Hedge funds Private credit Volatility Economic cycle Private equity Article

Alternative Investment Outlook

This collection provides timely ideas across the spectrum of alternative investments -- including hedge funds, private equity, and private credit.

Continue reading

By

Adam Berger, CFA

event January 2025

Article

2025-12-31

jean-still-hero

Active management Liquid alternatives & hedge funds Multi-asset Content CoE Program Global Program Article Private investing

Accelerating the future of active management

CEO Jean Hynes explains how Wellington is building for the future of active management by investing in our capabilities and aligning our organization and talent with clients’ shifting needs.

Continue reading

By

Jean Hynes, CFA

event December 2024

9 min

Article

2025-12-31

Biotech Venture capital Private equity Private Investing Program Liquid alternatives & hedge funds Health care Innovation Private investments Article

Private biotech: Immunology and inflammation’s third wave

Our experts discuss how I&I is building on industry progress to offer new treatment solutions and interesting opportunities for private biotech investors.

Continue reading

Multiple authors

event December 2024

5 min

Article

2025-12-01

Nature background of dreamy, fairy tale and beautiful jungle forest pedestrian footpath alley way place for walking in tunnel of old oak green trees light up with sun rays trough grass at sunset on spring day

Hedge funds Macro and market Strategic allocation Alternatives Hedge Funds Program Manager selection Whitepaper iStrat

“Goldilocks” and the three drivers of hedge fund outperformance

Members of our Investment Strategy & Solutions Group explain why shifting economic conditions may bode well for hedge funds broadly but also see reasons that manager selection may be more important than ever.

Continue reading

By

Adam Berger, CFA

event November 2024

15 min

Whitepaper

2026-11-30

Impact investing Private companies Sustainability Private investing Private equity Venture capital Liquid alternatives & hedge funds Equity Fixed income Impact Private company management Private portfolio companies Impact measurement Private investments Sustainable investing Article

Decoding impact expectations: best practices for impact investors and companies

We share three recommendations each for impact investors and companies to help them better understand and manage each other's expectations.

Continue reading

By

Oyin Oduya, CFA

event October 2024

6 min

Article

2025-10-31

Venture capital Late stage Private equity Liquid alternatives & hedge funds Private companies Private company management Private investments Article

Private equity deep dive

We explore four key private equity questions to help investors better understand how these strategies compare and complement each other in a portfolio. In particular, we highlight the distinct opportunity sets, risk-return characteristics, and portfolio roles of venture capital and buyout strategies.

Continue reading

By

event September 2024

5 min

Article

2025-09-30

Private investing Equity Innovation Institutional Program Hybrid investing Private equity Active management Macro and market Private companies Article

When public and private markets converge

Wellington President Steve Klar discusses the evolution of the public and private markets and what it means for asset owners as they seek to tap into the growth potential of private companies and be more nimble in their investment approach.

Continue reading

By

event September 2024

4 min

Article

2025-09-30

Japan Market disruptions Volatility Content CoE Program Global Program Large-cap Equity Hedge funds USA EMEA Germany Yielding insights Brand Fixed income Wealth Article

What the yen carry trade unwind could mean for markets and the Fed

Brij Khurana explains why market participants are likely underestimating how foreign ownership of US assets could constrain the pace and magnitude of the Fed’s cutting cycle.

Continue reading

By

event September 2024

7 min

Article

2025-09-30

mid-year-outlook-designs-main-banner

Macro and market Outlook Asset allocation Content CoE Program Global Program Liquid alternatives & hedge funds Fixed income Multi-asset Private investing Client objective Infographic

Picture this: Our forecast in 7 charts

What should investors expect for the remainder of 2024? View a visual summary of our Investment Outlook in seven compelling charts.

Continue reading

event September 2024

10 min

Infographic

2025-09-30

Private credit Fixed income Volatility Institutional Program Credit Liquid alternatives & hedge funds Private investing Article

CLO equity insights: Private credit

Explore how the convergence of public and private markets is impacting CLO equity, including the unexpected benefit it has driven in recent years.

Continue reading

By

Andrew Bayerl, CFA

event August 2024

5 min

Article

2025-08-31

Mid Year Outlook Designs 4_sd_v2

Hedge funds Outlook Market disruptions Tactical allocation Multi-asset Long-short Macro hedge funds Multi-strat hedge funds Article iStrat

Investing in “3D”: Forces shaping alternatives opportunities in 2024

Multi-Asset Strategists Adam Berger and Nick Samouilhan offer six ideas from the hedge fund and liquid alternatives investment space, from global macro to multi-strategy approaches.

Continue reading

By

Adam Berger, CFA

Nick Samouilhan, PhD, CFA, FRM

event June 2024

4 min

Article

2025-06-30

Mid Year Outlook Designs 4_sd_v2

Interest rates Monetary policy Outlook Economic cycle Fiscal policy Macro USA Japan Europe France Germany Italy United Kingdom Fixed income Macro hedge funds Credit Government bonds Investment grade Article

Governments have been slow to reduce their fiscal deficits — it could cost them

Our expert explores the investment implications of continued excessive deficit spending by G7 countries.

Continue reading

By

Eoin O'Callaghan

event June 2024

4 min

Article

2025-06-30

Biotech Private companies Innovation Private investing Liquid alternatives & hedge funds Americas Private investments Article

Innovation and M&A driving biotech recovery

We are optimistic that the biotech market will continue to recover, supported by innovation, an improving macroeconomic environment, continued M&A activity, and improved fundamentals for the sector.

Continue reading

By

Irina Margine, PhD

event May 2024

10 min

Article

2025-04-30

Liquid alternatives & hedge funds Alternatives investing iStrat program Strategic allocation Multi-strat hedge funds iStrat Article

Can hedge funds play the role?

How should investors select the most suitable types of hedge funds for specific roles? Members of our Investment Strategy & Solutions Group offer a simple and intuitive framework that can help.

Continue reading

Multiple authors

event April 2024

11 min

Article

2025-03-31

Manager selection Climate Sustainable investing iStrat program Strategic allocation Active management Equity Fixed income Multi-asset Liquid alternatives & hedge funds Article iStrat Tactical allocation

Picking the right building blocks for a climate-aware portfolio

For asset owners integrating climate change into their multi-asset portfolios, members of our Investment Strategy & Solutions Group offer five important insights.

Continue reading

Multiple authors

event April 2024

3 min

Article

2025-04-30

Artificial intelligence (AI) Early stage Consumer discretionary Private investments Private companies Private portfolio companies Americas Private investing Venture capital Article Liquid alternatives & hedge funds

Hyper-personalization and the AI-driven commerce revolution

A member of our early-stage venture team explores the many ways in which artificial intelligence is likely to transform the consumer experience.

Continue reading

By

event March 2024

Article

2025-03-31

Mid Year Outlook Designs

Outlook Venture capital Private equity Liquid alternatives & hedge funds Growth Private companies Private investments Article

Venture capital outlook: Signals point to a brighter 2024

Our private investing team sees positive signals indicating that the recent downturn in venture capital may have hit bottom. Just as privates trailed the public market correction in 2022, we believe they will follow its recovery.

Continue reading

By

Michael Carmen, CFA

event February 2024

Article

2025-01-31

Venture capital Private equity Private investing Liquid alternatives & hedge funds ESG Private company management Private portfolio companies ESG insights for private companies Private investments Article

Five key ESG topics for private companies in 2024

See where our ESG for Private Investments team is focusing to minimize investment risk and maximize company value in 2024 and beyond.

Continue reading

Multiple authors

event December 2023

Article

2024-12-31

Mid Year Outlook Designs

Outlook Liquid alternatives & hedge funds Asset allocation Asian Opportunities Climate Market Neutral Hedge funds Macro and market Tactical allocation Diversification Alternatives investing Article

Embracing uncertainty: Three alternatives ideas for a macro-driven world

Even as investors wrestle with the economic unknowns heading into 2024, Multi-Asset Strategists Nick Samouilhan and Adam Berger see opportunities to put alternative investments to work.

Continue reading

By

Adam Berger, CFA

Nick Samouilhan, PhD, CFA, FRM

event December 2023

Article

2024-12-31

Mid Year Outlook Designs

Macro and market Interest rates Artificial intelligence (AI) Macro hedge funds EM debt Government bonds Credit High yield Investment grade Fixed income Liquid alternatives & hedge funds Macro Alternatives investing Article

Macro implications of the AI revolution: is the market right?

Macro Strategist John Butler sets out an initial framework to help answer key questions about the potential macro impact of artificial intelligence.

Continue reading

By

event November 2023

Article

2024-11-30

Early stage Venture capital Private equity Liquid alternatives & hedge funds Private portfolio companies Private company management Private investments Article

Growth efficiency: The new venture capital regime

Frederik Groce, Deal Lead for Wellington Access Ventures, explores how the 'growth-at-any-cost' venture capital regime has shifted to a focus on growth efficiency, highlighting two key metrics for companies to keep top of mind.

Continue reading

By

event November 2023

Article

2024-11-30

robots-sortin-recyclying_amp_image

Climate tech Venture capital Private equity Private investments Climate Mid-stage Private company management Private portfolio companies Artificial intelligence (AI) Liquid alternatives & hedge funds Video

Private investing portfolio company interview with AMP Robotics CEO

Dr. Matanya Horowitz, CEO of AMP Robotics, highlights how the company integrates AI and robotics into the recycling industry and explores the “actionable guidance” Wellington provides on ESG and other strategic issues.

Continue reading

event October 2023

Video

2024-10-31

Early stage Venture capital Private equity Liquid alternatives & hedge funds Private portfolio companies DEI Private investments Article Press release

Supporting the next generation of entrepreneurs

We highlight how Wellington Access Ventures, our early-stage VC platform, partners with historically underrepresented founders and offers the capital, resources, and networks that these companies have historically lacked.

Continue reading

Multiple authors

event October 2023

Article

2024-10-24

Biotech Venture capital Private equity Private investments Private portfolio companies Late stage Liquid alternatives & hedge funds Video

Private investing portfolio company interview with RayzeBio CEO Ken Song

Dr. Ken Song, President and CEO of RayzeBio, discusses the company’s innovative approach to radiopharmaceuticals and highlights how Wellington’s public and private investment expertise is distinctive in the health care space.

Continue reading

event October 2023

Video

2024-09-30

Long-short Europe Volatility Liquid alternatives & hedge funds Market disruptions Interest rates Inflation Alternatives investing Article

Long/short investing in European equities' growing dispersion

We explore how growing dispersion in European equity markets is driving opportunities for long/short investors, fueled by structurally higher inflation, changing market leadership, and a renewed focus on valuation.

Continue reading

By

Dirk Enderlein, CFA

event September 2023

Article

2024-09-30

Mid Year Outlook Designs

Outlook Private investing Volatility Equity Fixed income Liquid alternatives & hedge funds Inflation

Economic and market forecast in six charts

This visual summary of Wellington Management’s 2023 Outlook captures insights on economic and market forces shaping investment results from specialists from across our investment platform.

Continue reading

event August 2023

2024-08-18

Liability-driven investing Portfolio construction Multi-asset iStrat Private pension (DB) Article Strategic allocation Liquid alternatives & hedge funds

Mind the liquidity (and cost) gap: Revisiting a plan’s hedge-ratio approach

Members of our LDI Team take a fresh look at the process of setting and managing liability hedge ratio targets, including liquidity considerations that are top of mind today and the implementation toolkit.

Continue reading

By

Amy Trainor, FSA

event June 2023

Article

2025-06-30

rising-temperatures-global-warming

Climate Macro and market iStrat Multi-asset Strategic allocation Liquid alternatives & hedge funds Tactical allocation Article

Is your asset allocation ready for the realities of climate change?

Our Investment Strategy Team shares key findings from the research behind their climate-aware strategic asset allocation (SAA) approach, including challenges and trade-offs that asset owners should understand.

Continue reading

Multiple authors

event June 2023

Article

2025-06-30

Multi-asset Liquid alternatives & hedge funds iStrat Strategic allocation Public pension (DB) Equity Fixed income Whitepaper Private equity

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.

Continue reading

By

Adam Berger, CFA

event May 2023

Whitepaper

2024-08-02

Portfolio construction Risk management Multi-asset iStrat Whitepaper Strategic allocation Multi-Asset solutions Liquid alternatives & hedge funds

The alpha equation: Balancing active risk sources in multi-asset portfolios

Members of our iStrat Team share their research on the process of deciding how much active risk to take at the asset class and security levels in pursuit of alpha objectives. They also offer a step-by-step framework for implementing the research findings.

Continue reading

By

Nick Samouilhan, PhD, CFA, FRM

event May 2023

Whitepaper

2024-05-04

rising-temperatures-global-warming

Climate Multi-asset iStrat Sustainable investing Whitepaper Strategic allocation Liquid alternatives & hedge funds Tactical allocation

Designing a climate-aware strategic asset allocation

Members of our Investment Strategy Team explain how they incorporate climate metrics into their asset allocation optimization process. They also discuss implementation — the choice of specific climate-aware building blocks and strategies to express the desired asset allocation.

Continue reading

Multiple authors

event April 2023

Whitepaper

2024-04-30

Credit Investment grade Economic cycle Fixed income Interest rates Monetary policy Asset allocation Quick Take Liquid alternatives & hedge funds Long-short

Take credit: Our five best credit market ideas for 2023

Fixed Income Strategist Amar Reganti highlights credit market opportunities that he expects to arise over the course of 2023, against a backdrop of slowing growth.

Continue reading

By

event January 2023

Quick Take

2024-01-31

picture-this-5-charts

Outlook Macro and market Economic cycle Private equity Fixed income Liquid alternatives & hedge funds Inflation Geopolitics Climate

Picture this: Our 2023 economic forecast in five charts

We explain the shifts the market is undergoing, analyze the implications for different asset classes, and identify potential risks and opportunities in a series of visuals.

Continue reading

event January 2023

2023-12-31

hero-executive-summary

Outlook Macro and market Economic cycle Equity Fixed income Liquid alternatives & hedge funds Inflation Monetary policy Geopolitics Innovation Article Sustainability

Navigating the new global economy in 2023

This executive summary distills the points of view of several of our 2023 Outlook authors. Discover the risks and opportunities they see as we enter a new economic and market regime.

Continue reading

event January 2023

Article

2023-12-31

economic stock risk chart

Inflation Geopolitics Volatility Alternatives investing Economic cycle Climate Liquid alternatives & hedge funds Hedge funds Video

Perspectives on today’s alternative investment environment

Take a quick tour of the alternative investment environment with investors from across our macro research and hedge fund teams, as they explore the geopolitical landscape, macro volatility, and key trends like climate-change adaptation and digital tokenization.

Continue reading

Multiple authors

event December 2022

Video

2023-11-30

Digital Payments

Digital payments Cryptocurrency Disruption Cloud computing E-commerce Information technology Financials Liquid alternatives & hedge funds Equity Private equity Global Industry Research Fintech program Video

Fintech opportunities after the recent pullback

In four short videos, our fintech investors explore the sector's outlook amid today’s dispersion and highlight the long-term growth potential in payments, fintech incumbents, and crypto innovation.

Continue reading

Multiple authors

event December 2022

Video

2023-11-30

podcasts mic stand and headphones

Cryptocurrency Digital payments E-commerce Fintech program Disruption Economic cycle Private companies Financials Information technology Liquid alternatives & hedge funds Equity Hybrid investing Global Industry Research Podcast

Fintech market overview: The intersection of disruption and dispersion

In the latest episode of WellSaid, Portfolio Manager Matt Lipton and Global Industry Analyst Matt Ross join host Thomas Mucha to discuss their outlook for fintech in today's environment, exploring the recent pullback in the sector, disruptive fintech innovations, potential regulation, and much more.

Continue reading

By

Matt Lipton, CFA

event November 2022

Podcast

2023-11-30

Liquid alternatives & hedge funds Sustainability Innovation Alternatives investing Private equity Distribution Single Disruption Endowments & foundations Article

Key drivers for investors in 2023 and beyond: sustainability, disruptive technology, and alternatives

Head of Asia-Pacific Client Group Scott Geary reflects on the overarching themes from the 2022 Milken Asia Summit and the future of investing.

Continue reading

By

event November 2022

Article

2023-09-30

Macroanalysis icons

Inflation Volatility Economic cycle Alternatives investing Outlook No Optimizely Multi-asset Fixed income Equity Liquid alternatives & hedge funds Video

A new economic era: Why inflation, volatility, and cycles are back

Macro Strategist John Butler argues that a seismic global shift is underway that will disrupt the macro dynamics of the past two decades, challenging long-held investment assumptions.

Continue reading

By

event November 2022

Video

2023-12-31

macro renaissance the opportunity ahead for investors

Volatility Macro hedge funds Diversification Alternatives investing Inflation Liquid alternatives & hedge funds Whitepaper

Macro renaissance: The opportunity ahead for investors

As the global economy and financial markets transition to a new, potentially more volatile era, macro investment strategies may be well positioned to take advantage of market dislocations and greater asset price differentiation.

Continue reading

By

Christopher Perret, CFA, CAIA

event October 2022

Whitepaper

2023-10-31

woman-standing-between-mountains

Outlook Liquid alternatives & hedge funds Hedge funds Alternatives investing Asset allocation Manager selection Portfolio construction Volatility Fixed income Private equity Article

Mid-2022 Alternative Investments Outlook

As allocators cope with economic uncertainty and market volatility, Multi-Asset Strategist Cara Lafond explains how alternative investments could potentially play a role in improving portfolio resilience and returns.

Continue reading

Multiple authors

event July 2022

Article

2023-08-31

Outlook Inflation Volatility Economic cycle Liquid alternatives & hedge funds Equity Multi-asset Article

Mid-2022 Global Economic Outlook

We believe heightened geopolitical uncertainty, and the new macro environment of deglobalization, higher inflation, greater global cyclicality and volatility will disrupt and drive markets.

Continue reading

Multiple authors

event June 2022

Article

2023-07-31

wellington hero symbol rombus curve

Macro and market Sustainability Equity Fixed income Liquid alternatives & hedge funds Climate Geopolitics 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.

Continue reading

By

Multiple speakers

event February 2022

Event replay

2023-01-31

future-themes-systems-951037310-1500x410

Future Themes Currency Cryptocurrency Blockchain Liquid alternatives & hedge funds Artificial intelligence (AI) Article

Evaluating cryptocurrencies as an asset class

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

Continue reading

By

Ranjit Ramachandran, CFA

event February 2022

Article

2023-02-28

Carbon emissions Energy Sustainable investing Liquid alternatives & hedge funds 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.

Continue reading

By

Kinga Darida, CFA

event January 2022

Article

2022-12-31

Private portfolio companies Private equity ESG ESG insights for private companies Regulatory Liquid alternatives & hedge funds Venture capital Article

The critical role of ESG for private companies

Explore our full ESG insights for private companies series with our latest research on governance, DEI, climate, and much more.

Continue reading

Multiple authors

Article

2024-10-31

60 LOAD (1/6) MORE

URL References

Related Insights

insights

CAPABILITIES

OUR CLIENTS

CAREERS

ABOUT US

contact us

legal Information

follow us

LinkedIn Private Investing

LinkedIn Sustainable Investing

© Copyright 2025 Wellington Management Company LLP. All rights reserved. WELLINGTON MANAGEMENT ® is a registered service mark of Wellington Group Holdings LLP. For institutional or professional investors only.

Enjoying this content?

Get similar insights delivered straight to your inbox. Simply choose what you’re interested in and we’ll bring you our best research and market perspectives.

Sorry, not interested