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Weekly Market Update
What do you need to know about the markets this week? Tune in to Paul Skinner's weekly market update for the lowdown on where the markets are and what investors should keep their eye on this week.
Private credit is not a monolith
In the wake of today’s private credit headlines, we examine why the asset class is more complex than it appears. We outline a three-dimensional framework, spanning assets, vehicles, and leverage, to help identify where risks are building and where they may be overstated.
Monthly Market Review — February 2026
A monthly update on equity, fixed income, currency, and commodity markets.
Taking stock of the energy shock: 9 macro and market insights
Macro Strategist Juhi Dhawan looks at the potential effects of the war in the Middle East on economic growth, inflation, policy, and corporate profits.
The economy needs more competition. AI can make that happen.
Brij Khurana believes that as AI evolves, it will challenge traditional business moats and revitalize competition across industries. This transformation could lead to increased productivity, higher real wages, and stronger economic growth.
Investment implications of the conflict in the Middle East
Geopolitical Strategist Thomas Mucha discusses the strategic complexities of the Middle East conflict, underscoring the importance of active management and diversification in investment portfolios.
Yes, climate change (still) matters in private markets
We explore why climate change matters in private markets, highlight the current regulatory landscape, and profile key questions to expect from public market investors.
Three ways to reset credit portfolios for a more volatile world
Our experts, Fixed Income Portfolio Managers Campe Goodman and Rob Burn, and Investment Director Raina Dunkelberger, explore how to reset credit portfolios for a more volatile world.
Rapid Fire Questions with Campe Goodman - 1st Year of Trump 2.0
In this edition of “Rapid Fire Questions,” fixed income portfolio manager Campe Goodman shares his assessment on the first year of Trump 2.0, and perspectives on why he remains constructive on fixed income, and where he is finding attractive opportunities.
FOMC: Holding the line amid geopolitical crosscurrents
Fixed Income Portfolio Manager Jeremy Forster discusses the Fed's cautious stance amid geopolitical tensions, inflation risks, and labor market dynamics.
Chart in Focus: Diversifying for different macro regimes
Against the backdrop of heightened geopolitical uncertainty, our experts Alex King and Joshua Riefler explore how to optimise diversification across different macro regimes.
A generational opportunity in publicly listed infrastructure?
What makes the current outlook for publicly listed infrastructure so compelling? For Portfolio Manager Tom Levering and Investment Director Joy Perry, the answer lies in strong demand dynamics, healthy return potential, attractive valuations — and burgeoning support from private capital.
Reinforcing core equity: The fundamental third pillar
Allocators are rethinking their core equity exposure. A more deliberate, three-pillar approach, blending quant and fundamental, can help improve outcomes.
US exceptionalism: 5 perspectives on 2 truths
Our experts discuss the paradox of US exceptionalism today, emphasizing diversification and active management in response to evolving global economic trends.
Asset Allocation Outlook
How to evolve your portfolio for the latest market conditions? Explore the latest monthly snapshot of Wellington Solutions’ asset class views.
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Get to know Wellington
Wellington Management is one of the world’s leading independent asset managers. Founded in 1928, we’ve served some of the world’s most respected institutions — exploring new ideas and identifying opportunities for what’s next. Today, our research-driven approach and long-term thinking has the potential to lead to better investment decisions for our clients and theirs.
USD 1.3 T+
Client assets under management (USD)
800+
Global professionals collaborating across asset classes
17
Average years of industry experience per investor
#1
Largest sub-advisor in the world *
All figures are for the Wellington Management Group of companies as of December 2025.
*As of 22 September 2025. Based on ISS Market Intelligence data.
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We apply our almost 100-year heritage of institutional investing to develop pioneering, outcome-oriented solutions that have the potential to help diversify your clients’ portfolios and drive long-term success.
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Our private partnership model fuels firm-wide collaboration built on intellectual rigor, unique perspectives, and a relentless focus on serving our clients.
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We strive to deliver consistency, transparency, and care that cultivates relationships that stand the test of time — proven through our role as the world’s largest sub-advisor and partner to some of the most sophisticated institutions.
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Multi-asset
Our multi-asset investors bring deep experience to every strategy they manage applying skill in fundamental, macro, quantitative, and technical analysis, and tapping into resources that include specialists in equities, bonds, currencies, and commodities.
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We offer a range of liquid alternatives and hedge funds backed by our in-depth research, specialized teams, and vast resources.
Equity
Our unique approach, thinking, and resources deliver active equity strategies to help your clients achieve their goals.
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With more than $475B in fixed income assets under management, we’re a leader in fixed income portfolio management.
Private
investing
We consider the private market from multiple angles, leveraging the power of our deep industry research, experts across asset classes, and global networks in public and private markets.
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