Where’s my safe haven? A global investor perspective on the tariff tantrum
Portfolio Manager Martin Harvey shares his insights on how global investors may need to reassess long-held assumptions in light of shifting global dynamics.
Asset Allocation Outlook
How to evolve your portfolio for the latest market conditions? Explore the latest monthly snapshot of our Multi-Asset Team’s asset class views. For professional, institutional or accredited investors only. Capital at risk.
How is funded status holding up in the volatility? Updates on the corporate DB landscape
Members of our LDI Team share key takeaways from their latest analysis of US corporate pension plans' funded status, derisking activity, and ROA assumptions, as well as their outlook for plan contributions.
Four investment perspectives on Trump’s first 100 days
Four of our experts across fixed income and equity share their asset-class level insights on the first 100 days of the current Trump administration and analyze the implications for investors.
Monthly Market Review — March 2025
A monthly update on equity, fixed income, currency, and commodity markets.
Picture this: Economic forecast in 6 charts
We offer our 2025 economic and market forecasts across the capital markets in 6 charts.
A blueprint for building climate-aware multi-asset portfolios
Members of our Investment Strategy & Solutions Group take a deep dive on the issues asset owners should consider when choosing climate-aware portfolio building blocks, from the evolving opportunity set to the active/passive decision.
2024 Insurance Outlook: Position portfolios for the unexpected
Tim Antonelli offers two critical ideas for insurers' 2024 investment planning: doubling down on diversification and rethinking risk, including geopolitical and default risk.
How geopolitics and the energy transition may reshape global trade
We explore the potential near- and longer-term market effects of deteriorating US/China relations, coupled with the shift toward a low-carbon economy.
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.
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Research shows that historically there has been a meaningful shortfall in the returns of defined contribution plans versus those of defined benefit plans. Best practices in institutional investing can potentially help close this gap. Central to our investment philosophy is the belief that diversification, downside risk mitigation, and active management at compelling fees can be key drivers of retirement success.
Whether using premixed investment options or constructing portfolios from a core menu, participants may be better served by having access to a broader set of asset classes.
We think it is important to consider strategies that help diversify a portfolio by economic environment, asset class, and return source, including strategies with the potential to perform independently of the markets.
DC plans have scale to obtain active management at compelling fees. Even modest incremental returns may have a meaningful impact on retirement outcomes. Wellington has a long history of successful active management and we believe DC plans should ensure they offer quality active choices to their participants.
We offer a comprehensive selection of core investment approaches:
• A broad range of high-quality core menu options
• Niche strategies that can be sleeves of a multi-manager, custom approach
• Multi-asset solutions for inflation hedging, preretirement/retirement
Wellington Trust Company, NA, an affiliate of Wellington Management Company LLP, offers a variety of investment approaches through daily valued collective investment trusts that are available solely to certain qualified employee retirement plans.
Wellington Management Company LLP offers management of separate accounts for DC plans interested in bespoke strategies with customized guidelines.
Many of our strategies are available in mutual funds offered by our subadvisory clients.
Kristin O’Donnell
, CFA
Ryan Mullaney
Quarterly Market Review — 1Q25
An update on equity, fixed income, currency, and commodity markets.
By
Brett Hinds
Jameson Dunn