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Latest insights
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.
Could credit markets derail the AI boom?
Fixed Income Portfolio Manager Connor Fitzgerald explores whether the credit markets could derail the AI boom and what the potential implications could be for investors.
Is AI the new China? Three lessons for investors
We examine how AI could reshape the global economy and expand the investment opportunity set well beyond the technology sector. Drawing lessons from China’s rise, we explore where opportunities may emerge — and why investors will need to stay nimble as market leadership shifts.
US midterm elections: Why they matter for markets
Macro Strategist Juhi Dhawan and Geopolitical Strategist Thomas Mucha explore what's at stake in the US midterm elections what the outcome may mean for investors in the longer term.
The convergence of public and private markets — part 2
The convergence of public and private markets is opening new opportunities for wealth and institutional investors — but each will approach them differently. Part 2 of our series explores how evolving investor needs are shaping portfolio construction, product design, and implementation.
Why investors should pay attention to AI regulation
A trio of Wellington experts reviews the current state of AI regulation, looks at how the regulatory landscape may evolve, and offers insight into what the implications might be for investors.
Asset Allocation Outlook
How to evolve your portfolio for the latest market conditions? Explore the latest monthly snapshot of Wellington Solutions' asset class views.
When market cycles create opportunity: a value investor’s perspective
Equity Portfolio Manager Stefan Brugger, Equity Analyst Felix Schroeder and Investment Specialist Fred Owens-Powell discuss why the changing market regime may favour active value investors.
The rally: Refusing to yield?
Find out why we remain constructive but increasingly selective as AI investment supports equities, rising yields create opportunities in government bonds, and geopolitical risks complicate the outlook.
Can infrastructure investors pair growth and stability?
Global Industry Analyst Tom Levering and Investment Director Joy Perry discuss why investors in infrastructure do not need to choose between growth and stability and how to seek exposure to both.
Evergreen and drawdown funds: Structural considerations for private equity
We explore the key differences between evergreen and drawdown funds, including how each structure affects capital deployment, liquidity, compounding, portfolio flexibility, and diversification within venture and growth equity portfolios.
US utilities: What data center politics could mean for investors
Rising US data center electricity demand is fueling new opportunities for utilities as well as political pushback in this US midterm election season. Learn how regulation, affordability, and grid pressures could potentially affect investors.
Rapid fire questions with Jeremy Butterworth on 2026 credit markets
Investment Strategist Jeremy Butterworth discusses why credit markets have remained resilient despite shifting rate expectations, where dispersion is creating opportunities for active investors, and why Asia continues to offer a compelling credit opportunity set.
Resilient growth, rising risks: Investing through the energy shock
Macro Strategist Eoin O’Callaghan explores the drivers of resilient growth amid the continued energy shock and discusses why investors need to keep a close eye on evolving macro conditions.
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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
18
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 30 September 2026.
*As of 22 September 2025. Based on ISS Market Intelligence data.
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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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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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Our unique approach, thinking, and resources deliver active equity strategies to help your clients achieve their goals.
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investing
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Quarterly Market Review — 3Q26
A quarterly update on equity, fixed income, currency, and commodity markets.
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