Adapting to climate change: Investing in the resiliency imperative
As the risks of climate change increase, so does the need to build resiliency. Members of our Climate Research Team discuss why they believe demand for climate adaptation solutions could grow exponentially, and how they think about investing in solutions for a range of climate variables, including heat, flooding, wildfires, and water scarcity.
A revival in US investment spending: Implications of the Biden infrastructure plan
US Macro Strategist Juhi Dhawan discusses six key themes in the US infrastructure proposals, from shovel-ready projects to modernization of the power grid, and considers the broad economic impact and potential for unintended consequences.
Future Themes —
Tomorrow's world today
For over 40 years, at each new business cycle, Wellington investors have been presented with a challenge: Look past current headlines to find structural trendlines that will shape markets, society, and the economy in the next five to 10 years.

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Monthly Market Snapshot: October 2021
A monthly update on equity, fixed income, currency, and commodity markets.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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November 2021
Monthly Market Snapshot: October 2021
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LDI Alert —<span><br>Time to buy credit or Treasuries? Ideas on calibrating the trade-off </span>
After hitting derisking triggers in 2021, many plans are looking ahead to the next trigger and thinking about how expensive the investment-grade credit market is currently. LDI Team members Connor Fitzgerald and Bill Cole offer metrics to aid the decision-making process and consider potential alternatives.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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November 2021
LDI Alert —
Time to buy credit or Treasuries? Ideas on calibrating the trade-off
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<span>Top of Mind</span> Changing “weather” patterns in alternatives and climate
Multi-Asset Strategist Adam Berger offers a forecast on the future of alternative and climate-related investing, with insights on manager selection, public/private allocations, climate-aware capital market assumptions, and a range of other topics.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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November 2021
Top of Mind Changing “weather” patterns in alternatives and climate
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2022 Investment Outlook
As you look ahead to 2022, we invite you to explore investable ideas and trends across all major asset classes curated from our marketplace of ideas — more than 900 investors strong.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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November 2021
2022 Investment Outlook
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2022 Multi-Asset Outlook
In our 2022 Multi-Asset Outlook, we expect markets to focus on central bank efforts to tame inflation without derailing the cycle, and take a look at five post-pandemic essentials for the year ahead.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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November 2021
2022 Multi-Asset Outlook
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2022 Global Economic Outlook
Our 2022 economic outlook describes the forces we believe will shape macro & market events, including significant inflationary and geopolitical risks.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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November 2021
2022 Global Economic Outlook
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Tech WELLcovered: Legacy redefined
Tech innovations are breaking down barriers, enabling us all to leave legacies of progress through the ways we allocate our capital and live our lives. Join us on a journey to witness the past, experience the present, and build a better future — all while capturing tech’s pervasive investable opportunities.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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November 2021
Tech WELLcovered: Legacy redefined
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A credit strategy designed for all seasons
Today’s fixed income allocators face a variety of challenges. Against this backdrop, Multi-Asset Strategist Cara Lafond and Investment Directors Amar Reganti, Chris Perret, and Andrew Bayerl make the case for having an “all-weather” credit portfolio composed of carefully chosen building blocks.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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November 2021
A credit strategy designed for all seasons
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Portfolio sensitivity to interest-rate ups and downs: An analysis of the key drivers
For investors thinking about changes in interest rates and the impact on their portfolios, it's important to consider what’s driving the change. Investment Strategy Analyst Daniel Cook explains how different asset classes react to changes in real yields and inflation expectations, to help investors manage risk and better understand portfolio bets.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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November 2021
Portfolio sensitivity to interest-rate ups and downs: An analysis of the key drivers
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Global ESG Research Update — <br> Update on stewardship priorities
We share an update on our 2021 stewardship priorities, including diversity, equity, and inclusion (DEI) and climate change. We also provide an update on our ESG engagement and proxy voting activity in the quarter.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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November 2021
Global ESG Research Update —
Update on stewardship priorities
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Setting ROAs for 2022: A guide for US corporate and public plans
How are pension plans adjusting their ROA assumptions? How do those assumptions line up with our long-term capital market assumptions? Find out in this annual update.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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November 2021
Setting ROAs for 2022: A guide for US corporate and public plans
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Climate Action’s Sustainable Investment Forum interview: Climate leader insight (Video replay)
In this event replay from the 2021 Sustainable Investment Forum North America, Head of Sustainable Investment Wendy Cromwell discusses the tools asset owners can consider to align portfolios with the energy transition, how investors are incorporating climate science into investment decisions, and how corporations can build credible climate commitments.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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November 2021
Climate Action’s Sustainable Investment Forum interview: Climate leader insight (Video replay)
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Our commitment to net zero
We share our client-centric, engagement-driven approach to net zero by 2050, including our investor toolkit and measurement processes.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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November 2021
Our commitment to net zero
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Toward carbon neutrality: Our approach to carbon offsets
Wellington has committed to be carbon neutral in our operations by the end of 2022. Members of our Sustainable Investing and Corporate Sustainability Teams describe our multifaceted approach to achieving that goal.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
Toward carbon neutrality: Our approach to carbon offsets
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Financial Market Review: Third quarter 2021
A quarterly review of results in the global equity, fixed income, currency, and commodity markets.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
Financial Market Review: Third quarter 2021
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