2021 Investment Outlook
As we head into the new year, thought leaders from across our investment platform share their views on pressing questions.
Clearing the air: Assessing climate transition risks in credit portfolios
As the world transitions to a low-carbon economy, investors need to prepare to manage attendant risks and opportunities in client portfolios. Members of our Fixed Income and Climate Research Teams share their approach to quantifying material climate transition risks and mitigating portfolio-level exposure.
The future of alternative investments
Director of Alternatives Danny Sharp explores the future of alts — discussing dispersion in today's markets, the opportunities it presents, and the impact of the COVID-19 pandemic on the alternative investments landscape.

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MARKET COMMENTARY

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<span>Top of Mind</span> Never assume and other tips for 2021
Multi-Asset Strategist Adam Berger stress tests the consensus views on four key issues: rising interest rates, high equity valuations, US market leadership, and the impact of slower globalization on China's growth.
February 2021
Top of Mind Never assume and other tips for 2021
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Mission critical: The vital role of alternatives in pursuing investment success
Multi-Asset Strategist Cara Lafond considers three alternatives ideas for the current environment, including private equity vintages that coincide with market downturns; long/short directional strategies that may aid the pursuit of stability across the cycle; and long/short risk-mitigating strategies that complement other diversifiers.
February 2021
Mission critical: The vital role of alternatives in pursuing investment success
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Power move: Why electric utilities may be the key to the energy transition
As the world consumes more electricity from renewable energy sources, the global power grid will need to be modernized. While renewables like wind and solar have attracted much of the attention from investors looking to play the energy transition, electric networks utilities may offer more upside today.
February 2021
Power move: Why electric utilities may be the key to the energy transition
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Monthly Market Snapshot: January 2021
A monthly update on equity, fixed income, currency, and commodity markets.
February 2021
Monthly Market Snapshot: January 2021
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Cookie cutter or custom? Rethinking fixed income in DC plans
A custom, multi-manager solution may provide some compelling benefits and enable DC plan sponsors to take their fixed income offering to the next level for plan participants.
February 2021
Cookie cutter or custom? Rethinking fixed income in DC plans
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From globalization to a “zero-sum” game
Globalization has increasingly begun to backpedal amid rising populism and a renewed emphasis on global competition over cooperation. Fixed Income Portfolio Manager John Soukas and Investment Director Chris Doherty discuss the implications and the role of active management in this shifting landscape.
February 2021
From globalization to a “zero-sum” game
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Three reasons for quality as a complement to value
Learn why we believe a quality allocation has the potential to offer diversification, to avoid unintended sector biases, and to help mitigate downside risks.
January 2021
Three reasons for quality as a complement to value
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Rewriting the recovery playbook
Multi-Asset Strategist Nick Samouilhan and Investment Directors Andrew Sharp-Paul and Matthew Bullock outline a proposed new playbook for navigating an economic recovery unlike any other.
January 2021
Rewriting the recovery playbook
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A new inflationary regime: Why the next decade could look different from the last
We explore why the risk of structurally higher inflation may be the highest it has been in decades and profile the key investment implications this presents.
January 2021
A new inflationary regime: Why the next decade could look different from the last
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Surviving the stress test: Companies adjusting to the new landscape
The pandemic has forced companies around the world to revisit their business plans and processes. Michael Carmen, co-head of Private Investments, moderates a discussion with three CEOs about how they have been navigating this time of crisis.
January 2021
Surviving the stress test: Companies adjusting to the new landscape
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Taking the mystery out of multi-asset credit investing
Perhaps the most confounding question of all: How does one even measure “success” in such a heterogeneous investment realm? Fixed Income Investment Directors Anand Dharan and Amar Reganti lay out a robust framework for doing so.
January 2021
Taking the mystery out of multi-asset credit investing
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Shorting stocks in China: The emerging opportunity
Two of our emerging market investors explain why shorting appears to be at an inflection point in the world's second largest equity market, where idiosyncratic conditions may offer a unique environment for generating alpha and diversifying risks.
January 2021
Shorting stocks in China: The emerging opportunity
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Global ESG Research Update — Wellington joins Net Zero Asset Managers initiative
We explain our decision to join the Net Zero Asset Managers initiative as a founding member. We also provide an update on our ESG engagement and proxy voting activity in the quarter.
January 2021
Global ESG Research Update — Wellington joins Net Zero Asset Managers initiative
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Four forces that could turn the tide for US financial stocks
US Macro Strategist Juhi Dhawan lays out a case for a better performing US financial sector, from attractive valuations to a steeper yield curve, as well as the role of Fed and fiscal policy in shaping the outcome.
January 2021
Four forces that could turn the tide for US financial stocks
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Financial Market Review: Fourth quarter 2020
A quarterly review of results in the global equity, fixed income, currency, and commodity markets.
January 2021
Financial Market Review: Fourth quarter 2020
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