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MARKET COMMENTARY
Stay up-to date with the latest market insights and our point of view.
Explore investment insights
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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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
Time to buy credit or Treasuries? Ideas on calibrating the trade-off
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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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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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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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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 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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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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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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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
Update on stewardship priorities
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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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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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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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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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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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