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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After the inflection point: How the climate challenge will transform the global economy
The decarbonization commitments of countries around the world will fundamentally reshape the global economy. Members of our Central Macro Team highlight their research findings, from the effects on growth and the cost of capital to the potential for geopolitical conflict and higher inflation.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
After the inflection point: How the climate challenge will transform the global economy
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Climate conundrum: Will carbon constraints affect the pursuit of other portfolio objectives?
Members of our Fundamental Factor Team share their research on the potential for trade-offs when carbon goals are integrated into outcome-oriented, factor-based portfolios.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
Climate conundrum: Will carbon constraints affect the pursuit of other portfolio objectives?
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Sizing up Biden’s plan to decarbonize America
US Macro Strategist Juhi Dhawan examines the Biden administration's commitment to a lower-carbon economy, including proposed infrastructure spending, tax incentives, and regulations, as well as the implications for industries and the broad economy.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
Sizing up Biden's plan to decarbonize America
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<span>Insurance Multi-Asset Outlook — </span>Strong but slowing growth: A tale of two narratives
Markets appear to be caught between two hard-to-reconcile narratives: The pace of economic growth looks poised to slow, but the level of growth is likely to stay relatively strong. Multi-Asset Insurance Strategist Tim Antonelli and Investment Strategy Analyst Daniel Cook offer insights for global insurers at this point in the cycle.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
Insurance Multi-Asset Outlook — Strong but slowing growth: A tale of two narratives
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Tim Antonelli
 CFA, FRM, SCR
Countering climate risks through collaboration
Global Industry Analyst Alan Hsu and Dr. Philip Duffy of Woodwell Climate Research Center discuss the importance of close cooperation between investors and climate scientists when addressing climate action.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
Countering climate risks through collaboration
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Does the credit market still have something to offer long/short investors?
While there may be concerns about the beta potential in credit markets, Multi-Asset Strategist Cara Lafond offers three reasons to stay focused on the attractive alpha opportunities that long/short credit strategies may pursue.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
Does the credit market still have something to offer long/short investors?
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Tech WELLcovered: Experience transformed
5G, AI, and augmented reality will soon offer exponentially more options for experiences outside of work — with each activity personalized for your interests. Join us on a journey to witness the past, experience the present, and transform the way you see the future of fun and the investable opportunities it creates.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
Tech WELLcovered: Experience transformed
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<span>Multi-Asset Outlook — </span>With growth and policy, which matters more: Level or change?
While macro risks may be elevated somewhat, Nanette Abuhoff Jacobson and Daniel Cook still see opportunities, including in European equities and commodities. They also argue for being selective in credit while maintaining fixed income for diversification.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
Multi-Asset Outlook — With growth and policy, which matters more: Level or change?
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The evolution of derisking:  Assessing new and time-tested  liability-hedging ideas
As defined benefit plans contemplate the best path to their eventual "end state," members of our LDI team update their liability-hedging research with a blend of traditional benchmark ideas and new opportunities to capitalize on changing market conditions and a broader investment universe.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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October 2021
The evolution of derisking: Assessing new and time-tested liability-hedging ideas
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Louis Liu
 PhD, CFA, ASA, MAAA
<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SOCIETY</p>The future of work: Why societal shifts matter
While the pandemic has accelerated existing shifts in people's working lives, these changes may just be the start. We assess the future of work in 2030 and highlight some potential investment implications.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021

FUTURE THEMES | SOCIETY

The future of work: Why societal shifts matter
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<span>Top of Mind</span> Investing for the long term (in a short-term world)
With short-term behavior evident across the financial landscape, Multi-Asset Strategist Adam Berger explores the intuitive and quantifiable advantages of being more long term, and he offers seven habits that can help asset owners cultivate a long-term mindset.exc
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021
Top of Mind Investing for the long term (in a short-term world)
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Monthly Market Snapshot: August 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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September 2021
Monthly Market Snapshot: August 2021
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<p style="font-size: 13px; margin:7px 0;">FUTURE THEMES | SOCIETY</p>The future of retirement: Aging in 2050
We explore the long-term investment trends associated with global aging through the story of Fang, a fictional Chinese retiree living in 2050.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021

FUTURE THEMES | SOCIETY

The future of retirement: Aging in 2050
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Investing in innovation: Disruption is everywhere
We outline our definition of innovation and answer questions about our views on the breadth and depth of the innovation opportunity, how we identify and compare disruptive companies across industries, and the importance of robust research capabilities — including a private-equity mindset and strong ESG expertise.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021
Investing in innovation: Disruption is everywhere
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Tech WELLcovered: Work reimagined
We believe today's workplace innovations are just the beginning of a multi-decade transformation. Join us on a journey to witness the past, experience the present, and reimagine how the future of work is creating investable opportunities.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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September 2021
Tech WELLcovered: Work reimagined
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