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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Seeing an end to the ESG blind spot in private equity
ESG's role is coming into focus in the private market, says Hillary Flynn, director of ESG, Private Investments. She discusses governance, climate, and other key themes; the higher bar for newly IPO'd companies; and the evolving activist playbook.
January 2021
Seeing an end to the ESG blind spot in private equity
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Mapping the impact of climate change
In this three-minute video, we share the climate-exposure risk-analysis tool we have developed in partnership with Woodwell Climate Research Center. This software helps our investment teams track and assess physical climate risks facing capital-market assets around the world.
January 2021
Mapping the impact of climate change
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Tim Antonelli
 CFA, FRM, SCR
DC plans: Three investment ideas for 2021
After an extremely trying 2020, DC plan sponsors are hopeful that 2021 will bring more opportunities than challenges. Director of Defined Contribution Jed Petty highlights three areas that may be worth focusing on in the new year.
January 2021
DC plans: Three investment ideas for 2021
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A new framework for downside mitigation
Learn why Multi-Asset Strategists Nick Samouilhan and Adam Berger argue for a multi-pronged downside mitigation approach in today’s environment.
January 2021
A new framework for downside mitigation
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Nick Samouilhan
 PhD, CFA, FRM
Insurers: A potent plan of attack for 2021
In this video and companion paper, Multi-Asset Insurance Strategist Tim Antonelli lays out several proposed areas of focus to help insurers successfully navigate 2021 after a grueling 2020.
January 2021
Insurers: A potent plan of attack for 2021
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Tim Antonelli
 CFA, FRM, SCR
Annual letter from our CEO: Reflections on passing the baton
After a year like no other, CEO Brendan Swords looks ahead to 2021 and the upcoming transition to the firm's next CEO. He discusses the mission of the firm, career lessons learned, and the elevated importance of a strong culture in a more virtual world.
January 2021
Annual letter from our CEO: Reflections on passing the baton
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Climate: Today’s investment actions to address long-term challenges
This event replay from the 2020 Financial Times Investing for Good conference features Wellington's Director of Sustainable Investment Wendy Cromwell, discussing the importance of bridging the gap between climate science and finance, the kind of research and data required to support that, and work being done in conjunction with asset owners to help scientists and investors speak the same language.
January 2021
Climate: Today’s investment actions to address long-term challenges
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Upgrading fintech infrastructure: Don’t forget the incumbents
We explore the fast-growing trend of upgrading fintech infrastructure, profile the key markets driving the opportunity, and share an example of the virtuous innovation cycle this technology can create.
December 2020
Upgrading fintech infrastructure: Don’t forget the incumbents
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Future Themes: What’s reshaping markets, economies, and society?
Science, society, sustainability, and systems. These structural forces are shaping our world. They're also our Future Themes research categories. Get a quick rundown of the specific areas of focus from Portfolio Manager Dáire Dunne.
December 2020
Future Themes: What’s reshaping markets, economies, and society?
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Monthly Market Snapshot: November 2020
A monthly update on equity, fixed income, currency, and commodity markets.
December 2020
Monthly Market Snapshot: November 2020
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Insurance Multi-Asset Outlook — Is the market rotation the real deal or just a head-fake?
In their latest multi-asset outlook for insurers, Tim Antonelli and Danny Cook argue that a durable rotation from growth- to value-type equity exposures may be in the offing for 2021.
December 2020
Insurance Multi-Asset Outlook — Is the market rotation the real deal or just a head-fake?
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Tim Antonelli
 CFA, FRM, SCR
2021 Investment Outlook
As we head into the new year, thought leaders from across our investment platform share their views on pressing questions.
December 2020
2021 Investment Outlook
,
2021 ESG & Sustainability Outlook
In the wake of COVID-19, a record year for climate disasters, and rising calls for corporate responses to social justice, ESG and sustainability are in focus like never before. Members of Wellington's Impact Investing, Climate Research, and ESG Research Teams share what they plan to focus on in 2021.
December 2020
2021 ESG & Sustainability Outlook
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2021 Alternative Investment Outlook
Dennis Kim and Lori Whiting, members of our Alternatives Team, consider the changing relationship between volatility and liquidity, and offer ideas on alternatives strategies for what they expect will be an enduring trend.
December 2020
2021 Alternative Investment Outlook
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Tomorrow’s world today: Introducing Future Themes
Long-term trends often go underappreciated by investors. By researching structural themes shaping our world, we believe we can identify attractive opportunities ahead of the market. Learn more about our Future Themes project from this year's lead sponsor, Portfolio Manager Dáire Dunne.
December 2020
Tomorrow’s world today: Introducing Future Themes
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