Replacing the protective role of bonds in client portfolios
Have bonds, by themselves, become unequal to the task of offsetting portfolio drawdowns? Multi-Asset Strategist Nick Samouilhan believes they have and argues for a multi-pronged downside mitigation approach in today’s environment.
What investors need to know about Green Deals
Green Deals aimed at delivering fiscal stimulus and addressing climate change are under discussion in the EU and US and could have far-reaching effects for companies in a number of sectors.
Mid-Year Multi-Asset Outlook —
Do the fundamental things apply?
Is there a disconnect between the market's recent rally and the economic fundamentals? Nanette Abuhoff Jacobson and Danny Cook offer their perspective and consider the asset-class implications in their mid-year outlook.

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Monthly Market Snapshot: August 2020
A monthly update on equity, fixed income, currency, and commodity markets.
September 2020
Monthly Market Snapshot: August 2020
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Sharpening our edge: Investing with data science
In the first part of our new iSci stories series, we explore how data science is increasingly providing our investors with differentiated insights and discuss the value of robust collaboration between our investors and data scientists.
September 2020
Sharpening our edge: Investing with data science
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Managing risk in an unconstrained fixed income strategy
Learn why we believe the integration of risk management throughout the investment process and the use of multiple lenses are crucial for approaches that span multiple styles, regions, asset types, and credit tiers.
September 2020
Managing risk in an unconstrained fixed income strategy
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Expanding the liability-hedging tool kit: A securitized solution?
Concerned about concentration risk, liquidity issues, and other factors that can affect long corporate bond allocations, derisking pension plans are seeking opportunities to diversify their liability-hedging allocations. In this paper, members of our LDI Team share their research on securitized assets as a potential alternative.
September 2020
Expanding the liability-hedging tool kit: A securitized solution?
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Setting ROAs for 2021: A guide for US public and corporate 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.
September 2020
Setting ROAs for 2021: A guide for US public and corporate plans
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Credit dispersion continues: Q&A
Portfolio Manager Ryan Valente offers his insights on today's dispersion-driven credit opportunities, changes since the COVID-19 pandemic, and the value of managing alternatives credit at Wellington.
September 2020
Credit dispersion continues: Q&A
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Redefining “value” for a modern economy
Value stocks are cheap and growth stocks are expensive. End of story, right? Our Fundamental Factor Team argues that the traditional tools for measuring value are out of date and offers a more nuanced view.
September 2020
Redefining "value" for a modern economy
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Opportunistic investing: 20 years, 8 lessons
Multi-Asset Portfolio Manager Brian Garvey humbly reflects on 20 years of opportunistic and thematic investing.
September 2020
Opportunistic investing: 20 years, 8 lessons
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Climate change and emerging markets: Assessing opportunities and challenges
Emerging markets are on the front lines of climate change. Aware of the challenges, many EM companies are developing solutions, shifting business models, and realigning corporate policies to help them prepare. Two of our EM portfolio managers share insights on the investing landscape and offer a framework for incorporating climate-related themes into a portfolio.
September 2020
Climate change and emerging markets: Assessing opportunities and challenges
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Emerging Local Debt Advanced Beta: Three keys to reducing poorly compensated risks
By systematically minimizing exposure to poorly compensated risk factors, we believe an emerging local debt (ELD) strategy can deliver long-term returns similar to the market with substantially lower volatility and drawdowns.
August 2020
Emerging Local Debt Advanced Beta: Three keys to reducing poorly compensated risks
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A COVID-era guide to fixed income
Investment Directors Anand Dharan and Amar Reganti lay out their proposed framework for building a more resilient fixed income allocation that is equal to the challenges of today's environment.
August 2020
A COVID-era guide to fixed income
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Interested in structural opportunities in emerging markets? Be prepared to think differently
A new investing paradigm for emerging markets? We look at the evidence for economic development over economic progress as a key determinant in these markets.
August 2020
Interested in structural opportunities in emerging markets? Be prepared to think differently
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Emerging markets: Navigating opportunities and risks in today’s crisis
We explore today's key emerging markets themes including the impact of COVID-19, China's evolving global relationships and an increased focus on sustainability.
August 2020
Emerging markets: Navigating opportunities and risks in today’s crisis
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Monthly Market Snapshot: July 2020
A monthly update on equity, fixed income, currency, and commodity markets.
August 2020
Monthly Market Snapshot: July 2020
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Books and podcasts we’re enjoying
What we’re reading and listening to…
August 2020
Books and podcasts we’re enjoying
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