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MARKET COMMENTARY
Stay up-to date with the latest market insights and our point of view.
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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.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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May 2021
Vicious liquidity cycles, volatility, and the role of alternative investments
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We explore the innovations driving a multi-decade journey of disruption and highlight the importance of in-depth research to capturing this opportunity.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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May 2021
Widespread tech innovation: Don’t miss the forest for the really big tree
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We outline our stewardship priorities for the balance of 2021. 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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April 2021
Global ESG Research Update —
2021 stewardship priorities
2021 stewardship priorities
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We discuss how disruptive central bank digital currencies are likely to be and dispel some commonly held CBDC myths.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2021
Central bank digital currencies: Debunking five common myths
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In this Q&A, Portfolio Manager Yash Patodia shares views on how best to access the massive Asia tech opportunity and profiles a few potential risks for the sector.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2021
Asia tech — Innovation beyond the index: Q&A
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Learn about our redesigned client portal with this video tour from our Head of Client Service Management Scott Weinberg and Client Analyst Abi Adewale.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2021
Wellington’s client portal
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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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April 2021
Financial Market Review: First quarter 2021
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A monthly update on equity, fixed income, currency, and commodity markets.
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April 2021
Monthly Market Snapshot: March 2021
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Multi-Asset Strategist Adam Berger flags bubble warning signs in several markets, updates his inflation forecast, and offers a framework for opportunistic investments.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2021
Top of Mind History rhymes, opportunity knocks: Thoughts on market bubbles, inflation, and timely allocations
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Multi-Asset Strategist Nick Samouilhan and Investment Directors Andrew Sharp-Paul and Matthew Bullock focus on some suggested ”to-do” items for asset allocators in response to the potentially reflationary impact of the COVID-19 vaccines and fiscal policy stimulus.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2021
An allocator’s agenda for a reflating world
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In this 15-minute roundtable conversation, our climate experts offer their perspectives on the risks and underappreciated investment opportunities associated with climate research.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2021
Investor roundtable: A holistic approach to climate research
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Brian Barbetta believes markets are bad at pricing the sort of big disruptions that are currently transforming industries and companies around the world. Find out why he is particularly excited about the potential opportunities created by machine learning, changing consumer preferences, and developments in fintech.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2021
Global Industry Analyst Spotlight Series — Internet/emerging technology
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Pooled employer plans (PEPs) have real potential to improve the retirement planning experience for millions of American workers long term. Director of Defined Contribution Jed Petty looks at the pros and cons of this innovative new plan design.
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April 2021
“PEP” talk: Will pooled employer plans be a game changer?
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Multi-Asset Insurance Strategist Tim Antonelli and Investment Strategy Analyst Daniel Cook argue that now may be an opportune time for insurers to adopt a more pro-risk stance, despite the potential headwind of rising rates.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2021
Insurance Multi-Asset Outlook — Rising rates: Threat or opportunity?
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Understanding and evaluating inflation risk in your portfolio is the first step to managing it effectively. Multi-Asset Strategists Nick Samouilhan and Adam Berger lay out a framework for investors to do just that.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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April 2021
There’s more to inflation risk than meets the eye
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