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.
How the US savings glut could boost the services economy and sustain the expansion
Higher-income earners have pushed the savings rate to heights not seen since World War II, and Macro Strategist Juhi Dhawan sees reason to believe that once they begin spending, the economy could benefit for years to come.
Widespread tech innovation: Don’t miss the forest for the really big tree
We explore the innovations driving a multi-decade journey of disruption and highlight the importance of in-depth research to capturing this opportunity.

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Monthly Market Snapshot: May 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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June 2021
Monthly Market Snapshot: May 2021
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Inflation’s big comeback: Should corporate pensions care?
It's been a long time since anyone worried about inflation getting off the ground. That seems to be changing, and for corporate plans, we think the risk is greater for return-seeking portfolios than liability-hedging portfolios. But we also believe that falling inflation is more worrisome than rising inflation. In this paper, we consider the implications and the potential role of different return-seeking allocations in preparing for various inflation outcomes.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
Inflation’s big comeback: Should corporate pensions care?
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A theme is not an index
We explore the case for active thematic investing and highlight the importance of avoiding theme-washing.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
A theme is not an index
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New derivatives regulations: Adapting to rule 18f-4
We explore the impact of new SEC derivatives rule 18f-4 and highlight how we can help our clients adapt to the new requirements.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
New derivatives regulations: Adapting to rule 18f-4
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ESG playbook for insurers: Tune out the noise
In this video interview, Insurance Multi-Asset Strategist Tim Antonelli provides a playbook for how insurers should approach ESG. Tim offers an actionable to-do list, addresses common misconceptions, and shares forward-thinking ideas to anticipate and manage risk. Tim is interviewed by Account Manager Sarah Marschok who offers color on the investment themes she is observing in the market.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
ESG playbook for insurers: Tune out the noise
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Net Zero Asset Managers initiative
By targeting net-zero emissions, investors can contribute to the global decarbonization effort. But what does this mean in practice? How do we pursue net zero while aiming to deliver competitive investment returns for clients? Our incoming CEO discusses our net-zero commitment, and members of our Sustainable Investing Team explain how we are approaching it.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
Net Zero Asset Managers initiative
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<em>Investment bytes – Asia tech</em><br> <span>Local solutions for local markets</span>
We profile the growth of local Asia tech solutions for local markets, a promising trend we believe continues to thrive in the wake of COVID-19 and the US-China trade war.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
Investment bytes – Asia tech
Local solutions for local markets
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A source-based approach to managing inflation risk
Multi-Asset Strategists Nick Samouilhan and Adam Berger present a source-based investment “playbook” that asset allocators can follow as they seek to neutralize the looming threat of higher inflation.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
A source-based approach to managing inflation risk
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Nick Samouilhan
 PhD, CFA, FRM
Cash-balance liabilities: A new investment framework
A cash-balance plan is very different from a traditional pension plan, and the differences can have a major impact on the interest-rate sensitivity of the plan’s liability. In this paper, we consider the implications of a cash-balance plan’s design and propose an investment framework focused on capital preservation, consistent income, and liquidity.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
Cash-balance liabilities: A new investment framework
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Louis Liu
 PhD, CFA, ASA, MAAA
<em>Future Themes —</em><br> Event replays
In this five-part Future Themes event series, members of our investment teams share insights and potential impacts across the four structural themes shaping our long-term research agenda — Sustainability, Systems, Society, and Science.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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June 2021
Future Themes —
Event replays
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Loans from Federal Home Loan Banks: An opportunity for US insurers to enhance investment yield and total return
Learn why we believe FHLB loans provide compelling potential for insurers to add alpha or increase yield by borrowing at low rates and benefitting from possible favorable treatment by ratings agencies. In addition, explore examples of customized investment solutions that have the potential to capitalize on these advantages.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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May 2021
Loans from Federal Home Loan Banks: An opportunity for US insurers to enhance investment yield and total return
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Abigail Clare
 Client Service Manager
Striking the right balance: Portfolio construction through an asymmetry lens
In selecting managers, should your focus be on upside capture or downside capture? In this paper, we offer a framework for this decision based on the concept of asymmetry. We also consider indicators of a manager’s ability to consistently deliver positive asymmetry.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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May 2021
Striking the right balance: Portfolio construction through an asymmetry lens
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publish
<em>Future Themes —</em><br> 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.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
May 2021
Future Themes —
Tomorrow's world today
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publish
Global Industry Analyst Spotlight Series — Fintech
Bruce Glazer sees the opportunity within fintech as potentially huge and enduring. With a current focus on payments, the digitization of financial services, and technology infrastructure, Bruce seeks not just innovators but also companies that use new technologies to boost competitiveness and sustain strong growth.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
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May 2021
Global Industry Analyst Spotlight Series — Fintech
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The fundamental improvement in defensive equity factors
In hindsight, it is not surprising that defensive equity factors fared poorly during the 2020 drawdown and subsequent rebound — given the unique fundamentals at the time. But looking ahead, members of our Fundamental Factor Team see a potentially attractive entry point for asset allocators.
Archived insights remain available on the site. Please consider the publish date while reading these older insights.
publish
May 2021
The fundamental improvement in defensive equity factors
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