Liquid alternatives & hedge funds

Article

October 2025

11 min

Can markets keep climbing the wall of worry?

Our multi-asset strategists analyze the market’s exuberance and share their overweight and underweight views on equities, credit, government bonds, and commodities.

By

Nanette Abuhoff Jacobson

Supriya Menon

event October 2025

11 min

Article

2026-11-30

Article

October 2025

18 min

Monthly Market Review — September 2025

A monthly update on equity, fixed income, currency, and commodity markets.

By

Brett Hinds

Jameson Dunn

event October 2025

18 min

Article

2026-10-31

Article

October 2025

4 min

Time to diversify your diversifiers with hedge funds?

Christopher Perret highlights potential benefits of adding uncorrelated strategies, such as hedge funds, to portfolios to navigate turbulent markets.

By

Christopher Perret, CFA, CAIA

event October 2025

4 min

Article

2026-10-14

Video

October 2025

4 min

Rapid Fire Questions with Alex Chambers

In this edition of “Rapid Fire Questions,” Director of Alternatives, Hedge Funds, APAC, Alex Chambers answers four key questions on the role and opportunities of hedge funds in today’s market.

By

Alex Chambers

event October 2025

4 min

Video

2026-10-31

Article

July 2025

17 min

Allocating to alternatives: A role-based guide for corporate DB plans

For corporate plan sponsors thinking about weaving hedge funds and private equity into their portfolios, we offer this brief guide to the potential benefits and key considerations when establishing an allocation, including liquidity stress testing.

Multiple authors

event July 2025

17 min

Article

2027-06-30

Article

May 2025

6 min

Europe: Fertile ground for long/short alpha opportunities

Dirk Enderlein, Eoin O’Callaghan, and Boris Kergall, explore European equity opportunities from a long/short perspective against a backdrop of volatile markets and structural growth shifts.

Multiple authors

event May 2025

6 min

Article

2026-06-01

Video

February 2025

WellSaid: Partnering with climate founders

Wellington head of private climate Greg Wasserman discusses his team's approach to helping private companies progress along their growth journey

By

Greg Wasserman, CFA

event February 2025

Video

2026-02-28

Article

January 2025

15 min

The allocator’s checklist for 2025 and beyond

Head of Multi-Asset Strategy Adam Berger offers near- and longer-term ideas for allocators, including thoughts on alternatives, potential market surprises, and risk management.

By

Adam Berger, CFA

event January 2025

15 min

Article

2026-01-30

Article

January 2025

6 min

Three performance drivers could help hedge funds rev up returns

Alex King and Adam Berger, members of our Investment Strategy & Solutions Group, explain why we're at a turning point for economic and market conditions that could benefit hedge funds and make them a potentially valuable addition to a multi-asset portfolio.

By

Alex King, CFA

Adam Berger, CFA

event January 2025

6 min

Article

2025-12-31

Article

January 2025

Alternative Investment Outlook

This collection provides timely ideas across the spectrum of alternative investments -- including hedge funds, private equity, and private credit.

By

Adam Berger, CFA

Alex King, CFA

event January 2025

Article

2025-12-31

Article

December 2024

9 min

Accelerating the future of active management

CEO Jean Hynes explains how Wellington is building for the future of active management by investing in our capabilities and aligning our organization and talent with clients’ shifting needs.

By

Jean Hynes, CFA

event December 2024

9 min

Article

2025-12-31

Article

December 2024

5 min

Private biotech: Immunology and inflammation’s third wave

Our experts discuss how I&I is building on industry progress to offer new treatment solutions and interesting opportunities for private biotech investors.

Multiple authors

event December 2024

5 min

Article

2025-12-01

Nature background of dreamy, fairy tale and beautiful jungle forest pedestrian footpath alley way place for walking in tunnel of old oak green trees light up with sun rays trough grass at sunset on spring day

Whitepaper

November 2024

15 min

“Goldilocks” and the three drivers of hedge fund outperformance

Members of our Investment Strategy & Solutions Group explain why shifting economic conditions may bode well for hedge funds broadly but also see reasons that manager selection may be more important than ever.

By

Alex King, CFA

Adam Berger, CFA

event November 2024

15 min

Whitepaper

2026-11-30

Article

October 2024

6 min

Decoding impact expectations: best practices for impact investors and companies

We share three recommendations each for impact investors and companies to help them better understand and manage each other's expectations.

By

Louisa Boltz

Oyin Oduya, CFA

event October 2024

6 min

Article

2025-10-31

Article

September 2024

5 min

Private equity deep dive

We explore four key private equity questions to help investors better understand how these strategies compare and complement each other in a portfolio. In particular, we highlight the distinct opportunity sets, risk-return characteristics, and portfolio roles of venture capital and buyout strategies.

By

William Craig

Mark Watson, CAIA

event September 2024

5 min

Article

2025-09-30

Article

September 2024

4 min

When public and private markets converge

Wellington President Steve Klar discusses the evolution of the public and private markets and what it means for asset owners as they seek to tap into the growth potential of private companies and be more nimble in their investment approach.

By

Steve Klar

event September 2024

4 min

Article

2025-09-30

Article

September 2024

7 min

What the yen carry trade unwind could mean for markets and the Fed

Brij Khurana explains why market participants are likely underestimating how foreign ownership of US assets could constrain the pace and magnitude of the Fed’s cutting cycle.

By

Brij Khurana

event September 2024

7 min

Article

2025-09-30

Infographic

September 2024

10 min

Picture this: Our forecast in 7 charts

What should investors expect for the remainder of 2024? View a visual summary of our Investment Outlook in seven compelling charts.

event September 2024

10 min

Infographic

2025-09-30

Article

August 2024

5 min

CLO equity insights: Private credit

Explore how the convergence of public and private markets is impacting CLO equity, including the unexpected benefit it has driven in recent years.

By

Alyssa Irving

Andrew Bayerl, CFA

event August 2024

5 min

Article

2025-08-31

Article

July 2024

10 min

Global macro strategies: Multi-dimensional tools for an era of economic change

With the global economic environment creating potential opportunities for macro investors, we consider the heterogeneity of the global macro strategy universe, the case for combining different styles, and the choice between a single- and a multi-portfolio manager approach.

By

Mark Sullivan, CFA, CMT

Vivian Bi, CFA

event July 2024

10 min

Article

2026-07-31

Article

June 2024

4 min

Investing in “3D”: Forces shaping alternatives opportunities in 2024

Multi-Asset Strategists Adam Berger and Nick Samouilhan offer six ideas from the hedge fund and liquid alternatives investment space, from global macro to multi-strategy approaches.

By

Adam Berger, CFA

Nick Samouilhan, PhD, CFA, FRM

event June 2024

4 min

Article

2025-06-30

Article

June 2024

4 min

Governments have been slow to reduce their fiscal deficits — it could cost them

Our expert explores the investment implications of continued excessive deficit spending by G7 countries.

By

Eoin O'Callaghan

event June 2024

4 min

Article

2025-06-30

Article

May 2024

10 min

Innovation and M&A driving biotech recovery

We are optimistic that the biotech market will continue to recover, supported by innovation, an improving macroeconomic environment, continued M&A activity, and improved fundamentals for the sector.

By

Irina Margine, PhD

event May 2024

10 min

Article

2025-04-30

Article

April 2024

11 min

Can hedge funds play the role?

How should investors select the most suitable types of hedge funds for specific roles? Members of our Investment Strategy & Solutions Group offer a simple and intuitive framework that can help.

Multiple authors

event April 2024

11 min

Article

2025-03-31

Article

April 2024

3 min

Picking the right building blocks for a climate-aware portfolio

For asset owners integrating climate change into their multi-asset portfolios, members of our Investment Strategy & Solutions Group offer five important insights.

Multiple authors

event April 2024

3 min

Article

2025-04-30

Article

March 2024

Hyper-personalization and the AI-driven commerce revolution

A member of our early-stage venture team explores the many ways in which artificial intelligence is likely to transform the consumer experience.

By

Sasha McKenzie

event March 2024

Article

2025-03-31

Article

February 2024

Venture capital outlook: Signals point to a brighter 2024

Our private investing team sees positive signals indicating that the recent downturn in venture capital may have hit bottom. Just as privates trailed the public market correction in 2022, we believe they will follow its recovery.

By

Michael Carmen, CFA

Mark Watson, CAIA

event February 2024

Article

2025-01-31

Whitepaper

January 2024

Annual message from our CEO: At a crossroads

CEO Jean Hynes offers perspectives on the current macro and market environment, including the need to challenge long-held assumptions, prepare for persistent disruption, and consider the resulting investment opportunities and risks.

By

Jean Hynes, CFA

event January 2024

Whitepaper

2025-01-31

Article

December 2023

Five key ESG topics for private companies in 2024

See where our ESG for Private Investments team is focusing to minimize investment risk and maximize company value in 2024 and beyond.

Multiple authors

event December 2023

Article

2024-12-31

Article

December 2023

Embracing uncertainty: Three alternatives ideas for a macro-driven world

Even as investors wrestle with the economic unknowns heading into 2024, Multi-Asset Strategists Nick Samouilhan and Adam Berger see opportunities to put alternative investments to work.

By

Adam Berger, CFA

Nick Samouilhan, PhD, CFA, FRM

event December 2023

Article

2024-12-31

Article

December 2023

Private credit: Key market themes for the year ahead

In our annual private credit outlook, learn about three themes that have dominated headlines recently and may create opportunities for parts of the private credit market going forward.

By

Emeka Onukwugha, CFA

Elisabeth Perenick, FSA, CFA

event December 2023

Article

2024-12-31

Article

November 2023

Macro implications of the AI revolution: is the market right?

Macro Strategist John Butler sets out an initial framework to help answer key questions about the potential macro impact of artificial intelligence.

By

John Butler

event November 2023

Article

2024-11-30

Article

November 2023

Growth efficiency: The new venture capital regime

Frederik Groce, Deal Lead for Wellington Access Ventures, explores how the 'growth-at-any-cost' venture capital regime has shifted to a focus on growth efficiency, highlighting two key metrics for companies to keep top of mind.

By

Frederik Groce

event November 2023

Article

2024-11-30

Video

October 2023

Private investing portfolio company interview with AMP Robotics CEO

Dr. Matanya Horowitz, CEO of AMP Robotics, highlights how the company integrates AI and robotics into the recycling industry and explores the “actionable guidance” Wellington provides on ESG and other strategic issues.

event October 2023

Video

2024-10-31

Article

October 2023

Supporting the next generation of entrepreneurs

We highlight how Wellington Access Ventures, our early-stage VC platform, partners with historically underrepresented founders and offers the capital, resources, and networks that these companies have historically lacked.

Multiple authors

event October 2023

Article

2024-10-24

Video

October 2023

Private investing portfolio company interview with RayzeBio CEO Ken Song

Dr. Ken Song, President and CEO of RayzeBio, discusses the company’s innovative approach to radiopharmaceuticals and highlights how Wellington’s public and private investment expertise is distinctive in the health care space.

event October 2023

Video

2024-09-30

Podcast

July 2023

WellSaid: Partnering with portfolio companies

Co-head of private investing Michael Carmen explores how we partner with portfolio companies to help them along the "last mile from the private market to the public market" including on key ESG issues for private companies to consider.

By

Michael Carmen, CFA

event July 2023

Podcast

2024-07-24

Article

June 2023

Mind the liquidity (and cost) gap: Revisiting a plan’s hedge-ratio approach

Members of our LDI Team take a fresh look at the process of setting and managing liability hedge ratio targets, including liquidity considerations that are top of mind today and the implementation toolkit.

By

Amy Trainor, FSA

Jeremy Forster

event June 2023

Article

2025-06-30

Article

June 2023

Is your asset allocation ready for the realities of climate change?

Our Investment Strategy Team shares key findings from the research behind their climate-aware strategic asset allocation (SAA) approach, including challenges and trade-offs that asset owners should understand.

Multiple authors

event June 2023

Article

2025-06-30

Whitepaper

April 2023

Designing a climate-aware strategic asset allocation

Members of our Investment Strategy Team explain how they incorporate climate metrics into their asset allocation optimization process. They also discuss implementation — the choice of specific climate-aware building blocks and strategies to express the desired asset allocation.

Multiple authors

event April 2023

Whitepaper

2024-04-30

Quick Take

January 2023

Take credit: Our five best credit market ideas for 2023

Fixed Income Strategist Amar Reganti highlights credit market opportunities that he expects to arise over the course of 2023, against a backdrop of slowing growth.

By

Amar Reganti

Adam Norman

event January 2023

Quick Take

2024-01-31

Article

January 2023

Navigating the new global economy in 2023

This executive summary distills the points of view of several of our 2023 Outlook authors. Discover the risks and opportunities they see as we enter a new economic and market regime.

event January 2023

Article

2023-12-31

January 2023

Picture this: Our 2023 economic forecast in five charts

We explain the shifts the market is undergoing, analyze the implications for different asset classes, and identify potential risks and opportunities in a series of visuals.

event January 2023

2023-12-31

Video

December 2022

Perspectives on today’s alternative investment environment

Take a quick tour of the alternative investment environment with investors from across our macro research and hedge fund teams, as they explore the geopolitical landscape, macro volatility, and key trends like climate-change adaptation and digital tokenization.

Multiple authors

event December 2022

Video

2023-11-30

Video

December 2022

Fintech opportunities after the recent pullback

In four short videos, our fintech investors explore the sector's outlook amid today’s dispersion and highlight the long-term growth potential in payments, fintech incumbents, and crypto innovation.

Multiple authors

event December 2022

Video

2023-11-30

Podcast

November 2022

Fintech market overview: The intersection of disruption and dispersion

In the latest episode of WellSaid, Portfolio Manager Matt Lipton and Global Industry Analyst Matt Ross join host Thomas Mucha to discuss their outlook for fintech in today's environment, exploring the recent pullback in the sector, disruptive fintech innovations, potential regulation, and much more.

By

Matt Lipton, CFA

Matt Ross, CFA

event November 2022

Podcast

2023-11-30

Article

November 2022

Key drivers for investors in 2023 and beyond: sustainability, disruptive technology, and alternatives

Head of Asia-Pacific Client Group Scott Geary reflects on the overarching themes from the 2022 Milken Asia Summit and the future of investing.

By

Scott Geary

event November 2022

Article

2023-09-30

Event replay

November 2022

Financial Times Moral Money Summit Asia 2022: Impact investing across public, private and emerging markets

In this replay from the Financial Times 2022 Moral Money Summit Asia, Edwina Matthew discusses key themes in impact investing.

By

Edwina Matthew

event November 2022

Event replay

2023-10-31

Video

November 2022

A new economic era: Why inflation, volatility, and cycles are back

Macro Strategist John Butler argues that a seismic global shift is underway that will disrupt the macro dynamics of the past two decades, challenging long-held investment assumptions.

By

John Butler

event November 2022

Video

2023-12-31

macro renaissance the opportunity ahead for investors

Whitepaper

October 2022

Macro renaissance: The opportunity ahead for investors

As the global economy and financial markets transition to a new, potentially more volatile era, macro investment strategies may be well positioned to take advantage of market dislocations and greater asset price differentiation.

By

Christopher Perret, CFA, CAIA

Vivian Bi, CFA

event October 2022

Whitepaper

2023-10-31

Article

August 2022

The growing wave of disruption in financial services

Amid today's uncertainty, Portfolio Manager Matt Lipton outlines three key reasons he believes the opportunities fueled by fintech disruption will continue.

By

Matt Lipton, CFA

event August 2022

Article

2023-08-31

Article

July 2022

Mid-2022 Alternative Investments Outlook

As allocators cope with economic uncertainty and market volatility, Multi-Asset Strategist Cara Lafond explains how alternative investments could potentially play a role in improving portfolio resilience and returns.

Multiple authors

event July 2022

Article

2023-08-31

Article

June 2022

Mid-2022 Global Economic Outlook

We believe heightened geopolitical uncertainty, and the new macro environment of deglobalization, higher inflation, greater global cyclicality and volatility will disrupt and drive markets.

Multiple authors

event June 2022

Article

2023-07-31

Article

April 2022

Allocating to hybrid strategies: A multiple-choice decision

Multi-Asset Strategist Cara Lafond considers the options available to allocators deciding where hybrid or crossover strategies fit best in their asset mix.

By

Cara Lafond, CFA

event April 2022

Article

2023-05-31

Quick Take

March 2022

Crypto beyond the hype: Insights for institutional investors

We highlight a few practical insights on cryptocurrencies for institutional investors evaluating the asset class, including our views on custody, regulation, and more.

By

Ranjit Ramachandran, CFA

Matt Lipton, CFA

event March 2022

Quick Take

2022-12-31

Event replay

February 2022

Navigating a new tomorrow

In this video, Wellington investment professionals and prominent guests articulate the structural risks and opportunities that we believe will shape tomorrow’s investment strategies, ranging from medical innovation spurred by the global pandemic to technological breakthroughs, and ideas aimed at curbing or mitigating climate risk.

By

Multiple speakers

event February 2022

Event replay

2023-01-31

future-themes-systems-951037310-1500x410

Article

February 2022

Evaluating cryptocurrencies as an asset class

We explore cryptoassets’ potential as an asset class as the topic dominates the headlines.

By

Alexandre Chau

Ranjit Ramachandran, CFA

event February 2022

Article

2023-02-28

Article

January 2022

Decarbonization and the energy transition: The next supercycle

The low-carbon transition could be the biggest capital cycle of our lifetime, fueled by massive spending and extensive infrastructure development. We break down the investment implications.

By

Keith White

Kinga Darida, CFA

event January 2022

Article

2022-12-31

Article

December 2021

When public and private equity converge: An allocator’s guide

Multi-Asset Strategist Cara Lafond believes the time has come to recalibrate private equity portfolios to keep up with the evolution of the equity ecosystem. She offers a case for a more holistic view of public and private allocations, a fresh look at how allocators access growth, and the use of private and crossover strategies in innovative sectors.

By

Cara Lafond, CFA

event December 2021

Article

2022-12-30

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