- Insights
- Sustainability
- About Us
- Careers
- My Account
Formats
Sustainable Investing
Stewardship Principles
Investment Solutions
15 June 2021 – I am very pleased to provide an update on our firm’s leadership. Effective 1 July 2021, Terry Burgess will join Jean Hynes and Steve Klar as one of three Managing Partners of Wellington Management Group, LLP. Terry was elected by the Partners to succeed me as Managing Partner following my retirement on 30 June 2021. Separately, as previously announced, Jean Hynes will succeed me as CEO.
Terry is the head of Investment Boutiques, which includes nearly 50 investment teams working across asset classes and around the world. He will continue in this role in addition to assuming the responsibilities of Managing Partner. Over the course of his 15 years at the firm, Terry has held a variety of management roles across product and investment groups, including serving as head of Investment Research. He has served on a variety of firmwide committees, and he became a Partner in 2014.
Prior to joining the firm in 2005, Terry held various positions at MFS Investment Management (1993 – 2005), including equity analyst covering basic resources, cable, media, and telecom. He earned his MBA from Boston College (1999) and his BA in economics and political science from Bates College (1993).
Sincerely,
Brendan J. Swords
CEO
Beyond China: what does the rest of the EM equity world have to offer?
For investors contemplating a separate allocation to EM ex-China equities, members of our iStrat Team share their research on the composition of the opportunity set, the growing divergence in the behavior of EM ex-China equities and Chinese equities, and the long-term market outlook.
Trends and transformation: Ideas for the year ahead
Explore our latest views on risks and opportunities across the global capital markets as we look ahead to the second half of 2023.
Global Economic Outlook
Our macro strategists continue to expect that the interlinkages between countries, central bank policies, and market pricing will change, creating potentially attractive opportunities for active portfolio management and security selection.
2024: a year of intensifying macro regime change?
John Butler and Eoin O’Callaghan explore why 2024 could be a year of intensifying macro regime change and what it means for investors.
How geopolitics and the energy transition may reshape global trade
We explore the potential near- and longer-term market effects of deteriorating US/China relations, coupled with the shift toward a low-carbon economy.
The US economy in 2024: A tale of transition
Our US macro expert sees changes in consumer and investment spending in the coming year, and highlights what she'll be watching for in terms of policy, politics, and profit margins.
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.
The intersection of geopolitics and deglobalization
The geopolitical landscape is likely to remain complex and unpredictable throughout 2024. What are the key risks to watch out for and what are the implications for investors?
Look below the surface: A contrarian view on China equities
Equity expert, Ben Chen, dives into China's murky investment landscape.
Have the Fed’s recent comments just provided a tailwind for agency MBS?
Fixed Income Portfolio Manager Brij Khurana explains why the market may be missing an important nuance in the Fed's focus on financial conditions.
URL References
Related Insights
Commodities: Top ideas and evolving opportunities
To help clients plan for the coming year, our commodities experts share their top near-term, medium-term, and long-term investment ideas.
Multiple authors