December 2020
2021 Investment Outlook
As we head into the new year, thought leaders from across our investment platform share their views on pressing questions.
November 2020
Talking Alternatives — Alternatives allocations: wishful thinking or attainable goals?
With many allocators unhappy with alternatives’ returns in recent years, Manuel Kalbreier stresses the need to understand the roles they play in portfolios and to have realistic expectations.
Clearing the air: assessing climate transition risks in credit portfolios
As the world transitions to a low-carbon economy, investors need to prepare to manage attendant risks and opportunities in client portfolios. Members of our Fixed Income and Climate Research Teams share their approach to quantifying material climate transition risks and mitigating portfolio-level exposure.
October 2020
EMs: With great challenges come great opportunities
From health and wellness to climate change and more, the COVID-19 crisis has spawned or accelerated compelling investable themes across a range of EM countries. Against that backdrop, four of Wellington’s EM equity portfolio managers share their latest insights.

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Insights

ESG research playbook: focusing on what matters
Investors often struggle to integrate ESG into their philosophy and process. Two of our most experienced ESG investors, both with extensive fundamental research and investment backgrounds, offer their views on ESG research best practices, and how to incorporate them into investment decisions.
March 2021
ESG research playbook: focusing on what matters
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<span>Top of Mind</span> Never assume and other tips for 2021
Multi-Asset Strategist Adam Berger stress tests the consensus views on four key issues: rising interest rates, high equity valuations, US market leadership and the impact of slower globalisation on China's growth.
February 2021
Top of Mind Never assume and other tips for 2021
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Is it China’s world and we’re just living in it?
The short answer is no, but it’s not completely hyperbolic to suggest we could be heading in that direction longer term. Macro Strategist Santiago Millán explains and highlights implications for investing in Chinese assets.
February 2021
Is it China’s world and we’re just living in it?
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Mission critical: the vital role of alternatives in pursuing investment success
Multi-Asset Strategist Cara Lafond considers three alternatives ideas for the current environment, including private equity vintages that coincide with market downturns; long/short directional strategies that may aid the pursuit of stability across the cycle and long/short risk-mitigating strategies that complement other diversifiers.
February 2021
Mission critical: the vital role of alternatives in pursuing investment success
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Emerging markets: politics and elections in 2021
Macro Strategist Tushar Poddar looks at the emerging markets political landscape for 2021 and some of its broader implications.
February 2021
Emerging markets: politics and elections in 2021
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Power move: why electric utilities may be the key to the energy transition
As the world consumes more electricity from renewable energy sources, the global power grid will need to be modernised. While renewables like wind and solar have attracted much of the attention from investors looking to play the energy transition, electric networks utilities may offer more upside today.
February 2021
Power move: why electric utilities may be the key to the energy transition
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Monthly Market Snapshot: January 2021
A monthly update on equity, fixed income, currency and commodity markets.
February 2021
Monthly Market Snapshot: January 2021
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A fintech tsunami is coming
Global Industry Analyst Matt Ross believes the looming fintech wave is going to impact every segment of financial services globally over the next decade.
February 2021
A fintech tsunami is coming
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A little perspective on crowdsourced market mania
Global Investment Strategist Nanette Abuhoff Jacobson shares thoughts on the recent "short squeeze” episode and attempts to put it in a larger context.
February 2021
A little perspective on crowdsourced market mania
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Three reasons for quality as a complement to value
Learn why we believe a quality allocation has the potential to offer diversification, to avoid unintended sector biases and to help mitigate downside risks.
January 2021
Three reasons for quality as a complement to value
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A new inflationary regime: why the next decade could look different from the last
We explore why the risk of structurally higher inflation may be the highest it has been in decades and profile the key investment implications this presents.
January 2021
A new inflationary regime: why the next decade could look different from the last
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Rewriting the recovery playbook
Multi-Asset Strategist Nick Samouilhan and Investment Directors Andrew Sharp-Paul and Matthew Bullock outline a proposed new playbook for navigating an economic recovery unlike any other.
January 2021
Rewriting the recovery playbook
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Three ways the Biden administration will transform the EU-US relationship
Macro Strategist Jens Larsen looks at the incoming US administration's potentially positive economic and investment implications for Europe.
January 2021
Three ways the Biden administration will transform the EU-US relationship
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Wellington Global Credit Plus Fund: a diversified corporate bond fund that fully integrates ESG and sustainability risk considerations
The Fund was launched in 2012 and invests primarily in investment grade-rated corporate bonds, but has the flexibility to add value across securitised, government, high yield and emerging markets debt.
January 2021
Wellington Global Credit Plus Fund: a diversified corporate bond fund that fully integrates ESG and sustainability risk considerations
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Taking the mystery out of multi-asset credit investing
Perhaps the most confounding question of all: How does one even measure “success” in such a heterogeneous investment realm? Fixed Income Investment Directors Anand Dharan and Amar Reganti lay out a robust framework for doing so.
January 2021
Taking the mystery out of multi-asset credit investing
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