October 2020
2020 US election
The 2020 US election is perhaps the most politically contentious spectacle of the modern era. Investors around the world are increasingly asking how this momentous event may affect geopolitical dynamics, economic policies and capital markets. This collection offers our latest thoughts, including how investors might position for November and beyond.
August 2020
Recovery Fund: a tailwind for euro assets
Macro Strategist Jens Larsen argues that the Recovery Fund marks a big change in the EU’s approach to fiscal policy which should enable euro area equities to outperform the US over the next year.

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Seeing an end to the ESG blind spot in private equity
ESG's role is coming into focus in the private market, says Hillary Flynn, director of ESG, Private Investments. She discusses governance, climate and other key themes; the higher bar for newly IPO'd companies; and the evolving activist playbook.
January 2021
Seeing an end to the ESG blind spot in private equity
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A new framework for downside mitigation
Learn why Multi-Asset Strategists Nick Samouilhan and Adam Berger argue for a multi-pronged downside mitigation approach in today’s environment.
January 2021
A new framework for downside mitigation
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Nick Samouilhan
 PhD, CFA, FRM
Annual letter from our CEO: reflections on passing the baton
After a year like no other, CEO Brendan Swords looks ahead to 2021 and the upcoming transition to the firm's next CEO. He discusses the mission of the firm, career lessons learned and the elevated importance of a strong culture in a more virtual world.
January 2021
Annual letter from our CEO: reflections on passing the baton
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Climate: today’s investment actions to address long-term challenges
This event replay from the 2020 Financial Times Investing for Good conference features Wellington's Director of Sustainable Investment Wendy Cromwell, discussing the importance of bridging the gap between climate science and finance, the kind of research and data required to support that and work being done in conjunction with asset owners to help scientists and investors speak the same language.
January 2021
Climate: today’s investment actions to address long-term challenges
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Future Themes: what’s reshaping markets, economies and society?
Science, society, sustainability and systems. These structural forces are shaping our world. They're also our Future Themes research categories. Get a quick rundown of the specific areas of focus from Portfolio Manager Dáire Dunne.
December 2020
Future Themes: what’s reshaping markets, economies and society?
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Monthly Market Snapshot: November 2020
A monthly update on equity, fixed income, currency and commodity markets.
December 2020
Monthly Market Snapshot: November 2020
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UK assets to outperform if a Brexit deal is struck
A Brexit deal would help UK risk assets to outperform in the next few months. Yet any rally may not last, as the UK faces several structural challenges besides its new trading relationship with the EU.
December 2020
UK assets to outperform if a Brexit deal is struck
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2021 Investment Outlook
As we head into the new year, thought leaders from across our investment platform share their views on pressing questions.
December 2020
2021 Investment Outlook
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2021 ESG & Sustainability Outlook
In the wake of COVID-19, a record year for climate disasters and rising calls for corporate responses to social justice, ESG and sustainability are in focus like never before. Members of Wellington's Impact Investing, Climate Research and ESG Research Teams share what they plan to focus on in 2021.
December 2020
2021 ESG & Sustainability Outlook
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2021 Alternative Investment Outlook
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.
December 2020
2021 Alternative Investment Outlook
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Tomorrow’s world today: introducing Future Themes
Long-term trends often go underappreciated by investors. By researching structural themes shaping our world, we believe we can identify attractive opportunities ahead of the market. Learn more about our Future Themes project from this year's lead sponsor, Portfolio Manager Dáire Dunne.
December 2020
Tomorrow’s world today: introducing Future Themes
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2021 Fixed Income Outlook
Mercifully for many market participants, 2020 is drawing to a close. Despite persistent risks and challenges in today's extraordinary environment, Fixed Income Portfolio Managers Rob Burn and Campe Goodman see areas of value and opportunity for fixed income investors heading into 2021.
December 2020
2021 Fixed Income Outlook
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2021 Equity Outlook
In our 2021 Equity Outlook we offer our Fundamental Factor Team's latest insights, share multiple views on value investing, explore the latest opportunities in emerging markets post COVID, profile the increasing impact of innovation and technology, and outline Wellington’s growing ESG integration capabilities.
December 2020
2021 Equity Outlook
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The post-COVID economy: a productivity booster shot
Macro Strategist Juhi Dhawan thinks US growth will benefit from a revival in productivity in coming years, aided by a digital revolution that's getting a boost from recent technology investments across many areas of the economy.
December 2020
The post-COVID economy: a productivity booster shot
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Harnessing disruption: the enduring case for tech and innovation
In this short video, Bruce Glazer and Brian Barbetta, the portfolio managers of the Wellington Disruptive Technology & Innovation Fund, offer their views on disruption and highlight how they seek to take advantage of disruptive technologies and innovations in clients’ portfolios.
November 2020
Harnessing disruption: the enduring case for tech and innovation
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