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

The post-COVID recovery in Europe
Europe's economic rebound from the COVID pandemic will be stronger than expected, argues Macro Strategist Jens Larsen. He explains why he thinks improved policy will lead the continent out of recession.
January 2021
The post-COVID recovery in Europe
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Euro high yield: navigating opportunities in the COVID era
With cruise lines hard hit by the pandemic, many investors steered clear of the industry. We saw it as an attractive entry point to a resilient industry with strong growth potential.
January 2021
Euro high yield: navigating opportunities in the COVID era
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Four forces that could turn the tide for US financial stocks
US Macro Strategist Juhi Dhawan lays out a case for a better performing US financial sector, from attractive valuations to a steeper yield curve, as well as the role of Fed and fiscal policy in shaping the outcome.
January 2021
Four forces that could turn the tide for US financial stocks
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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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Mapping the impact of climate change
In this three-minute video, we share the climate-exposure risk-analysis tool we have developed in partnership with Woodwell Climate Research Center. This software helps our investment teams track and assess physical climate risks facing capital-market assets around the world.
January 2021
Mapping the impact of climate change
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Tim Antonelli
 CFA, FRM, SCR
Three reasons to celebrate: OFI in 2021 and beyond
In this paper, we profile the framework driving the OFI strategy, highlight the fund’s successes and lessons learned over its three-year history, and explore fixed income opportunities in 2021 and beyond.
January 2021
Three reasons to celebrate: OFI in 2021 and beyond
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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
Opportunistic fixed income: outlook for 2021
In this short outlook, we explore why the fixed income environment may be changing, which sectors could benefit and how investors can adapt.
January 2021
Opportunistic fixed income: outlook for 2021
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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
,
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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