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Active management

Showing 10 of 62 Insights Posts

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Active management Equity Strategic allocation DB Public Program Top of Mind Article

Lessons learned from a top-heavy equity market

Can the Magnificent Seven stocks continue to dominate the equity market? And what can asset owners do when markets are narrow? Head of Multi-Asset Strategy Adam Berger and Global Equity Strategist Andy Heiskell discuss the challenges and opportunities.

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By

Adam Berger, CFA

Andrew Heiskell

event April 2025

10 min

Article

2026-04-30

Active management Europe High yield Wealth Program Fixed income EMEA Euro High Yield Article

Europe: a good hunting ground for high yield?

With attractive yields and a low duration profile, high yield can present potentially compelling opportunities for investors.

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By

Konstantin Leidman, CFA

Jennifer Martin, CFA

event April 2025

7 min

Article

2026-05-31

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Active management Equity Stewardship Wealth Program Article

How stewardship can bring perspective amid uncertainty

Portfolio Manager Yolanda Courtines, Investment Director Alex Davis and Investment Specialist Fred Owens-Powell examine how a stewardship perspective can help equity investors uncover opportunity amid uncertainty.

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Multiple authors

event April 2025

7 min

Article

2026-05-31

Active management Equity Portfolio construction Wealth Program EMEA Focused European Equity Article

The power of local perspective: the rewards of a contrarian approach to European equities

Portfolio Manager Tom Horsey and Investment Director Thomas Kramer explain why they see compelling opportunities in today's European equity market for contrarian, bottom-up investors.

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By

event March 2025

4 min

Article

2026-03-31

Active management Asset allocation Private investing Private Investing Program Tactical allocation Article

Private investments: How much should I own?

Our experts discuss the key steps to determine the size of private-market allocations, focusing on illiquidity tolerance, excess return needs, and manager selection.

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By

event March 2025

4 min

Article

2026-03-31

Detail of a colorful glass mosaic.

Active management Growth Equity Wealth Program Fundamental equity US Quality Growth Wealth Article

There is more than one way to approach growth equities

Portfolio Managers Steven Angeli and Joe Chung, and Investment Specialist Casey Vale discuss how looking at growth equities in a different way may help uncover opportunities beyond the dominant market narrative.

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Multiple authors

event March 2025

6 min

Article

2026-04-30

Active management Fixed income Credit Content CoE Program Global Program Article

The yield buyer

Our fixed income experts examine the impact of tight credit spreads and elevated yields on today’s credit markets and explore the value of active management.

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By

event March 2025

4 min

Article

2026-03-31

electric-grid-high-voltage-tower-802410948

Equity Carbon emissions Utilities Wealth Program Energy Active management Article

Power play: Building the case for infrastructure in 2025

The long-term case for listed infrastructure remains compelling. But could near-term catalysts, such as nuclear and natural gas, also drive performance in the short term?

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By

event February 2025

7 min

Article

2026-02-28

Active management Fixed income Macro and market Advised Retail Program Credit Government bonds Investment grade Article

Flexibility with focus: how to position fixed income for volatility

Portfolio Manager Martin Harvey and Investment Director Marco Giordano explore how a focused use of flexibility can help position fixed income portfolios for volatility.

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By

Martin Harvey, CFA

event January 2025

7 min

Article

2026-01-31

Active management High yield Outlook Wealth Program Fixed income Global High Yield Euro High Yield Article

High-yield bond investing in 2025: the year of the coupon

High-yield bond Portfolio Managers Konstantin Leidman and Mike Barry, and Investment Director Jennifer Martin discuss why, in 2025, high-yield bond investing is all about the coupon.

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Multiple authors

event January 2025

4 min

Article

2025-06-30

Ne year resolution yellow stickers banner

Active management Multi-asset Tactical allocation Wealth Program iStrat Wealth Article

Four achievable New Year’s resolutions for investors

Are New Year’s Resolutions for investors purely aspirational or a helpful tool? Investment Strategy Analyst Alex King believes the latter and proposes four achievable resolutions.

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By

event January 2025

5 min

Article

2026-02-28

Outlook Macro and market Portfolio strategy Equity Fixed income Multi-asset USA APAC EMEA Emerging markets Active management Article

Scaling opportunities in a new economic era

Explore our latest views on risks and opportunities across the global capital markets.

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event January 2025

Article

2026-01-31

Equity Factors Macro and market Content CoE Program Global Program iStrat Active management Portfolio construction Whitepaper Article

Concentrated markets: Implications for active management, manager research, and multi-manager capital allocation

Members of our Fundamental Factor Team share research insights on the portfolio impact of benchmark concentration and highlight tools that may help, including extension strategies, passive-share analysis, and index-completion approaches.

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By

Gregg Thomas, CFA

Megan Kelly, CFA

event December 2024

18 min

Whitepaper

2025-12-31

Categories final

Growth Small-cap Economic cycle Content CoE Program Global Program Thematic solutions Equity Active management Asset allocation Article

Time to get active? 5 equity investment ideas for 2025

As we head into 2025, growth seems poised to accelerate, especially in the US. Equity Strategist Andrew Heiskell and Macro Strategist Nicolas Wylenzek see five themes that may create opportunity across global equity markets.

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By

Andrew Heiskell

Nicolas Wylenzek

event December 2024

10 min

Article

2025-12-31

Categories final

Outlook Equity Volatility Growth Cash-driven investing Market commentary Active management Article

Equity Market Outlook

In our Equity Market Outlook, we offer a range of fundamental, factor, and sector insights.

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By

Andrew Heiskell

Nicolas Wylenzek

event December 2024

Article

2025-12-31

Categories final

Active management Fixed income Outlook Content CoE Program Global Program Credit Government bonds Investment grade Economic cycle Interest rates Monetary policy Article

Going their separate ways: Capitalizing on bond divergence

Our fixed income experts discuss how to position portfolios for a world of uncertainty and divergence, exploring key themes and evolving bond opportunities for 2025.

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Multiple authors

event December 2024

7 min

Article

2025-12-31

Active management Income High yield Wealth Program Fixed income Euro High Yield Global High Yield Article

High-yield credit investing: it’s a marathon, not a sprint

Fixed Income Portfolio Manager Konstantin Leidman explains his focus on the high-quality companies likely to outperform over the long term and why he is wary of the hype surrounding potentially bubble-inducing developments like generative AI.

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By

Konstantin Leidman, CFA

Jennifer Martin, CFA

event December 2024

5 min

Article

2026-01-01

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Active management Income Volatility Wealth Program Fixed income Credit Article

Time for bond investors to take the wheel?

Volatility makes bond investing less straightforward, but it can also create opportunities, provided investors are in a position to "take the wheel" in order to capitalise on them.

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By

Nick Samouilhan, PhD, CFA, FRM

Jonathan Tan, CFA

event November 2024

8 min

Article

2025-11-30

Active management Large-cap Sustainability Wealth Program Fundamental equity Global Stewards Article

Unlocking the full value potential of stewardship

Yolanda Courtines and Alex Davis examine how corporate stewardship can be a source of value and delve into what investors can do practically to maximise its full potential.

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By

Yolanda Courtines, CFA

event October 2024

5 min

Article

2025-10-31

Economic cycle Interest rates Portfolio strategy Advised Retail Program iStrat Active management Chart in Focus Tactical allocation Infographic

Chart in Focus: What does the rate cut mean for equities and bonds?

Are rate cuts positive? On the heels of the much-anticipated initial Fed cut, in this article we look to historic precedent for where the markets could go in the coming months.

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Multiple authors

event September 2024

3 min

Infographic

2025-09-30

Active management Private investing Innovation Institutional Program APAC Brand Event replay

Milken Institute: Asia Summit 2024

In this event replay from the 2024 Milken Institute Asia Summit, Wellington President and Managing Partner Steve Klar joins industry leaders to explore the diverse opportunities ahead for enhancing portfolio performance.

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By

event September 2024

Event replay

2025-10-30

Aerial View Of Spherical Topiary Plant.

Active management Equity Macro and market Wealth Program USA Emerging markets Growth Wealth Chart in Focus iStrat Tactical allocation Infographic

Chart in Focus: The need to differentiate market growth from macro growth

Macro growth and earnings growth have been misaligned for the last 15 years, particularly in the US and China, but in opposite directions. For equity investors, what would be the key to identify real growth?

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By

Nick Samouilhan, PhD, CFA, FRM

event September 2024

3 min

Infographic

2025-09-30

Private investing Equity Innovation Institutional Program Hybrid investing Private equity Active management Macro and market Private companies Article

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.

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By

event September 2024

4 min

Article

2025-09-30

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Diversification Fixed income Impact investing Wealth Program Active management Investment grade Global Impact Bond Article

Destination diversification – is your bond portfolio ready to take flight?

In a new economic era, bonds once again provide the potential for downside protection, but diversification within fixed income is increasingly important. Impact bonds can offer a differentiated and diversified way to drive both positive change and returns.

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By

Campe Goodman, CFA

event September 2024

5 min

Article

2025-09-30

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Active management Fixed income Macro and market Wealth Program Americas Brazil Canada Mexico USA APAC Asia Australia China India Japan EMEA Africa Europe France Germany Italy Russia United Kingdom Emerging markets Inflation Interest rates Macro Monetary policy Asset allocation Article

Time to capitalise on the evolving role of bonds?

We outline why we think the new economic era is elevating the role of bonds as a source of attractive and stable income, downside protection and portfolio diversification.

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By

event September 2024

2 min

Article

2025-09-30

Active management Growth Equity Macro and market Advised Retail Program Asia advised retail USA Wealth Chart in Focus iStrat Tactical allocation Infographic

Chart in Focus: Broadening earnings growth signals healthy US equity market

Over the past year, the markets have seen the companies best poised to harness and benefit from new innovations within artificial intelligence rewarded accordingly. Can this signal more upside for the entire US equity market?

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By

Nick Samouilhan, PhD, CFA, FRM

event July 2024

3 min

Infographic

2025-07-31

Active management Artificial intelligence (AI) Thematic exposure Content CoE Program Global Program Future Themes Equity Thematic solutions Thematic qualifer Article iStrat

Thematic investing focus: how exactly will AI transform the world?

We are on the brink of a technological revolution that has major implications for all sectors, companies, labour, and regulators. How can a thematic lens help investors separate hype from reality?

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By

Dáire Dunne, CFA

event July 2024

8 min

Article

2025-06-30

Active management Macro and market Macro Thematic solutions Equity Multi-asset Article iStrat Tactical allocation

Divergence isn’t just about central bank policy

Divergence has implications for investors —and central bank divergence is only one of five ways to think about it.

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By

Natasha Brook-Walters

event June 2024

8 min

Article

2025-06-30

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Income Total return Credit Fixed income Active management Client objective Article

Reframing fixed income portfolios: why bond maths makes the difference

It is easy to understand why fixed income investors tend to focus on yields. But investors who focus too much on yield may run the risk of overpaying for income and underestimating the impact of price volatility.

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By

Connor Fitzgerald, CFA

event June 2024

5 min

Article

2025-06-30

Active management Currency Fixed income Macro and market Euro High Yield Global Credit Plus Global High Yield Global Impact Multi-Sector Credit Opportunistic Fixed Income Corporate cash Defined contribution (DC) Distribution Private pension (DB) Public pension (DB) Sovereigns Subadvisory Union (Taft Hartley) Article

Currency interventions — here to stay?

Marco Giordano and Danielle Wei discuss the growing risk of large-scale currency interventions and what investors can do to prepare for the associated risks and opportunities.

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By

event June 2024

4 min

Article

2025-06-30

Active management Interest rates Credit Inflation Income Growth Tactical allocation Fixed income Article iStrat

New era demands a nimble approach to credit

Our expert explains why deep research and an active approach are effective ways for fixed income investors to uncover credit opportunities in today's market.

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By

Campe Goodman, CFA

event May 2024

5 min

Article

2025-05-31

Manager selection Climate Sustainable investing iStrat program Strategic allocation Active management Equity Fixed income Multi-asset Liquid alternatives & hedge funds Article iStrat Tactical allocation

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.

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Multiple authors

event April 2024

3 min

Article

2025-04-30

Macro and market Europe Equity Macro Active management Fundamental equity Article

Key factors to monitor in European equities

Macro Strategist Nicolas Wylenzek assesses the longer-term prospects of European equity markets through the prism of five key factors.

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By

Nicolas Wylenzek

event March 2024

Article

2025-03-31

Fixed income High yield Active management Global High Yield Macro Portfolio strategy Income Growth Article

Is there opportunity for high yield in today’s new economic era?

Is there opportunity for high yield in today’s new economic era? Portfolio Manager Konstantin Leidman explores.

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By

Konstantin Leidman, CFA

event March 2024

Article

2025-03-31

Equity Large-cap Stewardship Business practices Active management Global Stewards Article

How to translate a critical concept into return potential

How to translate the critical concept of stewardship into rewarding returns? Portfolio Managers Mark Mandel, Yolanda Courtines and Sam Cox share their firsthand experience.

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Multiple authors

event March 2024

Article

2025-02-28

wellington-swift-broken-plate-banner-hero

Macro and market Economic cycle Active management Fixed income Multi-asset Macro Video

How to reposition for a new economic era?

In this short video, Macro Strategist John Butler outlines the key features of the new economic era we are now entering.

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By

event March 2024

4 min

Video

2025-03-31

Active management Fixed income Portfolio strategy Fixed income program Income Macro and market Credit Investment grade High yield Multi-Sector Credit Opportunistic Fixed Income Whitepaper

5 reasons to be active in fixed income

Actively managed fixed income portfolios have several distinct advantages over passive approaches.

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Multiple authors

event March 2024

Whitepaper

2025-02-28

Income Asset allocation Active management iStrat Multi-asset Inflation Article Tactical allocation

Facing the inflation dilemma head on

Inflation has already fallen much quicker than most expected. However, there are convincing reasons why inflation might be higher and more volatile going forward. What are the implications for asset allocation?

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By

event March 2024

Article

2025-02-23

China Equity Active management Macro and market Market commentary China Currents Quick Take

Look below the surface: A contrarian view on China equities

Equity expert, Ben Chen, dives into China's murky investment landscape.

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By

event November 2023

Quick Take

2024-11-28

Active management Manager selection Equity Volatility iStrat Quick Take Tactical allocation Multi-Asset solutions

Win by losing? The surprising truth about long-term active management

Research shows that even the best managers have had to bounce back from periods of underperformance. For asset owners who've invested time and effort to find these managers, the data argues for cultivating a long-term mindset.

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Multiple authors

event April 2023

Quick Take

2024-04-20

risk management sport strategic

Income Active management Risk management Alternatives investing Multi-asset Multi-manager solutions Video

Multi-Asset High Income Fund

Portfolio Manager Peter Wilke outlines how the Wellington Multi-Asset High Income Fund seeks to achieve consistent high income and minimise downside risk.

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By

Peter Wilke, CFA

event December 2022

Video

2023-12-31

Equity Health care Digital transformation Brand Outlook Active management Macro and market ESG Climate Information technology Fundamental equity Global Industry Research Article No Optimizely

Equity investing with a thematic lens: Three game changers for 2023

Head of Investment Research Mary Pryshlak and Equity Portfolio Manager Tim Manning highlight their strongest convictions across global equity markets heading into 2023.

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By

Mary Pryshlak, CFA

event October 2022

Article

2023-12-31

Fixed Income icons

Credit High yield EM debt Outlook Income Risk management Active management Portfolio strategy Economic cycle Fixed income Article No Optimizely

Credit market outlook: Partly sunny with a chance of good value

In his 2023 credit market outlook, Fixed Income Portfolio Manager Rob Burn highlights some potentially attractive opportunities in the wake of this year's market sell-off.

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By

event October 2022

Article

2023-12-31

Inflation Fixed income Active management Fixed income program Monetary policy Europe Credit Quick Take

Why today’s fixed income market is fertile ground for active management

Skilled active management has potential to shine in times of increased dispersion across fixed income sectors and regions. Now may be one of those times.

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By

Tobias Ripka, CFA

event August 2022

Quick Take

2022-12-31

Credit Active management Monetary policy Inflation Americas APAC EMEA Fixed income Quick Take

A transition year for agency MBS?

Following a challenging period for agency MBS, members of our securitized team now see attractive opportunities in the space and believe actively managed strategies may be the best way for many investors to capitalize.

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Multiple authors

event June 2022

Quick Take

2022-07-31

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