Michael Hong

High yield Credit Economic cycle Fixed income Interest rates Monetary policy Asset allocation Quick Take

High yield: Opportunity to pivot in 2023?

Our high-yield bond portfolio managers have a guardedly optimistic outlook on the market and believe security selection will be key to benchmark-relative outperformance in 2023.

Multiple authors

event January 2023

Quick Take

2024-01-31

Elections Geopolitics Fiscal policy USA WELLSaid Podcast Brand Podcast

US midterm elections: Market implications

US midterm elections can be pivotal for financial markets, especially when they result in divided government. Macro Strategist Mike Medeiros joins host Thomas Mucha to discuss what 2022’s surprise midterm results may mean for equity and bond markets, US foreign and domestic policy, and the 2024 US presidential election.

By

Michael Medeiros, CFA

event December 2022

22:55 min

Podcast

Shifting landscape: Policy, politics, and the great-power struggle

Geopolitical Strategist Thomas Mucha asks Macro Strategist Mike Medeiros about his views on the Fed, inflation, his research approach, and how he believes the Russia/Ukraine crisis will shape policy and politics in 2022 and beyond.

By

Michael Medeiros, CFA

event March 2022

38:16 min

Elections Fiscal policy Geopolitics USA Inflation Interest rates Macro WELLSaid Podcast Podcast

Trump 2.0: US election market impacts

In the wake of the US election, macro strategists Juhi Dhawan and Michael Medeiros join host Thomas Mucha to discuss the market, policy, and geopolitical implications of Trump 2.0.

By

Juhi Dhawan, PhD

Michael Medeiros, CFA

event November 2024

21:30 min

Podcast

Elections Fiscal policy Geopolitics Inflation Interest rates Macro WELLSaid Podcast Podcast

US election: Key market implications

Macro strategist Mike Medeiros joins host Thomas Mucha to discuss the potential market impacts of the upcoming US election. Listen to the full episode to understand how different outcomes in the House, Senate, and White House races could shape the economy.

By

Michael Medeiros, CFA

event September 2024

32:28 min

Podcast

Private equity Venture capital Private portfolio companies Global Industry Research Equity Information technology Disruption Machine learning Artificial intelligence (AI) Geopolitics WELLSaid Podcast Brand Podcast

Generative AI: Separating hype from opportunity

Two of Wellington's tech experts join host Thomas Mucha to discuss the rapidly evolving AI landscape and separate hype from reality, highlighting everything from the industries most likely to be impacted to AI's geopolitical implications.

By

Michael Masdea

Brian Barbetta

event June 2023

31:49 min

Podcast

Bank liquidity High yield Fixed income program Economic cycle Interest rates Monetary policy Fixed income Credit Quick Take

High-yield bonds: Too early to get aggressive?

Our high-yield team suggests a somewhat defensive risk posture for now but expects opportunities to take on greater risk to arise later this year.

Multiple authors

event April 2023

Quick Take

2024-04-04

Private equity Venture capital Alternatives Global Industry Research Private companies Economic cycle ESG WELLSaid Podcast Brand Podcast

Private equity market in 2023

In the first episode of WellSaid Season 2, Co-Head of Private Investing Michael Carmen joins host Thomas Mucha to share his constructive outlook for today's rapidly evolving private market landscape. In addition, they discuss the role of ESG in privates, how Wellington collaborates with entrepreneurs, and much more.

By

Michael Carmen, CFA

event January 2023

23:49 min

Podcast

High yield Credit Economic cycle Fixed income Interest rates Monetary policy Asset allocation Quick Take

High yield: Opportunity to pivot in 2023?

Our high-yield bond portfolio managers have a guardedly optimistic outlook on the market and believe security selection will be key to benchmark-relative outperformance in 2023.

Multiple authors

event January 2023

Quick Take

2024-01-31

Elections Geopolitics Fiscal policy USA WELLSaid Podcast Brand Podcast

US midterm elections: Market implications

US midterm elections can be pivotal for financial markets, especially when they result in divided government. Macro Strategist Mike Medeiros joins host Thomas Mucha to discuss what 2022’s surprise midterm results may mean for equity and bond markets, US foreign and domestic policy, and the 2024 US presidential election.

By

Michael Medeiros, CFA

event December 2022

22:55 min

Podcast

Shifting landscape: Policy, politics, and the great-power struggle

Geopolitical Strategist Thomas Mucha asks Macro Strategist Mike Medeiros about his views on the Fed, inflation, his research approach, and how he believes the Russia/Ukraine crisis will shape policy and politics in 2022 and beyond.

By

Michael Medeiros, CFA

event March 2022

38:16 min

Elections Fiscal policy Geopolitics USA Inflation Interest rates Macro WELLSaid Podcast Podcast

Trump 2.0: US election market impacts

In the wake of the US election, macro strategists Juhi Dhawan and Michael Medeiros join host Thomas Mucha to discuss the market, policy, and geopolitical implications of Trump 2.0.

By

Juhi Dhawan, PhD

Michael Medeiros, CFA

event November 2024

21:30 min

Podcast

Elections Fiscal policy Geopolitics Inflation Interest rates Macro WELLSaid Podcast Podcast

US election: Key market implications

Macro strategist Mike Medeiros joins host Thomas Mucha to discuss the potential market impacts of the upcoming US election. Listen to the full episode to understand how different outcomes in the House, Senate, and White House races could shape the economy.

By

Michael Medeiros, CFA

event September 2024

32:28 min

Podcast

Private equity Venture capital Private portfolio companies Global Industry Research Equity Information technology Disruption Machine learning Artificial intelligence (AI) Geopolitics WELLSaid Podcast Brand Podcast

Generative AI: Separating hype from opportunity

Two of Wellington's tech experts join host Thomas Mucha to discuss the rapidly evolving AI landscape and separate hype from reality, highlighting everything from the industries most likely to be impacted to AI's geopolitical implications.

By

Michael Masdea

Brian Barbetta

event June 2023

31:49 min

Podcast

Bank liquidity High yield Fixed income program Economic cycle Interest rates Monetary policy Fixed income Credit Quick Take

High-yield bonds: Too early to get aggressive?

Our high-yield team suggests a somewhat defensive risk posture for now but expects opportunities to take on greater risk to arise later this year.

Multiple authors

event April 2023

Quick Take

2024-04-04

Private equity Venture capital Alternatives Global Industry Research Private companies Economic cycle ESG WELLSaid Podcast Brand Podcast

Private equity market in 2023

In the first episode of WellSaid Season 2, Co-Head of Private Investing Michael Carmen joins host Thomas Mucha to share his constructive outlook for today's rapidly evolving private market landscape. In addition, they discuss the role of ESG in privates, how Wellington collaborates with entrepreneurs, and much more.

By

Michael Carmen, CFA

event January 2023

23:49 min

Podcast

High yield Credit Economic cycle Fixed income Interest rates Monetary policy Asset allocation Quick Take

High yield: Opportunity to pivot in 2023?

Our high-yield bond portfolio managers have a guardedly optimistic outlook on the market and believe security selection will be key to benchmark-relative outperformance in 2023.

Multiple authors

event January 2023

Quick Take

2024-01-31

Elections Geopolitics Fiscal policy USA WELLSaid Podcast Brand Podcast

US midterm elections: Market implications

US midterm elections can be pivotal for financial markets, especially when they result in divided government. Macro Strategist Mike Medeiros joins host Thomas Mucha to discuss what 2022’s surprise midterm results may mean for equity and bond markets, US foreign and domestic policy, and the 2024 US presidential election.

By

Michael Medeiros, CFA

event December 2022

22:55 min

Podcast

Shifting landscape: Policy, politics, and the great-power struggle

Geopolitical Strategist Thomas Mucha asks Macro Strategist Mike Medeiros about his views on the Fed, inflation, his research approach, and how he believes the Russia/Ukraine crisis will shape policy and politics in 2022 and beyond.

By

Michael Medeiros, CFA

event March 2022

38:16 min

Wellington Alternative Investments

Contact us

Explore our insights

Asset class

Key Topics

Formats

2025 Investment Outlook

Asset class

Investment Solutions

Our Funds

Fund Documents

Sustainable Investing

Stewardship Principles

Investment Solutions

Funds

Corporate Sustainability

About us

Contact Us

Media & press

Careers

Insights By Michael Hong

legal Information

contact us

follow us

Enjoying this content?