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Showing 10 of 125 Insights Posts
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Setting the stage for small caps in 2025

Our small-cap equity experts discuss valuation, market cycles, economic conditions, and sector diversification, profiling the potential of small-cap equities in 2025.

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event February 2025
4 min
Article
2026-02-28
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2150017428
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Wiring the future: Emerging tech for the transmission-grid build-out

Learn how our climate technology investment team is researching private market opportunities in high-capacity conductors and other energy grid-tech innovations.

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event February 2025
7 min
Article
2026-02-28
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Insurance Quick Takes: The latest from the NAIC on CLO and bond fund capital charges

In our latest Insurance Quick Takes video, Tim Antonelli, Head of Insurance Multi-Asset Strategy and Portfolio Manager, offers a timely update on two important investment-related projects discussed in a special NAIC meeting.

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event February 2025
6 min
Video
2026-02-27
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1300497464
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Deeply seeking the impact of AI spending on bond yields

Brij Khurana explores the surprising way in which AI spending may impact Treasury yields and complicate the Fed's rate-policy decisions.

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event February 2025
6 min
Article
2026-02-28
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2149082505
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Sitting in the slack tide of US fiscal stimulus

Portfolio Manager Connor Fitzgerald profiles the risks of the Trump administration's policies around spending cut, tariffs, and immigration, and analyzes potential effects on US growth.

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event February 2025
5 min
Article
2026-02-28
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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The US immigration crackdown: Weighing the economic implications

As the details of new US immigration policies come into focus, Macro Strategist Juhi Dhawan considers the risks they may pose for the labor market and the broader economy.

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event February 2025
7 min
Article
2026-02-28
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1096496308
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Fed in holding pattern

Fixed Income Portfolio Manager Jeremy Forster unpacks the US Federal Reserve's decision to pause its interest-rate-cutting cycle.

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event January 2025
3 min
Article
2026-02-28
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What an “America first” foreign policy may mean for markets

Fixed Income Portfolio Manager Brij Khurana explores the potential market impacts of President Trump's "America first" foreign policy. From regional hegemony to global economic dominance to tariffs applied for strategic geopolitical gain, discover how these shifts could affect investors.

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event January 2025
6 min
Article
2026-01-31
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Investing for a next-gen workforce

Learn how Wellington's early-stage venture team discovers startups empowering the next-gen workforce with AI-driven upskilling, career-matching, and entrepreneurial tools.

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event January 2025
5 min
Article
2026-01-09
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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
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