-
James Bradbury
- Business Development Manager
United Kingdom, Institutional
Change
25+
Years designing investment solutions for UK pension schemes
75
Number of UK pension fund clients
£15B
Assets managed on behalf of pension fund clients
All figures are for the Wellington Management Group of companies as at 31 March 2023
Understanding scheme objectives is critical to achieving better investment outcomes
At Wellington, we take a long-term view when designing pensions solutions, which we believe can enable schemes to succeed consistently over time. We match our specialist knowledge of UK pension requirements with each scheme’s circumstances and targets to build investment allocations which help them to meet their funding objectives. Our unique sustainability platform and differentiated ESG and climate research can play an integral role in incorporating schemes’ sustainability objectives into their investments.
Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.
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Insights Posts
What do the US election results mean for investors?
The US election results could have significant implications for the global economy and capital markets. Our panel of experts provides a thorough analysis of what happened and explores potential market impacts.
Video
2025-11-30
Trump win likely to accelerate macro trends already in motion
The US election results could have significant implications for the global economy and markets. To help you understand these changes, US Macro Strategist Mike Medeiros provides a thorough analysis and discusses the potential market impacts.
5
min
Article
2025-11-30
Monthly Asset Allocation Outlook
Wondering how to reposition your portfolio amid election-related uncertainty? Explore the latest monthly snapshot of our Multi-Asset Team’s asset class views.
5
min
Article
2025-11-30
Quarterly Market Review
A monthly update on equity, fixed income, currency, and commodity markets.
18
min
Whitepaper
2026-10-31
Monthly Market Review — September 2024
A monthly update on equity, fixed income, currency, and commodity markets.
18
min
Whitepaper
2025-10-31
Take it “ease”-y
Tim Antonelli, Head of Multi-Asset Strategy – Insurance and Portfolio Manager, explains why he thinks insurers should consider locking in current yields and sticking with global equity exposure.
18
min
Article
2025-10-31
Sahm rules are meant to be broken
Fed easing is finally here and fundamentals remain favorable. But what about that election? Members of our Investment Strategy & Solutions Group offer their outlook, including their latest views on equities, bonds, and commodities.
12
min
Article
2025-10-31
Monthly Market Review — August 2024
A monthly update on equity, fixed income, currency, and commodity markets.
12
min
Article
2025-09-30
Rebalancing a multi-asset portfolio: A guide to the choices and trade-offs
Many investors wrestle with portfolio rebalancing decisions, particularly in volatile environments. In this paper, members of our Investment Strategy Team argue for a well-structured rebalancing policy and share research on different approaches and common implementation considerations.
Whitepaper
2025-12-31
Closing the return gap: A new set of “stepping stone” ideas
Multi-Asset Strategist Adam Berger offers incremental, flexible investment ideas that can be combined to help asset owners pursue their goals amid declining capital market return expectations.
Continue reading
Whitepaper
2024-08-02
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Contact the team
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Steve Jones
- Relationship Manager
-
David King
- Relationship Analyst
-
Will Lockhart
- Director, UK, Client Group
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Ciara O Murchadha Flynn
- Relationship Analyst
Pre-election ideas for investors: Lean into what you know (not what you don’t)
Our expert offers investable ideas based on known macro and market conditions, rather than speculation.
Multiple authors