Netherlands, Institutional

Changechevron_right
menu
search
Skip to main content

WellSaid — The Podcast

WellSaid is produced by Wellington Management. The series aims to draw connections between our investment research and real-world themes and trends.

wellsaid-image

Episodes

26 September 2024
E9
 | 32:28
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.
 | S3:
15 August 2024
E8
 | 23:48
Small-cap stocks have experienced a historic rotation in response to recent macro jolts. In the latest episode of WellSaid, equity strategist Andy Heiskell joins host Thomas Mucha to discuss his outlook for small companies in this environment.
 | S3:
25 July 2024
E7
 | 24:43
European markets are rapidly evolving. In the latest episode of WellSaid, portfolio manager Dirk Enderlein joins host Thomas Mucha to discuss how long/short investors can potentially make the most of the changes.
 | S3:
20 June 2024
E6
 | 29:53
Head of Multi-Asset Strategy for EMEA, Supriya Menon, explores her team's latest research on how climate change affects capital market assumptions. The views expressed are those of the speaker(s) and are subject to change. Other teams may hold different views and make different investment decisions. For professional/institutional investors only. Your capital may be at risk.
 | S3:

Our Host

mucha-thomas-6948
As a member of the firm’s Global Macro Strategy Group, Thomas conducts research on the macro and market implications of geopolitical risk. In his role, he also focuses on internal and external communication efforts, with a particular emphasis on connecting our macro insights to actionable investment ideas in client portfolios.