Michael Hong Profile
Michael Hong, CFA
Fixed Income Portfolio Manager
Boston

Insights By Michael Hong

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Elections Fiscal policy Geopolitical 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.
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Juhi Dhawan, PhD

Michael Medeiros, CFA

event
21:30 min
Podcast
podcast
Elections Fiscal policy Geopolitical 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.
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By

Michael Medeiros, CFA

event
32:28 min
Podcast
podcast
Private equity Venture capital Private portfolio companies Global Industry Research Equity Information technology Disruption Machine learning Artificial intelligence (AI) Geopolitical 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.
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By

Michael Masdea

Brian Barbetta

event
31:49 min
Podcast
Bank liquidity High yield Fixed income program Economic cycle Interest rates Monetary policy Fixed income Credit Quick Take
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

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Multiple authors

event
Quick Take
2024-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
podcast
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.
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Michael Carmen, CFA

event
23:49 min
Podcast
High yield Credit Economic cycle Fixed income Interest rates Monetary policy Asset allocation Quick Take
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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. 

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Multiple authors

event
Quick Take
2024-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
podcast
Elections Geopolitical 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.
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Michael Medeiros, CFA

event
22:55 min
Podcast
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.
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By

Michael Medeiros, CFA

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38:16 min
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