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We offer forums, educational programs, and targeted thought leadership for clients seeking to grow their knowledge of equity and fixed income markets, derivatives, asset allocation strategies, and risk-management practices.
The role of commercial real estate debt in an insurance portfolio
We examine how commercial real estate debt fits within an insurance portfolio, from its diversification and income characteristics to key considerations around regulatory classification, capital treatment, and portfolio construction.
Asset Allocation Outlook
How to evolve your portfolio for the latest market conditions? Explore the latest monthly snapshot of Wellington Solutions' asset class views.
Weekly Market Update
What do you need to know about the markets this week? Tune in to Paul Skinner's weekly market update for the lowdown on where the markets are and what investors should keep their eye on this week.
Tighter spreads, wider dispersion
Fixed Income Portfolio Managers Campe Goodman and Rob Burn share their midyear outlook for credit markets. They find that tight index spreads do not mean a lack of opportunity.
2025 Climate Report
Aligned with TCFD recommendations, this report describes how we manage climate-related risks and opportunities, engage with companies on climate change, and reduce our own carbon footprint.
No rerun of the 2022 rates scenario but flexibility is key
Fixed Income Portfolio Manager Martin Harvey and Investment Director Marco Giordano share their outlook for rates (government bonds) for the second half of the year.
Growth outlook faces a new test: Inflation
Explore our latest views on risks and opportunities across global capital markets.
Markets are underestimating the persistence of inflation
Macro Strategists Eoin O'Callaghan, Michael Medeiros and John Butler share their macro outlook for the remainder of 2026 and discuss the implications of the ongoing energy shock for markets and investors.
Selective risk-on: Our latest multi-asset views
With strong results across the major asset classes, 2025 may be a hard act to follow. Our experts discuss the factors shaping their outlook for stocks, bonds, and commodities, from earnings growth to political winds.
How is AI transforming the macro outlook? Three potential scenarios
Macro Strategists John Butler and Eoin O’Callaghan explore how AI is transforming the macro outlook and outline three potential scenarios with very different investment implications.
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