Multi-Asset Investment Outlook
To help think through the asset allocation outlook and implications for this year, we offer views from iStrat, our investment strategy and solutions group.
Scaling opportunities in a new economic era
Explore our latest views on risks and opportunities across the global capital markets.
Trump 2.0: Time to curb your enthusiasm?
How does an allocator navigate markets when so much about the policy landscape is unknown? Our Investment Strategy & Solutions Group offers their views on the new political realities in the US and their global implications, including for equities, bonds, and commodities.
A guide to investing in the age of anxiety
There's a long list of issues worrying asset owners, from geopolitical risk to high valuations. To help, Head of Multi-Asset Strategy Adam Berger offers coping tips for an uncomfortable investment backdrop and a world where investing rules of thumb may be broken.
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.
Don’t let recency bias get in the way of good investment ideas
Tim Antonelli, Head of Multi-Asset Strategy – Insurance, offers ideas to help insurers avoid being anchored to recent events and build portfolio resilience, from locking in higher yields to taking a more dynamic approach with surplus assets.
Setting ROAs for 2025: A guide for US corporate and public plans
How are pension plans adjusting their ROA assumptions? And how do those assumptions line up with our long-term capital market assumptions? Find out in this annual update.
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.
Focus on what you can control: Five alternative investment ideas for an uncertain world
Multi-Asset Strategists Nick Samouilhan and Adam Berger explain how a variety of alternative investments, including select hedge funds and private credit, could help allocators reduce the importance of the economic cycle to their portfolio results.
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Research shows that historically there has been a meaningful shortfall in the returns of defined contribution plans versus those of defined benefit plans. Best practices in institutional investing can potentially help close this gap. Central to our investment philosophy is the belief that diversification, downside risk mitigation, and active management at compelling fees can be key drivers of retirement success.
Whether using premixed investment options or constructing portfolios from a core menu, participants may be better served by having access to a broader set of asset classes.
We think it is important to consider strategies that help diversify a portfolio by economic environment, asset class, and return source, including strategies with the potential to perform independently of the markets.
DC plans have scale to obtain active management at compelling fees. Even modest incremental returns may have a meaningful impact on retirement outcomes. Wellington has a long history of successful active management and we believe DC plans should ensure they offer quality active choices to their participants.
We offer a comprehensive selection of core investment approaches:
• A broad range of high-quality core menu options
• Niche strategies that can be sleeves of a multi-manager, custom approach
• Multi-asset solutions for inflation hedging, preretirement/retirement
Wellington Trust Company, NA, an affiliate of Wellington Management Company LLP, offers a variety of investment approaches through daily valued collective investment trusts that are available solely to certain qualified employee retirement plans.
Wellington Management Company LLP offers management of separate accounts for DC plans interested in bespoke strategies with customized guidelines.
Many of our strategies are available in mutual funds offered by our subadvisory clients.
Kristin O’Donnell
, CFA
Ryan Mullaney
Monthly Market Review — October 2024
A monthly update on equity, fixed income, currency, and commodity markets.
By
Brett Hinds
Jameson Dunn