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Insights By Michael Hong
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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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21:30
min
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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32:28
min
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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31:49
min
Podcast
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.
Quick Take
2024-04-30
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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23:49
min
Podcast
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.
Quick Take
2024-01-31
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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22:55
min
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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38:16
min
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