Client objective

event April 2025

6 min

Article

2025-04-30

Active management Growth Equity Wealth Program Fundamental equity US Quality Growth Wealth Article

There is more than one way to approach growth equities

Portfolio Managers Steven Angeli and Joe Chung, and Investment Specialist Casey Vale discuss how looking at growth equities in a different way may help uncover opportunities beyond the dominant market narrative.

Multiple authors

event March 2025

6 min

Article

2026-04-30

Chart in Focus Quality Inflation Wealth Program Infographic

Chart in Focus: Can quality hedge against inflation?

Can Quality hedge against inflation？ In this latest edition of Chart in Focus, we explore the historic outperformance of high-quality stocks and bonds during periods of high inflation, perhaps offering lessons should inflation surprise to the upside in 2025.

Multiple authors

event February 2025

3 min

Infographic

2026-02-28

USA Total return Credit Wealth Program Fixed income Wealth Volatility Article

Time for credit selection to shine

Fixed income investors continue to seek answers to an era of volatile rates. Large, static exposures to credit markets no longer cut it. Instead, a nimble and dynamic approach is more likely to create resilient and consistent total return outcomes.

By

event February 2025

5 min

Article

2026-02-28

Private equity Climate tech Private portfolio companies Private investing Venture capital Liquid alternatives & hedge funds Growth Private investments Video

WellSaid: Partnering with climate founders

Wellington head of private climate Greg Wasserman discusses his team's approach to helping private companies progress along their growth journey

By

Greg Wasserman, CFA

event February 2025

Video

2026-02-28

What's current in credit Government bonds Asset allocation Content CoE Program Global Program Total return Fixed income Article

Turning tides for US Treasuries

Uncover the case for US Treasuries in fixed income portfolios against the current market backdrop.

By

Schuyler Reece, CFA

event February 2025

3 min

Article

2026-02-28

Income Inflation Thematic exposure Content CoE Program Global Program iStrat Multi-asset Tactical allocation Outlook Article

Balancing bumps in the road and big-picture thinking in 2025

How can investors position portfolios for bumps in the road without losing sight of longer-term opportunities?

By

Natasha Brook-Walters

event January 2025

8 min

Article

2025-12-31

Outlook Equity Volatility Growth Cash-driven investing Market commentary Active management Article

Equity Market Outlook

In our Equity Market Outlook, we offer a range of fundamental, factor, and sector insights.

By

Nicolas Wylenzek

event December 2024

Article

2025-12-31

Growth Small-cap Economic cycle Content CoE Program Global Program Thematic solutions Equity Active management Asset allocation Article

Time to get active? 5 equity investment ideas for 2025

As we head into 2025, growth seems poised to accelerate, especially in the US. Equity Strategist Andrew Heiskell and Macro Strategist Nicolas Wylenzek see five themes that may create opportunity across global equity markets.

By

Nicolas Wylenzek

event December 2024

10 min

Article

2025-12-31

Outlook Fixed income Geopolitics Income Global High Yield Global Impact Bond Euro High Yield Global Credit Plus Multi-Sector Credit Opportunistic Fixed Income Credit EM debt Government bonds High yield Investment grade

Bond Market Outlook

Our fixed income experts assess how to capitalize on market volatility with a flexible and dynamic approach that leverages diverse high-yielding opportunities and manages risks carefully.

Multiple authors

event December 2024

2025-12-31

Active management Income High yield Wealth Program Fixed income Euro High Yield Global High Yield Article

High-yield credit investing: it’s a marathon, not a sprint

Fixed Income Portfolio Manager Konstantin Leidman explains his focus on the high-quality companies likely to outperform over the long term and why he is wary of the hype surrounding potentially bubble-inducing developments like generative AI.

By

Jennifer Martin, CFA

event December 2024

5 min

Article

2026-01-01

Income Equity Fixed income Content CoE Program Global Program iStrat Economic cycle Portfolio strategy Outlook Article Tactical allocation

Is your portfolio keeping pace with the changed outlook?

It's been an uncertain few years for investors, but looking ahead, we believe investors can expect a resilient economy, a solid outlook for growth and a positive environment for risk assets. What does a changed outlook mean for investors?

By

Jeremy Butterworth

event December 2024

8 min

Article

2025-12-31

Helicopter view of the New York City skyline and the The Trump Building in Lower Manhattan, New York.

Chart in Focus Elections Asset allocation Advised Retail Program Diversification iStrat Tactical allocation Infographic

Chart in Focus: Is the “Trump trade” real?

Is this "Trump trade" real？In this latest edition of Chart in Focus, we compare market's reactions to Trump's re-election and his 2016 election, and share our observations.

Multiple authors

event November 2024

3 min

Infographic

2025-11-29

Active management Income Volatility Wealth Program Fixed income Credit Article

Time for bond investors to take the wheel?

Volatility makes bond investing less straightforward, but it can also create opportunities, provided investors are in a position to "take the wheel" in order to capitalise on them.

By

Jonathan Tan, CFA

event November 2024

8 min

Article

2025-11-30

Chart in Focus Growth Equity Advised Retail Program Market commentary iStrat Tactical allocation Infographic

Chart in Focus: Can this equity bull market last?

Can this current equity bull market last? In this latest edition of Chart in Focus, we focus on the indicators of whether it may come to an end or keep running.

Multiple authors

event November 2024

3 min

Infographic

2025-11-30

Total return Fixed income Credit Wealth Program USA Article Industrials

Are bond investors ready for a US industrial revolution?

Portfolio Manager Connor Fitzgerald discusses why bond investors should ready themselves for a potential US industrial revolution and shares his perspective on how to reposition portfolios for such a scenario.

By

event November 2024

6 min

Article

2025-11-30

Active management Growth Equity Wealth Program Article

Quality growth — a less volatile sweet spot?

Growth stocks can be volatile, especially when companies fail to meet expectations. However, high-quality growth companies can help mitigate downside risk while still offering potential for long-term outperformance. How can investors find the sweet spot?

Multiple authors

event October 2024

8 min

Article

2025-11-30

USA Income Credit Content CoE Program Global Program Fixed income Article

Securitized credit: Normalizing, decelerating, or falling off a cliff?

Our experts offer their views on the current conditions and outlook for the securitized credit market.

Multiple authors

event October 2024

4 min

Article

2025-10-31

USA Growth Elections Wealth Program Equity Volatility Article

An active investor’s guide to growth equities

Our experts offer their view on the current economic environment, explore best practices for investing in high-quality growth equities, and highlight where they see opportunity now.

Multiple authors

event September 2024

6 min

Article

2025-09-30

Active management Equity Macro and market Wealth Program USA Emerging markets Growth Wealth Chart in Focus iStrat Tactical allocation Infographic

Chart in Focus: The need to differentiate market growth from macro growth

Macro growth and earnings growth have been misaligned for the last 15 years, particularly in the US and China, but in opposite directions. For equity investors, what would be the key to identify real growth?

By

Alex King, CFA

event September 2024

3 min

Infographic

2025-09-30

Macro and market Outlook Asset allocation Content CoE Program Global Program Liquid alternatives & hedge funds Fixed income Multi-asset Private investing Client objective Infographic

Picture this: Our forecast in 7 charts

What should investors expect for the remainder of 2024? View a visual summary of our Investment Outlook in seven compelling charts.

event September 2024

10 min

Infographic

2025-09-30

Diversification Fixed income Impact investing Wealth Program Active management Investment grade Global Impact Bond Article

Destination diversification – is your bond portfolio ready to take flight?

In a new economic era, bonds once again provide the potential for downside protection, but diversification within fixed income is increasingly important. Impact bonds can offer a differentiated and diversified way to drive both positive change and returns.

By

event September 2024

5 min

Article

2025-09-30

Active management Growth Fixed income Wealth Program High yield Euro High Yield Article

Opportunities in high yield: ready, steady, pounce?

Fixed income investors face a fundamentally different environment, but opportunities to target growth in high yield are emerging, provided investors can stay on the front foot.

By

event September 2024

6 min

Article

2025-09-30

Active management Growth Fixed income Wealth Program High yield Article

Opportunities in high yield: ready, steady, pounce?

Fixed income investors face a fundamentally different environment, but opportunities to target growth in high yield are emerging, provided investors can stay on the front foot.

By

event September 2024

5 min

Article

2025-09-30

Active management Income Fixed income Wealth Program Credit Article

Diving into the new world of credit

Now that spreads have tightened, some investors think it's too late to invest in credit. But this assumption could be standing in the way of earning an attractive income.

By

Derek Hynes

event September 2024

5 min

Article

2025-09-30

Diversification Commodities Sustainability Sustainable Investing Program Sustainable investing Article

Commodities and the energy transition: Symbiosis for the future

The global energy transition is driving demand for commodities. Our experts explain which ones will be needed most.

Multiple authors

event September 2024

7 min

Article

2025-08-31

Income Fixed income Interest rates Wealth Program Asia advised retail Credit Wealth Wealth Chart in Focus Infographic

Chart in Focus: Four key areas of opportunities in bonds amid Fed uncertainty

We discuss four key areas of opportunities in fixed income amid Fed uncertainty in the second half of the year.

By

Amar Reganti

event July 2024

3 min

Infographic

2025-07-31

Active management Growth Equity Macro and market Advised Retail Program Asia advised retail USA Wealth Chart in Focus iStrat Tactical allocation Infographic

Chart in Focus: Broadening earnings growth signals healthy US equity market

Over the past year, the markets have seen the companies best poised to harness and benefit from new innovations within artificial intelligence rewarded accordingly. Can this signal more upside for the entire US equity market?

By

Alex King, CFA

event July 2024

3 min

Infographic

2025-07-31

Small-cap Diversification Multi-asset Tactical allocation Wealth Program Inflation Article iStrat

Breaking concentration: big picture thinking with small-cap equities

How to overcome the risks associated with today's concentrated market? Investment Director John Mullins explores why small-cap equities could be part of the answer.

By

John Mullins

event July 2024

6 min

Article

2025-07-31

Income Total return Fixed income Credit Fixed income program Video

Looking beyond yield: rethinking your fixed income approach

In today's new market regime, any small changes in central bank policies could have outsized impacts on fixed income markets. Portfolio manager Connor Fitzgerald highlights how a dynamic, total return approach can navigate markets by focusing on optimising price return and capital preservation across market cycles.

By

event June 2024

4 min

Video

2025-06-30

Fixed income Interest rates Outlook Income Credit EM debt Government bonds High yield Investment grade Article

Capitalizing on rate shifts: Parsing opportunities in the second half

Fixed Income Portfolio Manager Campe Goodman and Fixed Income Strategist Amar Reganti discuss how to capitalize on potential rate shifts in the second half of the year

By

Amar Reganti

event June 2024

7 min

Article

2025-06-30

Income Total return Credit Fixed income Active management Client objective Article

Reframing fixed income portfolios: why bond maths makes the difference

It is easy to understand why fixed income investors tend to focus on yields. But investors who focus too much on yield may run the risk of overpaying for income and underestimating the impact of price volatility.

By

event June 2024

5 min

Article

2025-06-30

Income Europe Economic cycle Credit Fixed income Inflation Article

Has the European credit cycle been extended?

2024 has kept fixed income investors busy. Yet, despite lingering inflation and rate volatility, European credit markets have remained strong. Are we looking at an extended credit cycle? And if so, what does this mean for investors?

By

Derek Hynes

Will Prentis

event June 2024

8 min

Article

2025-06-30

Active management Total return Global Industry Research Equity Firm Video

Behind the research with Saul Rubin

Veteran investor Saul Rubin shares a recent example of collaborative active management that reflects Wellington's deep understanding of the global automotive industry and commitment to increasing client value.

By

Saul Rubin

event June 2024

4 min

Video

2025-06-30

active-views-event-hero-page-banner-image

ActiveViews Credit Active management Firm Business practices Total return Fixed income Global Credit Plus Distribution Event replay

Corporate bonds: giving credit where credit is due

ActiveViews host Will Lockhart and Derek Hynes, portfolio manager on Wellington’s Global Credit Team, discuss the current credit cycle, market dynamics and the future of corporate credit markets.

By

Will Lockhart

Derek Hynes

event May 2024

30 min

Event replay

2025-02-28

Elections Asset allocation Growth India Equity EM equity Wellington on Washington and the World Article

As India goes to the polls, is the case for Indian equities still compelling?

While current Prime Minister Narendra Modi is expected to secure a third term, a full-scale win is not a foregone conclusion. Against this backdrop and continued investor enthusiasm for Indian equities, Equity Portfolio Manager Niraj Bhagwat and Investment Director Philip Brooks assess the macro case for India. Are higher valuations justified?

By

Niraj Bhagwat

Philip Brooks, CFA

event May 2024

6 min

Article

2025-06-30

Active management Total return Credit Income Fixed income Article

Looking beyond yield: Rethinking the approach of fixed income investing

Investors face a new regime, challenging traditional assumptions about returns and volatility. With central bank interventions impacting credit markets, it’s time to rethink income allocations. Rather than fixating solely on yield, consider a dynamic approach, presented by Connor Fitzgerald.

By

event May 2024

5 min

Article

2025-05-31

Active management Interest rates Credit Inflation Income Growth Tactical allocation Fixed income Article iStrat

New era demands a nimble approach to credit

Our expert explains why deep research and an active approach are effective ways for fixed income investors to uncover credit opportunities in today's market.

By

event May 2024

5 min

Article

2025-05-31

Equity Small-cap Value vs growth Tactical allocation Growth Fundamental equity Article iStrat

4 equity themes: Budding opportunities in small caps and more

Our expert highlights 4 areas where he sees opportunity in global equity markets.

By

event April 2024

3 min

Article

2025-04-30

Fixed income High yield Active management Global High Yield Macro Portfolio strategy Income Growth Article

Is there opportunity for high yield in today’s new economic era?

Is there opportunity for high yield in today’s new economic era? Portfolio Manager Konstantin Leidman explores.

By

event March 2024

Article

2025-03-31

Diversification Fixed income Inflation Tactical allocation iStrat program Article iStrat

Adopt a new vantage point for diversifying your portfolio

Supriya Menon, Alex King and John Mullins explore why a diversified mixed of fixed income exposure is a key component of a nuanced approach to diversification in today's cyclical macro regime.

Multiple authors

event March 2024

7 min

Article

2025-01-31

Growth Fixed income High yield Equity Tactical allocation iStrat program Article iStrat Macro and market

How to nurture a growth mindset in a higher-yielding landscape

In a higher-yield world, can fixed income deliver meaningful growth? John Mullins, Supriya Menon and Alex King explore how high-yield bonds may offer a powerful opportunity for growth - as well as a cushion against uncertainty.

Multiple authors

event March 2024

12 min

Article

2025-03-31

Income Fixed income Asset allocation iStrat program Inflation Value vs growth Economic cycle Monetary policy Tactical allocation Equity Multi-asset Article iStrat

Income: the hard worker in your portfolio deserves more credit

Income from cash is good but income from bonds is better. In a less certain macro environment, Alex King, Supriya Menon and John Mullins think the case for income only gets stronger. How can investors make the most of opportunities?

Multiple authors

event March 2024

5 min

Article

2025-03-31

Active management Fixed income Portfolio strategy Fixed income program Income Macro and market Credit Investment grade High yield Multi-Sector Credit Opportunistic Fixed Income Whitepaper

5 reasons to be active in fixed income

Actively managed fixed income portfolios have several distinct advantages over passive approaches.

Multiple authors

event March 2024

Whitepaper

2025-02-28

Income Asset allocation Active management iStrat Multi-asset Inflation Article Tactical allocation

Facing the inflation dilemma head on

Inflation has already fallen much quicker than most expected. However, there are convincing reasons why inflation might be higher and more volatile going forward. What are the implications for asset allocation?

By

John Mullins

event March 2024

Article

2025-02-23

Multi-Sector Credit Fixed income Macro Global Credit Plus Credit Total return Fiscal policy Government bonds Investment grade Fixed income program Americas Article

Too much focus on Fed, not enough on fiscal

Current US fiscal and monetary policy stances argue for risk taking in fixed income.

By

event February 2024

Article

2025-02-07

Income Total return Credit Fixed income Macro and market Fixed income program Quick Take

CLOs: 4 hot topics

Bank demand, net supply, the cycle for broadly syndicated loans, and loan fundamentals will be front and center for CLO investors in 2024.

By

Andrew Bayerl, CFA

Alyssa Irving

event February 2024

Quick Take

2025-02-28

Outlook Venture capital Private equity Liquid alternatives & hedge funds Growth Private companies Private investments Article

Venture capital outlook: Signals point to a brighter 2024

Our private investing team sees positive signals indicating that the recent downturn in venture capital may have hit bottom. Just as privates trailed the public market correction in 2022, we believe they will follow its recovery.

By

Michael Carmen, CFA

Mark Watson

event February 2024

Article

2025-01-31

High yield Total return Income Global High Yield Euro High Yield Fixed income Economic cycle Outlook Fixed income program Quick Take

Global high-yield outlook: Near term, defensive but longer term, solid

High-yield portfolio managers Mike Barry and Konstantin Leidman discuss their 2024 outlook and the merits of a near-term defensive stance with an eye on longer-term opportunities.

By

Michael Barry

event December 2023

Quick Take

2024-12-22

Outlook Fundamental equity EM equity Large-cap Small-cap Equity USA APAC China United Kingdom Emerging markets Growth Asset allocation Volatility Interest rates Economic cycle Article

Will a “Goldilocks” economy be just right for equity markets?

We provide an outlook on the ongoing shift to new investment regime, and the market segments that we expect will most heavily influence global equity performance in the coming year.

By

event December 2023

Article

2024-12-31

Inflation Total return Economic cycle Commodities Materials Energy Outlook Article

Look past the cycle: The surprising total return potential of natural resources and commodities

Portfolio manager Nick Petrucelli explains the cyclical, structural, and macro tailwinds behind this opportunity.

By

Nick Petrucelli

event December 2023

Article

2024-12-11

Economic cycle Investment grade Credit Multi-Sector Credit Fixed income Americas Market commentary Macro Capital preservation Fixed income program Quick Take

Securitized debt: Strategies for navigating emerging cracks in consumers’ financial health

Our expert highlights reasons for deteriorating consumer financial health and explores strategies for mitigating risk in securitized asset-backed securities.

By

Kyra Fecteau, CFA

event November 2023

Quick Take

2024-11-20

Interest rates Asset allocation Monetary policy Fixed income program iStrat program Income Tactical allocation Fixed income iStrat Quick Take

You snooze, you may lose: The case for bonds

There are signs the Federal Reserve's rate-hiking cycle may be nearing an end, but some uncertainty remains. With that in mind, Multi-Asset Strategist Nanette Abuhoff Jacobson considers the timing of a move from cash to bonds.

By

Nanette Abuhoff Jacobson

event November 2023

Quick Take

2024-11-14

Equity Income Portfolio strategy Active management Article

Could being boring pay dividends for equity income investing?

Can being boring be a good thing? Our expert explains why he believes for equity income investors, it can be.

By

Andre Desautels

event October 2023

Article

2024-09-29

Income Asset allocation Multi-asset iStrat Whitepaper Strategic allocation

Income investing in multi-asset portfolios: Tipping the balance in your favour

Income can play a crucial role in the pursuit of investment objectives over time, but research from our iStrat Team argues for a balanced approach to asset allocation decisions given the potential trade-offs between income and capital return, risk, and portfolio diversification.

Multiple authors

event September 2023

Whitepaper

2024-09-30

Income Volatility Multi-asset Asia advised retail Asia Diversification Article

Three themes (and what they mean) for income investors

With several macro crosscurrents at play, Portfolio Manager Peter Wilke suggests that income-oriented investors not lose sight of the “big picture” in their quest for yield.

Multiple authors

event September 2023

Article

2024-09-15

Impact Income Diversification Impact investing Fixed income Sustainable investing Quick Take No Optimizely

Green horizons: How the shift toward sustainable finance may reshape fixed income markets

Three sustainability trends have the potential to reshape fixed income markets, leading to a range of new opportunities for investors.

By

Anand Dharan, CFA

event September 2023

Quick Take

2024-09-07

India Equity Geopolitics EM equity Asia China Growth Digital transformation Quick Take

Reasons for optimism about Indian equities

Our experts explain why, despite criticisms that Indian equities trade at higher valuations today than they have historically, they may have the potential to help drive total returns over time.

By

Murali Srikantaiah

Brian Yeong

event August 2023

Quick Take

2024-08-28

Income Credit Interest rates iStrat Investment grade Fixed income Americas Inflation Fiscal policy Monetary policy Fixed income program Quick Take

Why cash won’t cut it for long: The case for bonds

Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson and Investment Strategy Analyst Patrick Wattiau explore the relative potential benefits of bonds versus cash.

By

Nanette Abuhoff Jacobson

Patrick Wattiau

event August 2023

Quick Take

2024-08-17

Economic cycle Interest rates EM debt Opportunistic Fixed Income Multi-Sector Credit Global Credit Plus Fixed income Emerging markets Total return Quick Take

How would emerging markets weather a “standard” recession?

Macro Strategist Gillian Edgeworth explores the potential impact of a developed market recession on emerging markets.

By

Gillian Edgeworth

event August 2023

Quick Take

2024-08-11

Income Credit Interest rates Fixed income Americas Quick Take

Bank loans remain attractive despite macroeconomic uncertainty

Our experts believe that bank loans currently offer attractive levels of income and have already priced in an overly bearish macroeconomic view.

By

Jeff Heuer, CFA

David Marshak

event July 2023

Quick Take

2024-07-24

Sustainability Impact Income Sustainable investing Fixed income Investment grade High yield Impact investing Quick Take

More green shoots: Tracking trends in sustainable debt issuance

While growth in the sustainable debt market has been uneven, certain pockets offer substantial opportunities. Two of our fixed income investment professionals weigh in.

By

Thomas Canham

event June 2023

Quick Take

2024-06-26

Outlook Equity China Total return Macro and market EM equity

Chinese equities: Pockets of strength for patient stock pickers

Portfolio manager Bo Meunier explores how China’s recovery may be more modest than headline numbers suggest and why, as a stock picker, she remains constructive.

By

Bo Meunier, CFA

event June 2023

2024-06-30

Outlook Inflation Bank liquidity USA Monetary policy Growth Article

Inflation loosens its grip, but bank turmoil could put the squeeze on US growth

US Macro Strategist Juhi Dhawan weighs the benefits of disinflation for consumers and companies against the risks of a credit crunch brought on by the recent bank crisis.

By

Juhi Dhawan, PhD

event June 2023

Article

2024-06-30

Volatility Inflation Credit Article Interest rates Fixed income Income Outlook Bank liquidity

Credit market outlook: Expect greater opportunities in back half of 2023

Against a backdrop of elevated recession risks and banking-sector stress, Fixed Income Portfolio Manager Rob Burn identifies relative-value sector opportunities in the credit market.

By

Rob Burn, CFA

event June 2023

Article

2024-06-30

Value vs growth Equity Economic cycle Volatility Inflation Diversification Quick Take

Value investing: Alive and well in today’s market

Global Investment Strategist Nanette Abuhoff Jacobson expects the drivers of the next economic cycle to favor value stocks over their growth counterparts.

By

Nanette Abuhoff Jacobson

event May 2023

Quick Take

2024-05-17

India EM equity Volatility Total return Risk management Equity Quick Take

India equity's improving risk/return tradeoff

This is not your grandfather's India equity market. Equity Portfolio Manager Niraj Bhagwat and Investment Director Philip Brooks explain why and back their argument with risk/return data.

By

Niraj Bhagwat

Philip Brooks, CFA

event May 2023

Quick Take

2024-05-03

Investment grade Fixed income Portfolio strategy Inflation Interest rates Asset allocation Monetary policy Total return Credit Quick Take

Hidden in plain sight: Overlooked opportunities in investment-grade credit

Fixed Income Strategist Amar Reganti and Investment Specialist Geoff Austein-Miller highlight some relatively simple, straightforward ways to implement a positive view on high-quality corporate credit.

By

Amar Reganti

Geoff Austein-Miller

event December 2022

Quick Take

2023-12-31

High yield Credit Monetary policy Brand Outlook No Optimizely Income Volatility Fixed income Article

High-yield bonds in 2023: Fortune favours the patient

Amid ongoing dislocation in the high-yield market, Fixed Income Portfolio Manager Konstantin Leidman sees opportunities for investors to take advantage of potentially attractive valuations.

By