It looks like you're located in United States. Please select your role or change location. highlight_off
Institutions / Consultants I consult or invest on behalf of Institutions chevron_right Intermediaries / Wealth Managers I invest on behalf of my clients. chevron_right

Wellington Homepage

Changechevron_right

Wealth Program

Showing 10 of 39 Insights Posts
1270413720
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The power of local perspective: the rewards of a contrarian approach to European equities

Portfolio Manager Tom Horsey and Investment Director Thomas Kramer explain why they see compelling opportunities in today's European equity market for contrarian, bottom-up investors.

Continue reading
event March 2025
4 min
Article
2026-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mountain valley
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Making the most of the new economic era’s bright spots

Despite uncertainty, there are important factors that justify a more optimistic approach. By focusing on structural trends and considering a wide range of views, investors can position portfolios for positive long-term returns.

Continue reading
event March 2025
8 min
Article
2026-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Detail of a colorful glass mosaic.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event March 2025
6 min
Article
2026-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
474157734
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Asset Allocation Outlook

How to reposition portfolios for an era of uncertainty? Explore the latest monthly snapshot of our Multi-Asset Team’s asset class views.

Continue reading
event March 2025
4 min
Article
2026-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
electric-grid-high-voltage-tower-802410948
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Power play: Building the case for infrastructure in 2025

The long-term case for listed infrastructure remains compelling. But could near-term catalysts, such as nuclear and natural gas, also drive performance in the short term?

Continue reading
event February 2025
7 min
Article
2026-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
inflation hedge gold coins
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event February 2025
3 min
Infographic
2026-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
galaxy-hero-banner-insight-1200x600
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event February 2025
5 min
Article
2026-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
active-views-event-hero-page-banner-image
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Beyond US exceptionalism: what’s next for equity markets?

Macro Strategist Nick Wylenzek shares his insights on what could be an eventful year for equities and explores why Europe and the UK could defy current gloomy investor sentiment.

Continue reading
event February 2025
25 min
Event replay
2026-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
641607690
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Top five fixed income ideas for European investors

Investment Directors Tobias Ripka and Marco Giordano share their top five fixed income ideas for European investors in 2025.

Continue reading
event February 2025
4 min
Article
2026-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1323044561
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Emerging markets under Trump 2.0: expect the unexpected

Portfolio Manager Dáire Dunne and Investment Director Irmak Surenkok discuss what Trump 2.0 entails for emerging markets investors and what useful lessons they can learn from his first term.

Continue reading
event January 2025
5 min
Article
2026-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.