Wellington Management

Technological innovation and disruption are shifting the landscape of investment winners and losers. For investors concerned about the impact on market concentration, extension strategies may be worth a closer look. For professional, institutional or accredited investors only. Capital at risk.

In our latest Insurance Multi-Asset Outlook, Tim Antonelli, Head of Insurance Multi-Asset Strategy and Portfolio Manager, considers whether reserve fixed income will remain an investment "sweet spot" and equities will offer more upside from here. #insurers #insuranceassetmanagement #assetallocation

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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 - firstly, by cherry-picking US issuers with sound balance sheets and positive fundamentals, and then rotating between buying them on dips when spreads are relatively more attractive, while sticking to US Treasuries for "dry powder" while spreads are tight. It's time for credit selection to shine. #fixedincome #credit #US Capital at risk.

Regardless of the outcome, November’s Presidential #election will have significant implications for US #tradepolicy, national security, and #geopolitics writ large. As the Republican National Convention enters its final evening, Wellington Geopolitical Strategist Thomas Mucha offers a deep dive into the potential economic implications of a second Trump administration. https://lnkd.in/eV-xuDxV Read more #electioninsights here: https://lnkd.in/ef4dPPh3

Global fundamentals have kept markets content so far this year, but will politics sour the mood? Members of our Investment Strategy & Solutions Group offer their views on the second half of 2024, including on equities, bonds, and commodities.

How to overcome the risks associated with being dependent on a handful of stocks for performance? Investment Director John M Mullins explores why small-cap equities could be part of the answer. #smallcap #magnificent7 #totalreturn For professional, institutional or accredited investors only. Capital at risk.

Portfolio Manager Emeka Onukwugha's African upbringing taught him the importance of a collaborative mindset and ensuring others' success. Learn about how he applies this philosophy to client outcomes with #privatedebt in his #meetthemanager video. Learn more: https://lnkd.in/eutPM77R

Economies around the world are increasingly in different phases of the business cycle — Europe cuts interest rates while Japan hikes them, for example. Global macro strategies may be able to take advantage of policy divergence, as we explain in our mid-year Alternative Investment Outlook. For professional, institutional or accredited investors only. Capital at risk.

Connor Fitzgerald, fixed income portfolio manager, shares his latest views at Wellington Management’s client luncheon in Hong Kong last week. In the highly interactive session hosted by Patricia Goodstadt, Investment Director, Connor spoke about the benefits of embracing a dynamic, total return approach in structuring fixed income portfolios. Staying opportunistic and flexible, with a focus on both income and capital appreciation, are key considerations for investors looking to generate consistent total returns amid today's environment of higher rates and higher volatility. Thank you to everyone who attended the event. Read more of Connor’s perspectives here: https://lnkd.in/gKX37Hqj #assetmanagement #activeinvesting #fixedincome