Wellington Management’s Post

We recently co-hosted financial literacy events at two Boston public schools with City Year Greater Boston and the Council for Economic Education. Our employees enjoyed reviewing personal finance themes with students and their families – we were impressed with the turnout and are excited to return during the next school year. We value our partnerships with our Foundation grantees and the partnerships that can be formed between community organizations and look forward to the chance to do more together. Learn more about the Wellington Management Foundation and its commitment to our communities: https://lnkd.in/eT9ADhr8

“As we approach the second half of the year, a number of investment themes for equity investors come to mind: 1) Breadth may not yet be back but is poised to return; 2) In the US, small is big again; 3) Time to find value in “value”; 4) Japan — it’s different this time!” Andrew Heiskell, Equity Strategist Read now: https://lnkd.in/gKW69Umc

For professional investors only. Capital at risk. A more divergent world has ramifications beyond interest rates. Co-Head of Investment Strategy Natasha Brook-Walters sees 5 key ways for investors to think about divergence. #iStrat #interestrates #volatility https://lnkd.in/g4MirDkB

What do sailing and credit market investing have in common? For Fixed Income Portfolio Manager Connor Fitzgerald, it's the intense level of focus and precision required to adapt to constantly evolving conditions. Know more about Connor: https://lnkd.in/gKX37Hqj Learn more: https://lnkd.in/g46JpYiE

While in Singapore visiting clients this week, Connor Fitzgerald, Wellington Management's Fixed Income Portfolio Manager, joined Paul Allen on Bloomberg Markets Asia to share his thoughts on inflation, US elections, and potential implications for credit markets. If you missed the live broadcast, see Connor's segment from 9:30 to 15:55: https://lnkd.in/gPF2myk6 In Connor’s view, today’s macro environment requires investors to be flexible, and consider generating income through portfolios with limited duration and credit risk. For more market insights, read Connor’s perspectives: https://lnkd.in/gxftncxu #fixedincome #markets #USelections

🌈 Celebrating LGBTQIA+ Pride Month at Wellington! 🌈 This year, our colleagues proudly walked in Boston and London Pride Parades – reaffirming our commitment to the LGBTQIA+ community and the firm’s steadfast commitment to inclusion. Internally, we hosted a panel discussion with our Pride Business Network on queer #allyship and identities in the financial services industry. We also hosted a discussion with GLAD (GLBT Legal Advocates & Defenders), who shared insights on current LGBTQIA+ legislation and affairs -- and their efforts to end discrimination. Join us in reflection on the significance of Pride month and how we all can contribute to a world of acceptance, respect and unity. #Pride #Inclusion #Diversity #WellingtonManagement #LGBTQIA+

How can investors capitalize on potential rate shifts in the second half of the year? Fixed Income Portfolio Manager Campe Goodman and Fixed Income Strategist Amar Reganti investigate. #fixed income #mid-year outlook #credit #interest rates Capital at risk. For professional and accredited investors only.

How can you evolve your portfolio to align with current market conditions? Explore our Multi-Asset Team's latest Asset Allocation Outlook for a differentiated perspective. For professional, institutional or accredited investors only. Capital at risk.

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.

For professional investors only. Capital at risk. Since the late 1990s, when the US cycle turned, the rest of the world generally followed, with a lag. However, the new economic era is likely to result in greater cyclical divergence between countries and the need for different central bank responses. How should investors think about the age of economic divergence?