Where are the four compelling fixed income opportunities in the second half of the year? Fixed Income Portfolio Manager Campe Goodman and Fixed Income Strategist Amar Reganti investigate. #fixedincome #midyearoutlook #credit #interestrates Capital at risk. For professional and accredited investors only.
Wellington Management
Investment Management
Boston, Massachusetts 143,039 followers
Trusted adviser to investors worldwide
About us
For almost 100 years, we have chosen to do things differently, including the way we structure our ownership model, organization, and investment platform. Critically, we know that the best investment ideas are found when a diverse workforce is encouraged to bring forward unique perspectives. Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 2,400 clients in more than 60 countries. We manage more than US$1 trillion for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients. As a private partnership whose only business is investment management, we are able to align our long-term views and interests with those of our clients. We offer comprehensive investment management capabilities that span nearly all segments of the global capital markets, including global equity, fixed income, currency, commodity, alternatives, and private markets. Leveraging more than 900 investment professionals located in offices around the world, we combine independent insights across asset classes, skill sets, and investment disciplines to uncover ideas for our clients, because we believe collaboration is a rare, repeatable competitive edge. This independent structure and collegial culture are two of the main reasons investment professionals join Wellington Management — and stay for their entire careers. For current open opportunities, please visit www.wellington.com/joinus We are an equal opportunity employer and are committed to having a diverse workforce. Please visit http://www.wellington.com to learn more about our firm. Important disclosure: https://www.wellington.com/en/important-disclosure
- Website
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https://www.wellington.com/en/about-us/why-wellington-management
External link for Wellington Management
- Industry
- Investment Management
- Company size
- 1,001-5,000 employees
- Headquarters
- Boston, Massachusetts
- Type
- Privately Held
- Founded
- 1933
- Specialties
- Investment Management, Insurance Asset Management, Defined Contribution Investments, Financial Reserves Management, ESG Integration, Liability-Driven Investing, Multi-Manager Solutions, Family Office Investing, and Sustainable Investing
Locations
Employees at Wellington Management
Updates
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"The goldilocks period of globalization is over. The global geopolitical environment will remain challenged, regardless of November’s result and the differing policy priorities of Vice President Harris and former President Trump. Continued geopolitical and policy disruptions likely will create more winners and losers in the investment marketplace, offering potential upside for active investors." Thomas Mucha, Geopolitical Strategist
Harris vs. Trump: Investment implications
wellington.com
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How does recent volatility impact a potential IPO market rebound? Watch Matthew Witheiler, sector lead for consumer and technology private investments, on Bloomberg to hear his latest outlooks on IPOs, AI, and venture capital broadly.
Tech IPOs 'On The Rebound' Despite Market Volatility: Witheiler
bloomberg.com
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Higher dispersion in the performance of companies across sector or regions may create attractive opportunities for long/short strategies. In a region as diverse as Europe, for example, today’s political and economic issues vary greatly across countries.
Investing in “3D”: Forces shaping alternatives opportunities in 2024
wellington.com
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Politics, policies, and bond yields Read more: https://lnkd.in/e_dWysxc
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A slow roll on rate cuts by the #Fed could frustrate markets and lead to more volatility ahead of the September FOMC meeting. See portfolio manager Brij Khurana's take on what to expect for the next few weeks. https://lnkd.in/eNNbCBPW
Walking a mile in Fed Chair Powell's shoes
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For professional investors only. Capital at risk. "The reason AI is transformative is because it will increase the supply of a scarce resource, increasing productivity — a pattern which has played out before, perhaps most notably during electrification", says Investment Strategy Analyst Aaron Koh. What can electrification tell us about AI and where could the investment opportunities be?
Thematic investing focus: how exactly will AI transform the world?
wellington.com
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Rebuilding Europe’s defense capabilities needs “billions and billions to be invested in the coming years.” 🎧 Listen to the latest episode of #WellSaid for portfolio manager Dirk Enderlein's in-depth outlook for the defense industry and European markets broadly: https://lnkd.in/eKky3E8c
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Will #AI fulfill the market's high expectations? Will it continue to drive #market concentration? Head of Multi-Asset Strategy Adam Berger and Global Industry Analyst Brian Barbetta, co-head of our Technology team, discuss the outlook and the #assetallocation implications.
Time to rethink your technology exposure?
wellington.com
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Credit Analysts Carolyn Natale, Conor McEachern, and Jessica Mayer argue that "office to multi-family conversions alone won’t solve the large supply/demand imbalance in the office sector, but they are an important part of the longer-term need to take supply out of the system which could ultimately be a tailwind over time. " Learn more: https://lnkd.in/eZhfY6Xu
Office to multifamily conversions
wellington.com