Wellington Management

Natasha Brook-Walters discusses how 2025 will likely see markets once again be consumed by discussions on market #concentration, #inflation and #valuations. How can investors position portfolios for bumps in the road without losing sight of longer-term opportunities. And which opportunities could be particularly compelling in #2025? Learn more: https://lnkd.in/gPAFRBw7 For professional investors only. Capital at risk.

Health care experts David Khtikian and Joshua Sommerfeld join host Thomas Mucha on the latest episode of the WellSaid podcast to explore the industry's transformation. Hear them dive into topics like consolidation, tech innovation, value-based care, and their public/private collaboration: https://lnkd.in/eWsX7sKb

CEO Jean Hynes explains how Wellington is building for the future of active management by investing in our capabilities and aligning our organization and talent with clients’ shifting needs. Read more: https://lnkd.in/eBKinXny

Macro Strategist Michael Medeiros, CFA sees the results of the December Fed meeting as supportive of our thesis that cyclical and structural forces are aligning to support higher bond yields. In this video, he details three insights: 1. The Fed may be pausing its rate-cutting cycle 2. Inflation risk is an increasingly key focus for the Fed 3. Changes to trade and immigration policies could heighten inflation risk Read more: http://ms.spr.ly/6041oZ2ob

Does #securitizedcredit provide an opportunity amid tight corporate spreads? Portfolio Managers Rob Burn and Cory Perry, CFA discuss why they believe the asset class has an important role to play in today’s #tightspreadenvironment and highlight three areas of potential opportunity in 2025.

Head of Multi-Asset Strategy Adam Berger offers coping tips for an uncomfortable investment backdrop and a world where investing rules of thumb may be broken.

Risk markets welcomed the results of the US election, but how long will the positive vibes last? Members of our Investment Strategy & Solutions Group explain how they're navigating the policy unknowns heading into the new year and share their overweight and underweight views on global equity, bond, and commodity markets. They also offer perspectives on inflation, market concentration, small-cap stocks, and a range of long-term themes shaping investment opportunities.

For professional and accredited investors only. We are delighted to share that Wellington Management was presented with the Best New Fund – Bond award and achieved a Highly Commended distinction in the US Equity category at Asian Private Banker’s Asset Management Awards for Excellence 2025. For us, this recognition is a testament to our research-driven approach and commitment to delivering client success by exploring new ideas and challenging each other’s thinking. We would also like to thank our distribution partners for their trust and support, and we look forward to strengthening and building on these relationships in the coming years. For more information, including award methodology, please visit https://lnkd.in/e895h_sr Capital at risk. Past performance is no guarantee of future results. Awards should not be considered a recommendation. Data being linked to is that of a third party. No assurance is being provided as to its accuracy or completeness. The award may not be representative of any one client's experience. Wellington Management did not pay a fee to be considered. Award sponsor: Asian Private Banker.

How does an allocator navigate markets when so much about the policy landscape is unknown? Our Investment Strategy & Solutions Group offers their views on the new political realities in the US and their global implications, including for equities, bonds, and commodities.

How does an allocator navigate markets when so much about the policy landscape is unknown? Our Investment Strategy & Solutions Group offers their views on the new political realities in the US and their global implications, including for equities, bonds, and commodities.