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.
Wellington Management
Investment Management
Boston, Massachusetts 141,738 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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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.
Big picture thinking with small-cap equities
wellington.com
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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
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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.
Investing in “3D”: Forces shaping alternatives opportunities in 2024
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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
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From avoiding "junk" to holding on to "graduates," members of our Fundamental Factor Team share their research insights on the pursuit of alpha in the small-cap space. #istrat #factorinvesting #smallcaps For professional investors only. Capital at risk.
Factors to consider when allocating to US small-cap stocks
wellington.com
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How should investors navigate a narrow market? Looking ahead to the rest of the year, Macro Strategist Nicolas Wylenzek examines the structural backdrop and Equity Strategist Andrew Heiskell shares his view on equity opportunities to watch. #equities #midyearoutlook #smallcaps Capital at risk. For professional and accredited investors only.
Beyond US large cap: Where now for equity investors?
wellington.com
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Wellington Management is excited to welcome this year’s US Class of 2024 Campus hires! We have 20 talented students joining us from 13 universities. They will be joining the full-time Business Associate, InvesTech Associate, and Early Career Investor programs. Learn more about our campus programs here: https://lnkd.in/gKbyfm9 #WELLcomeToTheFuture #WorkAtWellington
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Some areas of private credit are seeing capital demand double supply. Dive deeper into this trend and more in our 2024 mid-year private credit outlook. Source: PitchBook, 1Q24.
4 key drivers of private credit opportunities
wellington.com
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As they look ahead to the second half of 2024, Multi-Asset Strategists Adam Berger and Nick Samouilhan offer six ideas from the hedge fund and liquid alternatives investment space, from global macro to multi-strategy approaches.
Alternative Investment Outlook
wellington.com