Small-cap stocks have experienced a historic rotation in response to recent macro jolts. In the latest episode of #WellSaid, equity strategist Andrew Heiskell joins host Thomas Mucha to discuss his outlook for small companies in this environment. https://lnkd.in/e_dqM-7a
Wellington Management
Investment Management
Boston, Massachusetts 143,825 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. 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 Wellington will not send unsolicited communications and investment opportunities initiated through social media platforms. Wellington does not perform business transactions, payment requests, or direct interactions through social media platforms. Please visit https://www.wellington.com/en/legal/privacy-notice for more information.
- 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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“With changes in structural trends, we’re witnessing greater volatility and dispersion,” said Head of Hedge Funds Mark Sullivan, CFA, CMT in a recent Allnews Q&A. Read his new paper on how macro approaches could help investors capitalize on today's economic change. https://lnkd.in/e_p4etbD
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In our latest Insurance Quick Takes video, Head of Insurance Multi-Asset Strategy and Portfolio Manager Timothy Antonelli discusses research on US life insurers’ use of private placement investments, and shares observations for insurers globally. Learn more: https://lnkd.in/ggdh_myJ #insuranceassetmanagement #insuranceregs
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“Today’s uncertainty highlights the importance of truly active management,” said Head of Hedge Funds Mark Sullivan, CFA, CMT in an Allnews Q&A. Listen to his recent WellSaid podcast on how macro investment approaches can offer investors a smoother path in an increasingly complex macro and geopolitical backdrop. https://lnkd.in/gmQM6ntm
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Check out the latest insights from William C. and Mark Watson: https://lnkd.in/gfyuZdxD They dive deep into private equity performance, highlighting metrics like DPI, how to benchmark PE returns, the J-curve, and much more.
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Recently Amar Reganti, Fixed Income Strategist sat down with Joe Weisenthal and Tracy Alloway, hosts of the Bloomberg Odd Lots podcast. Listen to Amar discuss how the US Treasury really decides which bonds to sell, and its strategy overall for funding trillions of dollars of US debt to the market. https://lnkd.in/eADSuTGb
We had an amazing conversation with the great Amar Reganti about the Treasury's strategy for funding its debt. What instruments it issues. What the Treasury is optimizing for, balancing market structure needs, while also trying to get the lowest interest expenses possible. Absolutely fascinating. Amar is great. Take a listen. https://lnkd.in/eZVkZWbr
Odd Lots: How the US Treasury Will Fund the Next $20 Trillion in Debt on Apple Podcasts
podcasts.apple.com
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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.
Chart in Focus: Four key areas of opportunities in bonds amid Fed uncertainty
wellington.com
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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