Wellington Management

Macro Strategist Juhi Dhawan looks at what changes to the mammoth US Medicaid program could mean for economic growth, employment, inflation, and financial markets. Learn more: https://lnkd.in/ew6rE-A7

We are pleased to welcome Christina Kopec Rooney, Wellington’s new Head of US Wealth! This new role was created as part of Wellington's broader strategy to expand its capabilities in the wealth channel, where the firm currently subadvises and manages over $600 billion in US wealth assets across mutual funds, ETFs, VITs, separately managed accounts, and alternative asset vehicles. . We’re excited by the 25 years of experience Chrsitina brings in asset management, strategy, and execution to this new role, where she will lead Wellington's efforts to enhance its offerings for the wealth channel and drive growth in the US market. Christina joins us from Goldman Sachs Asset Management (GSAM), most recently serving as Managing Director and Head of Commercial and Digital Strategy for Global Third-Party Wealth where she led a multi-year growth strategy for the business and oversaw a team responsible for sales enablement and business intelligence. She will be based in our New York office. Learn more: https://lnkd.in/e7ykPjgW

In a #Europeanequitymarket faced with volatile macro and political dynamics, Portfolio Manager Tom Horsey and Investment Director Thomas Krämer see compelling opportunities for contrarian, bottom-up investors to uncover businesses with strong long-term tailwinds and solid balance sheets. For professional investors only. Capital at risk. Learn more: https://lnkd.in/ehNeMyrV

High interest rates could challenge leveraged buyouts, but we believe private investments are still critical to accessing the full market spectrum. Tune in to Nick Samouilhan on the latest episode of WellSaid to hear more insights on investing in the new macro regime: https://lnkd.in/evFcNpCH Apple: https://lnkd.in/egBDHikN Spotify: https://lnkd.in/emQJZPef

It was a pleasure to participate in HSBC’s Global Investment Summit 2025 in Hong Kong. Our CEO, Jean Hynes, spoke on two panels with esteemed fellow CEOs, sharing her unique perspectives on the megatrends and disruptors shaping investment in 2025 and beyond. At Wellington, we believe it is important for active asset managers today to lead the way in accelerating change and delivering investment excellence to help clients achieve their evolving goals. By uniting visionaries, world experts, investors, CEOs, and entrepreneurs, events like this foster global collaboration in times of uncertainty and help drive progress towards more effective solutions. Thank you HSBC for hosting an exceptional event. We look forward to the next collaboration. HSBC Corporate and Institutional Banking HSBC Global Private Banking HSBC International Wealth and Premier Banking #HSBCGlobalSummit

As bitcoin appears to be entering a new phase of acceptance, we offer a brief asset owner's guide to the cryptocurrency's role, the evolving regulatory environment, potential investment benefits and risks, and portfolio implementation. Learn more: https://lnkd.in/eUgNSf8J

We are pleased to share that our Euro High Yield Bond Fund has won a 2025 LSEG (London Stock Exchange Group) Lipper Fund Award in Switzerland. For more than three decades, these awards have recognized funds and fund management firms for their consistently strong risk-adjusted three-, five-, and ten-year performance relative to their peers. Based on Lipper's quantitative, proprietary methodology, the awards reflect a truly independent and uncompromised assessment of fund performance. Congratulations to Konstantin Leidman, CFA and the team! For professional investors only. Capital at risk. Wellington Management did not pay a fee to be considered for this award. Winners were selected by LSEG Lipper and were selected for consistently strong risk-adjusted three-, five-, and ten-year performance relative to their peers. This award was announced on 27/03/2025 and is based on the following time period: 36 months of performance history as of the end of the calendar year 2024. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results. Further information on the award and awarding criteria: https://lnkd.in/gjwAy_h

Come può un investitore orientarsi nei mercati con un panorama politico così incerto? Il nostro Investment Strategy & Solutions Group condivide le proprie view sul nuovo assetto politico negli Stati Uniti e sulle relative implicazioni a livello globale, focalizzandosi su azioni, obbligazioni e materie prime. Leggi ora: https://lnkd.in/e2befhYf #wellington #outlook #multiasset #tassiinteresse #allocazione Solo per investitori professionali. Capitale a rischio.

“Stay invested, stay diversified, and be conscious of unintended risks in your portfolios,” said Janet Perumal, Head of APAC and Head of APAC Investments, at the #MIGlobal Investors' Symposium in Hong Kong. Investors are navigating a tightrope due to macroeconomic headwinds like persistent inflation, tight interest rates, and evolving trade and regulatory policies. Janet, alongside Aaron Costello (Head of Asia, Cambridge Associates), Kevin Sneader (President of Asia Pacific Ex-Japan, Goldman Sachs), Howe Chung Wan (CEO of Singapore and Head of Asia Fixed Income, Principal Asset Management), and moderator Chery Kang (Correspondent and Anchor, CNBC International), shared insights on macroeconomic trends influencing public and private investment decisions, areas of resilience or compelling opportunity, and the impact of AI on business strategy. Click here to watch the replay: https://lnkd.in/gwJieV4C #Leadership #Community #Finance

We had a fantastic time at #AltsLA 2025! It was great spending time with old and new friends. The crowd, content, and venue exceeded expectations. Thank you to Markets Group and the other sponsors for organizing the event. Learn more about alternatives at Wellington: https://lnkd.in/ejRrDRpi Molly Conway, CFA, Christine Fleming, Akin Greville, CFA, Jason A. Horowitz, and Mike Trovato