Unpacking one of our key mental models around investing and managing risk.

We believe positive differences between emerging and developed markets present investors with opportunities.

The idea that the typical investment portfolio can be constructed with a 60% allocation to equities and a 40% exposure to bonds has paid off for number of decades, with very few exceptions. Last year happened to be one of those exceptions: the diversification effect broke down spectacularly, and the so-called 60-40 portfolio…

Ronnie Sadka explains how media-derived narratives drive markets over the long run.

Fans of the long-running game show Jeopardy will remember that one famous contestant stood out from the rest. IBM’s supercomputer, named Watson, beat two human opponents in a 2011 competition that brought artificial intelligence into the spotlight. More than a decade later, AI has taken a giant leap forward.

Aswath Damodaran is a Professor of Finance. This podcast covers why inflation is such a dominant force in today's market, the importance of narrative when valuing companies, and his contrarian thoughts on the future of ESG.

How difficult is it to determine winners and losers when investing in companies for the long-term? And what makes growth companies special?

Hollie Briggs, Head of Global Product Management at Loomis Sayles, delves into the alpha thesis philosophy of the Growth Equity Strategies team.

Since the birth of quant investing, there’s been a steady rise in the number of factors that researchers claim can explain alpha. But it turns out that 15 factors are enough to capture most of the drivers of equity market returns.

Polen Capital Portfolio Managers Dan Davidowitz and Steve Atkins unpack the investment and public health opportunities they see in the emerging class of GLP-1 drugs.

One year has passed since Silicon Valley Bank’s downfall, an event that preceded the collapse of two other regional banks and triggered fresh volatility. While a broader crisis was averted, the policy picture in Washington is still developing.

Portfolio Managers Dan Davidowitz and Steve Atkins examine the explosion of Generative Artificial Intelligence technology and the implications it may hold for investors.

Andrew Li reveals findings from his study on the opportunities and challenges of applying machine learning to investment decision-making.

Within the thematic investing approach, climate-focused strategies allow investors to invest in companies with a climate friendly strategy and so do good while earning a return. Such strategies can enable them manage future (climate) risk, benefit from long-term opportunities and leverage strong support from regulators and…

What are the similarities and differences between the US regional banking crisis and 2008's global financial crisis? How likely is a recession? Should investors be focusing on value or growth? In this podcast, Macro Strategist Nanette Abuhoff Jacobson shares her interpretation of where the economy is headed, outlining…

This month’s episode is a special focus on the macro-economic outlook and investment themes for 2023 and beyond.

Two of Wellington's tech experts join host Thomas Mucha to discuss the rapidly evolving AI landscape and separate hype from reality, highlighting everything from the industries most likely to be impacted to AI's geopolitical implications.

Equity markets have been dominated by a handful of the largest stocks for several years. As a result, today’s cap-weighted indexes are nearing historical levels of capital concentration – and those few, dominant stocks wield a disproportionate influence over market returns. In a market driven by the behaviour of a handful of…

During periods of sustained price rises in equities, we see tremendous market interest in measuring the "frothiness" of prices, both for the market overall as well as for individual sectors and countries. Robin Greenwood, George Gund Professor of Finance and Banking at Harvard Business School and academic partner…

With both stocks and bonds recording losses in 2022, the 60-40 portfolio delivered its worst annual performance since the global financial crisis. What does a positive correlation between stocks and bonds mean for the future of portfolio construction? In this webinar, Noah Weisberger, Managing Director in PGIM’s…