Investor Exchange

Multi-Asset Strategist Adam Berger explains the challenging environment for traditional diversification and explores hedge funds as a potential solution. If traditional diversification is less reliable, what comes next? Listen to Multi-Asset Strategist Adam Berger make a case for hedge funds as next-generation diversifiers in conversation with host Christopher Perret on the #InvestorExchange podca...

Macro is back. In the latest episode of InvestorExchange, macro strategist Mike Medeiros joins host Chris Perret to discuss inflation, policy uncertainty, and where investors may be mispricing risk across markets. 1:57: Policy rates - too tight or too loose? 3:04: How do we get inflation lower in today's market? 5:11: How resilient is the US economy? 7:05: Will AI deliver a productivity boom? 11:1...

Evergreen funds are reshaping how investors access private markets. In this episode, Mike Trihy explains how these vehicles work, how they differ from traditional drawdown funds, why adoption has accelerated, and how disciplined liquidity management, underwriting, and portfolio construction influence outcomes in venture growth strategies. 1:30 – Mike's background in evergreens 3:15 – Defining ever...

In this episode of InvestorExchange, Greg Wasserman, head of private climate investing, examines how the climate opportunity set has evolved since clean tech 1.0. He discusses the shift from capital-intensive hardware toward scalable growth businesses and why he believes cross-sector expertise is critical to underwriting in this expanding market. 1:45 – Greg’s two decades in climate investing 4:15...

In this episode of InvestorExchange, Jackson Cummings, head of Wellington Access Ventures, discusses how early-stage investing is evolving. The conversation explores how expanding sourcing networks can uncover differentiated opportunities, how discipline is maintained across long feedback loops and amid rapid innovation, and how AI-driven shifts are reshaping competition, underwriting, and much mo...

In this episode of our InvestorExchange private markets series, Ravi Anand, portfolio manager and head of private real estate credit, explores how the asset class is evolving and highlights why we believe there is a perpetual need for transitional lending. 2:00 – Ravi’s background in CRE debt 4:45 – Investing in a mature CRE market 6:50 – Two rapid cycles: Behavior and investment flows 9:10 – Tran...

As part of our InvestorExchange private markets series, Liz Perenick, head of portfolio management for investment-grade private credit, profiles how the asset class has changed, how it differs from other parts of private credit, and much more. Key topics: 2:15 – Liz’s background in investment-grade private credit 3:10 - What is IG private credit (and how has it evolved)? 5:15 – Who accesses this a...

As part of our InvestorExchange private markets series, Jeff Chapman, head of growth lending, outlines the growth lending market, how and why it has evolved, and much more. Key topics: 1:55 – Jeff’s background in growth lending 4:00 – Growth lending market overview 5:00 – Lending to cash-burning companies 6:15 – What types of companies access growth lending? 7:00 – How has the growth lending marke...

Maintaining an edge in long/short investing isn't easy., especially in emerging markets. On our latest episode of InvestorExchange, host Chris Perret sits down with portfolio manager Mehak Bhatia for an engaging conversation about investing and managing risk in emerging markets credit. Discover how Mehak's personal and professional journey shapes his approach and helps him maintain his edge. 1:20...

What does it take to build the next generation of hedge fund leaders? The hedge fund industry is evolving — fast. In our latest InvestorExchange episode, Leslie Eisen joins host Chris Perret to explore how Wellington is redefining talent development, from mentorship and specialization to the skills needed to compete in this growing industry. Listen to “The talent nexus: Building tomorrow’s hedge f...

What's the trajectory for interest rates? It's complicated, and structural and cyclical dynamics may matter more than near-term policy decisions. Three of our experts, Amar Reganti, Mike Medeiros, and Brij Khurana, discuss their differing views on which forces bear watching when it comes to the direction of rates in coming years.   0:00 – Introduction to the Great Rate Debate 2:15 – The rate cycle...

Mark Sullivan explores the evolution of hedge funds and explains where he believes the industry is heading.   2:00 – Meet Mark Sullivan 2:55 – Wellington’s hedge fund platform 4:20 – The evolution of the (highly competitive) hedge fund industry 7:30 – How and why clients are thinking more carefully  9:15 – What does the next decade in hedge fund investing look like?       Hosted by Simplecast, an...

Trader Masaya Okoshi and host Amar Reganti talk about the evolution and mechanics of bond market trading.   2:55 – Bond trading, then and now   5:40 – Price transparency vs ability to move risk   7:30 – What is portfolio trading?   9:35 – Hedging with credit ETFs   11:05 – Technology: Does the limit exist?   15:10 – Long-only vs long-short worlds Hosted by Simplecast, an AdsWizz company. See pcm.a...

On the latest episode of Wellington’s InvestorExchange podcast, host Amar Reganti sits down with Brij Khurana, portfolio manager of an unconstrained bond strategy, to discuss the shifting dynamics of US and global markets, and what they mean for asset allocators.   1:45 – How the US navigated the GFC and COVID pandemic   6:50 – Immigration and labor supply   8:30 – The One Big Beautiful Bill Act a...

Host Amar Reganti is joined by head of financial reserves management Alyssa Irving to discuss the state of commercial real estate lending, focusing on CMBS, private credit, and evolving market dynamics. 2:00 What is financial reserves management?   3:05 Early days of the commercial real estate lending   5:30 Similarities and differences with the current CMBS market   7:45 Effect of private credit...

Macro strategist Mike Medeiros joins host Amar Reganti to dissect the Trump administration's policy moves to date and what they may mean for the US economy going forward.   2:35 - What would happen under full tariffs?   4:20 - Historical path to deglobalization   5:45 - Impact of tariffs on inflation and growth   9:00 - Has DOGE been effective?   10:55 - Reconciliation bill trajectory and effects...

Fixed income portfolio manager Connor Fitzgerald joins host Amar Reganti to discuss the potential effects of tariffs and other fiscal decisions on the bond market. 2:20 Liberation Day fallout   5:10 Tariffs as taxes   7:40 Breaking down market impacts   10:10 Structural increase in term premia   12:45 Inflation breakeven signals   15:55 Probability of recession   19:00 Managing fixed income portfo...

The bond market is critical for moving credit through the global financial system. So how will global bond markets respond amid today's volatility? How have the first 100 days of the Trump administration changed the calculus? In the first episode of Wellington Management's new InvestorExchange podcast, host Amar Reganti, fixed income strategist, talks to Campe Goodman, head of multisector credit i...