Portfolio Manager Anna Lunden and Macro Strategist Nick Wylenzek talk about how to navigate macroeconomic shifts and trends like AI in global large-cap investing.

2:05 – Small-caps and the big picture
7:10 – How policy impacts philosophy and portfolios
10:30 – AI and the large-cap index skew
13:25 – Ripple effects (and opportunities) of AI
17:35 – Structure, risk-management, and the pursuit of alpha

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The latest episode of our WellSaid podcast dives deep into the world of climate investing and the transformative role of AI in driving sustainable solutions.

2:00 Global climate policy environment
5:45 Climate investments as problem solvers
9:07 Assessing climate tech company fundamentals
11:25 How AI is driving climate innovation
13:50 Global competition for climate tech dominance
16:25 Geopolitical dynamics
21:35 Climate solutions as national security priorities
25:05 Growing climate demand in emerging markets

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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

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Strategists Bo Meunier and Thomas Mucha analyze the impacts of AI, shifting supply changes, and evolving consumer behavior on emerging markets.

1:00 – Top trend: AI
3:10 - Semiconductor supply chain
8:00 – The auto industry and US tariffs
10:30 – Domestic markets and differentiation
13:30 – Real estate and construction
15:35 – Focus on China
20:50 – Deep dive on Mexico
24:00 – Strong fundamentals in central Europe
25:30 – A weaker USD and the end of US exceptionalism?

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Evan Reiser, CEO of Abnormal AI, and Rob Mazzoni, technology sector lead for late-stage growth private investments, join host Thomas Mucha to discuss how innovations in cybersecurity and AI are poised to disrupt everything from the software industry to geopolitics.

In this episode:
3:00 – AI reshaping software
5:30 – Investing amid AI innovation
8:30 – Disruptor versus disrupted
11:30 – Intersection of AI and cybersecurity
16:45 – What’s top of mind for CIOs?
18:40 – Impact on geopolitics
23:00 – Parting words for founders
24:05 – Investment implications

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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 and the Fed
11:40 – What’s happening in global capital markets?
14:10 – Applying this to allocations
17:20 – What’s next?

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Macro Strategists Juhi Dhawan and Thomas Mucha break down the busy first half of 2025, discussing DOGE, tariffs, taxes, immigration, deregulation, and more.

2:30 – Tariffs are a tax
8:30 – Highs and lows of the new tax bill
16:25 – Economic boosts in AI and deregulation?
20:30 – Immigration policy and productivity
23:05 – A wait-and-see Fed
25:20 – Investment implications of a disruptive geopolitical landscape

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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
9:50 Valuations and risks of CMBS
13:00 How can investors gain exposure?
14:30 Esoteric securitizations

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Portfolio managers John Smallcomb and Ed Baldini explain what extension strategies are, how they might benefit investors, and why interest in these strategies has been ticking up.

3:15 – What are extension strategies?
6:15 – Rising interest and room for growth
9:50 – Relative risk
13:35 – Role in asset allocation
15:30 – Extension strategies and the current market

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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
16:00 - What are policymakers missing?

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