The WellSaid Podcast

Head of liquid alternatives and hedge funds, Mark Sullivan, and investment director of diversifying strategies, Chris Perret, share their views on why the multidimensionality of macro investment approaches may help provide investors a smoother path forward amid an increasingly uncertain macro and geopolitical backdrop.

1:50 Career paths
5:10 Major shifts in the macro environment
8:20 Influence of government policy on markets
10:50 Effect of US election cycle
12:10 Japan’s new reality
14:40 Key to success for macro strategies?
16:40 Geopolitical risks
19:30 Dimensionality in the investment process
21:00 Importance of talent development
25:20 Why lean into macro now?

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Thanks to powerful corporate, political, social, and demographic tailwinds, India’s market has been firing on all cylinders. Ahead of the 2024 national elections, equity portfolio manager Niraj Bhagwat gives an inside look at these drivers and the impressive changes he is seeing across the country.

2:00 Observations from recent trip to India
4:35 Strong corporate execution in India
6:35 Reasons for broad-based market rally
10:10 Navigating India’s high valuations
12:00 Macro drivers, domestic politics, and national elections
15:50 Geopolitical risks and opportunities for India
21:45 Assessing the market impacts of climate change
23:35 Niraj’s expectations for the next five years

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Given the outsized effects of climate change on women and families, climate technology may be an avenue to better outcomes. Sector lead Molly Breiner joins host Thomas Mucha to break down the growing market and investment case for private climate tech.

2:00 Professional background
5:00 Climate, women, and agriculture
7:25 Founders and the gravity of climate change
10:00 Promising agriculture technologies
14:00 Benefits to women and families
18;50 Rise of female leaders in venture
20:20 ESG integration and women
21:50 Personal role models and mentors

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As investors, policymakers, and companies race to capture the opportunities associated with artificial intelligence, they must first understand myriad ethical risks. ESG analyst Caroline Conway joins host Thomas Mucha to explore this important issue.

2:06 Professional background
4:05 Primary risks and resources for AI companies
8:00 Will AI regulation stifle innovation?
9:45 Intersection of AI and national security
14:00 How AI will impact financial services
15:58 Other industries under AI scrutiny
17:57 How Wellington helps companies navigate AI
20:20 Overarching concerns and hopes for AI

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Portfolio manager Matt Witheiler joins host Thomas Mucha to discuss the outlook for private equity markets, from changing performance measures to the influence of AI.

2:00 Career arc

4:25 State of the venture capital market

8:30 Macro indicators that could affect private equity 

10:00 Increasing importance of distributions-to-paid-in

12:30 How valuations affect investment approach 

15:15 Opportunities arising from AI 

18:40 Effect of AI policy and government spending on innovation

22:00 Best practices for venture capital investing

25:00 Example of how we source and evaluate deals

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Veteran Fixed Income Portfolio Manager Campe Goodman offers his views on what investors can expect from credit markets in 2024. 

1:50 Professional background

2:50 Research and investment approach

4:15 Genesis of credit-sector rotation

7:45 Collaborating with other fixed income investors

11:25 Historical analogues to today's markets

14:30 Current credit market opportunities and risks

18:20 Effects of climate change and geopolitics

22:30 Biggest career lessons

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Portfolio managers Philip Fan and Ross Dilkes join host Thomas Mucha to share their latest views and projections for Asian equity and fixed income markets.

1:50 Career paths and personal experiences

4:50 Geopolitical tensions impact on Asian equities

7:20 Globalization impact on Asian fixed income markets

8:55 China’s economic challenges and positive path forward

11:20 Asian market sectors with highest potential

13:10 Opportunities in artificial intelligence 

15:44 Chinese real estate and credit sectors

19:20 Value investing and long-termism in Asia

22:10 Market inefficiency and alpha generation 

24:00 Biggest misperceptions about Asian markets

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Head of private climate investing Greg Wasserman joins host Thomas Mucha to discuss his latest research on climate venture capital, including highlighting climate technology in the private market, the impact of today's geopolitical and policy environments, and much more.

Key topics:

2:35 – The evolution of climate venture capital

6:45 – Private climate’s growing opportunity set

9:07 – What technologies are maturing versus mature?

10:25 – Leading-edge climate innovations

12:10 – Collaborating with industry and climate experts

15:25 – Climate change disrupting capital markets

17:45 – The US Inflation Reduction Act

20:15 – The intersection of climate and national security

23:30 – What’s driving climate entrepreneurs?

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Multi asset strategist Nick Samouilhan joins host Thomas Mucha to discuss managing multi-asset portfolios in today's increasingly complex economic and geopolitical environment, including highlighting his latest research on income generation.

• 2:00 - Path to multi-asset investing: South Africa and economics
• 4:15 – Allocators’ shifting challenges
• 7:00 – New income-generation research
• 9:45 – The income balancing act
• 12:20 – Deep dive on multi-asset research
• 15:30 – Recent research: Value versus growth and active management
• 18:30 – Correlation between equities and bonds
• 19:50 – Navigating change with frameworks: Inflation and regulatory risk
• 22:25 – Effect of geopolitical risk

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Frederik Groce, Deal Lead for Wellington Access Ventures (WAV), joins host Thomas Mucha to discuss the state of the early-stage venture capital market. Fred shares his latest insights on growth efficiency, outlines the challenges and opportunities for historically overlooked founders, and spotlights how WAV partners with portfolio companies.

2:00 – Fred’s path to early-stage investing

2:40 – Conscious capitalism

3:55 – Early-stage venture capital environment

5:25 – Challenges for underrepresented founders

6:30 – Partnering with early-stage founders

8:00 – Early-stage VC opportunities

9:35 – Leadership diversity

10:50 – Market inefficiency in venture capital

12:50 – Collaboration across asset classes

14:25 – The future of early-stage VC

16:20 – Personal observations

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