Saturday, August 8, 2020

Wellington Management

Corporate Credit & Monetary Financing: A New Era in US Fed Policy

Are we witnessing a paradigm shift in how market participants should view US monetary and fiscal policy? Fixed Income Investment Director Amar...

Insurance Roadmap 2020: Three Keys to Success

Over the past year, I had the privilege of meeting with more than 100 global insurance companies, with total assets of around...

Muni Market Climate Risk: Hidden Perils, Untapped Opportunities

KEY POINTS:• In our view, climate change represents an acknowledged, yet still underappreciated, risk in the municipal (muni) bond market, but...

Central Banks To The Rescue? Don’t Count On It

Key PointsRegardless of near-term developments on the trade front, we expect growth to slow and think investors should consider more...

Can US Workers Help Keep The Expansion Humming?

Just the facts • The US labor force is expected to grow by 0.5% per annum over the next 10 years — faster than the...

Why We’re Positive On US Housing & How We’re Investing Based On That View

Key Points We believe the US housing market will continue to benefit from the structural tailwinds of rising rates of household formation and prolonged...