Explore every episode of the podcast The WellSaid Podcast

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

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?

Strategists Thomas Mucha and Johnny Yu discuss US-China strategic decoupling, trade tensions, and the implications for global markets and supply chains.

2:25 – Pause of US “reciprocal” tariffs on China
6:00 – National security concerns and market takeaways
10:10 – Impact on global supply chains
15:20 – Effects on other strategic allies and international relationships
23:10 – US self-isolation and long-term investment themes

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 portfolios

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 investing, about what's next for bond markets and how investors may be able to navigate them.

1:50 How the bond market reflects the current economic environment
4:30 Are we headed for a recession?
7:00 Effect of policy uncertainty on opportunities in credit
10:20 What do credit allocators overlook?
12:10 The rise of private credit
15:50 Tail risks and key lessons learned

Strategists Thomas Mucha and Nick Wylenzek discuss the regime shift in European markets, focusing on deglobalization, tighter monetary policy, and increased government intervention. They explore the impacts on sectors like defense, energy, and the evolving relationship with China.

Key topics:
1:45 - Unpacking the European economic regime shift
7:00 - Alpha potential of European markets
9:15 - National security concerns among EU governments
12:50 - A potential NATO split?
15:20 - Sector outlooks for European equities
16:45 - Europe and China relations

Nick Samouilhan, co-head of Wellington’s multi-asset platform, joins host Thomas Mucha to discuss the importance of adapting portfolios to rising macro volatility, geopolitical changes, and structural shifts.

Key topics
2:00 – Drivers of macro volatility
4:05 – Inflation, diversification, and stress testing
8:15 – Company and currency dispersion
10:25 – Regime diversification
12:15 – Role of hedge funds
14:45 – Private market opportunities
17:00 – Navigating geopolitical risk
20:25 – New rules for investing

On the latest episode of WellSaid, fixed income strategist Amar Reganti joins host Thomas Mucha to explore the potential effects of tariffs, ongoing geopolitical conflicts, China's economic recovery, the growth of private credit, and much more on 2025's fixed income markets.

In this episode:
1:55 – History and impact of tariffs
6:15 – Geopolitical conflict and inflation
12:15 – China’s economic recovery
16:00 – US/China great-power conflict
18:45 – Currency risk: Japanese yen
20:00 – US equities: Is it all just one trade?
22:05 – Housing market
24:25 – The growth of private credit

Health care services experts David Khtikian and Josh Sommerfeld join host Thomas Mucha to explore the industry's transformation, diving into consolidation, tech innovation, value-based care, and the benefit of their public/private collaboration.

1:30 – Evolution of health care services
3:30 – Next generation of digital health companies
6:45 – Public market: Leveraging private market insights
8:35 – Private market: Collaborating with public investors
11:20 – Top down macro and regulatory environments
16:20 – Health care in Trump 2.0
19:45 – Value-based care in private markets
23:15 – Impact of income inequality

In the wake of the US election, macro strategists Juhi Dhawan and Michael Medeiros join host Thomas Mucha to discuss the market, policy, and geopolitical implications of Trump 2.0.

In this episode:
1:15 – Equity market: Potential winners and losers
3:35 – Outlook for fixed income and bond yields
5:00 – Fiscal policy implications
6:30 – Deficits and the bond market
7:30 – Immigration’s impact on growth and inflation
10:15 – Tariffs and trade policy
13:10 – Geopolitical risk
15:30 – Fed policy in Trump 2.0

Macro strategist Mike Medeiros joins host Thomas Mucha to discuss the potential market impacts of the upcoming US election. Listen to the full episode to understand how different outcomes in the House, Senate, and White House races could shape the economy.

2:25 - Market implications of major policy differences
7:15 - When will bond markets care about deficits?
9:35 - The impact of polling errors
13:15 - Key issues and the race to 270
15:25 - Potential black swans
17:15 - The most polarized time in history
20:00 - Different approaches to income inequality
21:25 - The Senate, the House, and how divided government affects markets
25:30 - The Fed, inflation, and other macro variables
27:25 - Disinformation, deepfakes, and gen AI
28:35 - Who do markets think will win?

Small-cap stocks have experienced a historic rotation in response to recent macro jolts. In the latest episode of WellSaid, equity strategist Andy Heiskell joins host Thomas Mucha to discuss his outlook for small companies in this environment.

2:00 – The role of a global equity strategist
3:40 – Small-cap stocks’ recent rotation
5:25 – Regime change is a process
7:05 – Potential drivers of small caps' relative outperformance
9:00 – Small caps and the economic cycle
10:50 – Characteristics of higher-quality small caps
12: 20 – Identifying today’s small-cap opportunities
14:25 – The growth of private equity
18:00 – The impact of geopolitics and national security
21:00 – Lessons learned

Portfolio manager Dirk Enderlein joins host Thomas Mucha to discuss how European markets are evolving and how long/short investors can potentially make the most of the changes.

2:15 – Long/short investing amid Europe’s structural shifts
5:00 – Bubble or durable regime change?
7:30 – Energy transition
10:00 – Defense sector deep dive
15:45 – Bottom-up stock picking
18:30 – Evaluating emerging technologies
20:30 – Investing with an engineering mindset

Head of Multi-Asset Strategy for EMEA, Supriya Menon, explores her team's latest research on how climate change affects capital market assumptions.

Key topics:
2:05 – Supriya’s investment background
3:25 – Climate research from an allocator’s perspective
6:10 – New research framework: Three pillars
8:20 – Collaborating with internal climate experts
9:50 – Key research findings
12:30 – Implementing a climate framework
14:45 – Climate risk, geopolitics, and transition scenarios
18:20 – Integrating climate across asset classes
22:05 – Insurers approach to climate
23:30 – Next steps for climate research

The views expressed are those of the speaker(s) and are subject to change. Other teams may hold different views and make different investment decisions. For professional/institutional investors only. Your capital may be at risk.

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?

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

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

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

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

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

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

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?

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

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

Head of Investment Research Mary Pryshlak joins host Thomas Mucha to discuss the evolution of research in the asset management industry amid shifting market, technological, and geopolitical environments.  

Key topics:

• 1:40 – Career as a global industry analyst
• 3:00 – Differentiated investment research
• 5:15 – How research is evolving
• 6:50 – Industry-specific investment processes
• 8:30 – Investment outlook
• 11:00 – How deglobalization impacts research
• 14:30 – Collaboration examples: AI and the banking crisis
• 17:10 – Filtering out the noise
• 18:45 – Personal observations

Director of ESG Research Carolina San Martin and Portfolio Manager Katsuhiro Iwai join host Thomas Mucha to discuss shareholder activism and today's evolving sustainable investing disclosure expectations, including new standards from the International Sustainability Standards Board. 

2:10 What the new sustainability standards call for

5:15 Reforms and other changes in Japan

8:05 Impact of new disclosure standards in Japan

10:00 ESG integration and active ownership at Wellington

11:40 Investor engagement examples in Japan

14:00 How the US, Europe, and China may respond to the ISSB

17:00 Investor attraction to markets that embrace sustainability

18:20 ESG changes and Japanese culture

20:25 How to improve investment outcomes

22:30 Delivering stewardship alpha

Macro strategists Juhi Dhawan and Nick Wylenzek join host Thomas Mucha to explore how automation, shifting demographics, the onshoring of manufacturing, and other macro and geopolitical dynamics are impacting labor markets across the globe.

Key topics

1:50 – Structurally tight labor markets

4:35 – How labor scarcity impacts policy

7:25 – Automation across sectors

8:55 – Worker retraining and policy solutions

11:55 – Strategic sectors

14:15 – Demographics and the Chinese economy

16:40 – European politics, immigration, and labor markets

18:55 – US immigration policy

21:25 – Long-term policy and investment implications

Impact investor Jason Goins joins host Thomas Mucha to discuss social and geopolitical crosscurrents and the expanding opportunity set for impact investors.

Key topics:

2:00 – Education as an impact theme

4:40 – Systems effect, food security, and health care

7:25 – Geopolitical risk and the evolving impact universe

10:50 – Why impact investing is no longer a niche

12:00 – Risk management and a broadening opportunity set

13:45 – Long-term impact themes and widespread policy support

15:50 – Collaborating with traditional investors

Director of Climate Research Chris Goolgasian and Dr. Zach Zobel of Woodwell Climate Research Center return to WellSaid to share their latest insights on the biodiversity research and investing landscape. 

1: 50  Economic reliance on ecosystem biodiversity

3:35  Connections between climate change and biodiversity

6:55  Working with Woodwell Climate Research Center

8:27  Defining biodiversity in financial terms

10:27 Economic impacts of species diversity loss

12:20 Critical importance of keystone species

18:45 Corporate and policy responses to biodiversity

21:10  Final thoughts

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.

Key topics:

2:45 – What is generative AI?

5:00 – Artificial intelligence investment opportunities

7:05 – Potential long-term winners

10:00 – Surprising pace of AI adoption

10:55 – Leveraging AI in investment processes

12:25 – ESG and ethical concerns

14:00 – Geopolitics and the regulation of AI

22:45 – Economic implications

24:30 – Industry risks and opportunities

27:15 – What does generative AI mean for humanity?

Portfolio Manager Daire Dunne joins host Thomas Mucha to share his latest insights on thematic investing. Daire highlights the unique thematic opportunity in emerging markets; profiles key themes like financial inclusion and the energy transition; and explores the implications of today's geopolitical tensions. 

2:15 – Defining themes versus trends

4:00 – The next generation of sector funds

7:50 – Thematic investing in emerging markets

9:25 – Identifying secular themes

12:15 – Key EM themes: Financial inclusion and the energy transition

16:20 – Geopolitical conflict, strategic sectors, and thematic investing

19:30 – Dispersion, volatility, and scenario planning

23:15 – Personal observations

Director of Climate Research Chris Goolgasian and Dr. Zach Zobel of Woodwell Climate Research Center join host Thomas Mucha to share their perspectives on the adaptation research and investing landscape. 

Key topics:

2:20 – Climate adaptation

4:15 – Rising heat risk

6:40 – Innovative adaptation technologies

8:45 – Water scarcity and a price on water

12:40 – Climate resilience

14:20 – The intersection of climate and geopolitical risk

18:10 – Collaboration with Woodwell Climate Research Center

20:10 – Reasons for optimism

Portfolio manager Alan Hsu joins host Thomas Mucha to share his latest insights on climate investing, highlighting the growth of favorable climate legislation, the concept of true positives versus false negatives, the critical role of climate science in investing, and much more.

Key topics:

2:20 - Alan's path to climate investing

4:50 - The intersection of energy and technology

7:40 - The broad climate investing opportunity

9:50 - Favorable climate legislation

12:00 - True positives versus false negatives

16:00 - Collaborating with Woodwell and MIT

18:30 - Climate change and geopolitical risk

20:55 - New climate technologies

23:15 - An optimistic view

Co-heads of biotech private investments I-hung Shih and Nilesh Kumar join host Thomas Mucha to explore today's private biotech market, highlighting the state of deal flow, valuations, and innovation.

Key topics:

1:30 – The impact of scientific training on biotech investing

6:30 – The state of the private biotech market

9:30 – Groundbreaking innovations

12:15 – Secular trends in biotech investing

13:45 – Biotech’s valuation reset

16:15 – Regulation and drug pricing

19:15 – Wellington's broader health care perspectives

20:55 – The intersection of geopolitics and biotech innovation

23:30 – Collaborating with Wellington’s public health care team

26:15 – ESG and bioethics

Fixed Income Portfolio Manager Brij Khurana joins host Thomas Mucha to discuss today's bank liquidity crisis, recession risk, and how a hard landing could impact markets. Episode recorded on 3/27.

2:20 – Investing in a banking crisis

4:40 – Recession risk

6:15 – Consumer confidence 

7:20 – Potential length and severity of recession

8:40 – Implications of a profit recession

11:30 – Interest rate hikes

13:50 – The hard landing playbook

17:10 – Geopolitics, oil markets, and the US dollar

Portfolio Manager Yolanda Courtines joins host Thomas Mucha to discuss stewardship investing and how the key fundamental issues that matter to investors map over to the ESG context. 

2:15 – How ESG drives investment value

4:20 – Intellectual capital and natural capital

5:45 – The impact of stewardship on returns

7:00 – Proxy voting and engagement

8:30 – Wellington’s Investment Stewardship Committee

10:40 – ESG in today's political and regulatory environment

12:00 – Stewardship in a shifting geopolitical landscape

13:45 – Modern slavery and labor rights

16:15 – Personal observations

From our offices in Tokyo, portfolio manager Dan Maguire joins host Thomas Mucha to discuss the massive economic and market implications of Japan's efforts to end deflation.

1:45 Japan's economic recovery: Exiting deflation

4:35 Structural shifts in Japan’s labor market

6:35 Japanese zombie companies and the drive for efficiency

8:25 Outlook for Japanese small caps

11:05 Geopolitical impacts on Japan’s financial market

14:40 Assessing Japan’s attractiveness versus other markets

18:10 Personal observations on investing in Japan

In this episode of WellSaid, two veteran emerging markets investors, Bo Meunier and Niraj Bhagwat, join host Thomas Mucha to share their insights on the potential for a rebound in the asset class, with particular focus on opportunities in China, India, and across the Asia-Pacific region.

Key topics: 

2:00 – Investment outlook for emerging Asian equities

4:30 – Effect of China’s reopening

8:45 – Indian stock market valuations and business cycle 

10:45 – Emerging markets geopolitical risks

16:00 – On-the-ground research 

18:45 – Importance of EM ESG 

21:00 – Capital allocation across EMs

23:45 – Personal observations

In the first episode of WellSaid Season 2, Co-Head of Private Investing Michael Carmen joins host Thomas Mucha to share his constructive outlook for today's rapidly evolving private market landscape. In addition, they discuss the role of ESG in privates, how Wellington collaborates with entrepreneurs, and much more.

2:00 - Private equity outlook for 2023

4:30 - Potential recession 

5:40 - A new deal and valuation regime

8:10 - How the macro environment impacts privates

9:50 - ESG in private markets

10:55 - Working with VC founders

14:25 - Personal observations

Geopolitical Strategist Thomas Mucha looks back on highlights from WellSaid Season 1 and previews episodes to come in Season 2 in 2023.

India is balancing immense growth opportunities — like digital transformation, domestic manufacturing, and industry consolidation — with complicated geopolitical, climate, and other risks. Macro Strategist Tushar Poddar joins host Thomas Mucha to explore the key macro and economic factors driving one of the world's most compelling investment markets.

1:55 - India’s economic growth drivers

5:30 - India’s political stability 

9:15  -Market outlook and industry consolidation 

13:05 - Rise of India’s manufacturing 

16:18 - Critical geopolitical player 

22:30 - Climate change in India 

25:35 - Tushar’s career path and research process

28:20 - Book recommendations and personal observations

US midterm elections can be pivotal for financial markets, especially when they result in divided government. Macro Strategist Mike Medeiros joins host Thomas Mucha to discuss what 2022’s surprise midterm results may mean for equity and bond markets, US foreign and domestic policy, and the 2024 US presidential election.

Key topics:

1:35 - Midterm results

2:45 - Surprise election outcomes

4:10 - US domestic policy implications

6:50 - US foreign policy impacts

10:30 - Divided government's effect on equity and bond markets

13:15 - Republicans' lessons from midterm results

15:00 - Democrats' lessons from midterm results

16:15 - 2024 US Presidential Election outlook

Portfolio Manager Matt Lipton and Global Industry Analyst Matt Ross join host Thomas Mucha to discuss their outlook for fintech in today's environment, exploring the recent pullback in the sector, disruptive fintech innovations, potential regulation, and much more.

2:10 – Fintech market overview

4:20 – Fintech opportunities and risks for 2023

6:45 – Buy now, pay later

9:30 – Cryptocurrencies and digital assets

11:30 – Regulation and geopolitics

17:50 – Fintech in a recession

22:20 – Long-term COVID impacts

25:00 – ESG in fintech

28:00 – Collaboration and research process

The market for sustainable credit in emerging markets is exploding. What's driving that growth? What are the challenges and opportunities? Veteran fixed income credit analyst Sam Epee-Bounya joins host Thomas Mucha to explore the rapidly changing environment for ESG and sustainable finance in Latin America and Africa. 
1:45 – Sustainable finance growth drivers

4:20 – ESG differences with EM investing

6:55 – Examples of real-world improvements

9:50 – How Sam’s African background influences his research

11:50  – Sam’s collaborative approach to engagement  

14:35 – EM challenges and opportunities ahead

18:20 – Why changes will be incremental    

21:10 – Navigating geopolitical and macro risks

29:20 – Reading recommendations and personal observations

Macro strategist Gillian Edgeworth joins host Thomas Mucha to continue our discussion on the macro and market implications of the war in Ukraine, including the conflict's impacts on energy, food, and geopolitics. 

2:10 - Update on the war in Ukraine

5:20 - Oil price cap and the future of the Russian economy

8:30 - Russia's economic relationship with China

12:00 - India's and Turkey's relationship with Russia and the West

16:20 - Positive developments in Ukrainian food exports

18:10 - Investment implications of the war in Ukraine

23:20 - Insights from 14 years analyzing the Russian market

25:30 - Collaborative research approach

The war continues to exacerbate the twin crises of energy availability and affordability. We explore how the situation may take shape from here. 

2:00 Availability crisis

7:30 Demand-reduction measures

9:25 Affordability crisis

11:10 Effects on domestic politics and policy 

17:30 Effects on geopolitical friction

20:00 Effects on research and collaboration process 

Macro strategist Juhi Dhawan joins host Thomas Mucha to discuss her latest research on the Fed, inflation, and the key macro themes shaping today's markets.

1:50 – Today’s inflation drivers

3:00 – The Fed’s response

5:10 – Inflation in Europe

7:20 – Political implications

9:55 – Recession risk

12:00 – Key data to watch

13:15 – China’s economy

15:20 – The Inflation Reduction Act

19:45 – Juhi's research process

22:40 – Investment impacts of structural shifts

26:20 – Defense and national security

28:10 – Personal insights

Contrarians are a breed apart. Bucking conventional market wisdom, they seek opportunities to invest in companies where fundamentals are solid but valuations are so dislocated that other investors may not want to touch them -- at least not yet. Equity Research Analyst Tarit Rao-Chakravorti joins host Thomas Mucha to explain his process and how he looks to the macro environment, history, news headlines, and even works of fiction to source contrarian ideas.

Episode highlights:

1:10 What is contrarian investing?

3:40 Considering the macro environment

6:00 Contrarian opportunities today

8:15 Avoiding value traps

10:15 Importance of behavioral finance

12:40 Researching extremes

14:40 Engaging with struggling companies

16:30 Importance of communication

19:10 Tarit’s career path

21:40 Tarit’s book recommendations

24:00 If you weren’t an analyst at Wellington…?  

Fixed Income Investment Director Amar Reganti joins host Thomas Mucha to discuss opportunities and risks in today's fixed income markets, exploring the impact of inflation, central bank policy, geopolitical conflict, potential recessions, and much more.

Key topics to listen for:

2:00 — Fixed income in today's volatile environment

4:00 — The power of a reserve currency

8:00 — The Fed and inflation

11:20 — Central bank coordination

16:00 — Fixed income opportunities and risks

20:40 — ESG in fixed income

22:30 — China's role in Treasury markets

28:15 — Amar's research process

31:30 — Career path and personal insights

Global Industry Analyst Rebecca Sykes joins host Thomas Mucha to discuss the future of the pharmaceutical industry. They highlight the impacts of COVID-19 on the industry and explore today's newest pharma innovations, such as treatments for cancer, obesity, and more.

Key topics to listen for:

1:00 - Ongoing impacts of COVID-19

4:45 - Understanding regional differences

6:00 - Mental health and public health implications

9:15 - Intersection of biopharma and geopolitics

12:30 - Future of the health care industry

15:45 - Today's most exciting innovations

19:45 - Macro headwinds

22:30 - Rebecca's research process

26:15 - Career path and personal insights