https://simplecast.com Investor Exchange Investor Exchange is collection of series produced by Wellington Management. Hosted by Wellington experts and featuring our global team of investment professionals, this series is a collective education on different asset classes and sectors. You can listen to this podcast and explore each series at Wellington.com and all your podcast platforms. 2025 en Thu, 26 Feb 2026 18:00:00 +0000 Thu, 26 Feb 2026 18:00:13 +0000 https://investor-exchange.simplecast.com Investor Exchange https://image.simplecastcdn.com/images/0fb5eeca-a811-4e11-aa8b-6a6a530d50fc/09f09fa8-c6cf-4d1d-a1f7-dae890d8973b/3000x3000/investor-20exchange-20thumbnail-20500x500at2x.jpg?aid=rss_feed https://investor-exchange.simplecast.com episodic Investor Exchange is collection of series produced by Wellington Management. Hosted by Wellington experts and featuring our global team of investment professionals, this series is a collective education on different asset classes and sectors. You can listen to this podcast and explore each series at Wellington.com and all your podcast platforms. Wellington Management false https://feeds.simplecast.com/Eli1Rnen investing, wellington management Mark Murphy mpmurphy@wellington.com 4f005bca-148c-493a-bff6-1586c7967b03 Evergreens: A structural revolution in private equity 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 evergreen funds
8:30 – Comparing evergreen and drawdown funds
11:15 – Managing liquidity in an evergreen context
13:40 – Evergreen's return expectations
15:55 – Potential impacts of AI
17:10 – The role of secondary investments
20:00 – Evergreen pricing
22:45 – The biggest learning curve for evergreens


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]]> Thu, 26 Feb 2026 18:00:00 +0000 mpmurphy@wellington.com (Will Craig, Mike Trihy) https://investor-exchange.simplecast.com/episodes/evergreens-private-equity-access-9D82qCtp 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 evergreen funds
8:30 – Comparing evergreen and drawdown funds
11:15 – Managing liquidity in an evergreen context
13:40 – Evergreen's return expectations
15:55 – Potential impacts of AI
17:10 – The role of secondary investments
20:00 – Evergreen pricing
22:45 – The biggest learning curve for evergreens


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]]> Evergreens: A structural revolution in private equity Will Craig, Mike Trihy 00:27:12 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. 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. evergreens, private investing, secondaries, secondary investing, private equity, liquidity, venture capital, ai investing, underwriting, artificial intelligence, private markets false full 16 1 163f0562-07cf-4c6e-8f04-cf9494d21cb3 What is climate growth investing? 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 – Defining climate investing
5:45 – Far beyond clean tech 1.0
10:15 – Climate risks versus opportunities
12:15 – Wellington’s investment platform
13:55 – Deglobalization, supply chains, and labor shifts
17:15 – AI, data centers, and automation
19:50 – The value of sector expertise
22:00 – Partnering with founders


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]]> Thu, 26 Feb 2026 17:30:00 +0000 mpmurphy@wellington.com (Will Craig, Greg Wasserman) https://investor-exchange.simplecast.com/episodes/climate-growth-investing-venture-capital-pjKFuatB 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 – Defining climate investing
5:45 – Far beyond clean tech 1.0
10:15 – Climate risks versus opportunities
12:15 – Wellington’s investment platform
13:55 – Deglobalization, supply chains, and labor shifts
17:15 – AI, data centers, and automation
19:50 – The value of sector expertise
22:00 – Partnering with founders


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]]> What is climate growth investing? Will Craig, Greg Wasserman 00:26:22 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. 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. datacenters, ai disruption, private investments, climate growth, private equity, climate investing, venture capital, automation false full 15 1 5da0f3c7-f7dd-4bee-8aaa-0b714d764a55 Early-stage investing in an AI-driven market 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 more.

1:30 – Jackson’s background in early-stage venture  
4:30 – Expanding the investable universe  
6:00 – Building early-stage venture networks  
7:45 – Why founders choose Wellington
9:45 – Discipline through long feedback loops  
11:35 – Understanding the venture J-curve  
14:20 – How AI is reshaping early-stage venture  
17:15 – Diving deep on AI opportunities
20:00 – Underwriting adaptability amid rapid innovation


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]]> Thu, 26 Feb 2026 17:00:00 +0000 mpmurphy@wellington.com (Will Craig, Jackson Cummings) https://investor-exchange.simplecast.com/episodes/early-stage-investing-artificial-intelligence-wmu_rpHN 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 more.

1:30 – Jackson’s background in early-stage venture  
4:30 – Expanding the investable universe  
6:00 – Building early-stage venture networks  
7:45 – Why founders choose Wellington
9:45 – Discipline through long feedback loops  
11:35 – Understanding the venture J-curve  
14:20 – How AI is reshaping early-stage venture  
17:15 – Diving deep on AI opportunities
20:00 – Underwriting adaptability amid rapid innovation


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]]> Early-stage investing in an AI-driven market Will Craig, Jackson Cummings 00:24:47 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 more. 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 more. innovation, private investing, j-curve, early-stage venture capital, ai, underwriting, artificial intelligence false full 14 1 66907d58-a4da-4b22-9846-4c06d27f0f33 Commercial real estate debt amid perpetual transitions 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 – Transitional lending’s perpetual opportunity set

12:00 – The case for large loans

13:45 – Real estate debt versus equity

15:20 – Banks evolving role in CRE

17:30 – Navigating CRE’s risks

19:00 – Ravi Anand, poker player


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]]> Tue, 10 Feb 2026 17:00:00 +0000 mpmurphy@wellington.com (Sonali Wilson, Ravi Anand) https://investor-exchange.simplecast.com/episodes/commercial-real-estate-debt-private-credit-I_SQM1ST 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 – Transitional lending’s perpetual opportunity set

12:00 – The case for large loans

13:45 – Real estate debt versus equity

15:20 – Banks evolving role in CRE

17:30 – Navigating CRE’s risks

19:00 – Ravi Anand, poker player


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]]> Commercial real estate debt amid perpetual transitions Sonali Wilson, Ravi Anand 00:22:25 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. 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. cre, private investing, private real estate credit, transitional lending, private credit, interest rates, real estate credit, underwriting, commercial real estate false full 13 1 8cdff441-c6fc-4ab9-a914-f5549aab98ff The evolution of investment-grade private credit 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 asset class?

7:05 – Liquidity and valuations

10:45 – Sourcing IG private credit deals

12:15 – Outlook for investment-grade private credit

14:15 – Public/private convergence

15:00 – Potential risks in investment-grade private credit

16:45 – Liz Perenick, beekeeper
 


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]]> Tue, 27 Jan 2026 17:10:00 +0000 mpmurphy@wellington.com (Liz Perenick, Sonali Wilson) https://investor-exchange.simplecast.com/episodes/the-evolution-of-investment-grade-private-credit-7xq_sqdB 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 asset class?

7:05 – Liquidity and valuations

10:45 – Sourcing IG private credit deals

12:15 – Outlook for investment-grade private credit

14:15 – Public/private convergence

15:00 – Potential risks in investment-grade private credit

16:45 – Liz Perenick, beekeeper
 


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]]> The evolution of investment-grade private credit Liz Perenick, Sonali Wilson 00:20:35 As part 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. As part 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. middle-market direct lending, credit markets, deal sourcing, public/private convergence, private investing, valuations, private debt, private credit, liquidity, ig private credit, public/private, investment-grade private credit false full 12 1 42aaa079-c7c5-4dbc-af4a-48edb89c6932 Growth lending’s role in the venture ecosystem 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 market evolved?

9:10 – Underwriting, covenants, sourcing

10:30 – Growth lending amid a decline in venture fundraising

13:30 – Why a company would partner with Wellington

14:30 – Jeff Chapman, photographer 


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]]> Tue, 27 Jan 2026 17:05:00 +0000 mpmurphy@wellington.com (Jeff Chapman, Sonali Wilson) https://investor-exchange.simplecast.com/episodes/growth-lending-venture-debt-market-STcN5vlz 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 market evolved?

9:10 – Underwriting, covenants, sourcing

10:30 – Growth lending amid a decline in venture fundraising

13:30 – Why a company would partner with Wellington

14:30 – Jeff Chapman, photographer 


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]]> Growth lending’s role in the venture ecosystem Jeff Chapman, Sonali Wilson 00:17:37 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. 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. deal sourcing, private investing, private debt, private credit, growth lending market, growth lending, photography, underwriting, venture ecosystem, venture debt, covenants, private markets false full 11 1 e16d0cfa-f48e-45de-ad9a-c935e6dc1771 Diving into the complexity of EM debt investing 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 – Mehak’s career path to Wellington

5:30 – Prudent risk taking

6:30 – Emerging markets trading process

8:26 – Mehak’s “edge”

10:15 – Current EM environment

13:15 – Overlooked EMs?

14:35 – Cricket and professional goals 


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]]> Thu, 8 Jan 2026 17:00:00 +0000 mpmurphy@wellington.com (Mehak Bhatia, Chris Perret) https://investor-exchange.simplecast.com/episodes/diving-into-the-complexity-of-em-debt-investing-0gsjhqXp 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 – Mehak’s career path to Wellington

5:30 – Prudent risk taking

6:30 – Emerging markets trading process

8:26 – Mehak’s “edge”

10:15 – Current EM environment

13:15 – Overlooked EMs?

14:35 – Cricket and professional goals 


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]]> Diving into the complexity of EM debt investing Mehak Bhatia, Chris Perret 00:18:51 Host Chris Perret sits down with portfolio manager Mehak Bhatia for an engaging conversation about investing and managing risk in emerging markets credit. Host Chris Perret sits down with portfolio manager Mehak Bhatia for an engaging conversation about investing and managing risk in emerging markets credit. hedge funds, emerging markets credit, emerging markets research, long/short investing, emerging markets, emerging markets debt false full 10 1 c9e0b15d-adb0-403b-ba67-b22ad06aa76f The talent nexus: Building tomorrow's hedge fund leaders 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 fund leaders.”

 

1:45 Leslie’s background and love of people

5:20 Getting portfolio manager from good to great

8:50 Example of helping a PM “see the ball”

10:10 Update on talent development at Wellington

14:30 Future of talent development


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]]> Tue, 9 Dec 2025 17:00:00 +0000 mpmurphy@wellington.com (Leslie Eisen, Chris Perret) https://investor-exchange.simplecast.com/episodes/the-talent-nexus-building-tomorrows-hedge-fund-leaders-2FWvtCef 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 fund leaders.”

 

1:45 Leslie’s background and love of people

5:20 Getting portfolio manager from good to great

8:50 Example of helping a PM “see the ball”

10:10 Update on talent development at Wellington

14:30 Future of talent development


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]]> The talent nexus: Building tomorrow's hedge fund leaders Leslie Eisen, Chris Perret 00:18:10 Hear how Wellington is redefining hedge fund talent development, from mentorship and specialization to the skills needed to compete in a growing industry. Hear how Wellington is redefining hedge fund talent development, from mentorship and specialization to the skills needed to compete in a growing industry. hedgefunds, talent, talent development, portfolio manager false full 9 1 ad93e755-6958-4a00-9310-a672d8f2f664 The great rate debate 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: structural vs cyclical forces

5:15 – Labor markets, inflation, and fiscal backdrop

9:00 – Foreign flows and demand for US assets

12:20 – Implications of AI

17:00 – Which matters more: productivity boost or debt reduction?

20:20 – Investor takeaways and insights for allocators


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]]> Thu, 20 Nov 2025 17:00:00 +0000 mpmurphy@wellington.com (Brij Khurana, Amar Reganti, Mike Medeiros) https://investor-exchange.simplecast.com/episodes/the-great-rate-debate-9BKW5CUx 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: structural vs cyclical forces

5:15 – Labor markets, inflation, and fiscal backdrop

9:00 – Foreign flows and demand for US assets

12:20 – Implications of AI

17:00 – Which matters more: productivity boost or debt reduction?

20:20 – Investor takeaways and insights for allocators


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]]> The great rate debate Brij Khurana, Amar Reganti, Mike Medeiros 00:24:48 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. 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. interest rates, fixed income, macro, fiscal policy false full 8 1 52dd3866-f91c-476d-bdc2-7b797382fdcc The past, present, and future of hedge funds 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?

 

 

 


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]]> Tue, 28 Oct 2025 16:00:00 +0000 mpmurphy@wellington.com (Chris Perret, Mark Sullivan) https://investor-exchange.simplecast.com/episodes/the-past-present-and-future-of-hedge-funds-VulDMhmX 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?

 

 

 


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]]> The past, present, and future of hedge funds Chris Perret, Mark Sullivan 00:13:33 Mark Sullivan explores the evolution of hedge funds and explains where he believes the industry is heading. Mark Sullivan explores the evolution of hedge funds and explains where he believes the industry is heading. hedge funds, alternatives, long/short investing, diversification, alternative investing false full 7 1 1394bf8b-e7ea-4dd2-8137-75f80d907a5c The science (and art) of bond trading 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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]]> Tue, 16 Sep 2025 16:00:00 +0000 mpmurphy@wellington.com (Masaya Okoshi, Amar Reganti) https://investor-exchange.simplecast.com/episodes/the-science-and-art-of-bond-trading-XkKPOhsy 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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]]> The science (and art) of bond trading Masaya Okoshi, Amar Reganti 00:19:05 Trader Masaya Okoshi and host Amar Reganti talk about the evolution and mechanics of bond market trading. Trader Masaya Okoshi and host Amar Reganti talk about the evolution and mechanics of bond market trading. technology, trading, bonds, bond markets, portfolio strategy, fixed income, fixed income trading false full 6 1 3b0a6360-1e26-42a7-ad39-e8cf060870f1 Bond market opportunities beyond US borders 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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]]> Mon, 11 Aug 2025 04:00:00 +0000 mpmurphy@wellington.com (Amar Reganti, Brij Khurana) https://investor-exchange.simplecast.com/episodes/bond-market-opportunities-beyond-us-borders-lk_i9dNl 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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]]> Bond market opportunities beyond US borders Amar Reganti, Brij Khurana 00:21:33 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. 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. bonds, bond strategy, investor exchange, bond markets, global, asset allocation, fixed income, global markets false full 5 1 56ddc79e-7b8f-4d32-ac5e-5297cf57bff3 From CMBS to private credit: Navigating the future of securitized markets 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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]]> Thu, 10 Jul 2025 13:39:00 +0000 mpmurphy@wellington.com (Amar Reganti, Alyssa Irving) https://investor-exchange.simplecast.com/episodes/from-cmbs-to-private-credit-navigating-the-future-of-securitized-markets-ezPvMW_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  

9:50 Valuations and risks of CMBS  

13:00 How can investors gain exposure?  

14:30 Esoteric securitizations


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]]> From CMBS to private credit: Navigating the future of securitized markets Amar Reganti, Alyssa Irving 00:18:21 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. 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. markets, real estate, private credit, fixed income, insurance, market dynamics false full 4 1 3cbafcda-e7d0-4b57-9bea-4a94ea25a0be Rates, trade, and "one big beautiful bill" 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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]]> Thu, 5 Jun 2025 13:38:00 +0000 mpmurphy@wellington.com (Mark Murphy) https://investor-exchange.simplecast.com/episodes/rates-trade-and-one-big-beautiful-bill-0ASy1iDr 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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]]> Rates, trade, and "one big beautiful bill" Mark Murphy 00:20:59 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. 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. false full 3 1 1b873059-12c4-4b89-add7-3cf01eaf0ab9 Tariffs, treasuries, and taxes: What comes next? 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


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]]> Tue, 13 May 2025 13:38:00 +0000 mpmurphy@wellington.com (Connor Fitzgerald, Amar Reganti) https://investor-exchange.simplecast.com/episodes/tariffs-treasuries-and-taxes-what-comes-next-eVPjWRMd 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


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]]> Tariffs, treasuries, and taxes: What comes next? Connor Fitzgerald, Amar Reganti 00:23:00 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. 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. taxes, tariffs, fixed income, macro, fiscal policy, treasuries false full 2 1 c9fdf18d-0c95-47eb-a57c-b7918505d3aa Credit investing amid today's volatility 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


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]]> Thu, 17 Apr 2025 13:38:00 +0000 mpmurphy@wellington.com (Campe Goodman, Amar Reganti) https://investor-exchange.simplecast.com/episodes/credit-investing-amid-todays-volatility-5sor1AUj 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


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]]> Credit investing amid today's volatility Campe Goodman, Amar Reganti 00:20:57 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 multi-sector credit investing, about what's next for bond markets and how investors may be able to navigate them. 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 multi-sector credit investing, about what's next for bond markets and how investors may be able to navigate them. tarriffs, economic cycle, private credit, geopolitical, geo-politics, liberation day, fixed income false full 1 1