Investor Exchange

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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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 devel...

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 reduc...

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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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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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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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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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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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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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...