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how sustainable is Europe’s rally?

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Portfolio construction

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Active management Equity Portfolio construction Wealth Program EMEA Focused European Equity Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The power of local perspective: the rewards of a contrarian approach to European equities

Portfolio Manager Tom Horsey and Investment Director Thomas Kramer explain why they see compelling opportunities in today's European equity market for contrarian, bottom-up investors.

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By

Thomas Horsey

Thomas Kramer

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4 min
Article
2026-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Outlook Income Economic cycle Fixed income program Portfolio construction Fixed income Credit Distribution Asia advised retail Quick Take
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Chart in Focus: Compelling opportunities in four higher-yielding credit sectors

Portfolio Managers Campe Goodman and Rob Burn share insights on where they are seeing compelling opportunities in high-yielding credit sectors.

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By

Campe Goodman, CFA

Rob Burn, CFA

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Quick Take
2025-03-11
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Fixed income Portfolio construction Macro and market Asia advised retail Article Brand Credit
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The three hallmarks of an unconstrained bond fund

Portfolio Managers Brij Khurana and Brian Garvey and Investment Director Brian Doherty highlight three key characteristics that they believe every unconstrained bond strategy should incorporate.

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Multiple authors

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Article
2023-12-31
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WELLINGTON MANAGEMENT® is a registered service mark of Wellington Group Holdings LLP.
Wellington Management Hong Kong Limited 威靈頓管理香港有限公司 is a private company incorporated with limited liability in Hong Kong, with its address at 17/F Two International Finance Centre, 8 Finance Street, Central, Hong Kong.  It is licensed and regulated by the Securities and Futures Commission of Hong Kong with CE Number AJB478. 

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