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Top of Mind: Trending Topics for Institutional Investors

August 2018
By Adam Berger, CFA; Multi-Asset Strategist for Wellington Management

Investors are wondering how they can adapt to an equity market that may be late in the cycle and invest in real assets given worries about inflation.

Each quarter, Adam Berger gives a quick summary of what he's hearing from public plans and other total-return-focused investors, what's on his research agenda, and what's "top of mind" in terms of strategic and opportunistic ideas. Here we highlight inflation, bear markets, and factor investing, some of the themes from his latest session.


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Adam Berger, CFA
Multi-asset strategist for Wellington Management

Important Risks: Investing involves risk, including the possible loss of principal.

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