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Macro and market Multi-asset Asset allocation Wealth Program Americas Brazil Canada Mexico USA APAC Asia Australia China India Japan EMEA Africa Europe France Germany Italy Russia United Kingdom Emerging markets Article
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Monthly Asset Allocation Outlook

Wondering how to reposition your portfolio amid election-related uncertainty? Explore the latest monthly snapshot of our Multi-Asset Team’s asset class views.

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Multiple authors

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4 min
Article
2025-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Active management Fixed income Macro and market Wealth Program Americas Brazil Canada Mexico USA APAC Asia Australia China India Japan EMEA Africa Europe France Germany Italy Russia United Kingdom Emerging markets Inflation Interest rates Macro Monetary policy Asset allocation Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Time to capitalise on the evolving role of bonds?

We outline why we think the new economic era is elevating the role of bonds as a source of attractive and stable income, downside protection and portfolio diversification.

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By

Marco Giordano

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2 min
Article
2025-09-30
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Elections Asset allocation Growth India Equity EM equity Wellington on Washington and the World Article
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As India goes to the polls, is the case for Indian equities still compelling?

While current Prime Minister Narendra Modi is expected to secure a third term, a full-scale win is not a foregone conclusion. Against this backdrop and continued investor enthusiasm for Indian equities, Equity Portfolio Manager Niraj Bhagwat and Investment Director Philip Brooks assess the macro case for India. Are higher valuations justified?

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By

Niraj Bhagwat

Philip Brooks, CFA

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6 min
Article
2025-06-30
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