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Macro and market Outlook Asset allocation Content CoE Program Global Program Alternatives Fixed income Multi-asset Private investing Client objective Infographic

2024 Investment Outlook

Picture this: Our forecast in 7 charts

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2025-09-30
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This visual summary of Wellington ’s latest Outlook captures insights on key economic and market developments from experts across our investment platform, ranging from macro perspectives to latest views on public and private asset classes.

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Scaling opportunities in a new economic era

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2025-12-31
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Chart in Focus: Broadening earnings growth signals healthy US equity market

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Nick Samouilhan, PhD, CFA, FRM

Alex King, CFA

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3 min
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2025-07-31
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Multi-Asset Investment Outlook

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2025-12-31
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Outlook Macro and market Portfolio strategy Equity Fixed income Multi-asset USA APAC EMEA Emerging markets Active management Article
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Scaling opportunities in a new economic era

Explore our latest views on risks and opportunities across the global capital markets.

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Article
2025-12-31
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Active management Fixed income Outlook Content CoE Program Global Program Credit Government bonds Investment grade Economic cycle Interest rates Monetary policy Article
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Going their separate ways: Capitalizing on bond divergence

Our fixed income experts discuss how to position portfolios for a world of uncertainty and divergence, exploring key themes and evolving bond opportunities for 2025.

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7 min
Article
2025-12-31
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Outlook Fixed income Geopolitical Income Global High Yield Global Impact Bond Euro High Yield Global Credit Plus Multi-Sector Credit Opportunistic Fixed Income Credit EM debt Government bonds High yield Investment grade
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Bond Market Outlook

Our fixed income experts assess how to capitalize on market volatility with a flexible and dynamic approach that leverages diverse high-yielding opportunities and manages risks carefully.

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2025-12-31
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Active management Credit Outlook Content CoE Program Global Program Fixed income Article
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Securitized credit: Opportunity amid tight corporate spreads?

Portfolio Managers Rob Burn and Cory Perry discuss why they believe securitized credit has an attractive role to play in today’s tight-spread environment and highlight potential areas of opportunity in 2025.

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Rob Burn, CFA

Cory Perry, CFA

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5 min
Article
2025-12-31
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Multi-asset Outlook iStrat Brand Content CoE Program Global Program Article
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Multi-Asset Investment Outlook

To help think through the asset allocation outlook and implications for this year, we offer views from iStrat, our investment strategy and solutions group.

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2025-12-31
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Outlook Equity Volatility Growth Cash-driven investing Asian Opportunities Emerging Market Development China Focus Equity Asia Technology Global Innovation Global Stewards EM equity Mid-cap Small cap Large cap Thematic solutions Market commentary Tactical allocation Active management Article
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Equity Market Outlook

In our Equity Market Outlook, we offer a range of fundamental, factor, and sector insights.

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Andrew Heiskell

Nicolas Wylenzek

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2025-12-31
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Fiscal policy Interest rates Tactical allocation Content CoE Program Global Program iStrat Multi-asset Outlook Article
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Trump 2.0: Time to curb your enthusiasm? 

How does an allocator navigate markets when so much about the policy landscape is unknown? Our Investment Strategy & Solutions Group offers their views on the new political realities in the US and their global implications, including for equities, bonds, and commodities.

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Outlook Private investing Private equity Venture capital Article
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Private Investment Outlook

In our private market outlook collection, we explore the themes driving the rapid evolution of private credit and private equity markets.

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2025-12-31
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Interest rates Outlook Private investing Content CoE Program Global Program Article
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Private credit outlook for 2025: 5 key trends

Our private credit experts, Emily Bannister and Sonali Wilson, highlight five critical trends for 2025: the convergence of public and private markets, AI's impact on private credit, the evolving role of banks in lending markets, the impact of higher interest rates, and the importance of financial covenants.

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Emily Bannister, CFA

Sonali Wilson

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6 min
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2025-12-31
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Artificial intelligence (AI) Outlook Venture capital Content CoE Program Global Program Private investing Elections Article
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Venture capital outlook for 2025: 5 key trends

Our venture capital experts are encouraged by the healthier environment for venture capital in 2025. In this year's outlook, they explore key themes for the year ahead, including: higher deployment, AI, rebounding IPOs, and impacts of the 2024 election.

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7 min
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2025-12-31
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Macro and market Monetary policy Outlook Content CoE Program Global Program Article
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The year of uncertainty: 5 macro themes to watch in 2025

Macro Strategists John Butler and Eoin O’Callaghan outline five macro themes for investors to watch in 2025 in a year they see defined by exceptional uncertainty and an extraordinary macroeconomic backdrop.

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John Butler

Eoin O'Callaghan

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6 min
Article
2025-11-30
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