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EMEA

Showing 10 of 59 Insights Posts
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Weekly Market Update

What do you need to know about the markets this week? Tune in to Paul Skinner's weekly market update for the lowdown on where the markets are and what investors should keep their eye on this week.

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event December 2024
4 min
Video
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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Scaling opportunities in a new economic era

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

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event December 2024
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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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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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event December 2024
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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EMEA Investment Forum 2024: highlights

In this short video, we share highlights from Wellington's 2024 EMEA Investment Forum, where our Wellington experts and guest speaker explored how to “Rethink the future".

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event November 2024
2 min
Event replay
2025-11-30
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What do declining European earnings mean for ECB policy?

European companies have been unexpectedly resilient over the last couple of years. However, the outlook for European earnings could be more challenging than headline numbers suggest. What could this mean for investors?

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event November 2024
6 min
Article
2025-11-30
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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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The power of local perspective: the long and short of European equity investing

Dirk Enderlein and Boris Kergall explain why, in their view, the structural changes impacting European equity markets offer active long/short investors a rich source of potential return and diversification.

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event October 2024
7 min
Article
2025-10-31
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What the yen carry trade unwind could mean for markets and the Fed

Brij Khurana explains why market participants are likely underestimating how foreign ownership of US assets could constrain the pace and magnitude of the Fed’s cutting cycle.

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event September 2024
7 min
Article
2025-09-30
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The investment implications of Europe’s ageing workforce

What are the investment implications of Europe’s ageing workforce? Macro Strategist Nicolas Wylenzek explores the drivers of this accelerating demographic shift, Europe’s likely response and the opportunities it creates for investors.

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event September 2024
6 min
Article
2025-10-31
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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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event September 2024
2 min
Article
2025-09-30
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The power of local perspective: where next for European banks?

Global Industry Analyst Thibault Nardin explores how monetary policy divergence, technological disruption and sector consolidation are reshaping European banks, while creating potentially compelling opportunities for active investors.

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event August 2024
7 min
Article
2025-08-31
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