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Wellington on Washington and the World

Showing 10 of 16 Insights Posts
1194135996
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Shrinking the government footprint: Deregulation and the US economy

Macro Strategist Juhi Dhawan shares her view on the economic effects of the Trump administration’s efforts to slash red tape, including the impact on growth and inflation, as well as some of the potential drawbacks of this approach.

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event March 2025
5 min
Article
2026-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
200026826-001
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The US equity rotation: Where have all the good vibes gone?

After riding into 2025 on a wave of post-election euphoria, the US stock market has struggled to find its footing so far this year. Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson looks at what’s changed in the markets and what it might mean for investors.

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event March 2025
4 min
Article
2026-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Deutschland, Berlin, Blick vom Marie-Elisabeth-Lüders Haus über die Spree auf den Reichstag und Paul-Löbe-Haus bei Sonnenuntergang
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

A pivotal election result for Germany and Europe

Macro Strategists Eoin O’Callaghan and Nicolas Wylenzek share their initial observations on what the pivotal Federal election results in Germany could mean for investors.

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event February 2025
5 min
Article
2026-02-28
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
White House South Portico
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US debt dynamics: Is there a path to sustainability?

How worried should investors be about US debt sustainability? Macro Strategist Michael Medeiros discusses the implications of soaring US federal budget deficits and the likely bond market response.

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event February 2025
5 min
Article
2026-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1461207625
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The US immigration crackdown: Weighing the economic implications

As the details of new US immigration policies come into focus, Macro Strategist Juhi Dhawan considers the risks they may pose for the labor market and the broader economy.

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event February 2025
7 min
Article
2026-02-28
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
tornadoes
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Geopolitics in 2025: Risks, opportunities, and deepening uncertainties

Geopolitical Strategist Thomas Mucha outlines his structural, policy, and geopolitical outlook for the year.

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event February 2025
8 min
Article
2026-02-28
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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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It’s different this time: Trump faces challenging geopolitical dynamics

Our expert explores how Trump may approach the heightened geopolitical challenges his second administration faces.

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event November 2024
3 min
Article
2025-11-30
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Trump win likely to accelerate macro trends already in motion

The US election results could have significant implications for the global economy and markets. To help you understand these changes, US Macro Strategist Mike Medeiros provides a thorough analysis and discusses the potential market impacts.

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event November 2024
5 min
Article
2025-11-30
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What do the US election results mean for investors?

The US election results could have significant implications for the global economy and capital markets. Our panel of experts provides a thorough analysis of what happened and explores potential market impacts.

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event November 2024
Video
2025-11-30
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Pre-election ideas for investors: Lean into what you know (not what you don’t)

Our expert offers investable ideas based on known macro and market conditions, rather than speculation.

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event October 2024
3 min
Article
2025-10-31
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