Geopolitics

Geopolitics Volatility Strategic allocation DB Public Program Multi-Asset qualifier Multi-asset Macro and market Top of Mind Article

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A guide to investing in the age of anxiety

There's a long list of issues worrying asset owners, from geopolitical risk to high valuations. To help, Head of Multi-Asset Strategy Adam Berger offers coping tips for an uncomfortable investment backdrop and a world where investing rules of thumb may be broken.

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By

Adam Berger, CFA

event December 2024

15 min

Article

2025-12-01

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Outlook Fixed income Geopolitics 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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Multiple authors

event December 2024

2025-12-31

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Outlook Economic cycle Geopolitics Inflation Macro Article No Optimizely

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Global Economic Outlook

Our macro strategists continue to expect that the interlinkages between countries, central bank policies, and market pricing will change, creating potentially attractive opportunities for active portfolio management and security selection.

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Multiple authors

event November 2024

Article

2025-11-30

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Elections Fiscal policy Geopolitics Inflation Interest rates Macro WELLSaid Podcast Podcast

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Trump 2.0: US election market impacts

In the wake of the US election, macro strategists Juhi Dhawan and Michael Medeiros join host Thomas Mucha to discuss the market, policy, and geopolitical implications of Trump 2.0.

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By

Michael Medeiros, CFA

Juhi Dhawan, PhD

event November 2024

21 min

Podcast

2025-11-30

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USA Elections Geopolitics Content CoE Program Global Program Wellington on Washington and the World Article

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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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By

Thomas Mucha

event November 2024

3 min

Article

2025-11-30

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ActiveViews Elections Geopolitics Wealth Program Event replay

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Unearthing the unseen in geopolitics

Unearthing the unseen in geopolitics. Watch Geopolitical Strategist Thomas Mucha delve into the investment impact of structural geopolitical shifts and share his latest take on the upcoming US election.

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By

Thomas Mucha

Will Lockhart

event October 2024

30 min

Event replay

2025-09-30

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Geopolitics Macro and market Energy Content CoE Program Global Program Article

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What’s next after Iran’s missile attack on Israel?

Geopolitical Strategist Thomas Mucha shares his analysis of the latest escalation in the Middle East conflict, including his thoughts on a wider regional war and the market implications.

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By

Thomas Mucha

event October 2024

2 min

Article

2025-10-02

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Monthly Market Review Multi-asset Institutional Program Fixed income Equity Commodities Market commentary Geopolitics Economic cycle Article

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Monthly Market Review — August 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Jameson Dunn

event September 2024

12 min

Article

2025-09-30

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Bonds in Brief Fixed income Interest rates Content CoE Program Global Program Inflation Macro Monetary policy Geopolitics Article

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Bonds in Brief: Making Sense of the Macro — August issue

What's driving global bond markets and what are the investment implications? Read the August issue of "Bonds in brief" for Wellington Investment Director Marco Giordano's monthly assessment of risks and opportunities within bond markets.

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By

Marco Giordano

event September 2024

4 min

Article

2025-09-30

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USA Elections Tactical allocation Wealth Program iStrat Geopolitics Wellington on Washington and the World Multi-asset Article

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Four investment perspectives amid a pivotal US election

How can investors reposition portfolios for a pivotal but highly unpredictable US elections? Nick Samouilhan explores potential avenues in conversation with three leading portfolio managers.

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Multiple authors

event September 2024

6 min

Article

2025-09-30

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Economic cycle Geopolitics Market commentary Institutional Program Commodities Equity Fixed income Monthly Market Review Article

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Monthly Market Review — July 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Jameson Dunn

event August 2024

12 min

Article

2025-08-31

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Economic cycle Elections Geopolitics Content CoE Program Global Program Wellington on Washington and the World USA Article

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Harris vs Trump: The foreign policy and investment implications

Our expert examines expected Harris and Trump foreign policies and their potential impact on the investment landscape.

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By

Thomas Mucha

event August 2024

4 min

Article

2025-02-28

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Bonds in Brief Fixed income Interest rates Content CoE Program Global Program Geopolitics Inflation Macro Monetary policy Article

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Bonds in Brief: Making Sense of the Macro — July issue

What's driving global bond markets and what are the investment implications? Read July's issue of Bonds in Brief for Wellington Investment Director Marco Giordano's monthly assessment of risks and opportunities within bond markets. 

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By

Marco Giordano

event August 2024

5 min

Article

2025-08-10

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Commodities Equity Fixed income Institutional Program Economic cycle Geopolitics Market commentary Quarterly Market Review Article

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Financial Market Review

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Jameson Dunn

event July 2024

17 min

Article

2026-07-31

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Macro and market Economic cycle Monthly Market Review Institutional Program Commodities Equity Fixed income Geopolitics Market commentary Whitepaper

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Monthly Market Snapshot — June 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Jameson Dunn

event July 2024

17 min

Whitepaper

2025-07-31

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Elections France Equity Wealth Program Wellington on Washington and the World Geopolitics Fundamental equity Article

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Surprise French election result: what does it mean for investors?

Macro Strategist Nick Wylenzek and Investment Director Thomas Kramer discuss the surprise French election and its implications for European equities.

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By

Nicolas Wylenzek

Thomas Kramer

event July 2024

4 min

Article

2025-07-31

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Bonds in Brief Fixed income Interest rates Content CoE Program Global Program Geopolitics Inflation Macro Monetary policy Article

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Bonds in Brief: Making Sense of the Macro — June issue 

What's driving global bond markets and what are the investment implications? Read June's issue of Bonds in Brief for Wellington Investment Director Marco Giordano's monthly assessment of risks and opportunities within bond markets.

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By

Marco Giordano

event July 2024

5 min

Article

2025-07-31

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Bonds in Brief Fixed income Interest rates Geopolitics Inflation Macro Monetary policy Article

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Bonds in Brief: making sense of the macro — May issue

What's driving global bond markets and what are the investment implications? Read the May issue of Bonds in Brief for Wellington Investment Director Marco Giordano's monthly assessment of risks and opportunities within bond markets.

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By

Marco Giordano

event June 2024

4 min

Article

2025-06-30

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Bonds in Brief Fixed income Interest rates Geopolitics Inflation Macro Monetary policy Credit EM debt Government bonds High yield Investment grade Article

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Bonds in brief: making sense of the macro — April issue

What's driving global bond markets and what are the investment implications? Read the April issue of "Bonds in brief" for Wellington Investment Director Marco Giordano's monthly assessment of risks and opportunities within bond markets.

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By

Marco Giordano

event May 2024

4 min

Article

2025-05-31

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Equity Fixed income Commodities Economic cycle Market commentary Geopolitics Whitepaper

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Monthly Market Snapshot — March 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Jameson Dunn

event April 2024

20 min

Whitepaper

2025-04-30

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Equity Fixed income Commodities Economic cycle Market commentary Geopolitics Whitepaper

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Financial Market Review

A quarterly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Jameson Dunn

event April 2024

19 min

Whitepaper

2025-04-30

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Geopolitics Elections Volatility Market disruptions Brand Article

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Iran/Israel conflict: What can we expect?

Our expert examines the recent attacks, the threat of escalation, and the dynamics at play in the region.

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By

Thomas Mucha

event April 2024

3 min

Article

2024-10-31

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Elections Geopolitics Fiscal policy Americas Article

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Biden 2.0: National security and investment themes

The geopolitical and investment implications of a potential second Biden term.

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By

Thomas Mucha

event April 2024

5 min

Article

2025-04-30

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Equity Fixed income Commodities Economic cycle Market commentary Geopolitics Whitepaper

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Monthly Market Snapshot — February 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Jameson Dunn

event March 2024

Whitepaper

2025-03-31

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Economic cycle Monthly Market Review Market commentary Macro and market Commodities Equity Fixed income Geopolitics Whitepaper

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Monthly Market Snapshot — May 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Jameson Dunn

event March 2024

15 min

Whitepaper

2025-03-31

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Elections Fiscal policy Geopolitics USA Equity Fixed income Article

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The Trump/Biden rematch: Market implications of unprecedented policy divergence 

Macro Strategist Juhi Dhawan discusses six key areas of policy debate in this year's US election that she expects will matter most to markets, from the tax and spending plans to trade and geopolitics.

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By

Juhi Dhawan, PhD

event March 2024

Article

2025-03-31

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Equity Fixed income Commodities Economic cycle Market commentary Geopolitics Whitepaper

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Monthly Market Snapshot — January 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Greg Galajda

event February 2024

Whitepaper

2025-02-28

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Fixed income Interest rates Bonds in Brief Credit High yield Geopolitics Monetary policy Fixed income program Article

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Bonds in brief: making sense of the macro - January issue

What's driving global bond markets and what are the investment implications? Read January's "Bonds in brief" for Wellington Investment Director Marco Giordano's monthly assessment.

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By

Marco Giordano

event February 2024

Article

2025-02-28

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Geopolitics Thematic exposure Innovation iStrat program Equity Emerging Market Development iStrat Article Elections

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Thematic investing focus: security in a world of great-power competition

In an environment of accelerating great-power competition and geopolitical instability, policymakers may place a higher emphasis on security – even at the expense of economic efficiency. What could this mean for thematic investors?

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Multiple authors

event February 2024

Article

2025-02-28

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Outlook Credit Volatility Fixed income Interest rates Inflation Geopolitics Article

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Fixed income 2023: Will opportunity keep knocking in the second half?

Learn where Fixed Income Strategist Amar Reganti sees opportunities in the fixed income market today and dive deeper into the three key themes he thinks investors should consider going forward.

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By

Amar Reganti

event June 2023

Article

2024-06-30

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Fiscal policy Geopolitics Macro and market Multi-asset USA Volatility Quick Take Currency

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Debt and dysfunction in Washington: The US hits the ceiling (again)

Global Investment Strategist Nanette Abuhoff Jacobson talks to Macro Strategist Mike Medeiros about the US debt-ceiling showdown and considers its potential investment implications.

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By

Nanette Abuhoff Jacobson

Michael Medeiros, CFA

event February 2023

Quick Take

2024-02-29

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Outlook Macro and market Economic cycle Equity Fixed income Liquid alternatives & hedge funds Inflation Monetary policy Geopolitics Innovation Article Sustainability

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Navigating the new global economy in 2023

This executive summary distills the points of view of several of our 2023 Outlook authors. Discover the risks and opportunities they see as we enter a new economic and market regime.

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event January 2023

Article

2023-12-31

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Outlook Macro and market Economic cycle Private equity Fixed income Liquid alternatives & hedge funds Inflation Geopolitics Climate

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Picture this: Our 2023 economic forecast in five charts

We explain the shifts the market is undergoing, analyze the implications for different asset classes, and identify potential risks and opportunities in a series of visuals. 

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event January 2023

2023-12-31

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EM equity Outlook China Geopolitics Asset allocation Equity Article

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China equity in 2023: Year of the stock picker

Despite the potential risks of investing in China equity, Equity Portfolio Manager Bo Meunier believes there are attractive opportunities for patient, discerning stock pickers.

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By

Bo Meunier, CFA

event December 2022

Article

2023-12-31

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Macro and market Geopolitics USA Fiscal policy Quick Take

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A new blueprint for US trade: Building a more resilient, sustainable, and competitive economy

Macro Strategist Juhi Dhawan explains how the Biden administration is reshaping US trade policy to reflect today's global realities, including supply-chain challenges, decarbonization, and geopolitical turmoil.

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By

Juhi Dhawan, PhD

event December 2022

Quick Take

2023-12-31

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Inflation Geopolitics Volatility Alternatives investing Economic cycle Climate Liquid alternatives & hedge funds Hedge funds Video

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Perspectives on today’s alternative investment environment

Take a quick tour of the alternative investment environment with investors from across our macro research and hedge fund teams, as they explore the geopolitical landscape, macro volatility, and key trends like climate-change adaptation and digital tokenization.

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Multiple authors

event December 2022

Video

2023-11-30

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China Economic cycle Macro and market Brand Outlook No Optimizely COVID Geopolitics Inflation Fiscal policy Real estate Article

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China’s economy: Poised to exceed expectations in 2023

With the bar set so low for China's economy, Macro Strategist Santiago Millan thinks it won't take much for an upside surprise in 2023. 

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By

Santiago Millán, CFA

event December 2022

Article

2023-12-31

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Geopolitics Inflation Elections Outlook No Optimizely Interest rates Article

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Geopolitical outlook: Shifting policies, structural advantages?

Geopolitical Strategist Thomas Mucha and Macro Strategist Santiago Millán look at five geopolitical themes they believe investors should watch in 2023.

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By

Thomas Mucha

Santiago Millán, CFA

event November 2022

Article

2023-12-31

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Inflation Economic cycle Macro and market Outlook No Optimizely Fiscal policy Interest rates Monetary policy Geopolitics USA Consumer Article

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2023: The year of disinflation for the US economy

In the coming year, US Macro Strategist Juhi Dhawan expects to see inflation begin to decline, the economy adjust to higher interest rates, and labor markets feel the pain of restrictive Fed policy.

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By

Juhi Dhawan, PhD

event November 2022

Article

2023-12-31

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Macro and market Geopolitics China USA Quick Take

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US/China relations: What next after Pelosi’s visit to Taiwan?

Geopolitical Strategist Thomas Mucha assesses the escalating tension in US/China relations following US Speaker Nancy Pelosi's visit to Taiwan.

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By

Thomas Mucha

event August 2022

Quick Take

2022-11-30

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China Monetary policy Geopolitics Alternatives investing Volatility Economic cycle Americas APAC EMEA Article

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A shifting macro landscape: QE, China, and Europe

We explore the changing macro environment, highlighting the investment implications of the end of quantitative easing programs, the state of the Chinese cycle, and an evolving outlook on Europe.

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By

John Butler

Mark Sullivan, CFA, CMT

event August 2022

Article

2023-08-31

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Economic cycle Inflation Monetary policy USA Geopolitics Fixed income Quick Take

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Reckoning with recession risk: Why this one may be “pricey”

Client Portfolio Manager Jitu Naidu shares his latest take on the looming risk of a global economic recession and related issues.

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By

Jitu Naidu

event August 2022

Quick Take

2022-11-30

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Volatility Fixed income Equity Geopolitics Commodities Article

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Monthly Market Snapshot: April 2022

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Ryan Greenleaf, CFA

event May 2022

Article

2022-07-15

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Geopolitics Russia Energy China Quick Take

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How the Russia/Ukraine conflict has galvanized the West

Geopolitical Strategist Thomas Mucha provides his latest insights on the Russia/Ukraine conflict, particularly with regard to its significant and potentially enduring impact on US/EU relations.

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By

Thomas Mucha

event May 2022

Quick Take

2022-08-30

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Fiscal policy India Emerging markets Equity E-commerce Consumer discretionary Geopolitics Quick Take

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Six reasons India may be on the cusp of a major upcycle

Numerous positive structural and cyclical factors are pointing towards a major economic upcycle in India over the next five to six years, in our view, creating a range of potential investment opportunities. We believe India’s market is supported by an evolving investment universe, powerful demographic trends, increasing urbanisation and rising wealth, export growth, geopolitical tailwinds and a supportive policy regime. These factors are coalescing at a time when the corporate deleveraging cycle of the last few years is coming to an end and a new upcycle in profitability could be beginning.

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By

Philip Brooks, CFA

event May 2022

Quick Take

2022-12-30

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Equity Fixed income Volatility Geopolitics Commodities Article

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Financial Market Review: First quarter 2022

A quarterly review of results in the global equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Ryan Greenleaf, CFA

event April 2022

Article

2022-10-15

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Equity Fixed income Volatility Geopolitics Commodities Article

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Monthly Market Snapshot: March 2022

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Ryan Greenleaf, CFA

event April 2022

Article

2022-06-15

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Credit Monetary policy Geopolitics USA Europe Quick Take

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Global credit: Where do we go from here?

Fixed Income Portfolio Manager Mahmoud El-Shaer explores why 2022 may be a momentous year for global credit and sets out a framework to think through potential investment implications. 2022 promises to be another challenging year for central banks as they attempt to normalise policies in the face of surging inflation, while navigating the growing fallout from Russia’s invasion of Ukraine. Since 2009, there has essentially been one trade in capital markets: riding a huge wave of central bank liquidity in support of the financial system and the economy, with the G4 central banks alone pumping approximately US$20 trillion into the system via quantitative easing (QE).

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By

Mahmoud El-Shaer, CFA

Annabel Gray

event April 2022

Quick Take

2022-07-31

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China Russia Inflation Volatility Geopolitics Multi-asset Article

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China is not Russia: Reasons to stay invested

Equity Portfolio Manager Greg Mattiko challenges investors to look at actions rather than conjecture when considering reduced exposure to China.

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By

Greg Mattiko, CFA

event March 2022

Article

2023-03-31

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China Russia Geopolitics Volatility Multi-asset Article

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What does the Ukraine invasion mean for China?

Macro Strategist Santiago Millán argues that the scale and breadth of the sanctions on Russia have increased the uncertainty of investing in China across multiple dimensions. He explores the continued decoupling of China and the West.

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By

Santiago Millán, CFA

event March 2022

Article

2022-06-30

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Geopolitics Macro and market Multi-asset Equity Europe Article

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War and markets: What's the connection?

Amid the geopolitical turmoil and tragic humanitarian fallout of the Russia/Ukraine crisis, many investors are naturally also concerned about the negative effects the escalating conflict could have on their portfolios. With that in mind, I thought I’d provide a quick snapshot of the impacts that past wars have tended to have on asset prices.

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By

Owen Lamont, PhD

event March 2022

Article

2023-03-31

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Russia Geopolitics Multi-asset Inflation Volatility Article

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War in Ukraine: Five observations on recent developments

Macro Strategist Gillian Edgeworth assesses recent developments in the escalating Russia/Ukraine conflict and highlights five key implications.

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Gillian Edgeworth

event March 2022

Article

2023-03-31

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USA Inflation Article Equity Fixed income Geopolitics COVID Private equity China

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Ten more “what if” scenarios for 2022

In his latest Top of Mind session, Multi-Asset Strategist Adam Berger addressed a wide range of what-if scenarios on the minds of our clients. See what he has to say on Russia, China, cryptocurrencies, the IPO market, and many other topics in this brief article.

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Adam Berger, CFA

event March 2022

Article

2023-02-28

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Geopolitics Russia Europe Fiscal policy Monetary policy Energy Article

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How will Russia’s invasion of Ukraine transform the euro area? Four potential paths

As the tragedy in Ukraine unfolds, Macro Strategist John Butler assesses possible implications of the conflict for Europe and the euro area. He outlines four potential paths.

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John Butler

event March 2022

Article

2023-03-31

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Russia Commodities Geopolitics Article

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Russia/Ukraine and the commodity challenge

With commodity inventories at multi-decade lows, is rising cross-asset class volatility all but inevitable? Leveraging insights from Wellington colleagues, Thematic Strategist Trevor Noren argues that the Russia/Ukraine crisis demonstrates why the answer is likely yes.

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Trevor Noren

event March 2022

Article

2023-03-31

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Geopolitics Russia Multi-asset Article

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Geopolitical observations on Ukraine

Geopolitical Strategist Thomas Mucha integrates his observations with those of his senior-level military, intelligence and diplomatic contacts to offer insights on the potential consequences of Russia’s invasion of Ukraine.

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Thomas Mucha

event March 2022

Article

2023-03-31

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China Volatility Geopolitics COVID Equity Active management Emerging markets Quick Take

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China in 2022: Embracing the volatility

China’s new antitrust, data privacy and cybersecurity regulations, combined with its education and real estate industry reforms, the continued impact of COVID-19 and rising geopolitical tensions, drove a tumultuous investment environment last year. The country’s numerous headline-grabbing changes spurred global concern given the philosophical shift towards “Common Prosperity” and the sheer scale and speed of policymaking.

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By

Bo Meunier, CFA

Graham Proud

event March 2022

Quick Take

2022-08-31

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Macro and market Sustainability Equity Fixed income Liquid alternatives & hedge funds Climate Geopolitics Emerging markets Sustainable investing Tech & Innovation Event replay

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Navigating a new tomorrow

In this video, Wellington investment professionals and prominent guests articulate the structural risks and opportunities that we believe will shape tomorrow’s investment strategies, ranging from medical innovation spurred by the global pandemic to technological breakthroughs, and ideas aimed at curbing or mitigating climate risk.

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Multiple speakers

event February 2022

Event replay

2023-01-31

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China Geopolitics Equity Active management Quick Take

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Amid heightened regulation and geopolitical tension, is China still investable?

Recent regulatory announcements have sent shivers through a wide swath of China’s economy, including the technology, finance, gaming, and property sectors, and tensions between China and the US continue to simmer. But while I understand the market’s reaction to these risks, I take a long-term perspective on China’s investability.

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By

Adam Berger, CFA

event February 2022

Quick Take

2022-05-31

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Russia Geopolitics Multi-asset Quick Take

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Can Ukraine’s economy withstand another conflict with Russia?

Macro Strategist Gillian Edgeworth assesses Ukraine’s outlook in the face of renewed conflict with Russia and finds that under most scenarios Ukraine's macro-economic prospects may be less negative than perhaps is assumed.

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By

Gillian Edgeworth

event February 2022

2023-02-28

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Russia Geopolitics Article

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Ukraine crisis: Understanding the broader picture

The tense Ukraine crisis has brought the US-Russia standoff to a head: Now what? Geopolitical Strategist Thomas Mucha argues this is all part of a global geopolitical pattern — “great-power” competition — that makes the Russian threat particularly dangerous. Read more.

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By

Thomas Mucha

event February 2022

Article

2023-02-28

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USA Health care Quick Take Equity Geopolitics

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The critically important national security implications of biotech

Deepening US policy risks in the biotechnology sector have garnered some well-deserved attention from many of my colleagues lately. Given biotechnology’s potential future importance to US policymakers in the context of the ongoing US-China “great-power” competition, I’d like to share my own thoughts on what’s driving the rising geopolitical risk and national security concerns.

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By

Thomas Mucha

event February 2022

Quick Take

2022-04-30

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Multi-asset Geopolitics Article

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Monthly Market Snapshot: January 2022

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Greg Galajda

event February 2022

Article

2022-07-15

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