Interest rates

Showing 10 of 130 Insights Posts
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Fed delivers rate cut, but hawkish 2025 guidance sends yields up

Fixed Income Analyst Caroline Casavant examines the outcome of the December 18 Federal Open Market Committee meeting and the implications for rates, inflation, and real growth.

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event December 2024
3 min
Article
2025-06-30
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Categories final
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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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event December 2024
7 min
Article
2025-12-31
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Categories final
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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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event December 2024
12 min
Article
2025-12-31
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Categories final
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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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event December 2024
6 min
Article
2025-12-31
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1271246974
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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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event November 2024
21 min
Podcast
2025-11-30
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157474938
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What is “the economic cycle,” anyway?

See why the relationship between asset prices and the economic cycle is more complex than you might think, why a US recession is unlikely, and what a more dovish Fed could mean for the US and global markets.

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event October 2024
5 min
Article
2025-10-31
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2152369183
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Can central bank independence survive?

Can central bank independence survive? Macro Strategist John Butler discusses the challenges faced by central banks in an increasingly fraught political environment and how investors should adjust.

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event October 2024
5 min
Article
2025-09-30
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Chart in Focus: What does the rate cut mean for equities and bonds?

Are rate cuts positive? On the heels of the much-anticipated initial Fed cut, in this article we look to historic precedent for where the markets could go in the coming months.

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event September 2024
3 min
Article
2025-09-30
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1153764271
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The real issue on rate cuts? Keep your eyes on the dot (plot)

Keep your eyes on the Fed's 2025 dot plot. The real story is where policy rates are headed, not just the next rate cut.

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event September 2024
3 min
Article
2025-09-30
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144518695
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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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event September 2024
4 min
Article
2025-09-30
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