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Wellington on Washington and the World

Showing 10 of 23 Insights Posts
European Union flags waiving at Berlaymont building of the European Commission in Brussels, Belgium
Europe Macro and market Wellington on Washington and the World Wealth Program Fiscal policy Geopolitics Macro Market disruptions Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Fiscal versus tariffs: what wins out for Europe?

Just as investors were starting to explore the potential for growth in Europe, Trump’s tariffs landed. To what extent is the case for Europe still intact?

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By

Eoin O'Callaghan

event April 2025
3 min
Article
2026-04-30
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Container dock
China Market disruptions Wellington on Washington and the World Content CoE Program Global Program USA Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

How China can offset the tariff shock

Macro Strategist Johnny Yu details the approaches Beijing could take to offset the tariff shock, from fiscal strategies to potential retaliatory measures to concessions that Washington may welcome.

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By

Johnny Yu, CFA

event April 2025
7 min
Article
2026-04-15
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1319966119
Macro and market Portfolio strategy Wellington on Washington and the World Wealth Program Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

What do tariffs mean for portfolios?

Tariffs exceeded market expectations. Now what? Expect short-term volatility, identify concentrations and consider using sell-offs as an entry point to diversify across regions and styles, says Nanette Abuhoff Jacobson, Global Investment and Multi-Asset Strategist.

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By

Nanette Abuhoff Jacobson

event April 2025
3 min
Article
2026-05-31
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148770684
Macro and market Inflation Wellington on Washington and the World Content CoE Program Global Program USA Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Early thoughts on historic hike in US tariffs

Macro Strategist Michael Medeiros explores the significant economic and market implications of the latest US tariffs, highlighting potential recession and inflation spikes, and the impact on global trade relations.

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By

Michael Medeiros, CFA

event April 2025
4 min
Article
2026-05-31
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1145233383
Macro and market Inflation Wellington on Washington and the World Content CoE Program Global Program USA Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Could “Liberation Day” trigger a shift in capital flows?

John Butler discusses groundbreaking US tariffs, their impact on capital flows, and the changing investor perception of the US and Europe.

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By

John Butler

event April 2025
3 min
Article
2026-05-31
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1370499454
Health care Macro and market Fiscal policy Content CoE Program Global Program USA Inflation Wellington on Washington and the World Article
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Shrinking the government footprint: Medicaid cuts and America’s economic health

Macro Strategist Juhi Dhawan looks at what changes to the mammoth US Medicaid program could mean for economic growth, employment, inflation, and financial markets.

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By

Juhi Dhawan, PhD

event March 2025
8 min
Article
2026-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
European Union flags waiving at Berlaymont building of the European Commission in Brussels, Belgium
Chart in Focus Equity Asset allocation Content CoE Program Global Program iStrat Europe Wellington on Washington and the World Tactical allocation Infographic
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Chart in Focus: how sustainable is Europe’s rally?

Is the recent rally in European equities sustainable? In this edition of our Chart in Focus series, we explore the potential path ahead.

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Multiple authors

event March 2025
4 min
Infographic
2026-03-31
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1194135996
USA Macro and market Inflation Content CoE Program Global Program Wellington on Washington and the World Innovation Article
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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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By

Juhi Dhawan, PhD

event March 2025
5 min
Article
2026-03-31
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200026826-001
Macro and market Geopolitics Tactical allocation Content CoE Program Global Program iStrat Multi-asset Wellington on Washington and the World Article
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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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By

Nanette Abuhoff Jacobson

event March 2025
4 min
Article
2026-03-31
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Deutschland, Berlin, Blick vom Marie-Elisabeth-Lüders Haus über die Spree auf den Reichstag und Paul-Löbe-Haus bei Sonnenuntergang
Germany Elections Wellington on Washington and the World Content CoE Program Global Program Article
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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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By

Eoin O'Callaghan

Nicolas Wylenzek

event February 2025
5 min
Article
2026-02-28
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