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Inflation

Showing 10 of 132 Insights Posts
1096496308
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Fed in holding pattern

Fixed Income Portfolio Manager Jeremy Forster unpacks the US Federal Reserve's decision to pause its interest-rate-cutting cycle.

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event January 2025
3 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.
Multi asset
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Balancing bumps in the road and big-picture thinking in 2025

How can investors position portfolios for bumps in the road without losing sight of longer-term opportunities?

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event January 2025
8 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.
Main final
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Executive Summary 2025: Finding opportunity amid uncertainty

In this article, we summarize some of the key findings from our 2025 outlooks, from divergence-driven opportunities to the impacts of AI and beyond.

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event January 2025
3 min
Article
2026-06-06
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Categories final
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Navigating uncertain policy shifts

Macro Strategist Juhi Dhawan explains why investors should prepare for heightened volatility in 2025, due to significant policy changes under President-elect Trump that will impact inflation, trade, and economic growth.

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event November 2024
8 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.
Categories final
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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

Listening to voters’ economic concerns should mean less fiscal spending

Fixed Income Portfolio Manager Brij Khurana explains the likely economic and market impacts of Trump administration policies, including potential winners and losers from drastic fiscal spending cuts.

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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.
592797841
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.
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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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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