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Is your portfolio keeping pace with the changed outlook?
It's been an uncertain few years for investors, but looking ahead, we believe investors can expect a resilient economy, a solid outlook for growth and a positive environment for risk assets. What does a changed outlook mean for investors?
event
December 2024
8
min
Article
2025-12-31
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Outlook 2025
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Securitized credit: Opportunity amid tight corporate spreads?
Portfolio Managers Rob Burn and Cory Perry discuss why they believe securitized credit has an attractive role to play in today’s tight-spread environment and highlight potential areas of opportunity in 2025.
event
December 2024
5
min
Article
2025-12-31
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Income
Equity
Fixed income
Content CoE Program Global Program
iStrat
Economic cycle
Portfolio strategy
Outlook
Article
Tactical allocation
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info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Is your portfolio keeping pace with the changed outlook?
It's been an uncertain few years for investors, but looking ahead, we believe investors can expect a resilient economy, a solid outlook for growth and a positive environment for risk assets. What does a changed outlook mean for investors?
event
December 2024
8
min
Article
2025-12-31
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Multi-asset
Outlook
Tactical allocation
Content CoE Program Global Program
Multi-Asset solutions
Article
iStrat
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Unlocking investment value in a 3D world
Co-Head of Multi-Asset Strategy Nick Samouilhan explains why focusing on the “three Ds” of divergence, dispersion and disruption could help to uncover investment opportunities while strengthening portfolio resilience.
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July 2024
5
min
Article
2025-07-31
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Fixed Income
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Europe: a good hunting ground for high yield?
With attractive yields and a low duration profile, high yield can present potentially compelling opportunities for investors.
event
April 2025
7
min
Article
2026-05-31
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Finding fixed income opportunity in unprecedented times
Brian Garvey and Brij Khurana highlight the importance of diversified fixed income portfolios in managing volatility and seizing opportunities amid economic uncertainty.
event
April 2025
4
min
Article
2026-04-30
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Allocating to fixed income in an age of austerity
Amar Reganti and Adam Norman explore how flexible fixed income strategies may offer stability and yield in a volatile market environment.
event
March 2025
5
min
Article
2026-04-30
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Equity
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How stewardship can bring perspective amid uncertainty
Portfolio Manager Yolanda Courtines, Investment Director Alex Davis and Investment Specialist Fred Owens-Powell examine how a stewardship perspective can help equity investors uncover opportunity amid uncertainty.
Multiple authors
event
April 2025
7
min
Article
2026-05-31
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The power of local perspective: the rewards of a contrarian approach to European equities
Portfolio Manager Tom Horsey and Investment Director Thomas Kramer explain why they see compelling opportunities in today's European equity market for contrarian, bottom-up investors.
event
March 2025
4
min
Article
2026-03-31
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Making the most of the new economic era’s bright spots
Despite uncertainty, there are important factors that justify a more optimistic approach. By focusing on structural trends and considering a wide range of views, investors can position portfolios for positive long-term returns.
event
March 2025
8
min
Article
2026-05-31
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Wellington experts
Nanette Abuhoff Jacobson
Global Investment and Multi-Asset Strategist
Nick Samouilhan, PhD, CFA, FRM
Co-Head of Multi-Asset Platform
Rob Burn, CFA
Fixed Income Portfolio Manager
Campe Goodman, CFA
Fixed Income Portfolio Manager
Connor Fitzgerald, CFA
Fixed Income Portfolio Manager
Nanette Abuhoff Jacobson
Global Investment and Multi-Asset Strategist
Nick Samouilhan, PhD, CFA, FRM
Co-Head of Multi-Asset Platform
Rob Burn, CFA
Fixed Income Portfolio Manager
Campe Goodman, CFA
Fixed Income Portfolio Manager
Connor Fitzgerald, CFA
Fixed Income Portfolio Manager
Nanette Abuhoff Jacobson
Global Investment and Multi-Asset Strategist
Nick Samouilhan, PhD, CFA, FRM
Co-Head of Multi-Asset Platform
Rob Burn, CFA
Fixed Income Portfolio Manager
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Insights Posts
Macro and market
Inflation
Wellington on Washington and the World
Content CoE Program Global Program
USA
Article
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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.
By
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April 2025
3
min
Article
2026-05-31
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Europe: a good hunting ground for high yield?
With attractive yields and a low duration profile, high yield can present potentially compelling opportunities for investors.
event
April 2025
7
min
Article
2026-05-31
Archived
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Fiscal policy
Monetary policy
Tactical allocation
Content CoE Program Global Program
Quarterly Asset Allocation Outlook
Article
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Oh baby, baby, it’s a wild world
Just one quarter into the year, many policy and economic assumptions have been turned on their head. What does it all mean for equity, bond, and commodity markets around the world? Members of our Investment Strategy & Solutions Group offer their outlook.
event
April 2025
12
min
Article
2026-03-31
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Archived
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Finding fixed income opportunity in unprecedented times
Brian Garvey and Brij Khurana highlight the importance of diversified fixed income portfolios in managing volatility and seizing opportunities amid economic uncertainty.
event
April 2025
4
min
Article
2026-04-30
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
How stewardship can bring perspective amid uncertainty
Portfolio Manager Yolanda Courtines, Investment Director Alex Davis and Investment Specialist Fred Owens-Powell examine how a stewardship perspective can help equity investors uncover opportunity amid uncertainty.
Multiple authors
event
April 2025
7
min
Article
2026-05-31
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Allocating to fixed income in an age of austerity
Amar Reganti and Adam Norman explore how flexible fixed income strategies may offer stability and yield in a volatile market environment.
event
March 2025
5
min
Article
2026-04-30
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
The power of local perspective: the rewards of a contrarian approach to European equities
Portfolio Manager Tom Horsey and Investment Director Thomas Kramer explain why they see compelling opportunities in today's European equity market for contrarian, bottom-up investors.
event
March 2025
4
min
Article
2026-03-31
Archived
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Bitcoin on the brink: What investors need to know
As bitcoin appears to be entering a new phase of acceptance, we offer a brief asset owner's guide to the cryptocurrency's role, the evolving regulatory environment, potential investment benefits and risks, and portfolio implementation.
Multiple authors
event
March 2025
10
min
Article
2026-03-31
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Archived
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Making the most of the new economic era’s bright spots
Despite uncertainty, there are important factors that justify a more optimistic approach. By focusing on structural trends and considering a wide range of views, investors can position portfolios for positive long-term returns.
event
March 2025
8
min
Article
2026-05-31
Archived
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There is more than one way to approach growth equities
Portfolio Managers Steven Angeli and Joe Chung, and Investment Specialist Casey Vale discuss how looking at growth equities in a different way may help uncover opportunities beyond the dominant market narrative.
Multiple authors
event
March 2025
6
min
Article
2026-04-30
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The yield buyer
Our fixed income experts examine the impact of tight credit spreads and elevated yields on today’s credit markets and explore the value of active management.
event
March 2025
4
min
Article
2026-03-31
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FOMC meeting: Misery loves company
Fixed Income Portfolio Manager Jeremy Forster explores the Fed's decision to hold rates, downgraded economic forecasts, and the implications of balance-sheet policy changes on inflation and market conditions.
event
March 2025
3
min
Article
2026-03-31
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Fixed income
Credit
What's current in credit
Content CoE Program Global Program
Credit Total Return
Article
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High hopes and low credit spreads
Connor Fitzgerald highlights the implications of tight credit spreads and the importance of flexibility for fixed income managers navigating today's market.
event
March 2025
2
min
Article
2026-03-31
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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.
Multiple authors
event
March 2025
4
min
Infographic
2026-03-31
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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.
event
March 2025
4
min
Article
2026-03-31
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Chart in Focus: Can quality hedge against inflation?
Can Quality hedge against inflation？ In this latest edition of Chart in Focus, we explore the historic outperformance of high-quality stocks and bonds during periods of high inflation, perhaps offering lessons should inflation surprise to the upside in 2025.
Multiple authors
event
February 2025
3
min
Infographic
2026-02-28
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Time for credit selection to shine
Fixed income investors continue to seek answers to an era of volatile rates. Large, static exposures to credit markets no longer cut it. Instead, a nimble and dynamic approach is more likely to create resilient and consistent total return outcomes.
event
February 2025
5
min
Article
2026-02-28
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What's current in credit
Government bonds
Asset allocation
Content CoE Program Global Program
Total return
Fixed income
Article
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Turning tides for US Treasuries
Uncover the case for US Treasuries in fixed income portfolios against the current market backdrop.
event
February 2025
3
min
Article
2026-02-28
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Rapid fire questions with Tim Manning
In this edition of our "Rapid Fire Questions with Portfolio Managers" video series, Tim Manning shares his views on 3 key questions on US equity market outlook.
By
event
December 2024
2
min
Video
2025-12-31
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Active management
Liquid alternatives & hedge funds
Multi-asset
Content CoE Program Global Program
Article
Private investing
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Accelerating the future of active management
CEO Jean Hynes explains how Wellington is building for the future of active management by investing in our capabilities and aligning our organization and talent with clients’ shifting needs.
event
December 2024
9
min
Article
2025-12-31
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Securitized credit: Opportunity amid tight corporate spreads?
Portfolio Managers Rob Burn and Cory Perry discuss why they believe securitized credit has an attractive role to play in today’s tight-spread environment and highlight potential areas of opportunity in 2025.
event
December 2024
5
min
Article
2025-12-31
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Income
Equity
Fixed income
Content CoE Program Global Program
iStrat
Economic cycle
Portfolio strategy
Outlook
Article
Tactical allocation
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Is your portfolio keeping pace with the changed outlook?
It's been an uncertain few years for investors, but looking ahead, we believe investors can expect a resilient economy, a solid outlook for growth and a positive environment for risk assets. What does a changed outlook mean for investors?
event
December 2024
8
min
Article
2025-12-31
Archived
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Chart in Focus
Elections
Asset allocation
Advised Retail Program
Diversification
iStrat
Tactical allocation
Infographic
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Chart in Focus: Is the “Trump trade” real?
Is this "Trump trade" real？In this latest edition of Chart in Focus, we compare market's reactions to Trump's re-election and his 2016 election, and share our observations.
Multiple authors
event
November 2024
3
min
Infographic
2025-11-29
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Time for bond investors to take the wheel?
Volatility makes bond investing less straightforward, but it can also create opportunities, provided investors are in a position to "take the wheel" in order to capitalise on them.
event
November 2024
8
min
Article
2025-11-30
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Chart in Focus
Growth
Equity
Advised Retail Program
Market commentary
iStrat
Tactical allocation
Infographic
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Chart in Focus: Can this equity bull market last?
Can this current equity bull market last? In this latest edition of Chart in Focus, we focus on the indicators of whether it may come to an end or keep running.
Multiple authors
event
November 2024
3
min
Infographic
2025-11-30
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USA
Fixed income
Elections
Wealth Program
Wealth
Wellington on Washington and the World
Asia advised retail
Article
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What does Trump's US election win mean for bond investors?
During the week of US election, Paul Skinner interviews Connor Fitzgerald, Fixed Income Portfolio Manager, on the market implications and his portfolio positioning following the presidential election results.
event
November 2024
4
min
Article
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.
By
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November 2024
3
min
Article
2025-11-30
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USA
Elections
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Content CoE Program Global Program
Wellington on Washington and the World
Multi-asset
iStrat
iStrat
Video
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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.
Multiple authors
event
November 2024
Video
2025-11-30
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USA
Elections
Wellington on Washington and the World
Content CoE Program Global Program
Multi-asset
Article
Sourced Group (iSci, iStrat)
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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.
event
November 2024
5
min
Article
2025-11-30
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Are bond investors ready for a US industrial revolution?
Portfolio Manager Connor Fitzgerald discusses why bond investors should ready themselves for a potential US industrial revolution and shares his perspective on how to reposition portfolios for such a scenario.
event
October 2024
6
min
Article
2025-10-31
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Quality growth — a less volatile sweet spot?
Growth stocks can be volatile, especially when companies fail to meet expectations. However, high-quality growth companies can help mitigate downside risk while still offering potential for long-term outperformance. How can investors find the sweet spot?
Multiple authors
event
October 2024
8
min
Article
2025-11-30
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What's current in credit?
In this short video series, Fixed Income Portfolio Manager Connor Fitzgerald takes a look at what's current in credit. Given rather tight credit spread valuations, what is Connor's outlook for the next twelve months and where are the opportunities and risks now?
event
October 2024
5
min
Video
2025-10-31
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Economic cycle
Interest rates
Portfolio strategy
Advised Retail Program
iStrat
Active management
Chart in Focus
Tactical allocation
Infographic
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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.
Multiple authors
event
September 2024
3
min
Infographic
2025-09-30
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An active investor’s guide to growth equities
Our experts offer their view on the current economic environment, explore best practices for investing in high-quality growth equities, and highlight where they see opportunity now.
Multiple authors
event
September 2024
6
min
Article
2025-09-30
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Active management
Equity
Macro and market
Wealth Program
USA
Emerging markets
Growth
Wealth
Chart in Focus
iStrat
Tactical allocation
Infographic
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Chart in Focus: The need to differentiate market growth from macro growth
Macro growth and earnings growth have been misaligned for the last 15 years, particularly in the US and China, but in opposite directions. For equity investors, what would be the key to identify real growth?
event
September 2024
3
min
Infographic
2025-09-30
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Rate relief: Fed cuts half point, but says “economy is strong”
Our expert explains the Fed's bold rate cut and some key takeaways for investors.
event
September 2024
3
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.
Multiple authors
event
September 2024
6
min
Article
2025-09-30
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Japan’s tech sector: Time for a reboot?
Japan's semiconductor industry has revived global interest in Japan's tech ecosystem. But we believe the dynamism of Japan's tech sector today doesn't start and end with electronics and semiconductors.
event
August 2024
3
min
Article
2025-09-30
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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.
By
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August 2024
4
min
Article
2025-02-28
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Economic cycle
Interest rates
Monetary policy
Content CoE Program Global Program
Yielding insights
Article
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Walking a mile in Fed Chair Powell’s shoes
A slow roll on rate cuts by the Fed could frustrate markets and lead to more volatility ahead of the September FOMC meeting. See our take on what to expect for the next few weeks.
By
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August 2024
4
min
Article
2025-08-31
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Market disruptions
Volatility
Tactical allocation
Institutional Program
Content CoE Program Global Program
Interest rates
Multi-asset
iStrat
Article
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Massive market sell-off: Justified or an overreaction?
What's behind the global market meltdown, and what should investors consider doing? Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson shares her views.
event
August 2024
3
min
Article
2025-08-31
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Income
Fixed income
Interest rates
Wealth Program
Asia advised retail
Credit
Wealth
Wealth
Chart in Focus
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Chart in Focus: Four key areas of opportunities in bonds amid Fed uncertainty
We discuss four key areas of opportunities in fixed income amid Fed uncertainty in the second half of the year.
event
July 2024
3
min
Infographic
2025-07-31
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Active management
Growth
Equity
Macro and market
Advised Retail Program
Asia advised retail
USA
Wealth
Chart in Focus
iStrat
Tactical allocation
Infographic
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Chart in Focus: Broadening earnings growth signals healthy US equity market
Over the past year, the markets have seen the companies best poised to harness and benefit from new innovations within artificial intelligence rewarded accordingly. Can this signal more upside for the entire US equity market?
event
July 2024
3
min
Infographic
2025-07-31
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Multi-asset
Outlook
Tactical allocation
Content CoE Program Global Program
Multi-Asset solutions
Article
iStrat
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Unlocking investment value in a 3D world
Co-Head of Multi-Asset Strategy Nick Samouilhan explains why focusing on the “three Ds” of divergence, dispersion and disruption could help to uncover investment opportunities while strengthening portfolio resilience.
event
July 2024
5
min
Article
2025-07-31
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Fixed income
Interest rates
Outlook
Income
Credit
EM debt
Government bonds
High yield
Investment grade
Article
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Capitalizing on rate shifts: Parsing opportunities in the second half
Fixed Income Portfolio Manager Campe Goodman and Fixed Income Strategist Amar Reganti discuss how to capitalize on potential rate shifts in the second half of the year
event
June 2024
7
min
Article
2025-06-30
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Reframing fixed income portfolios: why bond maths makes the difference
It is easy to understand why fixed income investors tend to focus on yields. But investors who focus too much on yield may run the risk of overpaying for income and underestimating the impact of price volatility.
event
June 2024
5
min
Article
2025-06-30
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Active management
Currency
Fixed income
Macro and market
Euro High Yield
Global Credit Plus
Global High Yield
Global Impact
Multi-Sector Credit
Opportunistic Fixed Income
Corporate cash
Defined contribution (DC)
Distribution
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Public pension (DB)
Sovereigns
Subadvisory
Union (Taft Hartley)
Article
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Currency interventions — here to stay?
Fixed Income Analyst Caroline Casavant discusses what June's FOMC meeting tells us about the US Federal Reserve’s latest thinking on interest-rate cuts.
event
June 2024
4
min
Article
2025-06-30
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Artificial intelligence (AI)
Disruption
Machine learning
Global Industry Research
Equity
Information technology
Asia tech
Automation
Article
Thematic exposure
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Beyond the hype: finding AI’s long-term winners
Our expert argues that a long-term mindset based on deep research can help to uncover evolving AI investment opportunities amid the hype.
event
June 2024
4
min
Article
2025-04-30
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Looking beyond yield: Rethinking the approach of fixed income investing
Investors face a new regime, challenging traditional assumptions about returns and volatility. With central bank interventions impacting credit markets, it’s time to rethink income allocations. Rather than fixating solely on yield, consider a dynamic approach, presented by Connor Fitzgerald.
event
May 2024
5
min
Article
2025-05-31
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Active management
Interest rates
Credit
Inflation
Income
Growth
Tactical allocation
Fixed income
Article
iStrat
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New era demands a nimble approach to credit
Our expert explains why deep research and an active approach are effective ways for fixed income investors to uncover credit opportunities in today's market.
event
May 2024
5
min
Article
2025-05-31
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Asset allocation
Economic cycle
Interest rates
iStrat program
Multi-asset
iStrat
Video
Tactical allocation
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Exploring active opportunities amid continued regime change
Head of Multi-Asset Strategy, APAC, Nick Samouilhan outlines why today's environment of dispersion, divergence and disruption offers potentially compelling opportunities for active investors.
event
May 2024
2
min
Video
2025-04-30
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Income: the hard worker in your portfolio deserves more credit
Income from cash is good but income from bonds is better. In a less certain macro environment, Nick Samouilhan thinks the case for income only gets stronger. How can investors make the most of the opportunities?
Multiple authors
event
April 2024
5
min
Article
2025-04-30
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Annual message from our CEO: At a crossroads
CEO Jean Hynes offers perspectives on the current macro and market environment, including the need to challenge long-held assumptions, prepare for persistent disruption, and consider the resulting investment opportunities and risks.
event
January 2024
Whitepaper
2025-01-31
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Monetary policy
Economic cycle
Tactical allocation
Inflation
Multi-asset
Article
iStrat program
iStrat
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Fork in the road: Slowdown or reacceleration ahead?
Markets seem to expect a much smoother ride in 2024, but are they too optimistic? Members of our Investment Strategy & Solutions Group offer their macro and market outlook, including their latest views on equities, bonds, and commodities.
Multiple authors
event
January 2024
Article
2026-01-31
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Outlook
Asia
Macro and market
Macro
Income
Equity
Multi-asset
Fixed income
Distribution
Asia advised retail
Article
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Three ways to elevate your portfolio in 2024
As a new investment era takes shape, where should investors focus their attention in 2024? For multi-asset strategist Nick Samouilhan, three areas are top of mind: higher yields, the importance of stock selection and how to position for structural change.
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January 2024
Article
2025-01-02
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Novel therapies changing the course of health care
Several new drug classes represent a growing investment opportunity set that could reshape the health care sector.
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October 2023
Article
2024-10-31
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Three themes (and what they mean) for income investors
With several macro crosscurrents at play, Portfolio Manager Peter Wilke suggests that income-oriented investors not lose sight of the “big picture” in their quest for yield.
Multiple authors
event
September 2023
Article
2024-09-15
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Credit market outlook: Expect greater opportunities in back half of 2023
Against a backdrop of elevated recession risks and banking-sector stress, Fixed Income Portfolio Manager Rob Burn identifies relative-value sector opportunities in the credit market.
event
June 2023
Article
2024-06-30
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Will emerging Asia leapfrog the energy transition?
Decarbonizing while maintaining economic growth presents tremendous challenges for developing countries in Asia. Is technological innovation the solution?
Multiple authors
event
May 2023
Article
2024-05-11
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Firm
Active management
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Liquid alternatives & hedge funds
Business practices
Brand
Whitepaper
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Annual message from our CEO: Forward thinking
After a year of profound economic and market change, CEO Jean Hynes discusses the path forward, including the role of alternatives and sustainability, the firm's investments in talent, and the importance of stability and innovation.
event
January 2023
Whitepaper
2024-01-31
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Outlook
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Income
Thematic exposure
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Equity
Fixed income
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Asia advised retail
Article
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Four mission-critical investment ideas for 2023 and beyond
Multi-Asset Strategist Nick Samouilhan and Investment Strategist Michelle Ng offer their latest perspectives on the 2023 outlook and some actionable takeaways for investors.
event
December 2022
Article
2023-11-30
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Liquid alternatives & hedge funds
Sustainability
Innovation
Alternatives investing
Private equity
Distribution
Single
Disruption
Endowments & foundations
Article
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Key drivers for investors in 2023 and beyond: sustainability, disruptive technology, and alternatives
Head of Asia-Pacific Client Group Scott Geary reflects on the overarching themes from the 2022 Milken Asia Summit and the future of investing.
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November 2022
Article
2023-09-30
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Impact
Private investing
Asia
Private companies
Macro and market
Emerging markets
Liquid alternatives & hedge funds
Impact investing
Sustainable investing
Event replay
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Financial Times Moral Money Summit Asia 2022: Impact investing across public, private and emerging markets
In this replay from the Financial Times 2022 Moral Money Summit Asia, Edwina Matthew discusses key themes in impact investing.
event
November 2022
Event replay
2023-10-31
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Equity
Active management
Growth
Portfolio construction
Volatility
Digital transformation
Asia advised retail
USA
Article
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info
Driving growth with quality controls in uncertain markets
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Equity Portfolio Manager John Boselli and Investment Director Philip Brooks share their thoughts on where investors can find “quality-driven” growth potential in today's uncertain environment.
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event
October 2022
Article
2023-10-31
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Income
Asset allocation
Active management
Volatility
Interest rates
Equity
Multi-asset
Fixed income
Asia advised retail
Article
Archived
info
The search for income: Three bright spots amid today’s volatility
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Amid today’s market volatility, many investors are seeking creative, diversified avenues to generating reliable income. Investment Strategist Michelle Ng weighs in on three asset classes that may fit the bill.
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September 2022
Article
2023-09-30
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Will the Fed send the US economy into a recession?
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Multi-Asset Strategist Adam Berger and US Macro Strategist Juhi Dhawan consider the broad impact of Fed rate hikes and how asset allocators should respond.
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August 2022
Article
2023-07-31
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War and markets: What's the connection?
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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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event
March 2022
Article
2023-03-31
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2022 Asia Investment Forum: Investment strategy in a shifting world
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Three megatrends will transform Asia’s investment landscape over the coming year, concur Wellington’s strategist panel.
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Multiple authors
event
March 2022
Event replay
2023-03-31
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Russia/Ukraine and the commodity challenge
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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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March 2022
Article
2023-03-31
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Quality-growth investing amid inflation and rising rates
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We discuss how today's market impacts growth companies, including which areas are well positioned for the year ahead.
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event
December 2021
Article
2022-12-31
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Toward carbon neutrality: Our approach to carbon offsets
Wellington has committed to be carbon neutral in our operations by the end of 2022. Members of our Sustainable Investing and Corporate Sustainability Teams describe our multifaceted approach to achieving that goal.
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October 2021
12
min
Article
2025-12-31
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Monthly Market Review — February 2025
A monthly update on equity, fixed income, currency, and commodity markets.
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Brett Hinds
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