Wellington on Washington and the World

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Economic cycle Elections Geopolitical 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

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4 min
Article
2025-02-28
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Elections Inflation Interest rates Institutional Program Credit Government bonds Fixed income Americas Wellington on Washington and the World Article
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Are US election probabilities now a critical driver of bond yields?

Our expert argues that the US election remains a critical catalyst for the bond market given the contrast between both parties as it relates to supply side policies such as trade and immigration, and to policy differences around taxation and regulation.

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By

Michael Medeiros, CFA

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3 min
Article
2024-11-30
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Elections France Equity Wealth Program Wellington on Washington and the World Geopolitical 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

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4 min
Article
2025-07-31
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Elections Asset allocation Growth India Equity EM equity Wellington on Washington and the World Article
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As India goes to the polls, is the case for Indian equities still compelling?

While current Prime Minister Narendra Modi is expected to secure a third term, a full-scale win is not a foregone conclusion. Against this backdrop and continued investor enthusiasm for Indian equities, Equity Portfolio Manager Niraj Bhagwat and Investment Director Philip Brooks assess the macro case for India. Are higher valuations justified?

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By

Niraj Bhagwat

Philip Brooks, CFA

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6 min
Article
2025-06-30
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