Market commentary

Showing of Insights Posts
1478607933
Elections Market commentary Multi-asset Content CoE Program Global Program Wellington on Washington and the World Americas Discretionary Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Pre-election ideas for investors: Lean into what you know (not what you don’t)

Our expert offers investable ideas based on known macro and market conditions, rather than speculation.

Continue reading

Multiple authors

event
3 min
Article
2025-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
financial market review
Quarterly Market Review Economic cycle Market commentary Institutional Program Multi-asset Whitepaper
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Quarterly Market Review

A monthly update on equity, fixed income, currency, and commodity markets.

Continue reading

By

Brett Hinds

Jameson Dunn

event
18 min
Whitepaper
2026-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly market snapshot
Economic cycle Market commentary Monthly Market Review Institutional Program Discover Multi-asset Whitepaper
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Review — September 2024

A monthly update on equity, fixed income, currency, and commodity markets.

Continue reading

By

Brett Hinds

Jameson Dunn

event
18 min
Whitepaper
2025-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly market snapshot
Monthly Market Review Multi-asset Institutional Program Fixed income Equity Commodities Market commentary Geopolitical Economic cycle Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Review — August 2024

A monthly update on equity, fixed income, currency, and commodity markets.

Continue reading

By

Brett Hinds

Jameson Dunn

event
12 min
Article
2025-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1153764271
Fixed income Monetary policy Yielding insights Content CoE Program Global Program Market commentary Americas Opportunistic Fixed Income Interest rates Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading

By

Brij Khurana

event
3 min
Article
2025-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly market snapshot
Economic cycle Geopolitical Market commentary Institutional Program Commodities Equity Fixed income Monthly Market Review Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Review — July 2024

A monthly update on equity, fixed income, currency, and commodity markets.

Continue reading

By

Brett Hinds

Jameson Dunn

event
12 min
Article
2025-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Commodities Equity Fixed income Institutional Program Economic cycle Geopolitical Market commentary Quarterly Market Review Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Financial Market Review

A monthly update on equity, fixed income, currency, and commodity markets.

Continue reading

By

Brett Hinds

Jameson Dunn

event
17 min
Article
2026-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Macro and market Economic cycle Monthly Market Review Institutional Program Commodities Equity Fixed income Geopolitical Market commentary Whitepaper
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — June 2024

A monthly update on equity, fixed income, currency, and commodity markets.

Continue reading

By

Brett Hinds

Jameson Dunn

event
17 min
Whitepaper
2025-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs 4_sd_v2
Outlook Equity Volatility Growth Cash-driven investing Asian Opportunities Emerging Market Development China Focus Equity Asia Technology Global Innovation Global Stewards EM equity Mid-cap Small cap Large cap Thematic solutions Market commentary Tactical allocation Active management Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Equity Market Outlook

In our Equity Market Outlook, we offer a range of fundamental, factor, and sector insights.

Continue reading

Multiple authors

event
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Equity Fixed income Commodities Economic cycle Market commentary Geopolitical Whitepaper
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — April 2024

A monthly update on equity, fixed income, currency, and commodity markets.

Continue reading

By

Brett Hinds

Jameson Dunn

event
20 min
Whitepaper
2025-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
932889474
Japan Equity Monetary policy Macro Market commentary Asset allocation Education Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Japan equity: Reason to believe

Our expert argues that corporate governance reform and the Japanese economy's escape from persistent deflation have laid the groundwork for a sustainable equity rally.

Continue reading

By

Toshiki Izumi, CFA, CMA

event
4 min
Article
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Equity Fixed income Commodities Economic cycle Market commentary Geopolitical Whitepaper
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Financial Market Review

A quarterly update on equity, fixed income, currency, and commodity markets.

Continue reading

By

Brett Hinds

Jameson Dunn

event
19 min
Whitepaper
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Equity Fixed income Commodities Economic cycle Market commentary Geopolitical Whitepaper
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — March 2024

A monthly update on equity, fixed income, currency, and commodity markets.

Continue reading

By

Brett Hinds

Jameson Dunn

event
20 min
Whitepaper
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Equity Fixed income Commodities Economic cycle Market commentary Geopolitical Whitepaper
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — February 2024

A monthly update on equity, fixed income, currency, and commodity markets.

Continue reading

By

Brett Hinds

Jameson Dunn

event
Whitepaper
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Equity Fixed income Commodities Economic cycle Market commentary Geopolitical Whitepaper
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — January 2024

A monthly update on equity, fixed income, currency, and commodity markets.

Continue reading

By

Brett Hinds

Greg Galajda

event
Whitepaper
2025-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
96908-2024-outlook-768x450
Macro and market Economic cycle Portfolio strategy Multi-asset Macro Market commentary Thematic exposure Outlook Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Trends and transformation distilled: Our 2024 outlook in brief

Our experts explore investment opportunities and risks for the year ahead.

Continue reading

Multiple authors

event
Article
2025-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
16 LOAD {count} MORE

URL References

Related Insights

© Copyright 2024 Wellington Management Company LLP. All rights reserved. WELLINGTON MANAGEMENT ® is a registered service mark of Wellington Group Holdings LLP. For institutional or professional investors only.

View More