Investment outlook

Outlook 2025

This Investment Outlook collection offers ideas from multiple Wellington investors, strategists, and other professionals on risks and active opportunities amid continued macro regime change.

Is your portfolio keeping pace with the changed outlook?

Time to reassess portfolios

Not too late to move from cash to fixed income

Consider equities for higher growth potential

Find out more about the 3 key takeaways for our 2025 Market Outlook

Time to reassess portfolios

Not too late to move from cash to fixed income

Consider equities for higher growth potential

Find out more about the 3 key takeaways for our 2025 Market Outlook

Wellington Credit Income Fund

VIEW DETAILS

Wellington Credit Total Return Fund

VIEW DETAILS

Wellington US Quality Growth Fund

VIEW DETAILS

fixed income outlook

What's current in credit

Connor Fitzgerald explores the impact of President Trump’s US election victory on credit markets. Where are the opportunities and risks for credit investors now?

Related insights

Showing of Insights Posts

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.

Connor Fitzgerald, CFA

event

6 min

Article

2025-10-31

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.

Nick Samouilhan, PhD, CFA, FRM

Jonathan Tan, CFA

event

8 min

Article

2025-11-30

2 LOAD {count} MORE

URL References

Related Insights

Equity outlook

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.

Related insights

Showing of Insights Posts

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

6 min

Article

2025-09-30

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

3 min

Article

2025-11-30

2 LOAD {count} MORE

URL References

Related Insights

Latest insights

Showing of Insights Posts

Fed delivers rate cut, but hawkish 2025 guidance sends yields up

Fixed Income Analyst Caroline Casavant examines the outcome of the December 18 Federal Open Market Committee meeting and the implications for rates, inflation, and real growth.

Caroline Casavant

event

3 min

Article

2025-06-30

Active management Alternatives Multi-asset Content CoE Program Global Program Article Private investing

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.

Jean Hynes, CFA

event

9 min

Article

2025-12-31

Private company management Private equity ESG Private companies Private portfolio companies ESG insights for private companies Private investments Article

Governance best practices in public markets

For private companies approaching the public markets, we highlight the corporate governance best practices that can help pave strong relationships with public market investors.

Multiple authors

event

7 min

Article

2025-12-31

Equity Factors Macro and market Content CoE Program Global Program iStrat Fundamental Factor qualifer Active management Strategic allocation Portfolio construction Article Whitepaper

Concentrated markets: Implications for active management, manager research, and multi-manager capital allocation

Members of our Fundamental Factor Team share research insights on the portfolio impact of benchmark concentration and highlight tools that may help, including extension strategies, passive-share analysis, and index-completion approaches.

Gregg Thomas, CFA

Megan Kelly, CFA

event

18 min

Article

2025-12-31

Outlook Macro and market Portfolio strategy Equity Fixed income Multi-asset USA APAC EMEA Emerging markets Active management Article

Scaling opportunities in a new economic era

Explore our latest views on risks and opportunities across the global capital markets.

event

Article

2025-12-31

Geopolitical Volatility Strategic allocation DB Public Program Multi-Asset qualifier Multi-asset Macro and market Top of Mind Article

A guide to investing in the age of anxiety

There's a long list of issues worrying asset owners, from geopolitical risk to high valuations. To help, Head of Multi-Asset Strategy Adam Berger offers coping tips for an uncomfortable investment backdrop and a world where investing rules of thumb may be broken.

Adam Berger, CFA

event

15 min

Article

2025-12-01

Active management Fixed income Outlook Content CoE Program Global Program Credit Government bonds Investment grade Economic cycle Interest rates Monetary policy Article

Going their separate ways: Capitalizing on bond divergence

Our fixed income experts discuss how to position portfolios for a world of uncertainty and divergence, exploring key themes and evolving bond opportunities for 2025.

Multiple authors

event

7 min

Article

2025-12-31

Active management Credit Outlook Content CoE Program Global Program Fixed income Article

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.

Rob Burn, CFA

Cory Perry, CFA

event

5 min

Article

2025-12-31

Growth Small cap Economic cycle Content CoE Program Global Program Thematic solutions Equity Active management Asset allocation Article

Time to get active? 5 equity investment ideas for 2025

As we head into 2025, growth seems poised to accelerate, especially in the US. Equity Strategist Andrew Heiskell and Macro Strategist Nicolas Wylenzek see five themes that may create opportunity across global equity markets.

Andrew Heiskell

Nicolas Wylenzek

event

10 min

Article

2025-12-31

Fiscal policy Interest rates Tactical allocation Content CoE Program Global Program iStrat Multi-asset Outlook Article

Trump 2.0: Time to curb your enthusiasm?

How does an allocator navigate markets when so much about the policy landscape is unknown? Our Investment Strategy & Solutions Group offers their views on the new political realities in the US and their global implications, including for equities, bonds, and commodities.

Multiple authors

event

12 min

Article

2025-12-31

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

Equity Market Outlook

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

Andrew Heiskell

Nicolas Wylenzek

event

Article

2025-12-31

11 LOAD {count} MORE

URL References

Related Insights

View our insights

Contact us

Our Funds

LITERATURE

FEATURED FUNDS

Explore our insights

Asset Classes

Key Topics

Formats

2025 Investment Outlook

Asset Classes

Investment Solutions

Sustainable Investing

Stewardship Principles

Investment Solutions

Funds

Corporate Sustainability

About Us

Careers

Contact Us

Media and Press

Investment outlook

Outlook 2025

This Investment Outlook collection offers ideas from multiple Wellington investors, strategists, and other professionals on risks and active opportunities amid continued macro regime change.

Is your portfolio keeping pace with the changed outlook?

Investment ideas for 2025

fixed income outlook

Related insights

Equity outlook

Related insights

Latest insights

legal Information

Follow us

contact us