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The views expressed are those of the authors at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
2024 is nearly half over, and from a macroeconomic standpoint, things haven’t unfolded the way many market watchers and policymakers expected. Growth has surprised to the upside. Inflation has remained stubbornly above target. Job growth is stronger than anticipated. And investors are bouncing between interest-rate pessimism and corporate-profit optimism. All of this is set against a complex macro backdrop of heightened geopolitical risk and critical elections in the US and around the world. This Mid-year Investment Outlook collection offers ideas from multiple Wellington investors, strategists, and other professionals on risks and active opportunities amid continued macro regime change.
At Wellington, we do not have one unified “house view” on the global economy and markets. That’s because we know that the best investment ideas are often uncovered when a diverse talent pool is encouraged to bring forward a range of unique, independent, and (at times) divergent perspectives. By debating new ideas and sharing research across asset classes, regions, and investment disciplines, our investors can uncover hidden insights, risks, and opportunities.