Wellington on Washington and the World

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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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6 min
Article
2025-06-30
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European elections: all change for equity investors?

Macro Strategist Nicolas Wylenzek discusses how the elections for the European Parliament could herald significant change, with major implications for European equity investors.

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4 min
Article
2025-05-07
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Iran/Israel conflict: What can we expect?

Our expert examines the recent attacks, the threat of escalation, and the dynamics at play in the region.

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3 min
Article
2024-10-31
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Biden 2.0: National security and investment themes

The geopolitical and investment implications of a potential second Biden term.

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5 min
Article
2025-04-30
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The immigration surge: Political challenge, economic blessing?

Macro Strategist Juhi Dhawan considers the impact of rising immigration, a top issue in this year's US elections, on growth, interest rates, and the labor market.

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4 min
Article
2025-04-30
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Trump 2.0: National security and investment themes

Our expert examines the geopolitical and investment implications of a potential second Trump presidency.

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14 min
Article
2025-04-30
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Battle for the supply side of the economy: US election implications

Starkly different policy agendas from Biden and Trump are examined in terms of how they may affect the supply side of the US economy. 

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5 min
Article
2025-04-30
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The Trump/Biden rematch: Market implications of unprecedented policy divergence 

Macro Strategist Juhi Dhawan discusses six key areas of policy debate in this year's US election that she expects will matter most to markets, from the tax and spending plans to trade and geopolitics.

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Article
2025-03-31
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Thematic investing focus: security in a world of great-power competition

In an environment of accelerating great-power competition and geopolitical instability, policymakers may place a higher emphasis on security – even at the expense of economic efficiency. What could this mean for thematic investors?

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2025-02-28
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The intersection of geopolitics and deglobalization

The geopolitical landscape is likely to remain complex and unpredictable throughout 2024. What are the key risks to watch out for and what are the implications for investors? 

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2024-11-30
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Geopolitical outlook: Shifting policies, structural advantages?

Geopolitical Strategist Thomas Mucha and Macro Strategist Santiago Millán look at five geopolitical themes they believe investors should watch in 2023.

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Article
2023-12-31
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