China

Showing of Insights Posts
Biotech Innovations
Article
4 min
Biotech Venture capital Private Investing Program Private investing Innovation Private companies USA China Europe Private Biotech Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

China’s biotech surge (and its impact on biotech venture capital)

China’s biotech sector’s long-term potential is underpinned by lower costs, faster development timelines, and increasingly translatable clinical data. In our new paper, we explore the implications for US and European biotechs.

Continue reading

Multiple authors

event
4 min
Article
2028-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
474157734
Article
4 min
Monthly Asset Allocation Outlook Multi-asset Asset allocation Wealth Program Tactical allocation Americas Brazil Canada Mexico USA APAC Asia Australia China India Japan EMEA Africa Europe France Germany Italy Russia United Kingdom Emerging markets Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Asset Allocation Outlook

How to evolve your portfolio for the latest market conditions? Explore the latest monthly snapshot of Wellington Solutions' asset class views.

Continue reading

Multiple authors

event
4 min
Article
2027-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
panoramic skyline of shanghai
Article
4 min
China Artificial intelligence (AI) Macro and market Wealth Program Investment Angles Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

China’s changing: Why you should be watching

Macro Strategist Johnny Yu discusses structural shifts in China impacting global investment dynamics. notably diminished importance of the property sector and collapse of imports.

Continue reading

By

Johnny Yu
Johnny Yu, CFA
event
4 min
Article
2026-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Green City Shanghai
Article
6 min
China Equity Market commentary Institutional Program Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

10 reasons why China could be the next rerating story

Portfolio Manager Bo Meunier, Investment Director Irmak Surenkok and Investment Specialist Gilbert Chen set out 10 reasons why China could be the next rerating story to watch.

Continue reading

Multiple authors

event
6 min
Article
2026-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Container dock
Article
7 min
China Market disruptions Wellington on Washington and the World Content CoE Program Global Program USA Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

How China can offset the tariff shock

Macro Strategist Johnny Yu details the approaches Beijing could take to offset the tariff shock, from fiscal strategies to potential retaliatory measures to concessions that Washington may welcome.

Continue reading

By

Johnny Yu
Johnny Yu, CFA
event
7 min
Article
2026-04-15
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1300497464
Article
6 min
Government bonds Artificial intelligence (AI) Disruption Content CoE Program Global Program Information technology Multi-asset USA China EM equity Large-cap Opportunistic Fixed Income Article Yielding insights
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Deeply seeking the impact of AI spending on bond yields

Brij Khurana explores the surprising way in which AI spending may impact Treasury yields and complicate the Fed's rate-policy decisions.

Continue reading

By

Brij Khurana
Brij Khurana
event
6 min
Article
2026-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
wellington-on-washington-3-148770684
Article
6 min
Elections Fiscal policy Geopolitics Content CoE Program Global Program Opportunistic Fixed Income Fixed income Americas China EMEA Macro Yielding insights Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

What an “America first” foreign policy may mean for markets

Fixed Income Portfolio Manager Brij Khurana explores the potential market impacts of President Trump's "America first" foreign policy. From regional hegemony to global economic dominance to tariffs applied for strategic geopolitical gain, discover how these shifts could affect investors.

Continue reading

By

Brij Khurana
Brij Khurana
event
6 min
Article
2026-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
dolphin-plate-720x450-white-v1
Article
2 min
Active management Fixed income Macro and market Wealth Program Americas Brazil Canada Mexico USA APAC Asia Australia China India Japan EMEA Africa Europe France Germany Italy Russia United Kingdom Emerging markets Inflation Interest rates Macro Monetary policy Asset allocation Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Time to capitalise on the evolving role of bonds?

We outline why we think the new economic era is elevating the role of bonds as a source of attractive and stable income, downside protection and portfolio diversification.

Continue reading

By

Marco Giordano
Marco Giordano
event
2 min
Article
2025-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
8 LOAD {count} MORE

URL References

Related Insights

© Copyright 2026 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