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Article
4 min
Macro and market Multi-asset Asset allocation Wealth Program Tactical allocation Monthly Asset Allocation Outlook Americas Brazil Canada Mexico USA APAC Asia Australia China India Japan EMEA Africa Europe France Germany Italy Russia United Kingdom Emerging markets Article
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Asset Allocation Outlook

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

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4 min
Article
2026-11-30
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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
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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.

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Marco Giordano
Marco Giordano
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2 min
Article
2025-09-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Article
4 min
Interest rates Monetary policy Outlook Economic cycle Fiscal policy Macro USA Japan Europe France Germany Italy United Kingdom Fixed income Macro hedge funds Credit Government bonds Investment grade Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Governments have been slow to reduce their fiscal deficits — it could cost them

Our expert explores the investment implications of continued excessive deficit spending by G7 countries.

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Eoin O'Callaghan
Eoin O'Callaghan
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4 min
Article
2025-06-30
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Mid Year Outlook Designs
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Outlook Fundamental equity EM equity Large-cap Small-cap Equity USA APAC China United Kingdom Emerging markets Growth Asset allocation Volatility Interest rates Economic cycle Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Will a “Goldilocks” economy be just right for equity markets?

We provide an outlook on the ongoing shift to new investment regime, and the market segments that we expect will most heavily influence global equity performance in the coming year. 

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Andrew Heiskell
Andrew Heiskell
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Article
2024-12-31
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