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2026 Midyear Investment Outlook
Asia ex-Japan, Institutional
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In this event replay from the 2021 Financial Times Investing for Good USA conference, Investment Director Erika Murphy joins a panel to discuss the opportunities offered to investors from the Biden administration’s ambitious climate goals focused on job creation.
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Article
3 min
Could credit markets derail the AI boom?
Fixed Income Portfolio Manager Connor Fitzgerald explores whether the credit markets could derail the AI boom and what the potential implications could be for investors.
3 min
Article
2027-11-08
Article
7 min
Is AI the new China? Three lessons for investors
We examine how AI could reshape the global economy and expand the investment opportunity set well beyond the technology sector. Drawing lessons from China’s rise, we explore where opportunities may emerge — and why investors will need to stay nimble as market leadership shifts.
7 min
Article
2027-10-31
Article
14 min
Seeking income without stretching for risk
In this quarter’s outlook, our team highlights opportunities for insurers to build durable income, alongside insights on tax-loss harvesting and regulatory developments.
14 min
Article
2027-10-31
Article
3 min
US midterm elections: Why they matter for markets
Macro Strategist Juhi Dhawan and Geopolitical Strategist Thomas Mucha explore what's at stake in the US midterm elections what the outcome may mean for investors in the longer term.
3 min
Article
2027-10-20
Article
4 min
Personalized Cancer Vaccines: A New Dawn for Cancer Treatment
Equity Portfolio Manager and Global Industry Analyst Rebecca Sykes discusses why recent biopharma news around cancer vaccination may be a watershed moment for the industry.
4 min
Article
2027-04-30
Article
6 min
Why investors should pay attention to AI regulation
A trio of Wellington experts reviews the current state of AI regulation, looks at how the regulatory landscape may evolve, and offers insight into what the implications might be for investors.
6 min
Article
2027-10-31
Article
5 min
US utilities: What data center politics could mean for investors
Rising US data center electricity demand is fueling new opportunities for utilities as well as political pushback in this US midterm election season. Learn how regulation, affordability, and grid pressures could potentially affect investors.
5 min
Article
2027-09-28
Video
6 min
Securitized credit market update with Kyra Fecteau
Securitized credit has been resilient this year, with stable fundamentals and compelling spreads supporting demand. What's the outlook from here?
Fixed Income Portfolio Manager Kyra Fecteau joins Paul Skinner to discuss the health of the consumer, growing dispersion across credit markets, and the risks that could matter most for the rest of the year.
6 min
Video
2027-09-29
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Monthly Market Review — September 2026
A monthly update on equity, fixed income, currency, and commodity markets.
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