John Mullins
Investment Director
London

Insights By John Mullins

Showing of Insights Posts
477749918
China Macro and market Equity iStrat EM equity Tactical allocation iStrat program Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

No bulls in the China shop?

John Mullins, Irmak Surenkok and Steven Ye assess the investment debate surrounding China's prolonged underperformance and outline three investment ideas for active investors to consider.

Continue reading

Multiple authors

event
Article
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
flower-hero-navy-v1
Growth Fixed income High yield Equity Macro Strategic allocation Value vs growth Bank liquidity Volatility Inflation Tactical allocation iStrat program Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

How to nurture a growth mindset in a higher-yielding landscape

In a higher-yield world, can fixed income deliver meaningful growth? John Mullins, Supriya Menon and Alex King explore how high-yield bonds may offer a powerful opportunity for growth - as well as a cushion against uncertainty.

Continue reading

Multiple authors

event
12 min
Article
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
bee-hero-navy-v2
Income Fixed income Asset allocation iStrat program Inflation Value vs growth Economic cycle Monetary policy Tactical allocation Equity Multi-asset Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Income: the hard worker in your portfolio deserves more credit

Income from cash is good but income from bonds is better. In a less certain macro environment, Alex King, Supriya Menon and John Mullins think the case for income only gets stronger. How can investors make the most of opportunities? 

Continue reading

Multiple authors

event
5 min
Article
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
swift-hero-navy-v1
Diversification Fixed income Asset allocation Inflation Tactical allocation iStrat program Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Adopt a new vantage point for diversifying your portfolio

Supriya Menon, Alex King and John Mullins explore why a diversified mixed of fixed income exposure is a key component of a nuanced approach to diversification in today's cyclical macro regime.

Continue reading

Multiple authors

event
7 min
Article
2025-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1201265089
Income Asset allocation Active management iStrat Multi-asset Inflation Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Facing the inflation dilemma head on

Inflation has already fallen much quicker than most expected. However, there are convincing reasons why inflation might be higher and more volatile going forward. What are the implications for asset allocation?

Continue reading

By

John Mullins

event
Article
2025-02-23
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
chapter-iStrat-multi-asset-768x450
Outlook Multi-asset iStrat Emerging Market Development Multi-Asset solutions Factor solutions Tactical allocation Strategic allocation Manager selection Thematic exposure Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Multi-Asset Market Outlook

To help think through the asset allocation outlook and implications for 2023, we offer views from iStrat, our investment strategy and solutions group

Continue reading

Multiple authors

event
Article
2024-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
6 LOAD {count} MORE

URL References

Related Insights

We seek to exceed the investment objectives and service expectations of our fund investors and their advisers worldwide

View More

© Copyright 2024 Wellington Management Europe GmbH. All rights reserved. WELLINGTON MANAGEMENT FUNDS ® is a registered service mark of Wellington Group Holdings LLP.
Wellington Management Switzerland GmbH. Registered at the commercial register of the canton of Zurich with number CH-020.4.050.857-7
For professional investors and intermediaries only. This content is not suitable for a retail audience.

In Switzerland, the Fund offering documents can be obtained from the local Representative and Paying Agent, BNP Paribas Securities Services, Selnaustrasse 16, 8002 Zurich, Switzerland. The Prospectuses are available in English, French and Swiss French.

View More

we’d love your feedback!

Help us improve our website. For every short survey taken, we give 2 to the Wellington Management UK Foundation to support educational charities helping economically disadvantaged children in EMEA.