Switzerland, Intermediary
Change
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A new economic era, geopolitical divergence and the transformative potential of generative AI all suggest a very different future ahead and the need for a radical rethink.
This short video reel captures highlights from our recent 2024 EMEA Investment Forum where our experts and prominent guest speaker tackled this new reality head on and discussed how best to maintain an investment edge amid constant change. As well as analysing the broader investment implications of these future trends, our experts delved deeper into specific asset classes to assess the opportunities and risks this new economic era brings.
Discover more about the Forum discussions and speakers by clicking on the link below.
Please refer to this important disclosure for more information.
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Insights Posts
Article
5 min
The spending bubble driving corporate profits looks set to burst
US corporate profits have been fueled by government deficits, low rates, and consumption — drivers now at risk, raising questions about the sustainability of market valuations.
By
5 min
Article
2027-01-31
Article
3 min
Oil: The real influencer in the Venezuela intervention
Multi-asset Strategist Nanette Abuhoff Jacobson details the role of oil in the recent events in Venezuela and shares the investment implications.
3 min
Article
2027-01-31
Article
4 min
Geopolitics in 2026: Risks and opportunities we’re watching
Geopolitical Strategist Thomas Mucha shares his outlook, highlighting conflicts to watch, the importance of national security, and investment opportunities.
By
4 min
Article
2027-01-31
Article
18 min
Monthly Market Review — November 2025
A monthly update on equity, fixed income, currency, and commodity markets.
18 min
Article
2026-12-31
Article
16 min
Top of Mind: The allocator’s checklist for 2026 and beyond
Multi-Asset Strategist Adam Berger offers near- and longer-term ideas for allocators, including thoughts on alternatives, potential market surprises, and risk management.
16 min
Article
2027-01-31
Event replay
25 min
Markets & the economy into 2026: scenarios to watch
In this ActiveViews webcast, host Will Lockhart and Macro Strategist John Butler explore potential macro scenarios for 2026 and set out the key implications for investors.
25 min
Event replay
2026-12-11
Article
Opportunity ahead: Optimism or illusion?
Explore our latest views on risks and opportunities across global capital markets.
Article
2026-12-31
Article
2 min
FOMC: Easing into uncertainty
Fixed Income Portfolio Manager Jeremy Forster profiles the Fed's December rate cut, labor market trends, inflation pressures, and the role of anticipated changes to FOMC leaders in 2026.
2 min
Article
2026-03-31
Article
4 min
Asset Allocation Outlook
How to evolve your portfolio for the latest market conditions? Explore the latest monthly snapshot of Wellington Solutions' asset class views.
4 min
Article
2026-12-11
Article
5 min
Private credit outlook for 2026: 5 key trends
Our private credit experts discuss five themes driving the asset class’s 2026 outlook, including public/private convergence, changing credit profiles, the growth of retail, and much more.
5 min
Article
2026-12-31
Article
5 min
Private credit outlook for 2026: 5 key trends
Our private credit experts discuss five themes driving the asset class’s 2026 outlook, including public/private convergence, changing credit profiles, the growth of retail, and much more.
5 min
Article
2026-12-31
URL References
Related Insights
Monthly Market Review — November 2025
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