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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
What markets are missing on critical minerals
Geopolitical Strategist Thomas Mucha highlights the importance of critical minerals in US-China relations, details the impact on global markets, and identifies the investment implications.
By
5 min
Article
2026-11-30
Article
4 min
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.
4 min
Article
2026-08-31
Article
7 min
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.
7 min
Article
2026-04-15
Article
6 min
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.
By
6 min
Article
2026-02-28
Article
6 min
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.
By
6 min
Article
2026-01-31
Article
2 min
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.
2 min
Article
2025-09-30
Quick Take
Bizarro World: Could 2024 be the opposite of 2023?
Fixed Income Portfolio Manager Brij Khurana details the dynamics that may upend investor expectations of a repeat of 2023 this year.
By
Quick Take
2025-01-17
Article
Beyond China: what does the rest of the EM equity world have to offer?
For investors contemplating a separate allocation to EM ex-China equities, members of our iStrat Team share their research on the composition of the opportunity set, the growing divergence in the behavior of EM ex-China equities and Chinese equities, and the long-term market outlook.
Article
2025-11-30
URL References
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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.
Multiple authors