Germany (Deutschland), Institutional
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Insights By Will Lockhart
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Insights Posts
Event replay
25 min
False signals? A macro investing playbook
Portfolio Manager Arancha Cano shares her insights on interpreting potentially conflicting and unreliable data signals as investors navigate an increasingly uncertain market environment.
25 min
Event replay
2026-09-25
Event replay
25 min
Where’s my safe haven? A global investor perspective on the tariff tantrum
Portfolio Manager Martin Harvey shares his insights on how global investors may need to reassess long-held assumptions in light of shifting global dynamics.
25 min
Event replay
2026-05-31
Event replay
25 min
Beyond US exceptionalism: what’s next for equity markets?
Macro Strategist Nick Wylenzek shares his insights on what could be an eventful year for equities and explores why Europe and the UK could defy current gloomy investor sentiment.
25 min
Event replay
2026-02-28
Event replay
30 min
Unearthing the unseen in geopolitics
Unearthing the unseen in geopolitics. Watch Geopolitical Strategist Thomas Mucha delve into the investment impact of structural geopolitical shifts and share his latest take on the upcoming US election.
30 min
Event replay
2025-09-30
Event replay
30 min
Corporate bonds: giving credit where credit is due
ActiveViews host Will Lockhart and Derek Hynes, portfolio manager on Wellington’s Global Credit Team, discuss the current credit cycle, market dynamics and the future of corporate credit markets.
30 min
Event replay
2025-02-28
Event replay
Long-term investing in an age of short-termism
ActiveViews host Will Lockhart and Yolanda Courtines, co-manager of the Wellington Global Stewards and European Stewards Funds, explore how being genuinely long term in an increasingly short-term world may provide a differentiated investment edge.
Event replay
2025-01-31
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Related Insights
Markets in 2025: asleep at the wheel or in the driving seat?
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