2020 US election
The 2020 US election is perhaps the most politically contentious spectacle of the modern era. Investors around the world are increasingly asking how this momentous event may affect geopolitical dynamics, economic policies and capital markets. This collection offers our latest thoughts, including how investors might position for November and beyond.
Multi-Asset Outlook — Politics, policy and the pandemic
How will US election risk, policy support and progress toward a COVID-19 vaccine balance out? Nanette Abuhoff Jacobson and Danny Cook offer their view on the next 6 – 12 months and consider the asset-class implications.
Sharpening our edge: Investing with data science
In the first part of our new iSci stories series, we explore how data science is increasingly providing our investors with differentiated insights and discuss the value of robust collaboration between our investors and data scientists.

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EMs: With great challenges come great opportunities
From health and wellness to climate change and more, the COVID-19 crisis has spawned or accelerated compelling investable themes across a range of EM countries. Against that backdrop, four of Wellington’s EM equity portfolio managers share their latest insights.
October 2020
EMs: With great challenges come great opportunities
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Tracking the green transition in emerging markets
COVID-19 has ratcheted up environmental debates across emerging markets and highlighted the intersection of those concerns with local supply chains and infrastructure gaps. Equity Portfolio Manager Liliana Castillo Dearth looks at China as a case study.
October 2020
Tracking the green transition in emerging markets
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The dawn of divergence and the art of subtlety
Multi-Asset Strategist Nick Samouilhan highlights the key divergences we should start to see as fundamental differences between companies, sectors, and countries begin to matter more.
October 2020
The dawn of divergence and the art of subtlety
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Why should investors study climate science?
Our director of sustainable investment discusses our partnership with Woodwell Climate Research Center and the tools we are developing to help investment teams and clients understand the economic impacts of climate change.
October 2020
Why should investors study climate science?
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<span>Top of Mind</span> Time for a new playbook on inflation and active management?
Are fiscal and monetary policy setting us on a course for inflation? How has the COVID-19 crisis altered the backdrop for active management? Multi-Asset Strategist Adam Berger offers his take, as well as thoughts on real assets, value stocks, the technology sector and alternative investments.
October 2020
Top of Mind Time for a new playbook on inflation and active management?
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Global ESG Research Update — Looking inward on our diversity practices
Our team describes insights gained during a firmwide panel discussion with D&I officers from leading global consumer companies. We also provide an update on our ESG engagement and proxy voting activity in the quarter.
October 2020
Global ESG Research Update — Looking inward on our diversity practices
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Allocating to China — a deeper dive by asset class
Learn why we believe there is a strong case for increasing allocations to China across multiple asset classes.
October 2020
Allocating to China — a deeper dive by asset class
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Financial Market Review: third quarter 2020
A quarterly review of results in the global equity, fixed income, currency and commodity markets.
October 2020
Financial Market Review: third quarter 2020
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Monthly Market Snapshot: September 2020
A monthly update on equity, fixed income, currency and commodity markets.
October 2020
Monthly Market Snapshot: September 2020
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The US-China split: a tectonic shift in geopolitics
US-China tensions are here to stay, argue Geopolitical Strategist Thomas Mucha and Macro Strategist Santiago Millán. They look at the causes, potential outcomes and investment implications of the rift.
October 2020
The US-China split: a tectonic shift in geopolitics
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Asia tech opportunities
Tech progress has become as important as oxygen to companies and consumers alike. In this short video, Portfolio Manager Anita Killian discusses why she believes Asia tech is at the forefront of innovation in nearly every segment of the economy and highlights the types of companies that she sees as leaders in the sector.
October 2020
Asia tech opportunities
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Sustainable investing in 2020 and beyond
This event replay features a panel of leading experts from Wellington Management, the PR, and Harvard Business School and offers topical insights into sustainable investing.
October 2020
Sustainable investing in 2020 and beyond
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Halfway there: an update on the US economic recovery
Does the US economy have enough fuel to get back on track? Could it go off a fiscal cliff? Macro Strategist Juhi Dhawan responds to frequently asked questions on policy, employment and the markets.
October 2020
Halfway there: an update on the US economic recovery
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No turning back: COVID-19’s lasting policy legacy
With the pandemic changing the scale and nature of fiscal policy, Macro Strategist John Butler explores the potentially profound consequences for the global economy and financial markets.
October 2020
No turning back: COVID-19’s lasting policy legacy
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<span>Insurance Multi-Asset Outlook — </span>Politics, policy and the pandemic
Tim Antonelli and Daniel Cook share their latest multi-asset outlook for insurers, including upside and downside risks in today's extraordinary environment.
October 2020
Insurance Multi-Asset Outlook — Politics, policy and the pandemic
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