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The views expressed are those of the author at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed.
Our investment professionals actively share research and challenge one another’s views, creating a diverse marketplace of ideas. They decide independently how to draw on those unique perspectives to sharpen their investment decisions, unconstrained by any single “house view.”
Shifting landscape: Policy, politics, and the great-power struggle
Geopolitical Strategist Thomas Mucha asks Macro Strategist Mike Medeiros about his views on the Fed and inflation, along with how he thinks Russia/Ukraine will shape policy and politics in 2022 and beyond. This is the inaugural episode of our new WellSaid podcast series aimed at cutting through the “noise” and humanizing our thought leaders.
Geopolitical observations
Key topics and themes
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War and markets: What's the connection?
Amid the geopolitical turmoil and tragic humanitarian fallout of the Russia/Ukraine crisis, many investors are naturally also concerned about the negative effects the escalating conflict could have on their portfolios. With that in mind, I thought I’d provide a quick snapshot of the impacts that past wars have tended to have on asset prices.
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2023-03-31
Russia/Ukraine and the commodity challenge
With commodity inventories at multi-decade lows, is rising cross-asset class volatility all but inevitable? Leveraging insights from Wellington colleagues, Thematic Strategist Trevor Noren argues that the Russia/Ukraine crisis demonstrates why the answer is likely yes.
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Article
2023-03-31
Russia/Ukraine conflict: Five things to watch closely
Amid the ongoing turmoil of the Russia/Ukraine crisis, Global Investment Strategist Nanette Abuhoff Jacobson highlights five key areas she thinks investors should keep a watchful eye on in the weeks ahead.
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Article
2022-05-31
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