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Article
3 min
The power of Asia’s dividends
Discover Asia’s quality dividend potential. With diverse income sources, structural tailwinds, and governance reforms at play, Asia offers a compelling mix of income, resilience, and long-term growth potential.
3 min
Article
2026-12-31
Article
5 min
Practical portfolio considerations for a new economic age
Solutions Director Andrew Sharp Paul explores practical portfolio considerations for a new economic age, focusing on quality equities, discerning bonds, and local APAC opportunities.
5 min
Article
2026-12-31
Video
3 min
Rapid Fire Questions with Ross Dilkes
In this edition of “Rapid Fire Questions,” fixed income portfolio manager Ross Dilkes shares his views on the Asia credit market—covering the macro outlook, China’s momentum, the most compelling opportunities across the region, and key risks shaping the next 12 months.
3 min
Video
2026-11-29
Video
5 min
Rapid Fire Questions with Philip Brooks on Asian equities
In this edition of “Rapid Fire Questions,” Philip Brooks, investment director and equity strategist, answers key questions on Asian equities—exploring the structural drivers of the asset class, the traits of quality businesses, and the most compelling quality dividend opportunities today.
5 min
Video
2026-11-30
Article
4 min
The long-term rewards of a contrarian approach to European equities
Portfolio Manager Tom Horsey and Investment Director Thomas Kramer explain why viewing European equities through a contrarian lens could help investors to uncover long-term opportunities in a rapidly evolving Europe.
4 min
Article
2026-10-31
Article
5 min
FOMC: Cushioning the US labor market
Fixed Income Portfolio Manager Jeremy Forster analyzes the Fed's decision to cut interest rates at the September FOMC meeting.
5 min
Article
2026-10-31
Article
5 min
How a changing Europe is reshaping credit markets
Portfolio Managers Derek Hynes and Konstantin Leidman explore how a changing Europe is reshaping the region's credit markets and identify key takeaways for investors.
5 min
Article
2026-09-30
Article
6 min
(Re)emerging markets: 10 reasons for optimism
Our experts identify 10 reasons why now may be the time for investors to reconsider emerging markets.
6 min
Article
2026-09-01
Article
2 min
Chart in focus: What does a weak US dollar mean for global investors?
In this Chart in Focus, we illustrate how the power of the US dollar in 2025 stacks up against the past fifty-plus years. Learn what we're watching and understand the global investment implications of a weaker USD.
2 min
Article
2026-09-30
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
5 min
Still opportunities in European equities? Positioning is key
Macro Strategist Nicolas Wylenzek revisits the case for European equities and discusses why positioning can help optimise exposure to Europe’s accelerating regime change.
5 min
Article
2026-07-31
Article
6 min
Beyond US exceptionalism: where now for equities?
It might feel like the narrative of US exceptionalism has only been questioned in recent months — particularly in the wake of Liberation Day — but we see Trump’s tariff announcements as the clearest signal yet of a shift that has already been underway for nearly a decade.
6 min
Article
2026-06-30
Article
7 min
Europe: a good hunting ground for high yield?
With attractive yields and a low duration profile, high yield can present potentially compelling opportunities for investors, despite the continued volatility.
7 min
Article
2026-05-31
Article
5 min
Four investment perspectives on Trump’s first 100 days
Four of our experts across fixed income and equity share their asset-class level insights on the first 100 days of the current Trump administration and analyze the implications for investors.
5 min
Article
2026-04-30
Article
3 min
Fiscal versus tariffs: what wins out for Europe?
Just as investors were starting to explore the potential for growth in Europe, Trump’s tariffs landed. To what extent is the case for Europe still intact?
3 min
Article
2026-04-30
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
5 min
Sacrificing stocks on the altar of trade
Brij Khurana discusses the Trump administration's new stance on trade and its impact on the US economy, global markets and asset prices.
By
5 min
Article
2026-04-30
Article
4 min
Early thoughts on historic hike in US tariffs
Macro Strategist Michael Medeiros explores the significant economic and market implications of the latest US tariffs, highlighting potential recession and inflation spikes, and the impact on global trade relations.
4 min
Article
2026-05-31
Article
3 min
Could “Liberation Day” trigger a shift in capital flows?
John Butler discusses groundbreaking US tariffs, their impact on capital flows, and the changing investor perception of the US and Europe.
By
3 min
Article
2026-05-31
Article
4 min
The power of local perspective: the rewards of a contrarian approach to European equities
Portfolio Manager Tom Horsey and Investment Director Thomas Kramer explain why they see compelling opportunities in today's European equity market for contrarian, bottom-up investors.
4 min
Article
2026-03-31
Infographic
4 min
Chart in Focus: how sustainable is Europe’s rally?
Is the recent rally in European equities sustainable? In this edition of our Chart in Focus series, we explore the potential path ahead.
4 min
Infographic
2026-03-31
Video
4 min
What's current in credit: November 2024
Connor Fitzgerald explores the impact of President Trump’s US election victory on credit markets. Where are the opportunities and risks for credit investors now?
4 min
Video
2025-12-31
Article
4 min
What does Trump's US election win mean for bond investors?
During the week of US election, Paul Skinner interviews Connor Fitzgerald, Fixed Income Portfolio Manager, on the market implications and his portfolio positioning following the presidential election results.
4 min
Article
2025-11-30
Article
3 min
It’s different this time: Trump faces challenging geopolitical dynamics
Our expert explores how Trump may approach the heightened geopolitical challenges his second administration faces.
By
3 min
Article
2025-11-30
Video
What do the US election results mean for investors?
The US election results could have significant implications for the global economy and capital markets. Our panel of experts provides a thorough analysis of what happened and explores potential market impacts.
Video
2025-11-30
Article
5 min
Trump win likely to accelerate macro trends already in motion
The US election results could have significant implications for the global economy and markets. To help you understand these changes, US Macro Strategist Mike Medeiros provides a thorough analysis and discusses the potential market impacts.
5 min
Article
2025-11-30
Article
6 min
Are bond investors ready for a US industrial revolution?
Portfolio Manager Connor Fitzgerald discusses why bond investors should ready themselves for a potential US industrial revolution and shares his perspective on how to reposition portfolios for such a scenario.
6 min
Article
2025-10-31
Video
5 min
What's current in credit?
In this short video series, Fixed Income Portfolio Manager Connor Fitzgerald takes a look at what's current in credit. Given rather tight credit spread valuations, what is Connor's outlook for the next twelve months and where are the opportunities and risks now?
5 min
Video
2025-10-31
Article
6 min
An active investor’s guide to growth equities
Our experts offer their view on the current economic environment, explore best practices for investing in high-quality growth equities, and highlight where they see opportunity now.
6 min
Article
2025-09-30
Infographic
3 min
Chart in Focus: The need to differentiate market growth from macro growth
Macro growth and earnings growth have been misaligned for the last 15 years, particularly in the US and China, but in opposite directions. For equity investors, what would be the key to identify real growth?
3 min
Infographic
2025-09-30
Article
3 min
Rate relief: Fed cuts half point, but says “economy is strong”
Our expert explains the Fed's bold rate cut and some key takeaways for investors.
3 min
Article
2025-09-30
Article
3 min
Capturing Quality Growth opportunities in US equities driven by "3D" forces
The U.S. stock market has regained focus due to the AI boom, and with the upcoming election this year, how can one position themselves to seize opportunities? We believe that the U.S. stock market will be driven by ‘3D’ market dynamics. Investors should consider strategies that carefully select high-potential businesses or quality companies to capture attractive opportunities. (Only available in Chinese)
3 min
Article
2025-09-30
Article
6 min
Four investment perspectives amid a pivotal US election
How can investors reposition portfolios for a pivotal but highly unpredictable US elections? Nick Samouilhan explores potential avenues in conversation with three leading portfolio managers.
6 min
Article
2025-09-30
Article
3 min
Japan’s tech sector: Time for a reboot?
Japan's semiconductor industry has revived global interest in Japan's tech ecosystem. But we believe the dynamism of Japan's tech sector today doesn't start and end with electronics and semiconductors.
3 min
Article
2025-09-30
Article
4 min
Harris vs Trump: The foreign policy and investment implications
Our expert examines expected Harris and Trump foreign policies and their potential impact on the investment landscape.
By
4 min
Article
2025-02-28
Infographic
3 min
Chart in Focus: Broadening earnings growth signals healthy US equity market
Over the past year, the markets have seen the companies best poised to harness and benefit from new innovations within artificial intelligence rewarded accordingly. Can this signal more upside for the entire US equity market?
3 min
Infographic
2025-07-31
Article
5 min
Time for credit selection to shine
Fixed income investors continue to seek answers to an era of volatile rates. Large, static exposures to credit markets no longer cut it. Instead, a nimble and dynamic approach is more likely to create resilient and consistent total return outcomes.
5 min
Article
2025-07-31
Article
Three ways to elevate your portfolio in 2024
As a new investment era takes shape, where should investors focus their attention in 2024? For multi-asset strategist Nick Samouilhan, three areas are top of mind: higher yields, the importance of stock selection and how to position for structural change.
Article
2025-01-02
Quick Take
European equities: a complex story
Macro Strategist Nicolas Wylenzek examines the complex prospects of European equities from both a near-term and structural perspective.
Quick Take
2024-02-29
Article
China’s economy: Poised to exceed expectations in 2023
With the bar set so low for China's economy, Macro Strategist Santiago Millan thinks it won't take much for an upside surprise in 2023.
Article
2023-12-31
Article
Multi-Asset Strategist Adam Berger and US Macro Strategist Juhi Dhawan consider the broad impact of Fed rate hikes and how asset allocators should respond.
Continue reading
Article
2023-07-31
Quick Take
The significant flattening of the US Treasury yield curve in recent months has some prognosticators calling for an impending US recession. Not so fast, says Fixed Income Portfolio Manager Rob Burn.
Continue reading
Quick Take
2022-07-31
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.
Continue reading
2023-03-31
Event replay
Three megatrends will transform Asia’s investment landscape over the coming year, concur Wellington’s strategist panel.
Continue reading
Event replay
2023-03-31
Quick Take
China’s new antitrust, data privacy and cybersecurity regulations, combined with its education and real estate industry reforms, the continued impact of COVID-19 and rising geopolitical tensions, drove a tumultuous investment environment last year. The country’s numerous headline-grabbing changes spurred global concern given the philosophical shift towards “Common Prosperity” and the sheer scale and speed of policymaking.
Continue reading
Quick Take
2023-03-31
Article
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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By
Article
2023-03-31
Quick Take
With inflation on the rise and all eyes seemingly on the Fed these days, Fixed Income Portfolio Manager Jeremy Forster shares his takeaways from the Federal Open Market Committee (FOMC)'s December 2021 meeting.
Continue reading
Quick Take
2022-07-29
URL References
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