Outlook

Showing of Insights Posts
Mid Year Outlook Designs
Outlook Credit Volatility Inflation Bank liquidity Interest rates Fixed income Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Credit market outlook: Expect greater opportunities in back half of 2023

Against a backdrop of elevated recession risks and banking-sector stress, Fixed Income Portfolio Manager Rob Burn identifies relative-value sector opportunities in the credit market.

Continue reading

By

Rob Burn, CFA

event
Article
2024-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs
Outlook Asia Macro and market Distribution EM equity Multi-asset Fixed income Equity Economic cycle Monetary policy Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Asia: A growth story with longer-term momentum

Is China’s recovery already running out of steam? Macro Strategist Santiago Millán assesses the outlook for China and Asia and sees longer-term momentum for growth. 

Continue reading

By

Santiago Millán, CFA

event
Article
2024-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
china economy poised to exceed expectations in 2023
China Economic cycle Macro and market Outlook No Optimizely COVID Geopolitical Inflation Fiscal policy Real estate Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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. 

Continue reading

By

Santiago Millán, CFA

event
Article
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
china economy poised to exceed expectations in 2023
EM equity Outlook China Geopolitical Asset allocation Equity Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

China equity in 2023: Year of the stock picker

Despite the potential risks of investing in China equity, Equity Portfolio Manager Bo Meunier believes there are attractive opportunities for patient, discerning stock pickers.

Continue reading

By

Bo Meunier, CFA

event
Article
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Investment ideas for 2023 and beyond
Outlook Macro and market Multi-asset Income Thematic exposure Climate Equity Fixed income Alternatives Asia advised retail Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Four mission-critical investment ideas for 2023 and beyond 

Multi-Asset Strategist Nick Samouilhan and Investment Strategist Michelle Ng offer their latest perspectives on the 2023 outlook and some actionable takeaways for investors.

Continue reading

By

Nick Samouilhan, PhD, CFA, FRM

Michelle Ng

event
Article
2023-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1162569411
Digital transformation Inflation Tactical allocation Income Outlook Multi-Asset solutions Volatility Multi-asset Carbon emissions iStrat Active management Article Interest rates Energy Commodities Opportunities and risks
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Investing in the second half and beyond: It’s a whole new ballgame
What lies ahead after a painful (and largely unexpected) first half of 2022? Multi-Asset Strategist Nick Samouilhan and Investment Director Andrew Sharp-Paul offer their perspectives on 2H22 outlook and the actionable takeaways respectively.
Continue reading

By

Nick Samouilhan, PhD, CFA, FRM

Andrew Sharp-Paul

event
Article
2022-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1162569411
Inflation Equity Fixed income Multi-asset Article Outlook China
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Five investment essentials for a post-pandemic world
As the world “gets back to business” in 2022, a cautiously optimistic outlook seems warranted. For investors, it may be a year to think thematically.
Continue reading

By

Nick Samouilhan, PhD, CFA, FRM

Andrew Sharp-Paul

event
Article
2022-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
7 LOAD {count} MORE

URL References

Related Insights

© Copyright 2023 Wellington Management Hong Kong Limited. All rights reserved.
WELLINGTON MANAGEMENT® is a registered service mark of Wellington Group Holdings LLP.
Wellington Management Hong Kong Limited 威靈頓管理香港有限公司 is a private company incorporated with limited liability in Hong Kong, with its address at 17/F Two International Finance Centre, 8 Finance Street, Central, Hong Kong.  It is licensed and regulated by the Securities and Futures Commission of Hong Kong with CE Number AJB478. 

View More