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Global Economic Outlook

Our macro strategists continue to expect that the interlinkages between countries, central bank policies, and market pricing will change, creating potentially attractive opportunities for active portfolio management and security selection.

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2025-06-30
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2023 Climate Report 

Aligned with TCFD recommendations, this report describes how we manage climate-related risks and opportunities, engage with companies on climate change, and reduce our own carbon footprint.
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Report
2025-06-30
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Green horizons: How the shift toward sustainable finance may reshape fixed income markets

Three sustainability trends have the potential to reshape fixed income markets, leading to a range of new opportunities for investors.

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Quick Take
2024-08-31
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Private biotech market: Innovation, valuations, and capital efficiency

Co-heads of biotech private investments I-hung Shih and Nilesh Kumar join host Thomas Mucha to explore today's private biotech market, highlighting the state of deal flow, valuations, and innovation.

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Podcast
2024-03-31
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Private equity market in 2023

In the first episode of WellSaid Season 2, Co-Head of Private Investing Michael Carmen joins host Thomas Mucha to share his constructive outlook for today's rapidly evolving private market landscape. In addition, they discuss the role of ESG in privates, how Wellington collaborates with entrepreneurs, and much more.

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Article
2024-02-29
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2023 Global Economic Outlook
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Why Europe could surprise in 2023 

Eoin O’Callaghan and John Butler discuss the contrasting prospects of the Euro Area and the UK and why 2023 could bring positive surprises in the region.

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2023-12-31
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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. 

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2023-12-31
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In a new era for interest rates, can hedge funds fill the role of fixed income?

Hedge funds could be valuable building blocks for a fixed income substitute portfolio, but how should the portfolio be constructed? Members of our Fundamental Factor Team share their views.

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2023-11-30
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Private credit in 2023
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Private credit in 2023: The benefits of a bear market?

We explore conditions in investment-grade private credit and go deeper on how today’s challenging overall market landscape could fuel opportunities for investors.

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Article
2023-12-31
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2023 ESG & Sustainability Outlook
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Focusing on value amid rising global challenges and opportunities

Our Sustainable Investing (SI) Research Team offers a high-level view of 2023 research and engagement priorities.

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2023-12-31
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2023 Alternative Investment Outlook
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Opportunity in disguise: Why bad news may be good for alternatives in 2023

Multi-Asset Strategists Nick Samouilhan and Adam Berger explain how alternative investments may help allocators make tailwinds out of macro and market headwinds in the year ahead.

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2023-12-31
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Global Economic Outlook — 2023
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Five key ESG topics for private companies in 2023

Our ESG for Private Investments Team explores five critical ESG topics for private companies in the year ahead.

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2023-12-31
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2023 Alternative Investment Outlook
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Private equity outlook: Why we see a buyers’ market ahead

Co-Head of Private Investments Michael Carmen shares his outlook for the private equity market, highlighting today's normalizing multiples, continued innovation, and, in a number of cases, fewer competitors for the most attractive deals.

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2023-12-31
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How to find potential in volatile European high-yield markets?

Fixed Income Portfolio Manager Konstantin Leidman discusses why European high-yield investors need to be ready for both further volatility and the emergence of new opportunities.  

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2023-12-31
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Multi-Asset Outlook — Higher rates for longer: What does it mean for markets?

For central banks, the inflation fight is on, but the policy and market responses will vary in the coming months. Nanette Abuhoff Jacobson and Supriya Menon discuss the implications for equities, bonds, and commodities.

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2023-11-30
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2023 Global Economic Outlook
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2023: The year of disinflation for the US economy

In the coming year, US Macro Strategist Juhi Dhawan expects to see inflation begin to decline, the economy adjust to higher interest rates, and labor markets feel the pain of restrictive Fed policy.

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2023-12-31
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2023 Global Economic Outlook
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Commodities outlook: Near-term uncertainties; long-term opportunities

Members of our Commodities Team describe the micro and macro, cyclical and structural tensions that we expect to drive the asset class in 2023.

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2023-12-31
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Geopolitical outlook: Shifting policies, structural advantages?

Geopolitical Strategist Thomas Mucha and Macro Strategist Santiago Millán look at five geopolitical themes they believe investors should watch in 2023.

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Article
2023-12-31
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2023 Investment Strategy Outlook
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The allocator’s landscape: Three areas of attention for 2023

Natasha Brook-Walters, Co-Head of Investment Strategy, discusses downside mitigation given the shifting equity/bond correlation, the impact of cyclical and macro volatility, and opportunities to position for long-term change.

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2023-12-31
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2023 Investment Strategy Outlook
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Thematic investing: Long-term thinking for a short-term world

With economic conditions expected to remain volatile in the coming year, members of our Investment Strategy team suggest that thematic allocations may help reduce the importance of the cycle to portfolio returns.

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2023-12-31
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2023 Equity Outlook
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EM equity in 2023: Will the longest bear market in history continue?

We explore three key considerations for EM investors in today’s challenging environment and highlight potential winners and losers in 2023.

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2023-12-31
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2023 Bond Market Outlook
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Emerging markets debt outlook: A glass half full or half empty?

Against a still-challenging global backdrop for emerging markets, Macro Strategist Gillian Edgeworth highlights opportunities created by extreme credit spread dispersion across individual countries.

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2023-12-31
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High yield bonds in 2023
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High-yield bonds in 2023: Fortune favours the patient

Amid ongoing dislocation in the high-yield market, Fixed Income Portfolio Manager Konstantin Leidman sees opportunities for investors to take advantage of potentially attractive valuations.

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2023-12-31
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Equity allocation ideas in 2023
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Equity allocation ideas after a year of factor extremes

Members of our Fundamental Factor Team discuss the role of defensive allocations as a complement to growth and value, the improved stock-picking environment, and the need for macro stress tests, among other topics.

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2023-12-31
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Fintech outlook for 2023: The trends separating the winners and losers

Our fintech investors delve into high-conviction ideas for the year ahead — including embedded finance, buy-now-pay later, and digital assets — and highlight the power of incumbency amid today's increased volatility and dispersion.

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2023-12-31
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A new economic era: Why inflation, volatility, and cycles are back

Macro Strategist John Butler argues that a seismic global shift is underway that will disrupt the macro dynamics of the past two decades, challenging long-held investment assumptions.

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2023-12-31
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2023 Macro and rates outlook: Goodbye easy money, hello regime change

Macro Strategist John Butler highlights the impact of macroeconomic "regime change" on global inflation and interest rates, with potential implications for investors.

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2023-12-31
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Equity investing with a thematic lens: Three game changers for 2023

Head of Investment Research Mary Pryshlak and Equity Portfolio Manager Tim Manning highlight their strongest convictions across global equity markets heading into 2023.

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2023-12-31
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Credit market outlook: Partly sunny with a chance of good value

In his 2023 credit market outlook, Fixed Income Portfolio Manager Rob Burn highlights some potentially attractive opportunities in the wake of this year's market sell-off.

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2023-12-31
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Germany: Reducing Russian energy dependence in a hurry
Macro Strategist Juhi Dhawan sees Germany continuing to embrace the transition to renewables while also working to diversify its sources of fossil fuels.
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Quick Take
2022-12-30
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No more Mr. Nice Guy? Fed Chair Powell talks tough on inflation

Fixed Income Portfolio Manager Brij Khurana offers his latest thoughts on Fed policy following the central bank's recent Jackson Hole meeting.

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Quick Take
2023-09-30
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The growing power of impact investing

Impact Measurement and Management Practice Leader Oyin Oduya appears on the WellSaid podcast series to discuss the future of impact investing, her research approach, and how her team thinks about generating market-rate returns alongside positive social and environmental outcomes.

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Podcast
2023-05-31
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