Trevor Noren
Director Thematic Strategy
Boston

Insights By Trevor Noren

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Inflation Geopolitical Investment grade Macro USA Multi-asset Fixed income Article
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What if US wealth inequality reverses?

Our experts examine the role of wealth inequality in the US economy and the potential investment implications of a reversal in that dynamic.

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Connor Fitzgerald, CFA

Trevor Noren

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Article
2024-09-30
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technology circuits batteries cloud storage computers
Active management Information technology Large cap Tech & Innovation Volatility Digital transformation Innovation Thematic exposure Equity Article
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Have we reached the end of a tech era? 

Thematic Strategist Trevor Noren explores how active management and a global lens could provide tech investors with essential edges moving forward.

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Trevor Noren

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Article
2023-11-30
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Russia Commodities Geopolitical Article
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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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Trevor Noren

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Article
2023-03-31
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USA Asset allocation Quick Take Equity Value vs growth
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Regime change likely to challenge modern market structures
Recently, I wrote about the rotation from growth to value and why some of my colleagues and I expect volatility, more than a smooth transition of leadership, to define markets. The thesis is rooted in the fact that seismic macro questions loom over markets and are likely to trigger violent fluctuations in investor conviction. Earlier this month, Macro Strategist John Butler dissected one of these questions: Will the negative correlation between stocks and bonds turn positive?
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Trevor Noren

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Quick Take
2022-05-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Equity Value vs growth Quick Take
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Value versus growth: expect volatility more than a smooth transition of leadership
Even if a "growth to value" regime change is underway, investors should expect volatility more than a smooth transition of leadership. Thematic Strategist Trevor Noren shares his perspective and those of several Wellington colleagues.
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By

Trevor Noren

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Quick Take
2022-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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