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Showing 10 of 97 Insights Posts
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

One Big Beautiful Bill: Why it’s “buy now, pay later” for markets

Multi-Asset Strategist Nanette Abuhoff Jacobson weighs the near-term benefits of the recently enacted US tax and spending bill against the longer-term costs, and suggests several investment implications.

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event July 2025
4 min
Article
2026-07-31
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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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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Weighing the economic winners and losers of the One Big Beautiful Bill Act

Macro Strategist Juhi Dhawan unpacks the impact of One Big Beautiful Bill Act, including its potential effect on economic growth, corporate earnings, and the US government deficit and debt.

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event July 2025
7 min
Article
2026-07-31
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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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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Agile approach important amid market desynchronization

Global markets are desynchronizing, with macro volatility and intervention from governments leading to diverging economic outcomes. Increased dispersion may facilitate more frequent rotation on market leaders, as these charts from Alex King and Joshua Riefler help illustrate.

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event July 2025
5 min
Article
2026-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Main final
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Facing a new economic reality

We summarize our 2025 mid-year outlooks.

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event July 2025
5 min
Article
2026-08-31
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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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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Bonds in Brief: Making Sense of the Macro — June issue

What's driving global bond markets and what are the investment implications? Read the May issue of "Bonds in Brief" for Wellington Investment Director Marco Giordano's monthly assessment of risks and opportunities within bond markets.

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event July 2025
4 min
Article
2026-07-31
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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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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

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event July 2025
5 min
Article
2026-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Categories final
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Severance: The split between the economy and the markets

While markets have bounced back since Liberation Day, policy changes and macro data bear watching. Heading into the second half of 2025, we're focused on relative opportunities across asset classes created by disconnects and divides between markets and economies.

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event July 2025
13 min
Article
2026-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Categories final
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Venture capital mid-year outlook: Five key questions

Our venture capital team explores the state of the IPO market, M&A uncertainty, the growth of secondaries, and more.

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event June 2025
5 min
Article
2026-06-30
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Categories final
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Private credit: Is the illiquidity premium still worth it?

Our private credit team explores the value of the asset class’s illiquidity premium in today’s uncertain markets.

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event June 2025
6 min
Article
2026-06-30
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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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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The power of positive and pragmatic thinking

While markets have a lot to worry about, from government policy to geopolitics, Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson looks at the world from another angle: What could go right? She offers five reasons for positive thinking and considers the investment implications. 

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event June 2025
4 min
Article
2026-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.