- Head of UK and Irish Distribution
Norway, Intermediary
ChangeThe views expressed are those of the authors at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
Watch the conversation with Portfolio Managers Gillian Edgeworth and Bo Meunier, as they explore whether emerging markets are at a turning point.
The key questions they address include:
- What is the outlook for emerging markets across bonds and equities?
- Where are the best sector and country opportunities?
- How should investors think about the currency aspect?
- Why do they believe emerging markets deserve more attention?
- What are the likely implications of the Iran-driven energy shock?
This event replay qualifies for up to 30 minutes of continuing professional development (CPD).
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Event replay
25 min
Global uncertainty and local consequences – a European perspective
In the first ActiveViews webcast of the year, host Will Lockhart and Macro Strategists Eoin O'Callaghan and Nick Wylenzek explore Europe’s trajectory in the face of escalating geopolitical tension and accelerating adoption of AI.
25 min
Event replay
2027-03-19
Event replay
25 min
Markets & the economy into 2026: scenarios to watch
In this ActiveViews webcast, host Will Lockhart and Macro Strategist John Butler explore potential macro scenarios for 2026 and set out the key implications for investors.
25 min
Event replay
2026-12-11
Event replay
25 min
False signals? A macro investing playbook
Portfolio Manager Arancha Cano shares her insights on interpreting potentially conflicting and unreliable data signals as investors navigate an increasingly uncertain market environment.
25 min
Event replay
2026-09-25
Event replay
25 min
Where’s my safe haven? A global investor perspective on the tariff tantrum
Portfolio Manager Martin Harvey shares his insights on how global investors may need to reassess long-held assumptions in light of shifting global dynamics.
25 min
Event replay
2026-05-31
Event replay
25 min
Beyond US exceptionalism: what’s next for equity markets?
Macro Strategist Nick Wylenzek shares his insights on what could be an eventful year for equities and explores why Europe and the UK could defy current gloomy investor sentiment.
25 min
Event replay
2026-02-28
Event replay
30 min
Unearthing the unseen in geopolitics
Unearthing the unseen in geopolitics. Watch Geopolitical Strategist Thomas Mucha delve into the investment impact of structural geopolitical shifts and share his latest take on the upcoming US election.
30 min
Event replay
2025-09-30
Event replay
30 min
Corporate bonds: giving credit where credit is due
ActiveViews host Will Lockhart and Derek Hynes, portfolio manager on Wellington’s Global Credit Team, discuss the current credit cycle, market dynamics and the future of corporate credit markets.
30 min
Event replay
2025-02-28
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Watch the conversation with Head of Macro Strategy John Butler as he discusses recent macro events and potential 2025 market outcomes for investors.
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