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Juhi Dhawan

PhD
Macro Strategist
Boston
1160370731

Insights By Juhi Dhawan

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Macro and market Climate Energy Germany Quick Take
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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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By

Juhi Dhawan, PhD

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Quick Take
2022-12-30
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Inflation Climate Energy Fiscal policy USA Sustainable investing Climate technology Article
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The Inflation Reduction Act: A big deal for the US economy
US Macro Strategist Juhi Dhawan considers the economic implications of the climate- and energy-related spending provisions in the IRA, including the potential for higher productivity.
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Juhi Dhawan, PhD

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Article
2023-09-30
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Macro and market Economic cycle Inflation Multi-asset Quick Take
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Wellington investor survey: Global recession tops investors’ concerns
The latest Wellington investor survey shows that our investment teams are increasingly concerned about the economic cycle, with 45% seeing a global recession over the next 12 months as the most likely outcome.
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By

Ben Cooper, CFA

Juhi Dhawan, PhD

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Quick Take
2022-11-30
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Top of Mind Inflation Asset allocation Monetary policy Multi-asset USA Article
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Will the Fed send the US economy into a recession?
Multi-Asset Strategist Adam Berger and US Macro Strategist Juhi Dhawan consider the broad impact of Fed rate hikes and how asset allocators should respond.
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By

Adam Berger, CFA

Juhi Dhawan, PhD

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Article
2023-07-31
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Outlook Inflation Interest rates Commodities Consumer discretionary Energy Industrials Real estate Materials Utilities Americas Innovation Monetary policy Article
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Mid-2022 Inflation Outlook
We explore the current inflation environment's significant impacts on asset markets, anticipated relief in supply-chain pressures, and opportunities in commodities and enduring assets.
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Article
2023-07-31
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Inflation Monetary policy Interest rates USA Article
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US inflation: Supply chains to the rescue?
Macro Strategist Juhi Dhawan shares her inflation outlook, including the prospects for supply-chain normalization, and her views on the market implications.
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Juhi Dhawan, PhD

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Article
2023-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Inflation Interest rates Monetary policy Value vs growth Equity Fixed income Quick Take
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US inflation risk, angry bondholders, and silver linings
Here are quick thoughts on some common questions I’ve been asked recently about Fed policy, yields, the US dollar, and financial markets.
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By

Juhi Dhawan, PhD

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Quick Take
2022-08-31
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Interest rates Equity USA Quick Take
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How might equity sectors fare when Fed tightening begins?
We look back at how US equities have performed in the months following the beginning of a tightening cycle, as well as how bond yields have tended to behave.
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By

Juhi Dhawan, PhD

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Quick Take
2022-05-31
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China Macro and market Risk management Quick Take
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Macro survey: Nervous about China
Respondents to our latest internal survey think the markets may be complacent about risks in China and emerging markets more broadly. Every quarter for the past six years, the Wisdom of Wellington team has surveyed around 100 of our Wellington colleagues across different investment disciplines and locations to get their views on what we see as the key macro questions of the day. The results can pinpoint where the firm’s views differ from the consensus and can also reveal significant shifts in our collective thinking.
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By

Ben Cooper, CFA

Juhi Dhawan, PhD

event
2023-02-28
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Outlook USA China Inflation Geopolitical Climate Article
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2022 Global Economic Outlook
Our 2022 economic outlook describes the forces we believe will shape macro & market events, including significant inflationary and geopolitical risks.
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Multiple authors

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Article
2022-11-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Sizing up Biden’s plan to decarbonize America
US Macro Strategist Juhi Dhawan examines the Biden administration’s commitment to a lower-carbon economy, including proposed infrastructure spending, tax incentives, and regulations, as well as the implications for industries and the broad economy.
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By

Juhi Dhawan, PhD

event
2022-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Climate Macro and market Sustainability Sustainable investing Inflation Article
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After the inflection point: How the climate challenge will transform the global economy
The decarbonization commitments of countries around the world will fundamentally reshape the global economy. Members of our Central Macro Team highlight their research findings, from the effects on growth and the cost of capital to the potential for geopolitical conflict and higher inflation.
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Multiple authors

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Article
2022-10-31
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Inflation USA Article
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A revival in US investment spending: Implications of the Biden infrastructure plan
US Macro Strategist Juhi Dhawan discusses six key themes in the US infrastructure proposals, from shovel-ready projects to modernization of the power grid, and considers the broad economic impact and potential for unintended consequences.
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By

Juhi Dhawan, PhD

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Article
2022-08-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Inflation Risk management Macro and market Monetary policy Energy Real estate Equity Commodities Retirement Article
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A new inflationary regime: Why the next decade could look different from the last
We explore why the risk of structurally higher inflation may be the highest it has been in decades and profile the key investment implications this presents.
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Multiple authors

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Article
2022-01-31
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