Juhi Dhawan

PhD
Macro Strategist
Boston
1160370731

Insights By Juhi Dhawan

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Inflation Volatility Economic cycle Quick Take
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Wellington investor survey: The bears ponder whether inflation will be too hot, too cold or just right

Conducted prior to the collapse of Silicon Valley Bank, our latest quarterly survey of Wellington investors shows a majority of respondents being more bearish than the consensus view.

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By

Ben Cooper, CFA

Juhi Dhawan, PhD

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Quick Take
2024-03-31
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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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Top of Mind Inflation Asset allocation Monetary policy Multi-asset USA Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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
Archived info
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
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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
2023-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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APAC Multi-asset Inflation Geopolitical Volatility Event replay
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2022 Asia Investment Forum: Investment strategy in a shifting world
Three megatrends will transform Asia’s investment landscape over the coming year, concur Wellington’s strategist panel.
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Multiple authors

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Event replay
2023-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Macro and market
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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