Outlook

Showing of Insights Posts
Outlook Income Economic cycle Fixed income program Portfolio construction Fixed income Credit Distribution Asia advised retail Quick Take
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Chart in Focus: Compelling opportunities in four higher-yielding credit sectors

Portfolio Managers Campe Goodman and Rob Burn share insights on where they are seeing compelling opportunities in high-yielding credit sectors.

Continue reading

By

Campe Goodman, CFA

Rob Burn, CFA

event
Quick Take
2025-03-11
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs
Outlook Asia Macro and market Macro Income Equity Multi-asset Fixed income Distribution Asia advised retail Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Three ways to elevate your portfolio in 2024

As a new investment era takes shape, where should investors focus their attention in 2024? For multi-asset strategist Nick Samouilhan, three areas are top of mind: higher yields, the importance of stock selection and how to position for structural change. 

Continue reading

By

Nick Samouilhan, PhD, CFA, FRM

event
Article
2026-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs
Outlook Income Economic cycle Credit Multi-Sector Credit Opportunistic Fixed Income Global Credit Plus Global High Yield Fixed income Inflation Asset allocation Fixed income program Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Credit: Better opportunities to add risk on the horizon

ur experts review current macro dynamics impacting the bond market and discuss where they see opportunities and risks across credit sectors.

Continue reading

By

Campe Goodman, CFA

Rob Burn, CFA

event
Article
2024-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs
Outlook Credit Volatility Inflation Bank liquidity Interest rates Fixed income Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Credit market outlook: Expect greater opportunities in back half of 2023

Against a backdrop of elevated recession risks and banking-sector stress, Fixed Income Portfolio Manager Rob Burn identifies relative-value sector opportunities in the credit market.

Continue reading

By

Rob Burn, CFA

event
Article
2024-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs
Outlook Asia Macro and market Distribution EM equity Multi-asset Fixed income Equity Economic cycle Monetary policy Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Asia: A growth story with longer-term momentum

Is China’s recovery already running out of steam? Macro Strategist Santiago Millán assesses the outlook for China and Asia and sees longer-term momentum for growth. 

Continue reading

By

Santiago Millán, CFA

event
Article
2024-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
china economy poised to exceed expectations in 2023
China Economic cycle Macro and market Outlook No Optimizely COVID Geopolitical Inflation Fiscal policy Real estate Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

China’s economy: Poised to exceed expectations in 2023

With the bar set so low for China's economy, Macro Strategist Santiago Millan thinks it won't take much for an upside surprise in 2023. 

Continue reading

By

Santiago Millán, CFA

event
Article
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Investment ideas for 2023 and beyond
Outlook Macro and market Multi-asset Income Thematic exposure Climate Equity Fixed income Alternatives Asia advised retail Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Four mission-critical investment ideas for 2023 and beyond 

Multi-Asset Strategist Nick Samouilhan and Investment Strategist Michelle Ng offer their latest perspectives on the 2023 outlook and some actionable takeaways for investors.

Continue reading

By

Nick Samouilhan, PhD, CFA, FRM

Michelle Ng

event
Article
2023-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1162569411
Digital transformation Inflation Tactical allocation Income Outlook Multi-Asset solutions Volatility Multi-asset Carbon emissions iStrat Active management Article Interest rates Energy Commodities Opportunities and risks
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Investing in the second half and beyond: It’s a whole new ballgame
What lies ahead after a painful (and largely unexpected) first half of 2022? Multi-Asset Strategist Nick Samouilhan and Investment Director Andrew Sharp-Paul offer their perspectives on 2H22 outlook and the actionable takeaways respectively.
Continue reading

By

Nick Samouilhan, PhD, CFA, FRM

Andrew Sharp-Paul

event
Article
2022-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
8 LOAD {count} MORE

URL References

Related Insights

© Copyright 2024 Wellington Management Singapore Pte. Ltd. All rights reserved.
WELLINGTON MANAGEMENT FUNDS ® is a registered service mark of Wellington Group Holdings LLP.
Wellington Management Singapore Pte. Ltd., a private limited company incorporated in the Republic of Singapore. Address: 8 Marina Boulevard, Tower 1 #03-01 Marina Bay Financial Centre 018981. Licensed and regulated by the Monetary Authority of Singapore.

View More