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Wellington Global Quality Growth Fund

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Mid-year Outlook 2025

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Fiscal policy

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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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13 min
Article
2026-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived info
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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4 min
Article
2026-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
European Union flags waiving at Berlaymont building of the European Commission in Brussels, Belgium
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Fiscal versus tariffs: what wins out for Europe?

Just as investors were starting to explore the potential for growth in Europe, Trump’s tariffs landed. To what extent is the case for Europe still intact?

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3 min
Article
2026-04-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1146605758
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Sacrificing stocks on the altar of trade

Brij Khurana discusses the Trump administration's new stance on trade and its impact on the US economy, global markets and asset prices.

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5 min
Article
2026-04-30
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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.

Oh baby, baby, it’s a wild world

Just one quarter into the year, many policy and economic assumptions have been turned on their head. What does it all mean for equity, bond, and commodity markets around the world? Members of our Investment Strategy & Solutions Group offer their outlook.

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12 min
Article
2026-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.