Geopolitical

Showing of Insights Posts
173899201
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Four investment perspectives amid a pivotal US election

How can investors reposition portfolios for a pivotal but highly unpredictable US elections? Nick Samouilhan explores potential avenues in conversation with three leading portfolio managers.

Continue reading
event
6 min
Article
2025-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
White House South Portico
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Harris vs Trump: The foreign policy and investment implications

Our expert examines expected Harris and Trump foreign policies and their potential impact on the investment landscape.

Continue reading
event
4 min
Article
2025-02-28
Archived info
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.

Decoding the effects of deglobalization

Nicholas Petrucelli outlines the economic, political, and geopolitical underpinnings of deglobalization. He also demonstrates the impact this trend has today and analyzes the investment implications.

Continue reading
event
Quick Take
2024-03-31
Archived info
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.

Russia/Ukraine: One year in with no end in sight

Geopolitical Strategist Thomas Mucha analyzes the impacts of the Russia/Ukraine conflict one year in and identifies potential longer-term effects.

Continue reading
event
Quick Take
2024-02-29
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Unique-Perspectives-Yash-Patodia-0938-720x660
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

China internet: Identifying opportunities amid economic reopening 

China’s re-opening and economic recovery from its zero-COVID policy has bolstered our optimism in Chinese internet companies.

Continue reading
event
Article
2023-12-31
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
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
event
Article
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1216755618
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
War and markets: What's the connection?
Amid the geopolitical turmoil and tragic humanitarian fallout of the Russia/Ukraine crisis, many investors are naturally also concerned about the negative effects the escalating conflict could have on their portfolios. With that in mind, I thought I’d provide a quick snapshot of the impacts that past wars have tended to have on asset prices.
Continue reading
event
Article
2023-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1215603381
Archived info
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.
Continue reading
event
Event replay
2023-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1352037788
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Russia/Ukraine and the commodity challenge
With commodity inventories at multi-decade lows, is rising cross-asset class volatility all but inevitable? Leveraging insights from Wellington colleagues, Thematic Strategist Trevor Noren argues that the Russia/Ukraine crisis demonstrates why the answer is likely yes.
Continue reading
event
Article
2023-03-31
Archived info
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.
Amid heightened regulation and geopolitical tension, is China still investable?
Recent regulatory announcements have sent shivers through a wide swath of China’s economy, including the technology, finance, gaming, and property sectors, and tensions between China and the US continue to simmer. But while I understand the market’s reaction to these risks, I take a long-term perspective on China’s investability.
Continue reading
event
Quick Take
2022-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.