Macro

Showing of Insights Posts
1300497464
Article
3 min
Macro and market Multi-asset Geopolitics Macro Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Oil: The real influencer in the Venezuela intervention

Multi-asset Strategist Nanette Abuhoff Jacobson details the role of oil in the recent events in Venezuela and shares the investment implications.

Continue reading

By

Nanette Abuhoff Jacobson
Nanette Abuhoff Jacobson
event
3 min
Article
2027-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Advised Retail multi asset
Article
5 min
Active management Outlook Equity Fixed income Multi-asset Asia Macro Portfolio construction Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Practical portfolio considerations for a new economic age

Solutions Director Andrew Sharp Paul explores practical portfolio considerations for a new economic age, focusing on quality equities, discerning bonds, and local APAC opportunities.

Continue reading

By

Andrew Sharp-Paul
Andrew Sharp-Paul
event
5 min
Article
2026-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
camera
Video
3 min
Asia Fixed income Rapid fire questions Active management Income Emerging markets Interest rates Macro Video
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Rapid Fire Questions with Ross Dilkes

In this edition of “Rapid Fire Questions,” fixed income portfolio manager Ross Dilkes shares his views on the Asia credit market—covering the macro outlook, China’s momentum, the most compelling opportunities across the region, and key risks shaping the next 12 months.

Continue reading

By

Ross Dilkes
Ross Dilkes, CFA
event
3 min
Video
2026-11-29
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Glass Building
Article
4 min
Diversification Macro and market Multi-asset Macro Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Is all that glitters still gold?

Gold has delivered impressive gains thus far in 2025, but what does that say about market risks and the recent strong returns of stocks? Multi-Asset Strategist Nanette Abuhoff Jacobson offers her take on the precious metal and the case for diversification in today’s market.

Continue reading

By

Nanette Abuhoff Jacobson
Nanette Abuhoff Jacobson
event
4 min
Article
2026-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
164652560
Article
4 min
Macro and market Fiscal policy Inflation Economic cycle Interest rates Macro Monetary policy Investment Angles Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Twilight zone: how to interpret today’s uncertain macro picture

Macro Strategist John Butler and Investment Director Marco Giordano explore how to interpret today’s uncertain macroeconomic picture and its key implications.

Continue reading

By

John Butler
John Butler
Marco Giordano
Marco Giordano
event
4 min
Article
2026-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
hands holding counting american dollar
Article
2 min
Chart in Focus USA Currency Macro Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Chart in focus: What does a weak US dollar mean for global investors?

In this Chart in Focus, we illustrate how the power of the US dollar in 2025 stacks up against the past fifty-plus years. Learn what we're watching and understand the global investment implications of a weaker USD.

Continue reading

By

Alex King
Alex King, CFA
Joshua Riefler
Joshua Riefler
event
2 min
Article
2026-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1165294237
Article
5 min
Europe Equity Macro and market Macro Article Investment Angles
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Still opportunities in European equities? Positioning is key

Macro Strategist Nicolas Wylenzek revisits the case for European equities and discusses why positioning can help optimise exposure to Europe’s accelerating regime change.

Continue reading

By

Nicolas Wylenzek
Nicolas Wylenzek
event
5 min
Article
2026-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
global financial chart stock
Article
6 min
Chart in Focus Macro and market Portfolio strategy Macro Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Chart in Focus: Patience is power — stay invested through volatility

What does a higher VIX mean? In this edition of Chart in Focus, we explore the historic performance of the global equity market after large bouts of volatility, and the investment implications for equity and fixed income investors amid the US tariff turmoil.

Continue reading

Multiple authors

event
6 min
Article
2026-04-30
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
Article
3 min
Europe Macro and market Wellington on Washington and the World Fiscal policy Geopolitics Macro Market disruptions Article
Archived info
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?

Continue reading

By

Eoin O'Callaghan
Eoin O'Callaghan
event
3 min
Article
2026-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
9 LOAD {count} MORE

URL References

Related Insights

© Copyright 2026 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