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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Facing a new economic reality
We summarize our 2025 mid-year outlooks.
event
July 2025
5
min
Article
2026-08-31
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived
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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.
event
July 2025
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.
Fiscal policy
Monetary policy
Tactical allocation
Content CoE Program Global Program
Multi-asset
Outlook
Article
Archived
info
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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.
event
July 2025
13
min
Article
2026-06-30
Archived
info
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Macro and market
Multi-asset
Asset allocation
Content CoE Program Global Program
Fiscal policy
Inflation
Interest rates
Article
Infographic
Archived
info
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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.
event
June 2025
4
min
Article
2026-06-30
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Archived
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Beyond US exceptionalism: where now for equities?
It might feel like the narrative of US exceptionalism has only been questioned in recent months — particularly in the wake of Liberation Day — but we see Trump’s tariff announcements as the clearest signal yet of a shift that has already been underway for nearly a decade.
event
June 2025
6
min
Article
2026-06-30
Archived
info
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Income
Fixed income
Outlook
Content CoE Program Global Program
Capital preservation
Diversification
Article
Archived
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Two key questions that bond investors should not ignore
Investment Directors Amar Reganti and Marco Giordano and Portfolio Manager Campe Goodman tackle two key questions that are likely to be top of bond investors’ minds during the second half of 2025.
Multiple authors
event
June 2025
Article
2026-06-30
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Archived
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Could the global policy response misfire?
In their mid-year macro outlook, Macro Strategists John Butler and Eoin O’ Callaghan discuss how the global policy response to the trade shock could misfire, with major implications for investors.
event
June 2025
Article
2026-06-30
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Where to turn in an uncertain market
Nick Samoulihan explores strategies for navigating today's markets, emphasizing quality equities, strategic bond selection, and high-yield opportunities to balance risk and growth potential.
event
June 2025
5
min
Article
2026-07-31
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Market disruptions
Asset allocation
Yielding insights
Content CoE Program Global Program
Equity
Fixed income
Currency
Article
Archived
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Why the US dollar’s “crooked smile” could upend asset allocation
Brij Khurana explores the dollar smile theory's impact on asset allocation and foreign investors' strategies amid currency fluctuations.
By
event
May 2025
4
min
Article
2026-05-31
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Archived
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The yen smile: New economic era upends traditional safe-haven currency relationships
Portfolio Manager Sam Hogg discusses the US Dollar Smile Theory and the Japanese yen's safe-haven status in the context of global trade and monetary policy changes.
By
event
May 2025
5
min
Article
2026-05-31
Archived
info
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China
Market disruptions
Wellington on Washington and the World
Content CoE Program Global Program
USA
Article
Archived
info
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How China can offset the tariff shock
Macro Strategist Johnny Yu details the approaches Beijing could take to offset the tariff shock, from fiscal strategies to potential retaliatory measures to concessions that Washington may welcome.
event
April 2025
7
min
Article
2026-04-15
Archived
info
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Macro and market
Inflation
Wellington on Washington and the World
Content CoE Program Global Program
USA
Article
Archived
info
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Early thoughts on historic hike in US tariffs
Macro Strategist Michael Medeiros explores the significant economic and market implications of the latest US tariffs, highlighting potential recession and inflation spikes, and the impact on global trade relations.
event
April 2025
4
min
Article
2026-05-31
Archived
info
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Fiscal policy
Market disruptions
Yielding insights
Content CoE Program Global Program
Equity
USA
Europe
Article
Archived
info
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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.
By
event
April 2025
5
min
Article
2026-04-30
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Macro and market
Inflation
Wellington on Washington and the World
Content CoE Program Global Program
USA
Article
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Could “Liberation Day” trigger a shift in capital flows?
John Butler discusses groundbreaking US tariffs, their impact on capital flows, and the changing investor perception of the US and Europe.
By
event
April 2025
3
min
Article
2026-05-31
Archived
info
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Fiscal policy
Monetary policy
Tactical allocation
Content CoE Program Global Program
Quarterly Asset Allocation Outlook
Article
Archived
info
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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.
event
April 2025
12
min
Article
2026-03-31
Archived
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Archived
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Bitcoin on the brink: What investors need to know
As bitcoin appears to be entering a new phase of acceptance, we offer a brief asset owner's guide to the cryptocurrency's role, the evolving regulatory environment, potential investment benefits and risks, and portfolio implementation.
Multiple authors
event
March 2025
10
min
Article
2026-03-31
Archived
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Archived
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The yield buyer
Our fixed income experts examine the impact of tight credit spreads and elevated yields on today’s credit markets and explore the value of active management.
event
March 2025
4
min
Article
2026-03-31
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Archived
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
FOMC meeting: Misery loves company
Fixed Income Portfolio Manager Jeremy Forster explores the Fed's decision to hold rates, downgraded economic forecasts, and the implications of balance-sheet policy changes on inflation and market conditions.
event
March 2025
3
min
Article
2026-03-31
Archived
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Fixed income
Credit
What's current in credit
Content CoE Program Global Program
Credit Total Return
Article
Archived
info
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High hopes and low credit spreads
Connor Fitzgerald highlights the implications of tight credit spreads and the importance of flexibility for fixed income managers navigating today's market.
event
March 2025
2
min
Article
2026-03-31
Archived
info
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Chart in Focus
Equity
Asset allocation
Content CoE Program Global Program
iStrat
Europe
Wellington on Washington and the World
Tactical allocation
Infographic
Archived
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Chart in Focus: how sustainable is Europe’s rally?
Is the recent rally in European equities sustainable? In this edition of our Chart in Focus series, we explore the potential path ahead.
Multiple authors
event
March 2025
4
min
Infographic
2026-03-31
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Macro and market
Geopolitics
Tactical allocation
Content CoE Program Global Program
iStrat
Multi-asset
Wellington on Washington and the World
Article
Archived
info
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The US equity rotation: Where have all the good vibes gone?
After riding into 2025 on a wave of post-election euphoria, the US stock market has struggled to find its footing so far this year. Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson looks at what’s changed in the markets and what it might mean for investors.
event
March 2025
4
min
Article
2026-03-31
Archived
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What's current in credit
Government bonds
Asset allocation
Content CoE Program Global Program
Total return
Fixed income
Article
Archived
info
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Turning tides for US Treasuries
Uncover the case for US Treasuries in fixed income portfolios against the current market backdrop.
event
February 2025
3
min
Article
2026-02-28
Archived
info
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Active management
Liquid alternatives & hedge funds
Multi-asset
Content CoE Program Global Program
Article
Private investing
Archived
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Accelerating the future of active management
CEO Jean Hynes explains how Wellington is building for the future of active management by investing in our capabilities and aligning our organization and talent with clients’ shifting needs.
event
December 2024
9
min
Article
2025-12-31
Archived
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Archived
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Securitized credit: Opportunity amid tight corporate spreads?
Portfolio Managers Rob Burn and Cory Perry discuss why they believe securitized credit has an attractive role to play in today’s tight-spread environment and highlight potential areas of opportunity in 2025.
event
December 2024
5
min
Article
2025-12-31
Archived
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Income
Equity
Fixed income
Content CoE Program Global Program
iStrat
Economic cycle
Portfolio strategy
Outlook
Article
Tactical allocation
Archived
info
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Is your portfolio keeping pace with the changed outlook?
It's been an uncertain few years for investors, but looking ahead, we believe investors can expect a resilient economy, a solid outlook for growth and a positive environment for risk assets. What does a changed outlook mean for investors?
event
December 2024
8
min
Article
2025-12-31
Archived
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USA
Elections
Geopolitics
Content CoE Program Global Program
Wellington on Washington and the World
Article
Archived
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It’s different this time: Trump faces challenging geopolitical dynamics
Our expert explores how Trump may approach the heightened geopolitical challenges his second administration faces.
By
event
November 2024
3
min
Article
2025-11-30
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USA
Elections
Wellington on Washington and the World
Content CoE Program Global Program
Multi-asset
Article
Sourced Group (iSci, iStrat)
Archived
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Trump win likely to accelerate macro trends already in motion
The US election results could have significant implications for the global economy and markets. To help you understand these changes, US Macro Strategist Mike Medeiros provides a thorough analysis and discusses the potential market impacts.
event
November 2024
5
min
Article
2025-11-30
Archived
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USA
Elections
Tactical allocation
Content CoE Program Global Program
Wellington on Washington and the World
Multi-asset
iStrat
iStrat
Video
Archived
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What do the US election results mean for investors?
The US election results could have significant implications for the global economy and capital markets. Our panel of experts provides a thorough analysis of what happened and explores potential market impacts.
Multiple authors
event
November 2024
Video
2025-11-30
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Archived
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Rate relief: Fed cuts half point, but says “economy is strong”
Our expert explains the Fed's bold rate cut and some key takeaways for investors.
event
September 2024
3
min
Article
2025-09-30
Archived
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Economic cycle
Elections
Geopolitics
Content CoE Program Global Program
Wellington on Washington and the World
USA
Article
Archived
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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.
By
event
August 2024
4
min
Article
2025-02-28
Archived
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Economic cycle
Interest rates
Monetary policy
Content CoE Program Global Program
Yielding insights
Article
Archived
info
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Walking a mile in Fed Chair Powell’s shoes
A slow roll on rate cuts by the Fed could frustrate markets and lead to more volatility ahead of the September FOMC meeting. See our take on what to expect for the next few weeks.
By
event
August 2024
4
min
Article
2025-08-31
Archived
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Market disruptions
Volatility
Tactical allocation
Institutional Program
Content CoE Program Global Program
Interest rates
Multi-asset
iStrat
Article
Archived
info
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Massive market sell-off: Justified or an overreaction?
What's behind the global market meltdown, and what should investors consider doing? Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson shares her views.
event
August 2024
3
min
Article
2025-08-31
Archived
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Multi-asset
Outlook
Tactical allocation
Content CoE Program Global Program
Multi-Asset solutions
Article
iStrat
Archived
info
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Unlocking investment value in a 3D world
Co-Head of Multi-Asset Strategy Nick Samouilhan explains why focusing on the “three Ds” of divergence, dispersion and disruption could help to uncover investment opportunities while strengthening portfolio resilience.
event
July 2024
5
min
Article
2025-07-31
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