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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.
Article
2026-06-30
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.
Article
2026-06-30
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.
5
min
Article
2026-07-31
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.
4
min
Article
2026-05-31
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.
5
min
Article
2026-05-31
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.
7
min
Article
2026-04-15
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.
4
min
Article
2026-05-31
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.
5
min
Article
2026-04-30
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.
3
min
Article
2026-05-31
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.
12
min
Article
2026-03-31
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.
10
min
Article
2026-03-31
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.
4
min
Article
2026-03-31
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.
3
min
Article
2026-03-31
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.
2
min
Article
2026-03-31
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.
4
min
Infographic
2026-03-31
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.
4
min
Article
2026-03-31
Turning tides for US Treasuries
Uncover the case for US Treasuries in fixed income portfolios against the current market backdrop.
3
min
Article
2026-02-28
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.
9
min
Article
2025-12-31
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.
5
min
Article
2025-12-31
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?
8
min
Article
2025-12-31
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.
3
min
Article
2025-11-30
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.
5
min
Article
2025-11-30
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.
Video
2025-11-30
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.
3
min
Article
2025-09-30
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.
4
min
Article
2025-02-28
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.
4
min
Article
2025-08-31
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.
3
min
Article
2025-08-31
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.
5
min
Article
2025-07-31
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