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4 min
Weekly Market Update
What do you need to know about the markets this week? Tune in to Paul Skinner's weekly market update for the lowdown on where the markets are and what investors should keep their eye on this week.
4 min
Video
2027-08-30
Article
6 min
Corporate governance: still a key driver for Japanese equities
Macro Strategist Nicolas Wylenzek and ESG Analyst Calista Lee explore how ongoing corporate governance remains a key driver of Japanese equities and set out key implications for investors.
6 min
Article
2027-08-15
Article
4 min
The questions incoming Fed Chair Warsh will need to answer
We examine the key questions that incoming Fed chairman Kevin Warsh may need to confront as monetary policy faces new limits and new risks.
By
4 min
Article
2027-06-04
Article
Beyond China: what does the rest of the EM equity world have to offer?
For investors contemplating a separate allocation to EM ex-China equities, members of our iStrat Team share their research on the composition of the opportunity set, the growing divergence in the behavior of EM ex-China equities and Chinese equities, and the long-term market outlook.
Article
2025-11-30
Article
Equity Portfolio Manager Greg Mattiko challenges investors to look at actions rather than conjecture when considering reduced exposure to China.
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Article
2023-03-31
In this video, Wellington investment professionals and prominent guests articulate the structural risks and opportunities that we believe will shape tomorrow’s investment strategies, ranging from medical innovation spurred by the global pandemic to technological breakthroughs, and ideas aimed at curbing or mitigating climate risk.
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2023-01-31
How worried should investors be about the risk of stagflation? Portfolio Manager Nick Petrucelli offers his take, digging into previous occurrences for clues about the causes that may be most relevant today and outlining the potential outcomes and capital market implications.
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2022-12-31
We discuss how today’s market impacts growth companies, including which areas are well positioned for the year ahead.
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2022-12-31
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