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4 min
Macro and market Multi-asset Asset allocation Wealth Program Tactical allocation Monthly Asset Allocation Outlook Americas Brazil Canada Mexico USA APAC Asia Australia China India Japan EMEA Africa Europe France Germany Italy Russia United Kingdom Emerging markets Article
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Asset Allocation Outlook

How to evolve your portfolio for the latest market conditions? Explore the latest monthly snapshot of Wellington Solutions Group's asset class views.

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4 min
Article
2026-11-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Article
4 min
China Artificial intelligence (AI) Macro and market Wealth Program Investment Angles Article
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China’s changing: Why you should be watching

Macro Strategist Johnny Yu discusses structural shifts in China impacting global investment dynamics. notably diminished importance of the property sector and collapse of imports.

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Johnny Yu
Johnny Yu, CFA
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4 min
Article
2026-08-31
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Green City Shanghai
Article
6 min
China Equity Market commentary Institutional Program Article
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10 reasons why China could be the next rerating story

Portfolio Manager Bo Meunier, Investment Director Irmak Surenkok and Investment Specialist Gilbert Chen set out 10 reasons why China could be the next rerating story to watch.

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Multiple authors

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6 min
Article
2026-06-30
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Article
7 min
China Market disruptions Wellington on Washington and the World Content CoE Program Global Program USA Article
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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.

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Johnny Yu
Johnny Yu, CFA
event
7 min
Article
2026-04-15
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1300497464
Article
6 min
Government bonds Artificial intelligence (AI) Disruption Content CoE Program Global Program Information technology Multi-asset USA China EM equity Large-cap Opportunistic Fixed Income Article Yielding insights
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Deeply seeking the impact of AI spending on bond yields

Brij Khurana explores the surprising way in which AI spending may impact Treasury yields and complicate the Fed's rate-policy decisions.

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Brij Khurana
Brij Khurana
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6 min
Article
2026-02-28
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Article
6 min
Elections Fiscal policy Geopolitics Content CoE Program Global Program Opportunistic Fixed Income Fixed income Americas China EMEA Macro Yielding insights Article
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What an “America first” foreign policy may mean for markets

Fixed Income Portfolio Manager Brij Khurana explores the potential market impacts of President Trump's "America first" foreign policy. From regional hegemony to global economic dominance to tariffs applied for strategic geopolitical gain, discover how these shifts could affect investors.

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Brij Khurana
Brij Khurana
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6 min
Article
2026-01-31
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Article
2 min
Active management Fixed income Macro and market Wealth Program Americas Brazil Canada Mexico USA APAC Asia Australia China India Japan EMEA Africa Europe France Germany Italy Russia United Kingdom Emerging markets Inflation Interest rates Macro Monetary policy Asset allocation Article
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Time to capitalise on the evolving role of bonds?

We outline why we think the new economic era is elevating the role of bonds as a source of attractive and stable income, downside protection and portfolio diversification.

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Marco Giordano
Marco Giordano
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2 min
Article
2025-09-30
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Article
China Macro and market Equity iStrat EM equity Tactical allocation iStrat program Article
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No bulls in the China shop?

John Mullins, Irmak Surenkok and Steven Ye assess the investment debate surrounding China's prolonged underperformance and outline three investment ideas for active investors to consider.

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Multiple authors

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Article
2025-03-31
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Quick Take
Economic cycle Interest rates Monetary policy Credit Americas China Europe Fixed income program Quick Take
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Bizarro World: Could 2024 be the opposite of 2023?

Fixed Income Portfolio Manager Brij Khurana details the dynamics that may upend investor expectations of a repeat of 2023 this year.

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Brij Khurana
Brij Khurana
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Quick Take
2025-01-17
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Mid Year Outlook Designs
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Outlook Fundamental equity EM equity Large-cap Small-cap Equity USA APAC China United Kingdom Emerging markets Growth Asset allocation Volatility Interest rates Economic cycle Article
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Will a “Goldilocks” economy be just right for equity markets?

We provide an outlook on the ongoing shift to new investment regime, and the market segments that we expect will most heavily influence global equity performance in the coming year. 

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By

Andrew Heiskell
Andrew Heiskell
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Article
2024-12-31
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