Wellington on Washington and the World

Showing of Insights Posts
White House South Portico
Article
4 min
Economic cycle Elections Geopolitics Content CoE Program Global Program Wellington on Washington and the World USA Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading

By

Thomas Mucha
Thomas Mucha
event
4 min
Article
2025-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
186716226
Article
4 min
Elections France Equity Wealth Program Wellington on Washington and the World Geopolitics Fundamental equity Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Surprise French election result: what does it mean for investors?

Macro Strategist Nick Wylenzek and Investment Director Thomas Kramer discuss the surprise French election and its implications for European equities.

Continue reading

By

Nicolas Wylenzek
Nicolas Wylenzek
Thomas Kramer
Thomas Kramer
event
4 min
Article
2025-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
79262566
Article
6 min
Elections Asset allocation Growth India Equity EM equity Wellington on Washington and the World Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

As India goes to the polls, is the case for Indian equities still compelling?

While current Prime Minister Narendra Modi is expected to secure a third term, a full-scale win is not a foregone conclusion. Against this backdrop and continued investor enthusiasm for Indian equities, Equity Portfolio Manager Niraj Bhagwat and Investment Director Philip Brooks assess the macro case for India. Are higher valuations justified?

Continue reading

By

Niraj Bhagwat
Niraj Bhagwat
Philip A Brooks
Philip A Brooks, CFA
event
6 min
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
3 LOAD {count} MORE

URL References

Related Insights

© Copyright 2025 Wellington Management International 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.
Licensed and regulated by the Monetary Authority of Singapore.
Address: 8 Marina Boulevard, Tower 1 #03-01 Marina Bay Financial Centre 018981.

For professional investors and intermediaries only. This content is not suitable for a retail audience.

View More