Wellington on Washington and the World

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Perspectives on the Middle East conflict

As the situation in the Middle East continues to unfold, you can find the latest insights from our investment experts here.

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Thomas Mucha
Thomas Mucha
Nanette Abuhoff Jacobson
Nanette Abuhoff Jacobson
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2027-03-01
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Wellington on Washington and the World Elections Article Equity Institutional Program Fundamental equity Geopolitics France
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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.

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Nicolas Wylenzek
Nicolas Wylenzek
Thomas Kramer
Thomas Kramer
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4 min
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2025-07-31
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6 min
Wellington on Washington and the World Elections Asset allocation India Article Equity Institutional Program EM equity Growth
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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?

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Niraj Bhagwat
Niraj Bhagwat
Philip A Brooks
Philip A Brooks, CFA
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6 min
Article
2025-06-30
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