Geopolitics

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monthly market snapshot
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12 min
Article Fixed income Equity Economic cycle Institutional Program Commodities Geopolitics Market commentary Monthly Market Review
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Monthly Market Review — July 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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Brett Hinds
Brett Hinds
Jameson Dunn
Jameson Dunn
event
12 min
Article
2025-08-31
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White House South Portico
Article
4 min
USA Wellington on Washington and the World Elections Article Economic cycle Institutional Program Geopolitics
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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.

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Thomas Mucha
Thomas Mucha
event
4 min
Article
2025-02-28
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monthly-market-snapshot-november-2023-173556726-v2
Article
17 min
Quarterly Market Review Article Fixed income Equity Economic cycle Institutional Program Commodities Geopolitics Market commentary
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Financial Market Review

A monthly update on equity, fixed income, currency, and commodity markets.

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Brett Hinds
Brett Hinds
Jameson Dunn
Jameson Dunn
event
17 min
Article
2026-07-31
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Whitepaper
17 min
Macro and market Fixed income Equity Whitepaper Economic cycle Institutional Program Commodities Geopolitics Market commentary Monthly Market Review
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — June 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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Brett Hinds
Brett Hinds
Jameson Dunn
Jameson Dunn
event
17 min
Whitepaper
2025-07-31
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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
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
Article
2025-07-31
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Mid Year Outlook Designs 4_sd_v2
Credit Investment grade EM debt Fixed income Government bonds Institutional Program Income Outlook Global High Yield Bond Opportunistic Fixed Income Multi-Sector Credit Global Impact Bond Euro High Yield Global Credit Plus Geopolitics High yield
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Bond Market Outlook

Our fixed income experts assess how to capitalize on market volatility with a flexible and dynamic approach that leverages diverse high-yielding opportunities and manages risks carefully.

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Multiple authors

event
2025-06-30
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Mid Year Outlook Designs 4_sd_v2
Article
Macro Inflation No Optimizely Article Economic cycle Institutional Program Geopolitics Outlook
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Global Economic Outlook

Our macro strategists continue to expect that the interlinkages between countries, central bank policies, and market pricing will change, creating potentially attractive opportunities for active portfolio management and security selection.

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Multiple authors

event
Article
2025-06-30
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monthly-market-snapshot-november-2023-173556726-v2
Whitepaper
19 min
Fixed income Equity Whitepaper Economic cycle Institutional Program Commodities Geopolitics Market commentary
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Financial Market Review

A quarterly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds
Brett Hinds
Jameson Dunn
Jameson Dunn
event
19 min
Whitepaper
2025-04-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Whitepaper
20 min
Fixed income Equity Whitepaper Economic cycle Institutional Program Commodities Geopolitics Market commentary
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Monthly Market Snapshot — March 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds
Brett Hinds
Jameson Dunn
Jameson Dunn
event
20 min
Whitepaper
2025-04-30
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92162750
Article
5 min
Elections Article Institutional Program Americas Geopolitics Fiscal policy
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Biden 2.0: National security and investment themes

The geopolitical and investment implications of a potential second Biden term.

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By

Thomas Mucha
Thomas Mucha
event
5 min
Article
2025-04-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Whitepaper
Fixed income Equity Whitepaper Economic cycle Institutional Program Commodities Geopolitics Market commentary
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — February 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds
Brett Hinds
Jameson Dunn
Jameson Dunn
event
Whitepaper
2025-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Whitepaper
15 min
Macro and market Fixed income Equity Whitepaper Economic cycle Institutional Program Commodities Geopolitics Market commentary Monthly Market Review
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — May 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds
Brett Hinds
Jameson Dunn
Jameson Dunn
event
15 min
Whitepaper
2025-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
148770684
Article
USA Elections Article Fixed income Equity Institutional Program Geopolitics Fiscal policy
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The Trump/Biden rematch: Market implications of unprecedented policy divergence 

Macro Strategist Juhi Dhawan discusses six key areas of policy debate in this year's US election that she expects will matter most to markets, from the tax and spending plans to trade and geopolitics.

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By

Juhi Dhawan
Juhi Dhawan, PhD
event
Article
2025-03-31
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monthly-market-snapshot-november-2023-173556726-v2
Whitepaper
Fixed income Equity Whitepaper Economic cycle Institutional Program Commodities Geopolitics Market commentary
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — January 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds
Brett Hinds
Greg Galajda
Greg Galajda
event
Whitepaper
2025-02-28
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185307404
Article
China Russia Inflation Volatility Geopolitics Multi-asset Article
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China is not Russia: Reasons to stay invested
Equity Portfolio Manager Greg Mattiko challenges investors to look at actions rather than conjecture when considering reduced exposure to China.
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By

Greg Mattiko
Greg Mattiko, CFA
event
Article
2023-03-31
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1215603381
Event replay
Multi-asset Inflation Geopolitics Volatility Event replay
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2022 Asia Investment Forum: Investment strategy in a shifting world
Three megatrends will transform Asia’s investment landscape over the coming year, concur Wellington’s strategist panel.
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Multiple authors

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Event replay
2023-03-31
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Macro and market Sustainability Equity Fixed income Liquid alternatives & hedge funds Climate Geopolitics Emerging markets Sustainable investing Tech & Innovation
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Navigating a new tomorrow
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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Multiple speakers
event
2023-01-31
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