Inflation

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6 min
Multi-asset Inflation Small-cap Tactical allocation Diversification Article Institutional Multi-Asset solutions
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Breaking concentration: big picture thinking with small-cap equities

How to overcome the risks associated with today's concentrated market? Investment Director John Mullins explores why small-cap equities could be part of the answer.

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John Mullins
John Mullins
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6 min
Article
2025-07-31
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Mid Year Outlook Designs
Article
Multi-asset Inflation iStrat Tactical allocation Article Monetary policy Economic cycle Institutional iStrat program
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Fork in the road: Slowdown or reacceleration ahead?

Markets seem to expect a much smoother ride in 2024, but are they too optimistic? Members of our Investment Strategy & Solutions Group offer their macro and market outlook, including their latest views on equities, bonds, and commodities. 

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Article
2026-01-31
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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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Greg Mattiko
Greg Mattiko, CFA
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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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2023-03-31
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884018786
Opportunities and risks Inflation Value vs growth China Equity Fundamental equity
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Quality-growth investing amid inflation and rising rates
We discuss how today’s market impacts growth companies, including which areas are well positioned for the year ahead.
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By

John Boselli
John Boselli, CFA
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2022-12-31
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172512637
Multi-asset Inflation What region is it about?
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Blast from the past: Are we watching the return of 1970s-style stagflation?
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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Nick Petrucelli
Nick Petrucelli
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2022-12-31
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668800361
Article
Outlook Yield Commodities Interest rates Inflation Portfolio construction Risk management Article
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2022 Fixed Income Outlook
Our fixed income outlook for 2022, examines our views on inflation and interest rates and the role central banks will play in the coming year.
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Article
2022-11-15
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