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Thematic exposure

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Article
5 min
iStrat Thematic exposure Emerging markets Equity Small-cap Article Emerging Market Development Fundamental equity Geopolitics EM equity Wealth
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Emerging markets under Trump 2.0: expect the unexpected

Portfolio Manager Dáire Dunne and Investment Director Irmak Surenkok discuss what Trump 2.0 entails for emerging markets investors and what useful lessons they can learn from his first term.

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Dáire Dunne
Dáire Dunne, CFA
Irmak Surenkok
Irmak Surenkok
event
5 min
Article
2026-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Multi asset
Article
8 min
Multi-asset Inflation iStrat Tactical allocation Thematic exposure Article Income Outlook Wealth
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Balancing bumps in the road and big-picture thinking in 2025

How can investors position portfolios for bumps in the road without losing sight of longer-term opportunities?

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Natasha Brook-Walters
Natasha Brook-Walters
event
8 min
Article
2025-12-31
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WELLINGTON MANAGEMENT FUNDS ® is a registered service mark of Wellington Group Holdings LLP.
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