United States, Institutional

Changechevron_right
highlight_off

Thank you for your registration

You will shortly receive an email with your unique link to our preference center.

Wellington Alternative Investments

...

Contact us

menu
search
Skip to main content

Search to find the correct information:
search
Search
Johnny Yu Profile
Johnny Yu, CFA
Fixed Income Portfolio Manager

Insights By Johnny Yu

Showing of Insights Posts
podcast
China Macro and market Geopolitics Content CoE Program Global Program WELLSaid Podcast Podcast
Trade, tariffs, and accelerating US/China strategic decoupling
Strategists Thomas Mucha and Johnny Yu discuss US-China strategic decoupling, trade tensions, and the implications for global markets and supply chains.
Continue reading

By

Johnny Yu, CFA

event
29:22 min
Podcast
Container dock
China Market disruptions Wellington on Washington and the World Content CoE Program Global Program USA Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

How China can offset the tariff shock

Macro Strategist Johnny Yu details the approaches Beijing could take to offset the tariff shock, from fiscal strategies to potential retaliatory measures to concessions that Washington may welcome.

Continue reading

By

Johnny Yu, CFA

event
7 min
Article
2026-04-15
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
China Economic cycle Real estate China Focus Equity Multi-asset Macro Market commentary Outlook Article China Currents
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Getting Real: China looks beyond real estate for economic success

Our experts explore signs of an improving macro picture in China.

Continue reading

By

Johnny Yu, CFA

Han Sia Yeo

event
Article
2024-11-27
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 Company LLP. All rights reserved. WELLINGTON MANAGEMENT ® is a registered service mark of Wellington Group Holdings LLP. For institutional or professional investors only.

View More

Enjoying this content?

Get similar insights delivered straight to your inbox. Simply choose what you’re interested in and we’ll bring you our best research and market perspectives.

View More
highlight_off

Thank you for joining our email preference center.

You’ll soon receive an email with a link to access and update your preferences.

Sorry, not interested

View More