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This visual summary of Wellington Management’s 2025 Outlook captures insights on economic and market forces shaping investment results from specialists from across our investment platform.
Stay up to date with the latest market insights and our point of view.
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Insights Posts
High-yield bond investing in 2025: the year of the coupon
High-yield bond Portfolio Managers Konstantin Leidman and Mike Barry, and Investment Director Jennifer Martin discuss why, in 2025, high-yield bond investing is all about the coupon.
4
min
Article
2025-06-30
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?
8
min
Article
2025-12-31
Executive Summary 2025: Finding opportunity amid uncertainty
In this article, we summarize some of the key findings from our 2025 outlooks, from divergence-driven opportunities to the impacts of AI and beyond.
3
min
Article
2026-06-06
Three performance drivers could help hedge funds rev up returns
Alex King and Adam Berger, members of our Investment Strategy & Solutions Group, explain why we're at a turning point for economic and market conditions that could benefit hedge funds and make them a potentially valuable addition to a multi-asset portfolio.
6
min
Article
2025-12-31
Scaling opportunities in a new economic era
Explore our latest views on risks and opportunities across the global capital markets.
Article
2026-01-31
Alternative Investment Outlook
This collection provides timely ideas across the spectrum of alternative investments -- including hedge funds, private equity, and private credit.
Article
2025-12-31
Multi-Asset Investment Outlook
To help think through the asset allocation outlook and implications for this year, we offer views from iStrat, our investment strategy and solutions group.
Article
2025-12-31
Securitized credit: Opportunity amid tight corporate spreads?
Portfolio Managers Rob Burn and Cory Perry discuss why they believe securitized credit has an attractive role to play in today’s tight-spread environment and highlight potential areas of opportunity in 2025.
5
min
Article
2025-12-31
Trump 2.0: Time to curb your enthusiasm?
How does an allocator navigate markets when so much about the policy landscape is unknown? Our Investment Strategy & Solutions Group offers their views on the new political realities in the US and their global implications, including for equities, bonds, and commodities.
12
min
Article
2025-12-31
Going their separate ways: Capitalizing on bond divergence
Our fixed income experts discuss how to position portfolios for a world of uncertainty and divergence, exploring key themes and evolving bond opportunities for 2025.
7
min
Article
2025-12-31
URL References
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