United States, Institutional
Change
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.
Showing
of
Insights Posts
Article
6 min
Tighter spreads, wider dispersion
Fixed Income Portfolio Managers Campe Goodman and Rob Burn share their midyear outlook for credit markets. They find that tight index spreads do not mean a lack of opportunity.
6 min
Article
2027-01-04
Article
7 min
No rerun of the 2022 rates scenario but flexibility is key
Fixed Income Portfolio Manager Martin Harvey and Investment Director Marco Giordano share their outlook for rates (government bonds) for the second half of the year.
7 min
Article
2027-12-30
Article
Growth outlook faces a new test: Inflation
Explore our latest views on risks and opportunities across global capital markets.
Article
2027-01-08
Article
4 min
Selective risk-on: Our latest multi-asset views
With strong results across the major asset classes, 2025 may be a hard act to follow. Our experts discuss the factors shaping their outlook for stocks, bonds, and commodities, from earnings growth to political winds.
4 min
Article
2027-06-30
Article
6 min
Markets are underestimating the persistence of inflation
Macro Strategists Eoin O'Callaghan, Michael Medeiros and John Butler share their macro outlook for the remainder of 2026 and discuss the implications of the ongoing energy shock for markets and investors.
6 min
Article
2027-12-23
Article
5 min
The three drivers of resilient portfolios in 2026
Natasha Brook-Walters sees three key areas for investors to focus on in 2026: the role of alpha, the role of income and the role of uncorrelated returns.
5 min
Article
2026-12-31
Article
4 min
Geopolitics in 2026: Risks and opportunities we’re watching
Geopolitical Strategist Thomas Mucha shares his outlook, highlighting conflicts to watch, the importance of national security, and investment opportunities.
By
4 min
Article
2027-01-31
Video
3 min
The three drivers of resilient portfolios in 2026
What does a world of lower forward-looking return expectations mean for portfolios in 2026? For Head of Solutions Natasha Brook-Walters, it suggests a deliberate, targeted approach to portfolio construction and a focus on three key areas: the role of alpha, the role of income and the role of uncorrelated return streams.
3 min
Video
2026-12-31
Article
5 min
Inflation, volatility, and valuations: 3 reasons hedge funds fit today’s market
Our multi-asset strategists explain why economic and market conditions in the year ahead could make a compelling case for adding hedge funds to the asset allocation mix, including multi-strategy and equity long/short hedge funds.
5 min
Article
2026-12-31
Article
5 min
Private credit outlook for 2026: 5 key trends
Our private credit experts discuss five themes driving the asset class’s 2026 outlook, including public/private convergence, changing credit profiles, the growth of retail, and much more.
5 min
Article
2026-12-31
Article
5 min
Venture capital outlook for 2026: 5 key trends
We explore 2026's venture capital trends, highlighting IPO momentum, M&A acceleration, secondary market growth, public-private convergence, and the focus on quality investments.
5 min
Article
2026-12-31
URL References
Related Insights