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Monthly Market Snapshot — January 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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Whitepaper
2025-02-28
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Monthly Market Snapshot – December 2023

A monthly update on equity, fixed income, currency, and commodity markets.

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Whitepaper
2025-01-31
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Financial Market Review

A quarterly update on equity, fixed income, currency, and commodity markets.

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2025-01-31
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Mid Year Outlook Designs
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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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Monthly Market Snapshot – November 2023

A monthly update on equity, fixed income, currency, and commodity markets.

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2024-12-31
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Look past the cycle: The surprising total return potential of natural resources and commodities

Portfolio manager Nick Petrucelli explains the cyclical, structural, and macro tailwinds behind this opportunity.

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Article
2024-12-31
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Mid Year Outlook Designs
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Commodities: Top ideas and evolving opportunities

To help clients plan for the coming year, our commodities experts share their top near-term, medium-term, and long-term investment ideas.

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2024-11-30
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Monthly Market Snapshot – October 2023

A monthly update on equity, fixed income, currency, and commodity markets.

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2024-11-30
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Monthly Market Snapshot – September 2023

A monthly update on equity, fixed income, currency, and commodity markets.

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2024-09-30
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Financial Market Review: Third quarter 2023

A monthly update on equity, fixed income, currency, and commodity markets.

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2024-10-31
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Monthly Market Snapshot — August 2023

A monthly update on equity, fixed income, currency, and commodity markets.

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2024-09-30
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Monthly Market Snapshot — July 2023

A monthly update on equity, fixed income, currency, and commodity markets.

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2024-07-31
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Monthly Market Snapshot — June 2023

A monthly update on equity, fixed income, currency, and commodity markets.

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2024-07-31
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Financial Market Review

A monthly update on equity, fixed income, currency, and commodity markets.

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2024-07-31
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Monthly Market Snapshot — May 2023

A monthly update on equity, fixed income, currency, and commodity markets.

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2024-06-30
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Monthly Market Snapshot — April 2023

A monthly update on equity, fixed income, currency, and commodity markets.

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2024-05-31
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Today’s sweet spot for yield, the growing role of alts

Insurance Multi-Asset Strategist Tim Antonelli provides his latest multi-asset views for insurers, with an emphasis on the value of core fixed income in today's environment.

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2023-10-15
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Monthly Market Snapshot — March 2023

A monthly update on equity, fixed income, currency, and commodity markets.

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2023-06-15
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Financial Market Review: First quarter 2023

A quarterly update on equity, fixed income, currency, and commodity markets.

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2023-10-15
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Monthly Market Snapshot — February 2023

A monthly update on equity, fixed income, currency, and commodity markets.

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Whitepaper
2023-05-15
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Decoding the effects of deglobalization

Nicholas Petrucelli outlines the economic, political, and geopolitical underpinnings of deglobalization. He also demonstrates the impact this trend has today and analyzes the investment implications.

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Quick Take
2024-03-31
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Monthly Market Snapshot — January 2023

A monthly update on equity, fixed income, currency, and commodity markets.

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2023-05-15
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Financial Market Review — Fourth quarter 2022

A quarterly update on equity, fixed income, currency, and commodity markets.

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2023-07-15
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Monthly Market Snapshot — December 2022

A monthly update on equity, fixed income, currency, and commodity markets.

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Whitepaper
2023-03-15
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Monthly Market Snapshot: November 2022

A monthly update on equity, fixed income, currency, and commodity markets.
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2023-02-15
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Monthly Market Snapshot: October 2022

A monthly update on equity, fixed income, currency, and commodity markets.
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Whitepaper
2023-01-15
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2023 Global Economic Outlook
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Commodities outlook: Near-term uncertainties; long-term opportunities

Members of our Commodities Team describe the micro and macro, cyclical and structural tensions that we expect to drive the asset class in 2023.

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2023-12-31
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Chess Board
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Inflation, rates, and volatility: The best defense is a good offense

Insurance Strategist Tim Antonelli shares his latest multi-asset views for insurers, including the need to balance defensive portfolio strategies with continued income and return generation.

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2023-04-15
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Financial Market Review: Third quarter 2022

A quarterly update on equity, fixed income, currency, and commodity markets.
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2023-04-15
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Monthly Market Snapshot: September 2022

A monthly update on equity, fixed income, currency, and commodity markets.

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2022-11-15
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Wind at their backs: What the IRA means for clean energy industries

Members of our energy and utilities teams break down the range of impacts of the US Inflation Reduction Act on companies in their sectors.

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2023-09-30
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Monthly Market Snapshot: August 2022
A monthly update on equity, fixed income, currency, and commodity markets.
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2022-11-15
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2022 Asia Pacific Investment Forum: The energy complex
What do the rapidly accelerating tensions in the energy and commodity complex mean for investors? Discover three expert insights from our 2022 Asia Investment Forum.
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2023-09-30
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Investment takeaways from the latest inflation data
With 2022's structural inflation story still very much intact, now may be a particularly opportune time for investors to add real-asset and inflation-sensitive exposures to their portfolios.
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Quick Take
2022-11-30
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Monthly Market Snapshot: July 2022
A monthly update on equity, fixed income, currency, and commodity markets.
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2022-10-15
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Is the commodities rally built to last?
Commodities were the only major asset class that performed well in the first half of 2022. Multi-Asset Strategist Adam Berger and Commodities Portfolio Manager David Chang consider whether there’s more upside from here.
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2023-08-31
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Financial Market Review: Second quarter 2022
A quarterly update on equity, fixed income, currency, and commodity markets.
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2023-01-15
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Monthly Market Snapshot: June 2022
A monthly update on equity, fixed income, currency, and commodity markets.
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2022-09-15
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Mid-2022 Inflation Outlook
We explore the current inflation environment's significant impacts on asset markets, anticipated relief in supply-chain pressures, and opportunities in commodities and enduring assets.
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2023-07-31
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Mid-2022 Asset Allocation & Investment Strategy Outlook
We explore the market implications of central bank policies, rising prices, and slowing growth and offer incremental steps to improving a portfolio’s return potential.
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2023-07-31
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Sticky inflation, weaker growth: A volatile mix
As central bank policy, rising prices, and slowing growth roil the markets, Nanette Abuhoff Jacobson and Supriya Menon explore the implications for equities, bonds, and commodities.
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2022-10-31
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Three overlooked opportunities in today’s markets
Portfolio Manager Brian Garvey highlights three large macro dislocations in today's environment that he believes the capital markets have yet to price in.
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Quick Take
2023-06-30
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Monthly Market Snapshot: April 2022
A monthly update on equity, fixed income, currency, and commodity markets.
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2022-07-15
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Financial Market Review: First quarter 2022
A quarterly review of results in the global equity, fixed income, currency, and commodity markets.
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2022-10-15
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Five reasons to take a closer look at Brazil
I have published my views on Brazil more than once over the past year (most recently in my November 2021 blog post), but the environment there has changed markedly through the first few months of this year, with COVID-related risks seemingly on the wane and the Russia/Ukraine conflict having driven up commodity prices — so I thought now would be an opportune time to share a fresh perspective on South America’s most populous country.
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Quick Take
2022-07-31
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Five reasons to take a closer look at Brazil
I have published my views on Brazil more than once over the past year (most recently in my November 2021 blog post), but the environment there has changed markedly through the first few months of this year, with COVID-related risks seemingly on the wane and the Russia/Ukraine conflict having driven up commodity prices — so I thought now would be an opportune time to share a fresh perspective on South America’s most populous country.
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Quick Take
2022-07-31
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Monthly Market Snapshot: March 2022
A monthly update on equity, fixed income, currency, and commodity markets.
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2022-06-15
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Higher inflation, rising rates: Front and center for insurers
With macro and market complications piling up through the first few months of 2022, Insurance Multi-Asset Strategist Tim Antonelli provides his investment implications for global insurers.
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2022-10-15
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Russia/Ukraine: Transformational, not transitory
Four Wellington thought leaders share their distinct individual perspectives on the short- and longer-term implications of the tragic watershed conflict between Russia and Ukraine: Geopolitical Strategist Thomas Mucha on the geopolitical backdrop; Macro Strategist John Butler on what it means for Europe; Macro Strategist Santiago Millán on the role of China; and Portfolio Manager David Chang on the commodities markets.
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2022-11-30
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Commodities investing amid the Russia/Ukraine conflict
We explore how the tragic conflict between Russia and Ukraine impacts commodities markets broadly and a few key commodities in particular.
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2023-03-31
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Russia/Ukraine and the commodity challenge
With commodity inventories at multi-decade lows, is rising cross-asset class volatility all but inevitable? Leveraging insights from Wellington colleagues, Thematic Strategist Trevor Noren argues that the Russia/Ukraine crisis demonstrates why the answer is likely yes.
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2023-03-31
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Commodities in 2022: Opportunities amid inflation
Inflation is quickly becoming top of mind for many as everything from ice cream to cars gets more expensive. Investors are beginning to recognize that we’re experiencing the highest inflation levels in 40 years. In our view, we may be entering a market that could be quite favorable for inflation-hedging assets broadly and commodities, in particular. Critically, this environment is coming on the heels of a decade or more of institutions deallocating from inflation-sensitive areas.
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2022-08-31
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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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2022-11-15
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