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This visual summary of Wellington ’s latest Outlook captures insights on key economic and market developments from experts across our investment platform, ranging from macro perspectives to latest views on public and private asset classes.
Stay up to date with the latest market insights and our point of view.
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Insights Posts
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
Article
7 min
Broadening underway? 6 equity ideas for 2026
Andrew Heiskell and Nicolas Wylenzek see 6 key themes ahead for equity investors in 2026, including the durability of the AI investment cycle, the broadening of earnings growth beyond mega-caps, the potential for renewed value in international diversification and the growing need for equity investors to rethink risk hedging beyond bonds.
7 min
Article
2026-12-31
Article
7 min
Low tide, sharp eyes: What to pick up
Fixed Income Managers Campe Goodman and Rob Burn share their outlook for credit in 2026 and discuss how investors can reposition for an environment where opportunities are harder to find.
7 min
Article
2026-11-03
Article
8 min
Finding durable value amid shifting currents
Fixed Income Strategist Amar Reganti and Investment Director Marco Giordano explore how to approach bond investing in 2026. They see durable value for investors who can flexibly adjust to the shifting currents ahead.
8 min
Article
2026-11-26
Article
Opportunity ahead: Optimism or illusion?
Explore our latest views on risks and opportunities across global capital markets.
Article
2026-11-30
Article
8 min
Investing in 2026: prepare for inflationary growth
Macro Strategists John Butler and Eoin O'Callaghan share their annual macro outlook and discuss likely implications for markets and investors. They outline four potential scenarios graded by level of probability.
8 min
Article
2026-11-15
Article
11 min
Can markets keep climbing the wall of worry?
Our multi-asset strategists analyze the market’s exuberance and share their overweight and underweight views on equities, credit, government bonds, and commodities.
11 min
Article
2026-11-30
Article
5 min
Agile approach important amid market desynchronization
Global markets are desynchronizing, with macro volatility and intervention from governments leading to diverging economic outcomes. Increased dispersion may facilitate more frequent rotation on market leaders, as these charts from Alex King and Joshua Riefler help illustrate.
5 min
Article
2026-07-31
Article
5 min
Facing a new economic reality
We summarize our 2025 mid-year outlooks.
5 min
Article
2026-08-31
Article
13 min
Severance: The split between the economy and the markets
While markets have bounced back since Liberation Day, policy changes and macro data bear watching. Heading into the second half of 2025, we're focused on relative opportunities across asset classes created by disconnects and divides between markets and economies.
13 min
Article
2026-06-30
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