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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
3 min
Sustainable commodities: Rethinking investment strategies for a changing climate
As climate change and the energy transition reshape global markets, commodities are gaining renewed attention as inflation hedges and portfolio diversifiers. This article introduces a climate integration framework for evaluating commodity investments through both sustainability and financial lenses.
3 min
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
11 min
Rational exuberance: Will the bulls keep running?
Tariffs, fiscal challenges, geopolitical turmoil — lately, nothing has seemed to get the market down. We consider how long the good times may last in our quarterly look at the equity, bond, and commodities markets.
11 min
Article
2026-09-30
Article
12 min
Monthly Market Review — August 2024
A monthly update on equity, fixed income, currency, and commodity markets.
12 min
Article
2025-09-30
Article
7 min
Commodities and the energy transition: Symbiosis for the future
The global energy transition is driving demand for commodities. Our experts explain which ones will be needed most.
7 min
Article
2025-08-31
Article
12 min
Monthly Market Review — July 2024
A monthly update on equity, fixed income, currency, and commodity markets.
12 min
Article
2025-08-31
Article
17 min
Financial Market Review
A quarterly update on equity, fixed income, currency, and commodity markets.
17 min
Article
2026-07-31
Whitepaper
17 min
Monthly Market Snapshot — June 2024
A monthly update on equity, fixed income, currency, and commodity markets.
17 min
Whitepaper
2025-07-31
Article
8 min
Commodities: Entering a scarcity-pricing regime
Is copper the oil of the energy transition? Here, we provide a view of this important commodity’s future, captured in four charts.
By
8 min
Article
2025-06-30
Whitepaper
20 min
Monthly Market Snapshot — April 2024
A monthly update on equity, fixed income, currency, and commodity markets.
20 min
Whitepaper
2025-05-21
Whitepaper
19 min
Financial Market Review
A quarterly update on equity, fixed income, currency, and commodity markets.
19 min
Whitepaper
2025-04-30
Whitepaper
20 min
Monthly Market Snapshot — March 2024
A monthly update on equity, fixed income, currency, and commodity markets.
20 min
Whitepaper
2025-04-30
Whitepaper
Monthly Market Snapshot — February 2024
A monthly update on equity, fixed income, currency, and commodity markets.
Whitepaper
2025-03-31
Whitepaper
15 min
Monthly Market Snapshot — May 2024
A monthly update on equity, fixed income, currency, and commodity markets.
15 min
Whitepaper
2025-03-31
Whitepaper
Monthly Market Snapshot — January 2024
A monthly update on equity, fixed income, currency, and commodity markets.
Whitepaper
2025-02-28
Whitepaper
Monthly Market Snapshot – December 2023
A monthly update on equity, fixed income, currency, and commodity markets.
Whitepaper
2025-01-31
Whitepaper
Financial Market Review
A quarterly update on equity, fixed income, currency, and commodity markets.
Whitepaper
2025-01-31
Whitepaper
Monthly Market Snapshot – November 2023
A monthly update on equity, fixed income, currency, and commodity markets.
Whitepaper
2024-12-21
Article
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.
Article
2024-12-11
Whitepaper
Monthly Market Snapshot — January 2023
A monthly update on equity, fixed income, currency, and commodity markets.
Whitepaper
2023-05-15
Whitepaper
Financial Market Review — Fourth quarter 2022
A quarterly update on equity, fixed income, currency, and commodity markets.
Whitepaper
2023-07-15
Whitepaper
Monthly Market Snapshot — December 2022
A monthly update on equity, fixed income, currency, and commodity markets.
Whitepaper
2023-03-15
Whitepaper
Monthly Market Snapshot: November 2022
A monthly update on equity, fixed income, currency, and commodity markets.
Continue reading
Whitepaper
2023-02-15
Whitepaper
Monthly Market Snapshot: October 2022
A monthly update on equity, fixed income, currency, and commodity markets.
Continue reading
Whitepaper
2023-01-15
Whitepaper
Financial Market Review: Third quarter 2022
A quarterly update on equity, fixed income, currency, and commodity markets.
Continue reading
Whitepaper
2023-04-15
Whitepaper
Monthly Market Snapshot: September 2022
A monthly update on equity, fixed income, currency, and commodity markets.
Whitepaper
2022-11-15
Article
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.
Article
2023-09-30
Article
A monthly update on equity, fixed income, currency, and commodity markets.
Continue reading
Article
2022-11-15
Quick Take
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
Article
A monthly update on equity, fixed income, currency, and commodity markets.
Continue reading
Article
2022-10-15
Article
A quarterly update on equity, fixed income, currency, and commodity markets.
Continue reading
Article
2023-01-15
Article
A monthly update on equity, fixed income, currency, and commodity markets.
Continue reading
Article
2022-09-15
Quick Take
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
Article
A monthly update on equity, fixed income, currency, and commodity markets.
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Article
2022-07-15
Article
A quarterly review of results in the global equity, fixed income, currency, and commodity markets.
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Article
2022-10-15
Quick Take
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.
Continue reading
Quick Take
2022-07-31
Quick Take
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.
Continue reading
Quick Take
2022-07-31
Article
A monthly update on equity, fixed income, currency, and commodity markets.
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Article
2022-06-15
Article
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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By
Article
2023-03-31
Article
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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Article
2022-11-15
URL References
Related Insights
Monthly Market Review — October 2025
A monthly update on equity, fixed income, currency, and commodity markets.
By