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Macro & Market

Andrew Sharp-Paul, Investment Director

June 2021

Showing 10 of 93 Insights Posts

Macro and market Multi-asset Asset allocation Wealth Program Tactical allocation Monthly Asset Allocation Outlook Americas Brazil Canada Mexico USA APAC Asia Australia China India Japan EMEA Africa Europe France Germany Italy Russia United Kingdom Emerging markets Article

Asset Allocation Outlook

How to evolve your portfolio for the latest market conditions? Explore the latest monthly snapshot of Wellington Solutions Group's asset class views.

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Multiple authors

event August 2025

4 min

Article

2026-08-31

Equity Fixed income Asset allocation Content CoE Program Global Program Macro Outlook Article

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.

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By

event July 2025

5 min

Article

2026-07-31

Macro and market Multi-asset Outlook Content CoE Program Global Program Equity Fixed income Article

Facing a new economic reality

We summarize our 2025 mid-year outlooks.

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event July 2025

5 min

Article

2026-08-31

Categories final

Fiscal policy Monetary policy Tactical allocation Content CoE Program Global Program Multi-asset Outlook Article

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.

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By

Nanette Abuhoff Jacobson

event July 2025

13 min

Article

2026-06-30

Categories final

Asset allocation Private credit Private investing Content CoE Program Global Program Interest rates Privates Outlook Article

Private credit: Is the illiquidity premium still worth it?

Our private credit team explores the value of the asset class’s illiquidity premium in today’s uncertain markets.

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By

Emily Bannister, CFA

event June 2025

6 min

Article

2026-06-30

Outlook Macro and market Portfolio strategy Equity Fixed income Multi-asset USA APAC EMEA Emerging markets Active management Article

New regime, new reality: Time to adapt?

Explore our latest views on risks and opportunities across the global capital markets.

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event June 2025

Article

2026-06-30

Categories final

USA Growth Equity Content CoE Program Global Program Outlook Article

Beyond US exceptionalism: where now for equities?

It might feel like the narrative of US exceptionalism has only been questioned in recent months — particularly in the wake of Liberation Day — but we see Trump’s tariff announcements as the clearest signal yet of a shift that has already been underway for nearly a decade.

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By

Andrew Heiskell

Nicolas Wylenzek

event June 2025

6 min

Article

2026-06-30

Categories final

Income Fixed income Outlook Content CoE Program Global Program Capital preservation Diversification Article

Two key questions that bond investors should not ignore

Investment Directors Amar Reganti and Marco Giordano and Portfolio Manager Campe Goodman tackle two key questions that are likely to be top of bond investors’ minds during the second half of 2025.

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Multiple authors

event June 2025

Article

2026-06-30

Advised Retail multi asset

Active management Equity Fixed income Content CoE Program Global Program Outlook Article

Where to turn in an uncertain market

Nick Samoulihan explores strategies for navigating today's markets, emphasizing quality equities, strategic bond selection, and high-yield opportunities to balance risk and growth potential.

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By

Nick Samouilhan, PhD, CFA, FRM

event June 2025

5 min

Article

2026-07-31

Categories final

Macro and market Economic cycle Outlook Content CoE Program Global Program Article

Could the global policy response misfire?

In their mid-year macro outlook, Macro Strategists John Butler and Eoin O’ Callaghan discuss how the global policy response to the trade shock could misfire, with major implications for investors.

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By

Eoin O'Callaghan

event June 2025

Article

2026-06-30

EM equity Geopolitics Thematic exposure Wealth Program Fundamental equity Emerging Market Development Small-cap Equity Emerging markets Content CoE Program Global Program iStrat Article

Emerging markets under Trump 2.0: expect the unexpected

Portfolio Manager Dáire Dunne and Investment Director Irmak Surenkok discuss what Trump 2.0 entails for emerging markets investors and what useful lessons they can learn from his first term.

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By

Dáire Dunne, CFA

event January 2025

5 min

Article

2026-01-31

Active management High yield Outlook Wealth Program Fixed income Global High Yield Euro High Yield Article

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.

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Multiple authors

event January 2025

4 min

Article

2025-06-30

Macro and market Volatility Outlook Content CoE Program Global Program Multi-asset Article Infographic

Picture this: Economic forecast in 6 charts

We offer our 2025 economic and market forecasts across the capital markets in 6 charts.

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event January 2025

10 min

Article

2025-07-15

Income Inflation Thematic exposure Content CoE Program Global Program iStrat Multi-asset Tactical allocation Outlook Article

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?

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By

Natasha Brook-Walters

event January 2025

8 min

Article

2025-12-31

Artificial intelligence (AI) Volatility Outlook Content CoE Program Global Program Multi-asset Fiscal policy Inflation Interest rates Article

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.

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event January 2025

3 min

Article

2026-06-06

Alternatives Outlook

Hedge funds Macro and market Strategic allocation Content CoE Program Global Program iStrat Long-short Macro hedge funds Liquid alternatives & hedge funds Manager selection Outlook Article

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.

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By

Adam Berger, CFA

event January 2025

6 min

Article

2025-12-31

Alternatives Outlook

Outlook Liquid alternatives & hedge funds Hedge funds Private credit Volatility Economic cycle Private equity Article

Alternative Investment Outlook

This collection provides timely ideas across the spectrum of alternative investments -- including hedge funds, private equity, and private credit.

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By

Adam Berger, CFA

event January 2025

Article

2025-12-31

Categories final

Active management Fixed income Outlook Content CoE Program Global Program Credit Government bonds Investment grade Economic cycle Interest rates Monetary policy Article

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.

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Multiple authors

event December 2024

7 min

Article

2025-12-31

Categories final

Fiscal policy Interest rates Tactical allocation Content CoE Program Global Program iStrat Multi-asset Outlook Article

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.

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Multiple authors

event December 2024

12 min

Article

2025-12-31

Categories final

Artificial intelligence (AI) Outlook Venture capital Content CoE Program Global Program Private equity Private investing Elections Article

Venture capital outlook for 2025: 5 key trends

Our venture capital experts are encouraged by the healthier environment for venture capital in 2025. In this year's outlook, they explore key themes for the year ahead, including: higher deployment, AI, rebounding IPOs, and impacts of the 2024 election.

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Multiple authors

event December 2024

7 min

Article

2025-12-31

Categories final

Income Equity Fixed income Content CoE Program Global Program iStrat Economic cycle Portfolio strategy Outlook Article Tactical allocation

Is your portfolio keeping pace with the changed outlook?

It's been an uncertain few years for investors, but looking ahead, we believe investors can expect a resilient economy, a solid outlook for growth and a positive environment for risk assets. What does a changed outlook mean for investors?

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By

Nick Samouilhan, PhD, CFA, FRM

Jeremy Butterworth

event December 2024

8 min

Article

2025-12-31

Categories final

Fiscal policy Inflation Outlook Content CoE Program Global Program Fixed income Americas Article

Listening to voters’ economic concerns should mean less fiscal spending

Fixed Income Portfolio Manager Brij Khurana explains the likely economic and market impacts of Trump administration policies, including potential winners and losers from drastic fiscal spending cuts.

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By

event November 2024

6 min

Article

2025-11-30

Categories final

Inflation Volatility Outlook Content CoE Program Global Program Equity Fixed income USA Article

Navigating uncertain policy shifts

Macro Strategist Juhi Dhawan explains why investors should prepare for heightened volatility in 2025, due to significant policy changes under President-elect Trump that will impact inflation, trade, and economic growth.

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By

Juhi Dhawan, PhD

event November 2024

8 min

Article

2025-11-30

Aerial View Of Spherical Topiary Plant.

Active management Equity Macro and market Wealth Program USA Emerging markets Growth Wealth Chart in Focus iStrat Tactical allocation Infographic

Chart in Focus: The need to differentiate market growth from macro growth

Macro growth and earnings growth have been misaligned for the last 15 years, particularly in the US and China, but in opposite directions. For equity investors, what would be the key to identify real growth?

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By

Nick Samouilhan, PhD, CFA, FRM

event September 2024

3 min

Infographic

2025-09-30

mid-year-outlook-designs-main-banner

Macro and market Outlook Asset allocation Content CoE Program Global Program Liquid alternatives & hedge funds Fixed income Multi-asset Private investing Client objective Infographic

Picture this: Our forecast in 7 charts

What should investors expect for the remainder of 2024? View a visual summary of our Investment Outlook in seven compelling charts.

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event September 2024

10 min

Infographic

2025-09-30

dolphin-plate-720x450-white-v1

Active management Fixed income Macro and market Wealth Program Americas Brazil Canada Mexico USA APAC Asia Australia China India Japan EMEA Africa Europe France Germany Italy Russia United Kingdom Emerging markets Inflation Interest rates Macro Monetary policy Asset allocation Article

Time to capitalise on the evolving role of bonds?

We outline why we think the new economic era is elevating the role of bonds as a source of attractive and stable income, downside protection and portfolio diversification.

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By

event September 2024

2 min

Article

2025-09-30

Mid Year Outlook Designs 4_sd_v2

Interest rates Outlook Content CoE Program Global Program Inflation Tactical allocation Article iStrat

All-time highs and CPIs: What comes next?

Global fundamentals have kept markets content so far this year, but will politics sour the mood? Members of our Investment Strategy & Solutions Group offer their views on the second half of 2024, including on equities, bonds, and commodities.

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Multiple authors

event July 2024

14 min

Article

2025-01-08

Mid Year Outlook Designs 4_sd_v2

Fixed income Interest rates Outlook Income Credit EM debt Government bonds High yield Investment grade Article

Capitalizing on rate shifts: Parsing opportunities in the second half

Fixed Income Portfolio Manager Campe Goodman and Fixed Income Strategist Amar Reganti discuss how to capitalize on potential rate shifts in the second half of the year

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By

Campe Goodman, CFA

event June 2024

7 min

Article

2025-06-30

Mid Year Outlook Designs 4_sd_v2

Equity Small-cap Outlook EM equity Large-cap Mid-cap Article

Beyond US large cap: Where now for equity investors?

How should investors navigate a narrow market? Looking ahead to the rest of the year, Macro Strategist Nicolas Wylenzek examines the structural backdrop and Equity Strategist Andrew Heiskell shares his view on equity opportunities to watch.

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By

Andrew Heiskell

Nicolas Wylenzek

event June 2024

9 min

Article

2025-06-30

Mid Year Outlook Designs 4_sd_v2

Private investing Private equity Outlook Private companies Late stage Venture capital Article

8 emerging venture capital trends

We share eight of the themes driving venture capital markets in 2024, including capital efficiency, DPI, the IPO market recovery, and much more.

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Multiple authors

event June 2024

7 min

Article

2025-06-30

Mid Year Outlook Designs 4_sd_v2

Hedge funds Outlook Market disruptions Tactical allocation Multi-asset Long-short Macro hedge funds Multi-strat hedge funds Article iStrat

Investing in “3D”: Forces shaping alternatives opportunities in 2024

Multi-Asset Strategists Adam Berger and Nick Samouilhan offer six ideas from the hedge fund and liquid alternatives investment space, from global macro to multi-strategy approaches.

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By

Adam Berger, CFA

Nick Samouilhan, PhD, CFA, FRM

event June 2024

4 min

Article

2025-06-30

Mid Year Outlook Designs 4_sd_v2

Elections Inflation Outlook Interest rates Article Equity Fixed income Multi-asset

Thriving or surviving? The state of the US consumer and the economic implications

Macro Strategist Juhi Dhawan examines the condition of the all-important consumer, including the outlook for spending, the effects of inflation and prevailing interest rates, and the consequences for the overall economy.

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By

Juhi Dhawan, PhD

event June 2024

8 min

Article

2025-06-30

Mid Year Outlook Designs 4_sd_v2

Inflation Elections Outlook Fixed income program Macro Americas Fixed income Article

Battle for the supply side of the economy: US election implications

Starkly different policy agendas from Biden and Trump are examined in terms of how they may affect the supply side of the US economy.

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By

Michael Medeiros, CFA

event June 2024

5 min

Article

2025-03-31

Mid Year Outlook Designs 4_sd_v2

Outlook Inflation Monetary policy USA Fixed income Fiscal policy Article

The revenge of the monetarists

Fixed Income Portfolio Manager Brij Khurana makes the case for a monetarist explanation for moderating inflation.

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By

event June 2024

5 min

Article

2025-06-30

Mid Year Outlook Designs 4_sd_v2

Interest rates Monetary policy Outlook Economic cycle Fiscal policy Macro USA Japan Europe France Germany Italy United Kingdom Fixed income Macro hedge funds Credit Government bonds Investment grade Article

Governments have been slow to reduce their fiscal deficits — it could cost them

Our expert explores the investment implications of continued excessive deficit spending by G7 countries.

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By

Eoin O'Callaghan

event June 2024

4 min

Article

2025-06-30

Impact Carbon emissions Emerging markets Sustainable investing Brazil Africa Equity EM debt Impact investing Article

Impact investing in emerging markets: Growing opportunities, shifting challenges

Members of our impact bond team discuss their evolving emerging markets opportunity set and the importance of a bottom-up approach to value creation.

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Multiple authors

event April 2024

6 min

Article

2025-04-30

96908-2024-outlook-768x450

Macro and market Economic cycle Portfolio strategy Multi-asset Macro Market commentary Thematic exposure Outlook Article

Trends and transformation distilled: Our 2024 outlook in brief

Our experts explore investment opportunities and risks for the year ahead.

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Multiple authors

event February 2024

Article

2025-02-28

Mid Year Outlook Designs

Outlook Venture capital Private equity Liquid alternatives & hedge funds Growth Private companies Private investments Article

Venture capital outlook: Signals point to a brighter 2024

Our private investing team sees positive signals indicating that the recent downturn in venture capital may have hit bottom. Just as privates trailed the public market correction in 2022, we believe they will follow its recovery.

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By

Michael Carmen, CFA

event February 2024

Article

2025-01-31

EM debt Macro and market Outlook Balance sheet Public pension (DB) Sovereigns Unit linked Union (Taft Hartley) Multi Single Distribution Global Credit Plus Multi-Sector Credit Opportunistic Fixed Income Fixed income Emerging markets Macro Fixed income program Quick Take

Emerging markets debt: resilience in the face of adversity

Our expert discusses why she is positive on the outlook for emerging markets debt, even though growth will likely slow.

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By

Gillian Edgeworth

event January 2024

Quick Take

2025-01-31

Outlook Multi-asset iStrat Tactical allocation Manager selection iStrat program Brand Article

Navigating a volatile reality: three ideas for 2024 and beyond

2023 saw investors grapple with a new, more volatile reality. How should portfolios be positioned for opportunities and challenges in 2024?

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By

Natasha Brook-Walters

event January 2024

Article

2025-01-31

chapter-iStrat-multi-asset-768x450

Outlook Multi-asset iStrat Emerging Market Development Multi-Asset solutions Factor solutions Tactical allocation Strategic allocation Manager selection Thematic exposure Article

Multi-Asset Market Outlook

To help think through the asset allocation outlook and implications for 2023, we offer views from iStrat, our investment strategy and solutions group

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Multiple authors

event January 2024

Article

2024-12-31

High yield Total return Income Global High Yield Euro High Yield Fixed income Economic cycle Outlook Fixed income program Quick Take

Global high-yield outlook: Near term, defensive but longer term, solid

High-yield portfolio managers Mike Barry and Konstantin Leidman discuss their 2024 outlook and the merits of a near-term defensive stance with an eye on longer-term opportunities.

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By

Konstantin Leidman, CFA

event December 2023

Quick Take

2024-12-22

Mid Year Outlook Designs

Outlook Fundamental equity EM equity Large-cap Small-cap Equity USA APAC China United Kingdom Emerging markets Growth Asset allocation Volatility Interest rates Economic cycle Article

Will a “Goldilocks” economy be just right for equity markets?

We provide an outlook on the ongoing shift to new investment regime, and the market segments that we expect will most heavily influence global equity performance in the coming year.

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By

Andrew Heiskell

event December 2023

Article

2024-12-31

Innovation Thematic exposure Equity Disruption Emerging markets Thematic solutions Emerging Market Development Thematic qualifer Discretionary Article

What route is right in emerging markets investing?

How can investors find the most compelling opportunities within emerging market equities? Simon Henry and Dáire Dunne explain why they think targeting the economic development opportunity may provide a roadmap for success.

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By

Simon Henry, CFA

Dáire Dunne, CFA

event December 2023

Article

2024-12-15

Mid Year Outlook Designs

Outlook Income Economic cycle Credit Multi-Sector Credit Opportunistic Fixed Income Global Credit Plus Global High Yield Fixed income Inflation Asset allocation Fixed income program Article

Credit: Better opportunities to add risk on the horizon

Our experts review current macro dynamics impacting the bond market and discuss where they see opportunities and risks across credit sectors.

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By

Campe Goodman, CFA

event December 2023

Article

2024-12-31

Mid Year Outlook Designs

Outlook Interest rates Fixed income Global Credit Plus Global High Yield Opportunistic Fixed Income Multi-Sector Credit Fixed income program Article

Rates: Tracking the trade-off between inflation and growth

In their 2024 rates outlook, Investment Directors Amar Reganti and Marco Giordano investigate the treacherous trade-off faced by central banks and what it means for bond investors.

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By

event December 2023

Article

2024-12-31

Inflation Total return Economic cycle Commodities Materials Energy Outlook 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.

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By

Nick Petrucelli

event December 2023

Article

2024-12-11

Mid Year Outlook Designs

Outlook Sustainability Volatility Climate Strategy Emerging Market Development Global Impact Global Impact Bond Global Stewards Global Impact Bond Multi-asset Sustainable investing

The growing importance of supply chain transparency

Head of Sustainable Investment Wendy Cromwell explains why supply chains remain a key investment risk and details related research areas for our SI team in 2024.

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By

Wendy Cromwell, CFA

event December 2023

2024-12-31

sustainable-768x450

Outlook Sustainability Volatility Impact investing Innovation Climate Market Neutral Climate Strategy Article

Sustainable Investment Outlook

Our head of Sustainable Investment shares key areas of focus for 2023, including climate change and biodiversity, modern slavery, data privacy, shareholder rights, and impact investing,

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Multiple authors

event December 2023

Article

2024-12-31

Mid Year Outlook Designs

Outlook Liquid alternatives & hedge funds Asset allocation Asian Opportunities Climate Market Neutral Hedge funds Macro and market Tactical allocation Diversification Alternatives investing Article

Embracing uncertainty: Three alternatives ideas for a macro-driven world

Even as investors wrestle with the economic unknowns heading into 2024, Multi-Asset Strategists Nick Samouilhan and Adam Berger see opportunities to put alternative investments to work.

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By

Adam Berger, CFA

Nick Samouilhan, PhD, CFA, FRM

event December 2023

Article

2024-12-31

Asset allocation Emerging markets Equity iStrat EM equity China Strategic allocation Article

Beyond China: what does the rest of the EM equity world have to offer?

For investors contemplating a separate allocation to EM ex-China equities, members of our iStrat Team share their research on the composition of the opportunity set, the growing divergence in the behavior of EM ex-China equities and Chinese equities, and the long-term market outlook.

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By

event November 2023

Article

2025-11-30

Mid Year Outlook Designs

Outlook Macro and market Interest rates Germany Macro Economic cycle Fixed income program Article

2024: A year of intensifying macro regime change?

John Butler and Eoin O’Callaghan explore why 2024 could be a year of intensifying macro regime change and what it means for investors.

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By

Eoin O'Callaghan

event November 2023

Article

2024-11-30

Outlook Geopolitics Information technology Asian Opportunities China Focus Equity Asia Technology Multi-asset USA China Brand Article

How geopolitics and the energy transition may reshape global trade

We explore the potential near- and longer-term market effects of deteriorating US/China relations, coupled with the shift toward a low-carbon economy.

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By

Santiago Millán, CFA

event November 2023

Article

2024-11-30

China Economic cycle Real estate China Focus Equity Multi-asset Macro Market commentary Outlook Article China Currents

Getting Real: China looks beyond real estate for economic success

Our experts explore signs of an improving macro picture in China.

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By

event November 2023

Article

2024-11-27

Mid Year Outlook Designs

Outlook Private investing Volatility Equity Fixed income Liquid alternatives & hedge funds Inflation

Economic and market forecast in six charts

This visual summary of Wellington Management’s 2023 Outlook captures insights on economic and market forces shaping investment results from specialists from across our investment platform.

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event August 2023

2024-08-18

hero-executive-summary

Outlook Macro and market Economic cycle Equity Fixed income Liquid alternatives & hedge funds Inflation Monetary policy Geopolitics Innovation Article Sustainability

Navigating the new global economy in 2023

This executive summary distills the points of view of several of our 2023 Outlook authors. Discover the risks and opportunities they see as we enter a new economic and market regime.

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event January 2023

Article

2023-12-31

picture-this-5-charts

Outlook Macro and market Economic cycle Private equity Fixed income Liquid alternatives & hedge funds Inflation Geopolitics Climate

Picture this: Our 2023 economic forecast in five charts

We explain the shifts the market is undergoing, analyze the implications for different asset classes, and identify potential risks and opportunities in a series of visuals.

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event January 2023

2023-12-31

china economy poised to exceed expectations in 2023

EM equity Outlook China Geopolitics Asset allocation Equity Article

China equity in 2023: Year of the stock picker

Despite the potential risks of investing in China equity, Equity Portfolio Manager Bo Meunier believes there are attractive opportunities for patient, discerning stock pickers.

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By

Bo Meunier, CFA

event December 2022

Article

2023-12-31

Health care Biotech Innovation Brand Economic cycle Equity Global Industry Research Article Outlook

Health care outlook for 2023

Looking ahead to 2023, members of our health care team see meaningful innovation, supportive valuations, and a benign political and regulatory backdrop across biopharma, medical tech, and health care services sectors.

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Multiple authors

event December 2022

Article

2023-12-31

China Economic cycle Macro and market Brand Outlook No Optimizely COVID Geopolitics Inflation Fiscal policy Real estate Article

China’s economy: Poised to exceed expectations in 2023

With the bar set so low for China's economy, Macro Strategist Santiago Millan thinks it won't take much for an upside surprise in 2023.

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By

Santiago Millán, CFA

event December 2022

Article

2023-12-31

2023 Global Economic Outlook

Europe Inflation Economic cycle Outlook No Optimizely Monetary policy Interest rates Fiscal policy Multi-asset Article

Why Europe could surprise in 2023

Eoin O’Callaghan and John Butler discuss the contrasting prospects of the Euro Area and the UK and why 2023 could bring positive surprises in the region.

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By

Eoin O'Callaghan

event December 2022

Article

2023-12-31

2023 ESG & Sustainability Outlook

Sustainability ESG Climate Sustainable investing Outlook No Optimizely Impact Stewardship Biodiversity Article

Focusing on value amid rising global challenges and opportunities

Our Sustainable Investing (SI) Research Team offers a high-level view of 2023 research and engagement priorities.

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By

Wendy Cromwell, CFA

event December 2022

Article

2023-12-31

2023 Global Economic Outlook

Inflation Economic cycle Macro and market Outlook No Optimizely Fiscal policy Interest rates Monetary policy Geopolitics USA Consumer Article

2023: The year of disinflation for the US economy

In the coming year, US Macro Strategist Juhi Dhawan expects to see inflation begin to decline, the economy adjust to higher interest rates, and labor markets feel the pain of restrictive Fed policy.

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By

Juhi Dhawan, PhD

event November 2022

Article

2023-12-31

geopolitical-outlook-2023-structural-policies

Geopolitics Inflation Elections Outlook No Optimizely Interest rates Article

Geopolitical outlook: Shifting policies, structural advantages?

Geopolitical Strategist Thomas Mucha and Macro Strategist Santiago Millán look at five geopolitical themes they believe investors should watch in 2023.

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By

Santiago Millán, CFA

event November 2022

Article

2023-12-31

2023 Equity Outlook

Emerging markets EM equity Economic cycle Outlook No Optimizely Monetary policy Equity Article

EM equity in 2023: Will the longest bear market in history continue?

We explore three key considerations for EM investors in today’s challenging environment and highlight potential winners and losers in 2023.

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By

Jamie Rice, CFA

event November 2022

Article

2023-12-31

2023 Bond Market Outlook

Emerging markets EM debt Monetary policy No Optimizely Inflation Interest rates Volatility Fixed income Outlook Article

Emerging markets debt outlook: A glass half full or half empty?

Against a still-challenging global backdrop for emerging markets, Macro Strategist Gillian Edgeworth highlights opportunities created by extreme credit spread dispersion across individual countries.

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By

Gillian Edgeworth

event November 2022

Article

2023-12-31

High yield Credit Monetary policy Brand Outlook No Optimizely Income Volatility Fixed income Article

High-yield bonds in 2023: Fortune favours the patient

Amid ongoing dislocation in the high-yield market, Fixed Income Portfolio Manager Konstantin Leidman sees opportunities for investors to take advantage of potentially attractive valuations.

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By

Konstantin Leidman, CFA

event November 2022

Article

2023-12-31

green spring leaves inside lensball

Impact Private investing Asia Private companies Macro and market Emerging markets Liquid alternatives & hedge funds Impact investing Sustainable investing Event replay

Financial Times Moral Money Summit Asia 2022: Impact investing across public, private and emerging markets

In this replay from the Financial Times 2022 Moral Money Summit Asia, Edwina Matthew discusses key themes in impact investing.

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By

event November 2022

Event replay

2023-10-31

Macroanalysis icons

Inflation Volatility Economic cycle Alternatives investing Outlook No Optimizely Multi-asset Fixed income Equity Liquid alternatives & hedge funds Video

A new economic era: Why inflation, volatility, and cycles are back

Macro Strategist John Butler argues that a seismic global shift is underway that will disrupt the macro dynamics of the past two decades, challenging long-held investment assumptions.

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By

event November 2022

Video

2023-12-31

Equity Health care Digital transformation Brand Outlook Active management Macro and market ESG Climate Information technology Fundamental equity Global Industry Research Article No Optimizely

Equity investing with a thematic lens: Three game changers for 2023

Head of Investment Research Mary Pryshlak and Equity Portfolio Manager Tim Manning highlight their strongest convictions across global equity markets heading into 2023.

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By

Mary Pryshlak, CFA

event October 2022

Article

2023-12-31

Fixed Income icons

Credit High yield EM debt Outlook Income Risk management Active management Portfolio strategy Economic cycle Fixed income Article No Optimizely

Credit market outlook: Partly sunny with a chance of good value

In his 2023 credit market outlook, Fixed Income Portfolio Manager Rob Burn highlights some potentially attractive opportunities in the wake of this year's market sell-off.

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By

event October 2022

Article

2023-12-31

commercial buildings

Emerging markets EM debt Credit Interest rates Currency Inflation Monetary policy Article

Emerging local debt markets: Time to wade in?

Fixed Income Portfolio Manager Michael Henry sees positive trends across ELD fundamentals, valuations, and technicals that could be tailwinds for these markets going forward.

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By

event August 2022

Article

2023-08-31

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Outlook Liquid alternatives & hedge funds Hedge funds Alternatives investing Asset allocation Manager selection Portfolio construction Volatility Fixed income Private equity Article

Mid-2022 Alternative Investments Outlook

As allocators cope with economic uncertainty and market volatility, Multi-Asset Strategist Cara Lafond explains how alternative investments could potentially play a role in improving portfolio resilience and returns.

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Multiple authors

event July 2022

Article

2023-08-31

Outlook Fixed income Equity Factors Multi-manager solutions Large-cap Inflation Value vs growth Monetary policy Volatility Manager selection Article

Mid-2022 Asset Class Outlook

We offer perspectives on growth and value equities and explore ideas for shoring up your fixed income flank amid the evolving economic and market environment.

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Multiple authors

event June 2022

Article

2023-07-31

Outlook Inflation Volatility Economic cycle Liquid alternatives & hedge funds Equity Multi-asset Article

Mid-2022 Global Economic Outlook

We believe heightened geopolitical uncertainty, and the new macro environment of deglobalization, higher inflation, greater global cyclicality and volatility will disrupt and drive markets.

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Multiple authors

event June 2022

Article

2023-07-31

Fiscal policy India Emerging markets Equity E-commerce Consumer discretionary Geopolitics Quick Take

Six reasons India may be on the cusp of a major upcycle

Numerous positive structural and cyclical factors are pointing towards a major economic upcycle in India over the next five to six years, in our view, creating a range of potential investment opportunities. We believe India’s market is supported by an evolving investment universe, powerful demographic trends, increasing urbanisation and rising wealth, export growth, geopolitical tailwinds and a supportive policy regime. These factors are coalescing at a time when the corporate deleveraging cycle of the last few years is coming to an end and a new upcycle in profitability could be beginning.

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By

Philip A Brooks, CFA

event May 2022

Quick Take

2022-12-30

China Volatility Geopolitics COVID Equity Active management Emerging markets Quick Take

China in 2022: Embracing the volatility

China’s new antitrust, data privacy and cybersecurity regulations, combined with its education and real estate industry reforms, the continued impact of COVID-19 and rising geopolitical tensions, drove a tumultuous investment environment last year. The country’s numerous headline-grabbing changes spurred global concern given the philosophical shift towards “Common Prosperity” and the sheer scale and speed of policymaking.

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By

Bo Meunier, CFA

event March 2022

Quick Take

2022-08-31

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Macro and market Sustainability Equity Fixed income Liquid alternatives & hedge funds Climate Geopolitics Emerging markets Sustainable investing Tech & Innovation Event replay

Navigating a new tomorrow

In this video, Wellington investment professionals and prominent guests articulate the structural risks and opportunities that we believe will shape tomorrow’s investment strategies, ranging from medical innovation spurred by the global pandemic to technological breakthroughs, and ideas aimed at curbing or mitigating climate risk.

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By

Multiple speakers

event February 2022

Event replay

2023-01-31

woman-standing-between-mountains

Outlook Private equity Macro and market Manager selection ESG Climate Alternatives investing Article

2022 Alternative Investment Outlook

Our 2022 Alternative Investment Outlook looks at 5 areas of focus for the coming year and explores private equity markets and ESG opportunities.

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Multiple authors

event December 2021

Article

2022-12-31

Outlook Macro and market ESG Impact Stewardship Sustainable investing Article

2022 ESG & Sustainability Outlook

Our 2022 ESG & Sustainability Outlook previews our climate research and engagement approach for the coming year and offers investment strategy considerations.

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Multiple authors

event December 2021

Article

2022-12-31

Outlook EM equity Energy Utilities Health care Macro and market Thematic exposure Factors ESG Disruption

2022 Equity Outlook

Our 2022 Equity Outlook explores opportunities in equity income and emerging markets, along with trends in health care and technology for the coming year

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Multiple authors

event December 2021

2023-01-27

Outlook Yield Commodities Interest rates Inflation Portfolio construction Risk management Article

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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Multiple authors

event December 2021

Article

2022-11-15

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