Wellington on Washington and the World

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Biden 2.0: National security and investment themes

The geopolitical and investment implications of a potential second Biden term.

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5 min
Article
2025-04-30
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Trump 2.0: National security and investment themes

Our expert examines the geopolitical and investment implications of a potential second Trump presidency.

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14 min
Article
2025-04-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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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5 min
Article
2025-04-30
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The Trump/Biden rematch: Market implications of unprecedented policy divergence 

Macro Strategist Juhi Dhawan discusses six key areas of policy debate in this year's US election that she expects will matter most to markets, from the tax and spending plans to trade and geopolitics.

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Article
2025-03-31
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Mid Year Outlook Designs
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The intersection of geopolitics and deglobalization

The geopolitical landscape is likely to remain complex and unpredictable throughout 2024. What are the key risks to watch out for and what are the implications for investors? 

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Article
2024-11-30
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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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Article
2023-12-31
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Markets take US election results in stride (for now, anyway)

Client Portfolio Manager Jitu Naidu weighs in on the markets' response to, and other potential implications of, the recently held US midterm elections.

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Quick Take
2023-01-31
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