Wellington Management

Making the most of the new economic era’s bright spots

In an environment dominated by geopolitical instability and macroeconomic fragility, one of the greatest challenges for investors is how to...

Wellington Management

Could “Liberation Day” trigger a shift in capital flows?

My initial assessment of the sweeping tariffs the US presidential administration announced on 2 April is that they appear to...

Wellington Management

Early thoughts on historic hike in US tariffs

Before I unpack the economic and market implications of the sweeping tariffs the Trump administration introduced on April 2 I...

Wellington Management

What do tariffs mean for portfolios?

Tariffs exceeded market expectations. Now what? Expect short-term volatility, identify concentrations, and consider using sell-offs as an entry point to...

Wellington Management

There is more than one way to approach growth equities

The last few years have ushered in a new macroeconomic era with shorter and more volatile cycles, increased geopolitical instability...

Wellington Management

Bonds in Brief: Making Sense of the Macro — March issue

Welcome to the March edition of Bonds in Brief, our monthly assessment of risks and opportunities within bond markets for...

Wellington Management

Power play: Building the case for infrastructure in 2025

As an asset class, infrastructure has recently been commanding a great deal of attention due to its essential role in...

Wellington Management

Flexibility with focus: how to position fixed income for volatility

After the inflation shock of 2021 – 2022 triggered a rapid rise in interest rates across most developed markets, cash...

Wellington Management

Geopolitics in 2025: Risks, opportunities, and deepening uncertainties

Right now, the geopolitical environment is as complex, unpredictable, and dangerous as it’s been in decades

Wellington Management

Monthly Asset Allocation Outlook

This is a monthly snapshot of Wellington’s Investment Strategy & Solutions Group asset allocation views as of February 2025

Wellington Management

Beyond US exceptionalism: what’s next for equity markets?

In our first ActiveViews webcast of the year, Will Lockhart, managing director, EMEA wealth, hosted Nick Wylenzek, macro strategist, who...

Wellington Management

Convertible bonds: Attractive total return potential in a compressed fixed income landscape

Convertible bonds outperformed most fixed income sectors over the last two years, but we see additional upside as we move...

Wellington Management

Time for credit selection to shine

In an era of increased central bank policy divergence, fixed income investors face a new, more volatile reality

Wellington Management

Power play: Building the case for infrastructure in 2025

The long-term case for listed infrastructure remains compelling and near-term catalysts could also drive performance in the short term

Wellington Management

High-yield credit investing: it’s a marathon, not a sprint

In our view, investors can have a tendency to be too short-term focused when it comes to investing in the...

Wellington Management

Weekly market update with Paul Skinner

What do you need to know about the markets this week? Tune in to Paul Skinner's weekly market update for...