Content CoE Program Global Program

Showing of Insights Posts
1153764271
Economic cycle Interest rates Monetary policy Content CoE Program Global Program Making sense of the Macro Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Walking a mile in Fed Chair Powell’s shoes

A slow roll on rate cuts by the Fed could frustrate markets and lead to more volatility ahead of the September FOMC meeting. See our take on what to expect for the next few weeks.

Continue reading

By

Brij Khurana

event
4 min
Article
2025-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
474157734
Market disruptions Volatility Tactical allocation Institutional Program Content CoE Program Global Program Interest rates Multi-asset iStrat Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Massive market sell-off: Justified or an overreaction?

What's behind the global market meltdown, and what should investors consider doing?  Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson shares her views.

Continue reading

By

Nanette Abuhoff Jacobson

event
3 min
Article
2025-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1096496308
Fixed income Economic cycle Monetary policy Content CoE Program Global Program Credit USA Inflation Interest rates Making sense of the Macro Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Still waiting…Fed wants more data before cutting policy rates

Our expert dives into Fed policy following the July FMOC meeting.

Continue reading

By

Jeremy Forster

event
3 min
Article
2024-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
topofmind-hero-banner
Elections Interest rates Strategic allocation DB Public Program Content CoE Program Global Program Top of Mind USA Fixed income iStrat Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Does the US election even matter? Thoughts on politics, Fed policy, and portfolios

What's next for interest rates and what impact will the US election have? Head of Multi-Asset Strategy Adam Berger and Macro Strategist Mike Medeiros share their outlook and discuss the asset allocation implications.

Continue reading

By

Adam Berger, CFA

Michael Medeiros, CFA

event
9 min
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1074456994
Active management Artificial intelligence (AI) Thematic exposure Content CoE Program Global Program Future Themes Equity Thematic solutions Thematic qualifer Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Thematic investing focus: how exactly will AI transform the world?

We are on the brink of a technological revolution that has major implications for all sectors, companies, labour, and regulators. How can a thematic lens help investors separate hype from reality?

Continue reading

By

Dáire Dunne, CFA

Aaron Koh

event
8 min
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
551986071
Fixed income Market disruptions Volatility Content CoE Program Global Program Macro and market Multi-asset USA Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Ok, Boomer: How US generational wealth distribution could upend the economy and markets

Fixed Income Portfolio Manager Brij Khurana discusses the implications of US Baby Boomers' wealth concentration in the event of a market decline.

Continue reading

By

Brij Khurana

event
5 min
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs 4_sd_v2
Interest rates Outlook Asset allocation Content CoE Program Global Program Inflation Tactical allocation Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading

Multiple authors

event
14 min
Article
2025-01-08
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs 4_sd_v2
Multi-asset Outlook iStrat Brand Content CoE Program Global Program Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Multi-Asset Investment Outlook

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

Continue reading

Multiple authors

event
Article
2025-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
8 LOAD {count} MORE

URL References

Related Insights

© Copyright 2024 Wellington Management Company LLP. All rights reserved. WELLINGTON MANAGEMENT ® is a registered service mark of Wellington Group Holdings LLP. For institutional or professional investors only.

View More