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

2025 Investment Outlook

Picture this: Economic forecast in 6 charts

10 min read
2025-07-15
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

This visual summary of Wellington Management’s 2025 Outlook captures insights on economic and market forces shaping investment results from specialists from across our investment platform.

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Agile approach important amid market desynchronization

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By

Alex King, CFA

Joshua Riefler

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5 min
Article
2026-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Facing a new economic reality

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5 min
Article
2026-08-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Severance: The split between the economy and the markets

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By

Nanette Abuhoff Jacobson

Supriya Menon

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13 min
Article
2026-06-30
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Private credit: Is the illiquidity premium still worth it?

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By

Emily Bannister, CFA

Sonali Wilson

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6 min
Article
2026-06-30
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Beyond US exceptionalism: where now for equities?

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By

Andrew Heiskell

Nicolas Wylenzek

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6 min
Article
2026-06-30
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Equity Fixed income Asset allocation Content CoE Program Global Program Macro Outlook Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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

Alex King, CFA

Joshua Riefler

event
5 min
Article
2026-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Main final
Macro and market Multi-asset Outlook Content CoE Program Global Program Equity Fixed income Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Facing a new economic reality

We summarize our 2025 mid-year outlooks.

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5 min
Article
2026-08-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Fiscal policy Monetary policy Tactical allocation Content CoE Program Global Program Multi-asset Outlook Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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

Supriya Menon

event
13 min
Article
2026-06-30
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Asset allocation Private credit Private investing Content CoE Program Global Program Interest rates Privates Outlook Article
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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

Sonali Wilson

event
6 min
Article
2026-06-30
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Categories final
USA Growth Equity Content CoE Program Global Program Outlook Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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

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6 min
Article
2026-06-30
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Main final
Outlook Macro and market Portfolio strategy Equity Fixed income Multi-asset USA APAC EMEA Emerging markets Active management Article
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New regime, new reality: Time to adapt?

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

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Article
2026-06-30
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Income Fixed income Outlook Content CoE Program Global Program Capital preservation Diversification Article
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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

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Article
2026-06-30
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Macro and market Economic cycle Outlook Content CoE Program Global Program Article
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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

John Butler

Eoin O'Callaghan

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Article
2026-06-30
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Active management Equity Fixed income Content CoE Program Global Program Outlook Article
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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

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5 min
Article
2026-07-31
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Active management High yield Outlook Wealth Program Fixed income Global High Yield Euro High Yield Article
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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

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4 min
Article
2025-06-30
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Multi asset
Income Inflation Thematic exposure Content CoE Program Global Program iStrat Multi-asset Tactical allocation Outlook Article
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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

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8 min
Article
2025-12-31
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