Fresh thinking for a new economic era
Wellington on Washington and the World
In this topical series, experts from Wellington Management discuss the potential investment impact of key elections around the world. With all eyes now on the upcoming U.S. election in November, the commentary dissects key aspects of this pivotal election for investors, from outlining the potential scenarios and their likely investment implications for U.S. and non-U.S. investors, to analyzing the wider geopolitical ramifications. Wellington also shares perspectives from three leading portfolio managers on how they position portfolios for an increasingly uncertain outcome.
U.S. election: Key market implications
In this episode of the Wellington WellSaid podcast, macro strategist Mike Medeiros joins podcast host Thomas Mucha to discuss the potential market impacts of the upcoming U.S. election. In addition, he highlights key policy differences among the candidates and likely outcomes in the House, Senate, and White House races.
The U.S. elections through the eyes of a European investor
Wellington’s Head of Multi-Asset Strategy – EMEA, Supriya Menon, explores what potentially material implications upcoming U.S. elections could have for European investors and identifies key areas to monitor closely.
Four investment perspectives amid a pivotal U.S. election
How can investors reposition portfolios for a pivotal but highly unpredictable U.S. elections? Nick Samouilhan explores potential avenues in conversation with three leading portfolio managers.
Harris vs Trump: The foreign policy and investment implications
Wellington expert Thomas Mucha examines expected Harris and Trump foreign policies and their potential impact on the investment landscape.
Does the U.S. election even matter? Thoughts on politics, Fed policy, and portfolios
What's next for interest rates and what impact will the U.S. election have? Head of Multi-Asset Strategy Adam Berger and Macro Strategist Mike Medeiros shares their outlook and discuss the asset allocation implications.
European elections: Equity investing
Macro Strategist Nicolas Wylenzek discusses how the elections for the European Parliament could herald significant change, with major implications for European equity investors.
