Wellington Management
April 26, 2024
Tracing our history to 1928, Wellington Management is one of the largest independent investment management firms in the world. We serve as a trusted adviser for institutions in more than 60 countries.

Biden 2.0: National security and investment themes

In contrast to my Trump 2.0 note,  the implications of a second Biden administration can largely be boiled down to four words: “more of the same.”  In sum, this means a continued US industrial and foreign policy focus on “protection and promotion” of key strategic sectors, a deepening focus on coordinating these actions with allies across Europe and the Indo-Pacific, and an acceleration of coordinated national security actions through institutionalized channels (NATO, the QUAD, AUKUS, US-Japan-Republic of Korea alliance, etc.). 

Read more here .

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