Wellington Management
December 11, 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.

Is your portfolio keeping pace with the changed outlook?

It's been an uncertain few years for investors, who have had to contend with COVID, higher inflation and the prospect of a recession. In this environment, it made sense to stay in the relative comfort of high-yielding cash rather than take on the potential volatility of bonds or equities. However, we think the outlook has changed. Looking ahead, we believe investors can expect a resilient economy, a solid outlook for growth and a positive environment for risk assets. Recent election results in the US and Japan, and the prospect of stimulative policy measures from China, have further reduced uncertainty and bolstered this positive outlook.

What does a changed outlook mean for investors? Here are three ideas to explore for 2025.

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