July 07, 2023
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.
Mid-year Global Economic Outlook
Despite the current market pricing, we think that many of the factors that contributed to the central bank convergence over the past three decades have now ended or started to shift into reverse. As a result, we expect the interlinkages between countries, central bank policies, and market pricing to change, creating potentially attractive opportunities for active portfolio management and security selection. In this collection, we examine the continued economic evolution at the global level and explore region-specific macro opportunities and risks.
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