July 30, 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.
Multi-Asset Investment Outlook
In their mid-year outlook, Nanette Abuhoff Jacobson, Supriya Menon, and Alex King, members of our Investment Strategy & Solutions Group, explain why they believe global fundamentals support a risk-on tilt despite lofty valuations and political uncertainty. They share their views on global equities, including their shift to a neutral view across regions and their decision to upgrade emerging markets. In fixed income, they make the case for an overweight in duration and credit, with a preference for high yield. And within commodities, they highlight a more positive outlook fueled by oil.
Read the chapter here .
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