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how sustainable is Europe’s rally?

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Fiscal policy

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European Union flags waiving at Berlaymont building of the European Commission in Brussels, Belgium
Europe Macro and market Wellington on Washington and the World Wealth Program Fiscal policy Geopolitics Macro Market disruptions Article
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Fiscal versus tariffs: what wins out for Europe?

Just as investors were starting to explore the potential for growth in Europe, Trump’s tariffs landed. To what extent is the case for Europe still intact?

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By

Eoin O'Callaghan

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3 min
Article
2026-04-30
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Fiscal policy Market disruptions Yielding insights Content CoE Program Global Program Equity USA Europe Article
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Sacrificing stocks on the altar of trade

Brij Khurana discusses the Trump administration's new stance on trade and its impact on the US economy, global markets and asset prices.

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Brij Khurana

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5 min
Article
2026-04-30
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Fiscal policy Monetary policy Tactical allocation Content CoE Program Global Program Quarterly Asset Allocation Outlook Article
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Oh baby, baby, it’s a wild world

Just one quarter into the year, many policy and economic assumptions have been turned on their head. What does it all mean for equity, bond, and commodity markets around the world? Members of our Investment Strategy & Solutions Group offer their outlook.

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By

Nanette Abuhoff Jacobson

Supriya Menon

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12 min
Article
2026-03-31
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china economy poised to exceed expectations in 2023
China Economic cycle Macro and market Brand Outlook No Optimizely COVID Geopolitics Inflation Fiscal policy Real estate Article
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China’s economy: Poised to exceed expectations in 2023

With the bar set so low for China's economy, Macro Strategist Santiago Millan thinks it won't take much for an upside surprise in 2023. 

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By

Santiago Millán, CFA

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Article
2023-12-31
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Wellington Management Hong Kong Limited 威靈頓管理香港有限公司 is a private company incorporated with limited liability in Hong Kong, with its address at 17/F Two International Finance Centre, 8 Finance Street, Central, Hong Kong.  It is licensed and regulated by the Securities and Futures Commission of Hong Kong with CE Number AJB478. 

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