- Fixed Income Portfolio Manager
Sweden, Institutional
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In a compelling discussion with Will Lockhart, managing director, EMEA Wealth, Portfolio Manager Martin Harvey shared insights on how global investors may need to reassess long-held assumptions in light of shifting global dynamics. He explored the longer-term macroeconomic and market implications of current geopolitical and trade realignments, highlighted the diverging outlooks for US, European and Asian markets, and addressed the intensifying debate around “de-dollarisation.”
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Insights Posts
Beyond US exceptionalism: what’s next for equity markets?
Macro Strategist Nick Wylenzek shares his insights on what could be an eventful year for equities and explores why Europe and the UK could defy current gloomy investor sentiment.
25
min
Event replay
2026-02-28
Unearthing the unseen in geopolitics
Unearthing the unseen in geopolitics. Watch Geopolitical Strategist Thomas Mucha delve into the investment impact of structural geopolitical shifts and share his latest take on the upcoming US election.
30
min
Event replay
2025-09-30
Corporate bonds: giving credit where credit is due
ActiveViews host Will Lockhart and Derek Hynes, portfolio manager on Wellington’s Global Credit Team, discuss the current credit cycle, market dynamics and the future of corporate credit markets.
30
min
Event replay
2025-02-28
Long-term investing in an age of short-termism
ActiveViews host Will Lockhart and Yolanda Courtines, co-manager of the Wellington Global Stewards and European Stewards Funds, explore how being genuinely long term in an increasingly short-term world may provide a differentiated investment edge.
Event replay
2025-01-31
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Markets in 2025: asleep at the wheel or in the driving seat?
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John Butler
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