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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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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Fiscal policy Market disruptions Yielding insights Content CoE Program Global Program Equity USA Europe Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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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By

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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WELLINGTON MANAGEMENT FUNDS ® is a registered service mark of Wellington Group Holdings LLP.
Wellington Management Singapore Pte. Ltd., a private limited company incorporated in the Republic of Singapore. Address: 8 Marina Boulevard, Tower 1 #03-01 Marina Bay Financial Centre 018981. Licensed and regulated by the Monetary Authority of Singapore.

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