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Nanette Abuhoff Jacobson

Nanette’s views on market trends and opportunities draw on her long experience in the capital markets. She shares her insights with sub-advisory clients, as well as major broker-dealers and distributors. She also consults on strategic portfolio issues with clients, including insurance companies, endowments and foundations, pension funds and central banks. Nanette is a primary contributor to Wellington Management’s thought leadership, writing the firm’s most widely read publication, our quarterly Multi-Asset Outlook, as well as white papers on a variety of asset allocation topics.

Read more about Nanette and her views on Wellington’s Global Investment Strategy.

Featured Insights

Nanette Abuhoff Jacobson

Healthy skepticism? Is the market unfairly punishing health care stocks?

The current debate on Capitol Hill about a proposed “Medicare-for-All” programme is likely contributing to the recent rout in health care stocks. We explore reasons why the bill is unlikely to pass, as well as secular tailwinds that we believe continue to make the sector attractive.

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Daniel Cook, CFA; Nanette Abuhoff Jacobson

Multi-Asset Outlook — What's really changed?

After a challenging end to 2018, risk markets are off to one of their best starts in memory this year, largely on the strength of less restrictive policy. But can policy changes alone support further gains? We offer our views and consider the implications for equities, fixed income and commodities.

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Nanette Abuhoff Jacobson

Is China about to provide a boost to EM?

A set of interrelated factors from China may be signaling that it’s time for investors to take another look at emerging markets equities. Our global investment strategist explains.

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Nanette Abuhoff Jacobson

Why I find emerging markets debt attractive today

Emerging markets (EMs) have performed in-line with developed markets since the start of the year, despite slowing global growth. We explore the reasons why, and explain why we believe EM debt may be particularly attractive.

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Multiple authors

2019 Investment Outlook

Specialists from across our investment platform share insights on the economic and market forces that we expect to influence portfolios in the year to come.

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Nanette Abuhoff Jacobson

The Fed in the spotlight

Is the Federal Reserve becoming politicised? What does its changing composition mean for policy and rates? One of our Fed specialists shares his views with our global investment strategist.

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