- Head of Wellington Solutions
The views expressed are those of the speaker at the time of filming. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
This is an excerpt from our Investment Outlook, in which specialists from across our investment platform share insights on the economic and market forces that we expect to influence portfolios.
How can clients meet their objectives in a challenging environment? For Head of Solutions Natasha Brook-Walters, the answer may lie in a deliberate, targeted approach to portfolio construction and a focus on three key areas: the role of alpha, the role of income and the role of uncorrelated return streams.
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Insights Posts
Article
10 min
The rally: Refusing to yield?
Find out why we remain constructive but increasingly selective as AI investment supports equities, rising yields create opportunities in government bonds, and geopolitical risks complicate the outlook.
10 min
Article
2027-10-31
Video
6 min
Focus, flexibility and resilience: Resilience for multi-asset investors in Asia Pacific (Part 3)
Resilience goes beyond simply allocating across asset classes. In the final video of this three-part series, Andrew Sharp Paul and Steve Gorman discuss how thoughtful manager selection, an understanding of how different alphas behave across regimes, and a consistent assessment framework across public and private investments can help investors build more resilient portfolios.
6 min
Video
2027-09-30
Article
13 min
The total portfolio approach: A mindset, not a mandate
We explain why the total portfolio approach (TPA) to asset allocation doesn’t have to be an all-or-nothing overhaul — and how selected practices can drive more deliberate decisions about risk, liquidity, and active management.
13 min
Article
2028-09-30
Video
6 min
Focus, flexibility and resilience: Flexibility for multi-asset investors in Asia Pacific (Part 2)
Flexibility can be a powerful advantage in multi-asset investing. In the second video of this three-part series, Andrew Sharp Paul and Steve Gorman explore how investors can adapt to changing market conditions through active asset allocation, specialist security selection, and risk management, while maintaining a disciplined approach to risk budgeting.
6 min
Video
2027-07-29
Video
9 min
Focus, flexibility and resilience: Focus for multi-asset investors in Asia Pacific (Part 1)
Focusing active risk is not simply about taking more risk. In the first video of this three-part series, Andrew Sharp Paul and Steve Gorman discuss why investors should better understand the sources of active risk construction and how to think about the spectrum between strategic asset allocation and total portfolio approach.
9 min
Video
2027-07-29
Article
16 min
Top of Mind: Challenging false investment dichotomies
Multi-Asset Strategist Adam Berger takes on three familiar investment debates where rigid “either/or” thinking may not serve investors well: active vs passive, US vs non-US, and public vs private.
16 min
Article
2027-09-09
Article
5 min
Follow the money: 3 ways wealth is reshaping economic and investment outcomes
We explore how macroeconomic, demographic, and sector-specific trends are reshaping commercial real estate, and why selectivity by sector, asset, quality, and capital structure may matter more than broad asset-class exposure.
5 min
Article
2027-08-31
Article
13 min
Finding opportunity in a narrowing market
In this quarter's outlook, our team explains why they believe insurers should maintain a moderately constructive but selective risk posture, emphasizing dependable income, downside resilience, liquidity, and reinvestment flexibility.
13 min
Article
2027-07-30
Video
3 min
Focus, flexibility and resilience:
Three portfolio ideas for 2H 2026
Watch Solutions Director Andrew Sharp Paul share three portfolio ideas for the second half of 2026, with a focus on quality equities, flexible fixed income, and diversifiers that may help build portfolio resilience.
3 min
Video
2027-07-31
Article
11 min
The rally and the reality
Can the markets remain resilient in the face of geopolitical disruption and inflation worries? We offer our views on the macro environment, AI-driven earnings, and the implications for equities, bonds, and commodities.
11 min
Article
2027-07-30
Article
5 min
Looking beyond mega-caps
We explore how the growing concentration of capital in mega-cap private companies is reshaping the venture and growth opportunity set, and the implications for portfolio construction, manager selection, diversification, and potential return opportunities across private markets.
5 min
Article
2027-06-30
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