- Head of Wellington Solutions
United States, Institutional
Change
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.
Expert
Stay up to date with the latest market insights and our point of view.
Showing
of
Insights Posts
Article
Opportunity ahead: Optimism or illusion?
Explore our latest views on risks and opportunities across global capital markets.
Article
2027-01-08
Article
13 min
LDI in 2026: 10 questions corporate plan sponsors are asking
Members of our LDI Team address a range of topics that US corporate plans will be thinking about in 2026, from benchmark choices to liability-hedging and return-seeking investment ideas.
13 min
Article
2027-01-31
Article
16 min
Top of Mind: The allocator’s checklist for 2026 and beyond
Multi-Asset Strategist Adam Berger offers near- and longer-term ideas for allocators, including thoughts on alternatives, potential market surprises, and risk management.
16 min
Article
2027-01-31
Article
11 min
Elections, earnings, and global stimulus driving returns
With strong results across the major asset classes, 2025 may be a hard act to follow. Our experts discuss the factors shaping their outlook for stocks, bonds, and commodities, from earnings growth to political winds.
11 min
Article
2026-12-31
Article
4 min
Asset Allocation Outlook
How to evolve your portfolio for the latest market conditions? Explore the latest monthly snapshot of Wellington Solutions' asset class views.
4 min
Article
2026-12-11
Article
5 min
Inflation, volatility, and valuations: 3 reasons hedge funds fit today’s market
Our multi-asset strategists explain why economic and market conditions in the year ahead could make a compelling case for adding hedge funds to the asset allocation mix, including multi-strategy and equity long/short hedge funds.
5 min
Article
2026-12-31
Article
16 min
Are hedge funds the missing ingredient?
Inflation, volatility, and valuations — they all raise questions about portfolio diversification and resilience. Multi-Asset Strategists Nanette Abuhoff Jacobson and Adam Berger explain why multi-strategy and equity long/short hedge funds could provide the answers. They offer insights on adding allocations to a traditional portfolio mix and a recipe for manager selection.
16 min
Article
2026-12-31
Article
13 min
Is AI taking over? Portfolio and productivity insights for asset allocators
Amid questions about corporate spending, valuations, and technology exposure, Global Industry Analyst Brian Barbetta and Multi-Asset Strategist Adam Berger take a deep dive on the AI landscape, offering investment insights and ideas for using AI to improve productivity.
13 min
Article
2026-12-01
Article
5 min
What does the new economic era mean for equities?
The twists and turns of 2025 have reinforced the sense that the global economy is undergoing a structural shift — towards higher inflation, more volatile business cycles and a potential gradual unwinding of decades-long globalisation. However, with flexibility and careful positioning, there are reasons to be positive about the outlook for global equities
By
5 min
Article
2026-11-30
Article
16 min
Setting ROAs for 2026: A guide for US corporate and public plans
How are pension plans adjusting their ROA assumptions? And how do those assumptions line up with our long-term capital market assumptions? Find out in this annual update.
16 min
Article
2026-12-31
Article
15 min
Constructive, selective, resilient
Amar Reganti, a member of our Insurance team, explains why he believes insurers should remain selectively risk-on while prioritizing high-quality income and preserving flexibility to add risk as valuations improve.
By
15 min
Article
2026-11-30
URL References
Related Insights