- 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
Showing
of
Insights Posts
Article
6 min
The convergence of public and private markets — part 2
The convergence of public and private markets is opening new opportunities for wealth and institutional investors — but each will approach them differently. Part 2 of our series explores how evolving investor needs are shaping portfolio construction, product design, and implementation.
6 min
Article
2028-10-31
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
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
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
Article
8 min
Funded ratios on the rise: A mid-year action plan
With corporate DB plans enjoying strong funded-ratio gains, we propose potential action steps, including refining liability-hedging strategies and choosing a path for surplus assets.
8 min
Article
2027-08-31
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
Article
Growth outlook faces a new test: Inflation
Explore our latest views on risks and opportunities across global capital markets.
Article
2027-01-08
Article
18 min
Loans from Federal Home Loan Banks: An opportunity for US insurers to enhance investment yield and total return
Learn why we believe FHLB loans provide compelling potential for insurers to add alpha or increase yield by borrowing at low rates and benefitting from possible favorable treatment by ratings agencies.
18 min
Article
2027-12-31
URL References
Related Insights