- Head of Wellington Solutions
United States, Institutional
Change
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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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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
Article
4 min
The Iran war is changing the bond playbook
Regional wars, inflation, and shifting fiscal priorities are creating new challenges for the bond market. Fixed income portfolio manager Brij Khurana explains why investors may need to look beyond traditional core bond markets for opportunities.
By
4 min
Article
2027-04-24
Article
3 min
Optimizing a small-cap allocation: Why the building blocks matter
Small-cap implementation matters. Explore how blending quant breadth with disciplined fundamental research can improve resilience.
3 min
Article
2027-05-31
Article
3 min
Chart in Focus: Inflation upends typical correlations
Fixed income expert Noah Atlas highlights how higher inflation expectations are disrupting stock-bond diversification and influencing portfolio construction.
3 min
Article
2027-06-01
Article
12 min
An insurer’s guide to the public/private credit convergence
Our experts explain why insurers are increasingly focusing on integrated public and private investment-grade credit strategies and highlight potential benefits and practical considerations.
12 min
Article
2027-06-30
Article
3 min
Chart in Focus: Gold and oil, beyond the basket
Our experts explore how investors can rethink diversification, inflation hedging, and portfolio roles beyond a single commodities trade.
3 min
Article
2027-05-31
Article
5 min
Funded status gains and asset allocation questions: An update on the corporate DB landscape
Members of our LDI Team share key takeaways from their latest analysis of US corporate pensions' funded status, derisking/rerisking activity, and ROA assumptions.
5 min
Article
2027-05-31
Article
11 min
Top of Mind: Next-generation diversifiers for a changing market landscape
Multi-Asset Strategist Adam makes a case for a set of “next-generation diversifiers” — asset classes that may help protect portfolios against equity downside and other risks in the market environment investors are likely to face in coming years.
11 min
Article
2028-05-31
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