- 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.
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Article
Opportunity ahead: Optimism or illusion?
Explore our latest views on risks and opportunities across global capital markets.
Article
2026-11-30
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
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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.
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15 min
Article
2026-11-30
Article
18 min
The alpha advantage: Building retirement resilience
Client Portfolio Manager Dáire Dunne explains why the time horizon of retirement savers is well aligned with the potential of active management to deliver alpha. He examines the growing need for alpha, the importance of market inefficiency when pursuing it, and steps plan sponsors can take to help participants maximize the alpha advantage.
18 min
Article
2026-11-30
Article
11 min
Can markets keep climbing the wall of worry?
Our multi-asset strategists analyze the market’s exuberance and share their overweight and underweight views on equities, credit, government bonds, and commodities.
11 min
Article
2026-11-30
Article
18 min
Corporate versus credit indices: What’s the best match for liability-driven investing?
When selecting benchmarks for LDI needs, corporate DB plan sponsors often ask about the differences between investment-grade corporate and credit indices. In this paper, we compare the composition and performance of corporate and credit indices, as well as intermediate and long maturity indices, and we offer insights on choosing indices that fit a plan’s liability.
18 min
Article
2026-09-30
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