- 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
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
Article
13 min
Focus on flexibility, selectivity, and income
Explore key asset allocation insights for insurers, including views on fixed income, equities, and other asset classes, as well as the latest regulatory updates.
13 min
Article
2027-05-31
Article
7 min
The case for securitized credit in a multi-asset credit strategy
Portfolio Manager Kyra Fecteau explores why securitized credit may offer diversification, alpha potential, and attractive valuations within a multi-asset credit strategy.
7 min
Article
2027-05-31
Article
18 min
Reframing private-equity risk: a fundamentals-based perspective
When it comes to sizing private-equity allocations, a debate has emerged about the best "yardstick" for volatility. Our experts propose an approach that grounds risk assessments in fundamentals and supports a role-based allocation framework.
18 min
Article
2027-04-30
Article
6 min
CLO equity’s role in asset allocation
We discuss CLO equity's role in asset allocation, highlighting its potential income and diversification benefits. In addition, we explore its potential fit alongside private equity, private credit, and public equity allocations.
6 min
Article
2028-05-01
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