- 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
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
Article
12 min
One battle after another: Time to reset expectations?
How might the historic energy shock impact portfolio decisions in the coming months? We offer our take on the implications for equities, bonds, and commodities.
12 min
Article
2027-05-01
Article
3 min
Chart in Focus: Diversifying for different macro regimes
Against the backdrop of heightened geopolitical uncertainty, our experts Alex King and Joshua Riefler explore how to optimise diversification across different macro regimes.
3 min
Article
2027-03-27
Article
5 min
Reinforcing core equity: The fundamental third pillar
Allocators are rethinking their core equity exposure. A more deliberate, three-pillar approach, blending quant and fundamental, can help improve outcomes.
5 min
Article
2027-03-31
Article
6 min
A dedicated cash-balance strategy: Why now?
Members of our LDI Team explain why the time might be right for some corporate DB plans to consider adding a dedicated cash-balance approach to the liability-hedging allocation.
6 min
Article
2027-03-31
Article
5 min
New directions in diversification: Four ideas for a shifting economy
Multi-Asset Strategist Adam Berger explains the growing need for a broader view of diversification and how hedge funds, defensive equities, and other assets could help.
5 min
Article
2027-03-31
Article
4 min
How to reposition equity portfolios for recurring AI disruption
With a growing range of industries hit by sell-offs, Multi-Asset Strategist Nanette Abuhoff Jacobson explores how to reposition equity portfolios for recurring AI disruption.
4 min
Article
2027-03-01
URL References
Related Insights