- Co-Head of Investment Strategy
United States, Intermediary
Change
iStrat, Wellington’s Investment Strategy & Solutions Group, collaborates closely with clients to help solve their investment challenges. This ranges from sharing our research on portfolio construction, markets and manager selection, to drawing on the full breadth of the firm’s capabilities to create and manage investment solutions tailored to each client’s specific goals.
Mapping markets in 2025
In this video, Co-Head of Investment Strategy Natasha Brook-Walters shares how the Solutions Team is thinking about investment strategy for 2025. Market concentration, inflation and valuations will remain front of mind in the year ahead, but how can investors position for bumps in the road while also keeping a longer-term perspective?
The iStrat vision: How we help clients pursue better outcomes
Our allocator and investor perspective
The practitioner perspective that comes from managing portfolios ourselves helps make our insights and solutions relevant to clients’ goals.
Actionable research
We build solutions and share the research behind them. The drive to understand and articulate investment implications shapes all our findings, from tactical ideas to structural trends.
A client-centric mindset
We seek to understand and anticipate clients’ needs and work with them to deliver solutions tailored to those needs.
Connect with the iStrat platform
The Multi-Asset Team builds and manages multi-asset strategies and custom solutions, and provides strategic advice to help clients address their investment challenges.
The Fundamental Factor Team offers a unique investment solutions platform built on proprietary factor and manager research.
Meet some of our Investment Strategy & Solutions experts
- Co-Head of Investment Strategy
- Head of Multi-Asset Strategy
- Head of Next Generation Thematic
- Director of Multi-Asset Research
- Head of Manager Research
Insights
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Insights Posts
Asset Allocation Outlook
How to evolve your portfolio for the latest market conditions? Explore the latest monthly snapshot of our Multi-Asset Team’s asset class views. For professional, institutional or accredited investors only. Capital at risk.
4
min
Article
2026-05-31
Sizing private-market allocations
Our multi-asset experts explore three key components of sizing private market allocations, offering a framework to evaluate the capacity to take on illiquidity, the need for excess return, and the ability to consistently source 'good' investments.
8
min
Article
2026-05-31
Bitcoin on the brink: What investors need to know
As bitcoin appears to be entering a new phase of acceptance, we offer a brief asset owner's guide to the cryptocurrency's role, the evolving regulatory environment, potential investment benefits and risks, and portfolio implementation.
10
min
Article
2026-03-31
Insurance Quick Takes: Positioning portfolios for what’s next in private credit
In our latest Insurance Quick Takes video, Tim Antonelli, head of Insurance Multi-Asset Strategy and portfolio manager, discusses the 2025 outlook for private credit and its implications for insurers.
8
min
Video
2026-03-31
Chart in Focus: how sustainable is Europe’s rally?
Is the recent rally in European equities sustainable? In this edition of our Chart in Focus series, we explore the potential path ahead.
4
min
Infographic
2026-03-31
The high cost of unfunded duration — and some hope on the horizon
With many corporate DB plans thinking about managing their hedge ratios, members of our LDI Team explain the high cost of synthetic duration, how plans might want to think about this issue when targeting a specific duration profile, and why costs could improve over time.
6
min
Article
2026-03-31
The US equity rotation: Where have all the good vibes gone?
After riding into 2025 on a wave of post-election euphoria, the US stock market has struggled to find its footing so far this year. Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson looks at what’s changed in the markets and what it might mean for investors.
4
min
Article
2026-03-31
Flipping the script: Our updated market outlook and the derisking/rerisking decision
Members of our LDI Team share an unusual outlook for equities and bonds and explain what it could mean for US corporate pension plans contemplating either derisking or rerisking moves from here.
6
min
Article
2026-02-28
Emerging markets under Trump 2.0: expect the unexpected
Portfolio Manager Dáire Dunne and Investment Director Irmak Surenkok discuss what Trump 2.0 entails for emerging markets investors and what useful lessons they can learn from his first term.
5
min
Article
2026-01-31
Four achievable New Year’s resolutions for investors
Are New Year’s Resolutions for investors purely aspirational or a helpful tool? Investment Strategy Analyst Alex King believes the latter and proposes four achievable resolutions.
5
min
Article
2026-02-28
Balancing bumps in the road and big-picture thinking in 2025
How can investors position portfolios for bumps in the road without losing sight of longer-term opportunities?
8
min
Article
2025-12-31
URL References
Related Insights
FAQs: Investment Strategy & Solutions Group (iStrat)
Our Investment Strategy & Solutions Group, or iStrat, provides client-focused investment solutions, research, and advice. The integration of investment-driven research and portfolio management distinguishes iStrat, enabling the management of diverse strategies and the creation of custom solutions for clients. iStrat brings together three specialized skill sets, with its Multi-Asset Team, Next Generation Thematic Team, and Fundamental Factor Team.
We define thematic investing as the identification and exploitation of top-down, innovative, or disruptive structural trends that have the potential to drive above-average returns for companies aligned with those trends. Returns to themes cannot be easily explained by traditional country, sector, or style factors.
While thematic investing can be applied to different asset classes, it is often expressed via equities, where the broadest opportunity set can be found. Examples of equity themes include fintech, the future of education, energy efficiency, and automation. By investing in companies within these themes, investors are acting on the belief that their growth potential is not yet fully appreciated by the market but will be over time. Thematic investments often span multiple sectors, which may offer investors a differentiated way to diversify their equity allocations.
Our Multi-Asset Team’s process starts with understanding a client’s objectives, risk tolerances, and implementation considerations. We then develop solutions through:
- Strategic asset allocation — Risk-focused asset allocation with a longer time horizon
- Manager research and security selection — Identification of underlying managers and exposures, with a focus on delivering security-selection alpha
- Active allocation — Discrete processes that seek to enhance returns and mitigate risk
Factors are quantifiable characteristics that explain risk and return, such as “value” — a low stock price relative to a company’s earnings. Decades of industry and academic research have shown that these factors can potentially outperform markets at lower cost than traditional stock-picking strategies. Factors fall into broad categories with different performance profiles throughout the market cycle, and when combined, can have potential diversification benefits.
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