- Head of Wellington Solutions
United States, Intermediary
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
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
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
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
Article
2 min
Chart in focus: Rethinking the bond mix
Alex King and Josh Riefler explore the evolving role of global government bonds in portfolios against a backdrop of tight spreads.
2 min
Article
2027-03-31
Article
5 min
The three drivers of resilient portfolios in 2026
Natasha Brook-Walters sees three key areas for investors to focus on in 2026: the role of alpha, the role of income and the role of uncorrelated returns.
5 min
Article
2026-12-31
Article
6 min
European equities: time to reassess?
Many investors remain cautious on European equities, but Multi-Asset Portfolio Manager Supriya Menon and Lead Researcher Patrick Wattiau argue it is time to consider what could go right for European equities.
6 min
Article
2027-02-28
Article
4 min
Don’t stop believin’ in emerging market equities
Multi-Asset Strategist Nanette Abuhoff Jacobson explains why emerging market equities have become her highest-conviction view across asset classes.
4 min
Article
2027-02-28
Article
Opportunity ahead: Optimism or illusion?
Explore our latest views on risks and opportunities across global capital markets.
Article
2027-01-08
Article
5 min
What are interval funds? Structure and potential benefits, explained
Public pension experts Adam Berger and Amy Morse share their latest research on asset allocation trends and what they could mean for plans’ ability to hit their return targets. They also offer their top investment ideas for putting plans on a better path forward.
5 min
Article
2027-02-28
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