- 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
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
11 min
Cash-balance and traditional liabilities: An integrated investment approach
Members of our LDI Team offer ideas on how best to integrate traditional and cash-balance liabilities in a corporate DB plan’s investment strategy.
11 min
Article
2028-02-28
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
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
2026-03-18
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
Article
5 min
Portfolio construction and volatility management in 2026
Multi-Asset Strategist Nanette Abuhoff Jacobson discusses adapting portfolios for 2026, focusing on diversification, hedge funds, and private markets.
5 min
Article
2027-02-28
Article
12 min
More from the core: How fundamental extension (140/40) strategies could help
Extension strategies may offer investors more flexibility in portfolio construction, along with potential to achieve greater risk-adjusted returns, thus delivering “more from core” in equity allocations without taking on significantly more tracking risk.
12 min
Article
2027-01-31
Article
9 min
An active management partner for the near and long term
CEO Jean Hynes focuses on key themes driving our evolving capabilities and client collaboration, including AI's transformative potential and new thinking about equity, fixed income, and alternative allocations.
9 min
Article
2027-01-31
Article
16 min
Top of Mind: The allocator’s checklist for 2026 and beyond
Multi-Asset Strategist Adam Berger offers near- and longer-term ideas for allocators, including thoughts on alternatives, potential market surprises, and risk management.
16 min
Article
2027-01-31
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