- 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
6 min
The convergence of public and private markets — part 2
The convergence of public and private markets is opening new opportunities for wealth and institutional investors — but each will approach them differently. Part 2 of our series explores how evolving investor needs are shaping portfolio construction, product design, and implementation.
6 min
Article
2028-10-31
Article
10 min
The rally: Refusing to yield?
Find out why we remain constructive but increasingly selective as AI investment supports equities, rising yields create opportunities in government bonds, and geopolitical risks complicate the outlook.
10 min
Article
2027-10-31
Article
16 min
Top of Mind: Challenging false investment dichotomies
Multi-Asset Strategist Adam Berger takes on three familiar investment debates where rigid “either/or” thinking may not serve investors well: active vs passive, US vs non-US, and public vs private.
16 min
Article
2027-09-09
Article
5 min
Follow the money: 3 ways wealth is reshaping economic and investment outcomes
We explore how macroeconomic, demographic, and sector-specific trends are reshaping commercial real estate, and why selectivity by sector, asset, quality, and capital structure may matter more than broad asset-class exposure.
5 min
Article
2027-08-31
Article
11 min
The rally and the reality
Can the markets remain resilient in the face of geopolitical disruption and inflation worries? We offer our views on the macro environment, AI-driven earnings, and the implications for equities, bonds, and commodities.
11 min
Article
2027-07-30
Article
5 min
Looking beyond mega-caps
We explore how the growing concentration of capital in mega-cap private companies is reshaping the venture and growth opportunity set, and the implications for portfolio construction, manager selection, diversification, and potential return opportunities across private markets.
5 min
Article
2027-06-30
Article
Growth outlook faces a new test: Inflation
Explore our latest views on risks and opportunities across global capital markets.
Article
2027-01-08
Article
5 min
Three pressing portfolio questions for the second half of 2026
How can investors navigate current volatility and inflation pressures? Multi-Asset Strategist Adam Berger offers ideas on diversification, alternative investments, and global opportunities.
5 min
Article
2027-06-30
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
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