- Co-Head of Investment Strategy
Portugal, Institutional
ChangeiStrat, 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.
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
What do the US election results mean for investors?
The US election results could have significant implications for the global economy and capital markets. Our panel of experts provides a thorough analysis of what happened and explores potential market impacts.
Video
2025-11-30
Take it “ease”-y
Tim Antonelli, Head of Multi-Asset Strategy – Insurance and Portfolio Manager, explains why he thinks insurers should consider locking in current yields and sticking with global equity exposure.
18
min
Article
2025-10-31
US election special: which investment themes win at the polls?
The upcoming US election could be one of the most momentous in recent history. How could the result affect different investment themes? Our thematic team investigate the potential implications for investors.
7
min
Article
2025-10-31
Chart in Focus: What does the rate cut mean for equities and bonds?
Are rate cuts positive? On the heels of the much-anticipated initial Fed cut, in this article we look to historic precedent for where the markets could go in the coming months.
3
min
Article
2025-09-30
Four investment perspectives amid a pivotal US election
How can investors reposition portfolios for a pivotal but highly unpredictable US elections? Nick Samouilhan explores potential avenues in conversation with three leading portfolio managers.
6
min
Article
2025-09-30
Massive market sell-off: Justified or an overreaction?
What's behind the global market meltdown, and what should investors consider doing? Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson shares her views.
3
min
Article
2025-08-31
Does the US election even matter? Thoughts on politics, Fed policy, and portfolios
What's next for interest rates and what impact will the US election have? Head of Multi-Asset Strategy Adam Berger and Macro Strategist Mike Medeiros share their outlook and discuss the asset allocation implications.
9
min
Article
2025-06-30
The AI effect: Time to rethink your technology exposure?
Will AI fulfill the market's high expectations? Will it continue to drive market concentration? Head of Multi-Asset Strategy Adam Berger and Global Industry Analyst Brian Barbetta, co-head of our Technology team, discuss the outlook and the asset allocation implications.
7
min
Article
2025-07-31
Come on in, the water’s fine! Ready for a surplus summer
Tim Antonelli, Head of Multi-Asset Strategy – Insurance and Portfolio Manager, explains why he continues to see reserve fixed income as the sweet spot for insurers and why there may be upside for equities.
17
min
Article
2025-07-31
Thematic investing focus: how exactly will AI transform the world?
We are on the brink of a technological revolution that has major implications for all sectors, companies, labour, and regulators. How can a thematic lens help investors separate hype from reality?
8
min
Article
2025-06-30
Multi-Asset Investment Outlook
To help think through the asset allocation outlook and implications for this year, we offer views from iStrat, our investment strategy and solutions group.
Article
2025-07-31
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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