Key trends for model portfolios in 1H 2026

FOR FINANCIAL PROFESSIONALS ONLY

Portfolio Barometer methodology: All figures, unless otherwise stated, are derived from detailed analysis conducted by the portfolio consultants at Natixis Investment Managers.

ADDITIONAL NOTES

Natixis Advisors, LLC provides advisory services through its division Natixis Investment Managers Solutions. Advisory services are generally provided with the assistance of model portfolio providers, some of which are affiliates of Natixis Investment Managers, LLC. This communication is for information purposes only and is intended for investment service providers or other Professional Clients. This material must not be used with Retail Investors. This material may not be redistributed, published, or reproduced in whole or in part.

Past performance is no guarantee of future results. All investing involves risk, including the risk of loss. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments. Investment risk exists with equity, fixed-income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.

The analyses and opinions referenced herein represent the subjective views of the author as referenced and are as of 6/30/26. These, as well as the portfolio holdings and characteristics shown, are subject to change.

There can be no assurance that developments will transpire as may be forecasted in this material. Past performance information presented is not indicative of future performance.

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