Select your local site for products and services by region

Latin America
United States
United States Offshore
Asia Pacific
Hong Kong
United Kingdom
Location not listed?
Fixed income
Active fixed income investments uncover yield and value opportunities while mitigating risk. Tap into Natixis Investment Managers’ expertise.
Portfolio analysis & consulting
In-depth portfolio analysis to identify and measure sources and drivers of risk and return that can be applied to asset allocation in client portfolios.
Macro Insights
Get data-driven analysis of today’s capital markets that looks beyond the headlines and helps you put current events into better context.
Tools of the Trade
Tap into insights, portfolio analysis techniques, and educational tools to explore trends, navigate rapidly changing markets, and uncover opportunities.
Diversity, Equity and Inclusion
We continuously work to create an environment that promotes diversity, equity, and inclusion in all its forms, across gender, race, religion, sexual orientation, disability, ethnicity, and background.

Evaluate portfolios for 4 macro outlooks

Gain clarity for your allocation strategy no matter where you stand

Economic data and macro narratives have been driving significant performance differences across asset classes. How you look at the world and where you think the economy will evolve has a sizable impact on your allocation decisions. You probably have a view, but are you seeing a path forward? For greater clarity, our Portfolio Analysis & Consulting Team follows a proprietary methodology called Cyclicality vs. Inflation Analysis. It provides a different perspective on allocation by scoring portfolio exposure to specific asset classes, sectors, and industries that are likely to perform best in specific economic environments.

Explore which sectors tend to outperform during different macro environments

Growth stays resilient and inflation comes under control

Fixed income: Spreads compress, Treasury yields fall

  • Intermediate and Long-Term Corporates
  • Emerging Market Debt
  • High Yield Municipal Bonds

Equity: Favors cyclical growth sectors

  • Consumer Discretionary
  • Technology

Growth stays resilient but inflation remains sticky

Fixed income: Spreads compress, Treasury yields rise

  • Bank Loans
  • High Yield Corporates

Equity: Favors cyclical sectors

  • Financials
  • Industrials
  • Materials
  • Energy

Growth slows and inflation comes under control

Fixed income: Spreads expand, Treasury yields fall

  • Intermediate and Long-Term Treasuries
  • Agency MBS
  • Municipal Bonds

Equity: Favors defensive growth sectors

  • Communication Services
  • Health Care

Growth stays resilient and inflation remains sticky

Fixed income: Spreads expand, Treasury yields rise

  • Short-Term Treasuries
  • Money Market

Equity: Favors defensive sectors

  • Real Estate
  • Utilities
  • Consumer Staples
  • Health Care

What style boxes can’t tell you

Adding exposures that align with your outlook may help build a more resilient portfolio. Conversely, if you have holdings concentrated in a scenario you don’t expect to occur, you may want to consider some reallocation options. This proprietary methodology was developed and vetted by a 10-member Investment Committee at Natixis Investment Managers Solutions. It’s the same institutional-quality analysis applied to the model portfolios it manages on behalf of some of the world’s largest wealth managers.

Portfolio evaluation: How does yours stack up?

Why not schedule an objective portfolio evaluation with a member of our experienced Portfolio Analysis and Consulting Team? They use sophisticated diagnostic tools to help identify diversification and yield opportunities and stress test your portfolio for numerous macro scenarios using their proprietary methodology. Call 800-862-4863 to set up an evaluation, or contact us.

Mark J. Cintolo, CFA®, CAIA®
Vice President, Portfolio Consultant - Natixis Investment Managers Solutions
Sean Kaukas, CFA®
Portfolio Consultant - Natixis Investment Managers Solutions
Kevin McCullough, CFA®
Portfolio Consultant - Natixis Investment Managers Solutions
Sean McDade, CFP®, CAIA®
Vice President, Portfolio Consultant - Natixis Investment Managers Solutions
David T. Reilly, CFA®
Vice President, Portfolio Consultant - Natixis Investment Managers Solutions
Vladislav V. Grigorov, CFA®
Portfolio Consultant - Natixis Investment Managers Solutions

Practical applications for your portfolio

Model portfolios

One way to simplify your allocation decision-making is to outsource it to a highly skilled model portfolios provider that shifts positioning to better align with evolving macro scenarios.

If you prefer to make all allocation decisions, diversifying your portfolio’s exposure across growth and cyclical sectors in equities and multiple sectors of fixed income markets may be a smart approach.

Loomis Sayles Core Plus Bond Fund
Benchmark-aware, relative return fixed income fund that combines traditional government securities with sectors outside the benchmark to pursue alpha.
Loomis Sayles Growth Fund
High-conviction US stock fund run by Aziz Hamzaogullari. Focuses only on companies believed to have long-term secular growth and sustainable business models.
Loomis Sayles Investment Grade Fixed Income Fund
Pursues total return from a “go anywhere” portfolio that allows veteran management team to seek out the best values in fixed income markets worldwide.
Oakmark Fund
Concentrated, actively managed large value US equity fund.
Vaughan Nelson Small Cap Value Fund
High-conviction small-cap value fund that seeks significant returns by investing in stocks of companies with undervalued assets, earnings growth, or dividend yield.

Stress test your portfolio

Our team of Portfolio Analysts can help you stress test your portfolio for varying macro scenarios. Schedule your objective portfolio evaluation today.

This material is provided for informational purposes only and should not be construed as investment advice.

All investing involves risk, including the risk of loss. 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. Investors should fully understand the risks associated with any investment prior to investing.

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.