Sean Kaukas Photo

Sean Kaukas, CFA®

Portfolio Consultant
Natixis Investment Managers Solutions

Sean Kaukas is responsible for providing portfolio construction, asset allocation, and investment manager research services to financial advisors using qualitative evaluations and quantitative tools.

Prior to joining the firm, Mr. Kaukas spent four years in MassMutual’s Investment Management Group focused on investment manager research and sub-advisory selection for MassMutual’s mutual fund family.

Mr. Kaukas is a CFA® charterholder and holds a bachelor’s degree in business administration from Bryant University. He is FINRA Series 7 licensed.

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

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Equity Themes for Fading Inflation

Portfolio consultants explain why CPI may normalize in the next year and highlight strategies for positioning equity portfolios for fading inflation.
November 23, 2022 Mark J. Cintolo - Sean Kaukas
Positioning Portfolios for Fading Inflation

As year-over-year inflation shows signs of peaking, investors may want to revisit portfolio allocations.
October 7, 2022 Mark J. Cintolo - Sean Kaukas
Will There Be a Recession in 2022?

Portfolio analysts evaluate key economic indicators and historical data to assess the likelihood of a US recession in the next 12 months.
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Inflation Protection: An Equity-Centric View

Historical analysis highlights which equity sectors and strategies fare best when inflation heats up.
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