Portfolio Construction Fundamentals

Model portfolio manager offers insights on asset allocation, portfolio structure, strategy selection and performance and risk monitoring.

March 27, 2024 Brian Kmetz
  • Financial Professional content – requires login
  • Listen
    Investment Portfolio Trends 2023: Looking in the Mirror

    A review of more than 200 investment portfolios highlights the benefits of risk-on allocations as inflation fears ease and markets rebound.

    March 12, 2024 Kevin McCullough
    Does the 60/40 portfolio still work?

    Decreased volatility, return potential, and bonds in the 60/40 portfolio are analyzed by Harris Associates’ managers.

    March 7, 2024 William C. Nygren
    Opportunity Knocks in International Stocks

    While US stocks are getting all the glory, stocks in the MSCI World Index have also been providing attractive returns – and merit investors’ consideration.

    February 27, 2024 David T. Reilly
    Five Institutional Trends Dominated in 2H 2023

    How E&Fs led in performance, why private debt interest soared, and other institutional portfolio trends are detailed.

    January 29, 2024 Mark J. Cintolo
  • Financial Professional content – requires login
  • Growth Is Where You Find It: A Look at 2024 Earnings Growth

    Portfolio consultant identifies the sectors and industries most likely to experience earnings growth in 2024. Spoiler alert: US technology still looks good.

    December 22, 2023 David T. Reilly
    2024 Investment Idea: Quality/Growth

    Using our proprietary Cyclicality vs. Inflation framework to align portfolio positioning with our economic outlook – lean in on Quality and Growth.

    December 21, 2023 Mark J. Cintolo - Sean Kaukas
    Bright Spot: Emerging Market Small Cap Stocks

    Small emerging market companies have outperformed their large EM counterparts – and the S&P 500® – over the past year.

    December 15, 2023 Sean Kaukas
    Introducing GQI: Natixis Gateway Quality Income ETF

    Learn about this high quality equity ETF that uses an option overlay strategy to deliver a robust monthly distribution.

    December 13, 2023 Michael T. Buckius
    The Difference a Day Makes: Leaping into 2024

    Portfolio consultant offers insight into which tax and investment strategies need to happen before year-end – and others that need to wait for the new year.

    December 13, 2023 Gregory V. Kanarian
    Why We’re (Still) Underweight Securitized Assets

    Portfolio consultant compares investments in securitized assets with those in corporate and Treasury securities.

    November 30, 2023 Mark J. Cintolo
    Portfolio Allocation Trends – Q3 2023

    A review of nearly 300 advisor portfolios shows that taking equity risk and staying short on fixed income duration drove top year-to-date portfolio returns.

    November 22, 2023 Sean Kaukas - Kevin McCullough
    Don’t Be Shy About Using Model Portfolios

    Using models can give clients a consistent investment experience and free up more time for advisors to provide high level financial advice.

    November 16, 2023 Gregory V. Kanarian
  • Financial Professional content – requires login
  • Listen
    Portfolio Construction – What Role Should Fixed Income Play?

    Liquidity? Diversification? Income? Portfolio consultants discuss a goals-based approach to align the fixed income allocation with investor objectives.

    November 13, 2023 Mark J. Cintolo - Kevin McCullough
    Trading Time for Value

    How pursuing certain undervalued companies and incorporating factor analysis makes a difference is explained by Vaughan Nelson portfolio managers.

    October 27, 2023 Chris D. Wallis - Scott J. Weber
    Fixed Income Yields and Drivers

    Portfolio consultants discuss inflation, interest rates and current bond yields, with a focus on the drivers that could push yields lower or higher.

    October 18, 2023 Mark J. Cintolo - Kevin McCullough
    Baby Steps: 3 Financial Planning Ideas for Expectant Parents

    Three wealth management ideas for getting your financial (rubber) ducks in a row before the sleepless nights begin.

    October 3, 2023 Gregory V. Kanarian
    Psst… Check Out Small Cap Stocks

    Valuations, positive momentum, technical support and a likely soft landing are converging to favor small company stocks over the next few months.

    September 29, 2023 Gregory V. Kanarian
  • Financial Professional content – requires login
  • Credit Where It’s Due

    Robust US growth, strong corporate balance sheets and persistent consumer spending have helped high yield securities and bank loans outperform this year.

    September 15, 2023 Kevin McCullough
  • Financial Professional content – requires login
  • Watch
    Portfolio Construction: Growth & Cyclical Stocks

    Portfolio consultants explain how they align equity investments with their current economic outlook using a growth/cyclical barbell strategy.

    August 25, 2023 Mark J. Cintolo - Sean Kaukas
    Five Institutional Investment Trends – Midyear 2023

    Recovering institutional investor returns, soaring AI company valuations, and reshuffling real estate sectors due to WFH impact are observed at midyear.

    July 25, 2023 Mark J. Cintolo
  • Financial Professional content – requires login
  • Traditional Diversification Is Working Again

    Stocks and bonds stopped moving in tandem in early December – and that favors duration for bond investors.

    April 27, 2023 Mark J. Cintolo
    Listen to Our Experts Explain the Framework

    Analysis that combines inflation and growth cycle trends may provide a more nuanced way to understand stock market drivers.

    March 15, 2023 Mark J. Cintolo - Sean Kaukas
    Observations on Five Institutional Investing Trends

    Foundations and public pensions lost ground in a challenging investment environment. As we enter 2023, indicators suggest elevated return potential.

    February 6, 2023 Mark J. Cintolo
  • Financial Professional content – requires login
  • 5 Ways to Prepare Your Bond Portfolio for a Recession

    As rising rates and inflation lead to fears of recession, there are steps investors can take to make fixed income holdings more resilient within their bond portfolios.

    November 3, 2022 Mark J. Cintolo
  • Financial Professional content – requires login
  • Watch
    From the Consultants’ Desk: Investment Portfolio Construction Trends at Midyear

    US equity exceptionalism sentiment, value, shorter durations, and unicorns are among the asset allocation trends explored.

    September 1, 2022 Mark J. Cintolo - Kevin McCullough
    Portfolio Rebalancing Using Derivatives: Futures Overlays

    Research paper explores how synthetic rebalancing using a futures overlay can help manage risk, reduce transaction costs, and minimize taxes.

    August 1, 2022 Mark J. Cintolo
  • Financial Professional content – requires login
  • Is This a Good Time to Consider Corporate Bonds?

    With yields recently hitting 13-year highs and recession fears growing, are there opportunities in investment grade corporate bonds?

    August 1, 2022 Mark J. Cintolo
  • Financial Professional content – requires login
  • Institutional Investing Trends Observed at Midyear 2022

    Amid the failed diversification of disappointing returns from both stocks and bonds, there are some bright spots in institutional investing trends.

    July 22, 2022 Mark J. Cintolo
  • Financial Professional content – requires login
  • Watch
    Bottoms Up: Finding Sustainable Growth in a Global Value Chain

    Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.

    June 28, 2022
    Using Option Strategies to Help Manage Portfolio Volatility

    Learn how option strategies can help manage the volatility of equities and create a smoother ride.

    June 9, 2022
    Inflation Protection: An Equity-Centric View

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

    April 12, 2022 Mark J. Cintolo - Sean Kaukas
    Generate Better After-Tax Returns with Direct Indexing

    Learn why direct indexing with a separately managed account (SMA) is more tax-efficient than an index fund or ETF.

    August 19, 2021 Kevin Maeda
    Direct Indexing Solutions for Tax-Efficient Diversification

    Learn how a direct indexing strategy can help control the tax impact of diversifying a concentrated stock position.

    April 3, 2020 Kevin Maeda
    Tax-Efficient Portfolio Transitions Using Direct Indexing

    Discover how direct indexing can help minimize the tax consequences of transitioning portfolio assets to a new account.

    March 26, 2020 Kevin Maeda