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From the Consultants’ Desk: Trends in the Private Equity Market

Even investors not involved with private equity can be affected by the interplay with the public equity side, particularly in the US growth space.

October 28, 2022 Mark J. Cintolo - Kevin McCullough
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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
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  • 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
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  • 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
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    From the Consultants’ Desk: Quantitative Tightening & Bonds

    If the Federal Reserve is no longer buying bonds, what happens to bond prices?

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    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
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    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
    Are Stocks a Better Value Than Bonds?

    Analysis of whether the equity market selloff has improved stock valuations relative to bonds.

    June 2, 2022 David T. Reilly
    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
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    Equity Diversification for the Next Selloff

    With their yields near all-time lows, Treasuries may no longer provide reliable diversification for equities in the next crisis. What else might work?

    December 20, 2021 Mark J. Cintolo
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  • Using Factor Analysis to Build Better Portfolios

    Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.

    October 20, 2021 Mark J. Cintolo - Sean Kaukas
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    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
    Five Institutional Investment Trends to Watch

    Recent trends include cash deployment, sustainable investment screening, and muni debt issuance by colleges and universities.

    March 3, 2021 Mark J. Cintolo
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    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
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    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