Portfolio Construction
Outlook for Tax Increases Remains Unclear
It’s uncertain whether tax rates will increase this year, but active tax management in direct indexing accounts can still improve after-tax returns.
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.
Peak Growth, the End of US Exceptionalism, and More
Portfolio Manager Jack Janasiewicz discusses recent repositioning taken in light of the global coronavirus pandemic and presents some more thoughts on near-term market dynamics.
Using Option Strategies to Help Manage Portfolio Volatility
Learn how option strategies can help manage the volatility of equities and create a smoother ride.
Cryptocurrency Series: Halving Cycles – Understanding Bitcoin Price Fluctuations
Introduction to Bitcoin, including the mining process, the impact of “halving cycles” on pricing trends, and price performance since 2010.
From the Consultant’s Desk: 10 Trends in 2020
From the growth vs. value divide to the profusion of unicorns and the struggle to find yield, financial professionals had their hands full in 2020.
5 Investment Trends in US Advisor Portfolios – Spring 2021
Recent trends show increasing growth style bias, higher emerging market allocations and focus on quality fixed income holdings in moderate portfolios.
- March 5, 2021
- Mark J. Cintolo
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
Institutional Investment Trends During the COVID Market
Six institutional asset allocation and investment trends derived from data analyzed by Natixis Portfolio Clarity® consultants.
- October 22, 2020
- Mark J. Cintolo
Asset Allocation Trends During the COVID Market
Six asset allocation trends derived from in-depth analysis of investment portfolios by Natixis Portfolio Clarity® consultants.
- October 13, 2020
- Mark J. Cintolo
The Economy Is Not the Stock Market – by the Numbers
Five key reasons that help explain why the US economy and the US stock market often do not move in tandem.
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.
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.
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.
Using Analytics to Help Advisors Build Better Portfolios
Watch this brief introduction to Natixis Portfolio Clarity®, an institutional-quality portfolio analysis service for financial professionals.