Portfolio Construction
Why We’re (Still) Underweight Securitized Assets
Don’t Be Shy About Using Model Portfolios
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.
Trading Time for Value
How pursuing certain undervalued companies and incorporating factor analysis makes a difference is explained by Vaughan Nelson portfolio managers.
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.
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.
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.
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.
Portfolio Construction: Growth & Cyclical Stocks
Portfolio consultants explain how they align equity investments with their current economic outlook using a growth/cyclical barbell strategy.
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.
Traditional Diversification Is Working Again
Stocks and bonds stopped moving in tandem in early December – and that favors duration for bond investors.
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.
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.
Financial Portfolios Adapt to Inflation, Rough Markets
Learn how advisors have adjusted their financial portfolio allocations in response to higher inflation and difficult market conditions.
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.
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.
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.
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?
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.
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.
Using Option Strategies to Help Manage Portfolio Volatility
Learn how option strategies can help manage the volatility of equities and create a smoother ride.
Inflation Protection: An Equity-Centric View
Historical analysis highlights which equity sectors and strategies fare best when inflation heats up.
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?
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.
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.
Five Institutional Investment Trends to Watch
Recent trends include cash deployment, sustainable investment screening, and muni debt issuance by colleges and universities.
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.
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.