Equities
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.
Value Gap in US Equities Is Widening Again
A number of low price-to-earnings stocks are making it an attractive environment for US stock pickers, explains Bill Nygren, CIO-US at Harris Associates.
Trading Time for Value
How pursuing certain undervalued companies and incorporating factor analysis makes a difference is explained by Vaughan Nelson portfolio managers.
Triple Discount in International Equities
Significant value in international equity markets and why higher for longer interest rates should benefit European financials is explained by David Herro.
Don’t Get Caught with Your Shorts Down
Learn why options-based approaches that sell volatility are less risky than shorting volatility as they generate income, eliminate leverage and limit loss.
Cruel September
Portfolio Manager Jack Janasiewicz examines seasonality patterns and the rise in bond yields, oil, and the dollar that weighed on risk assets in September.
Equity Strategy Chooses Companies Investing for the Future
Portfolio manager Jens Peers discusses opportunities and positioning in Mirova’s global equity portfolios.
Bullwhips and the Extrapolation Effect
Portfolio Manager Jack Janasiewicz explains why extrapolating current market trends into the future based on the bullwhip effect may be misguided.
What’s Next for Europe’s Natural Gas Dilemma and Economy?
Europe’s avoidance of an energy crisis in 2022, natural gas supply/demand, attractive valuations, and the investment opportunity in the region are analyzed.
Macro Insights: About That Recession…
Portfolio strategists analyze macro storylines in the third quarter including growth, inflation, the strength of the US consumer, and the outlook for rates.
Portfolio Construction: Growth & Cyclical Stocks
Portfolio consultants explain how they align equity investments with their current economic outlook using a growth/cyclical barbell strategy.
Recession Outlook: Going, Going, Gone
Portfolio Manager Jack Janasiewicz discusses the shifting recession narrative, labor and inflation trends, and the Fed’s pathway to a soft landing.
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.
Market Catalysts: Made in the USA
Portfolio Manager Jack Janasiewicz discusses potential market tailwinds, FOMO, a US capital spending boom, and prospects for a strong second half.
Midyear Outlook: Eve of Disruption?
Portfolio strategists offer their take on investor misperceptions, inflation and the Fed’s pause, market tailwinds, and tactical allocation opportunities.
Outlook & Opportunities: Global Equities
Diverse views on growth trends beyond AI, a recession, China, and where the value may be across global markets are offered by our equity managers.
Bear Market Still in Hibernation
Portfolio Manager Jack Janasiewicz offers his take on inflation, the Fed, labor trends, liquidity fears and narrow market breadth.
Shifting Winds – and Fed Pause, Not Pivot
Portfolio Manager Jack Janasiewicz provides his take on the Fed’s May meeting, corporate earnings season, and some underappreciated economic tailwinds.
Higher for How Much Longer?
Portfolio strategists offer their take on the changing macro narrative in the first quarter, the banking crisis, and prospects for a soft or hard landing.
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.
Sustainable Investing Trends for 2023 and Beyond
Acceleration of renewable energy and industrial automation, plus regulatory clarity, are positive for sustainable and ESG investing says Mirova’s Jens Peers.
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.
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.
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?
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.