Portfolio Consulting

US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.

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

Three scenarios for where the yield curve may be at year-end 2024 and the advantages of adding duration to fixed income portfolios today is analyzed.

What-if economic scenarios, the yield curve, and fixed income’s role in investor portfolios are part of this extending duration talk with PM Jack Janasiewicz.

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

While many investors are satisfied with current returns on money market funds and other short-term investments, this may not be the best strategy right now.

Framework shows how investors can adjust their bond holdings to align with their outlook for inflation, growth and recession scenarios.

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

Which bond category has what it takes to outperform in the current landscape? Check out sector analysis and fixed income investing bracketology.

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

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

See how the higher interest rates of the past year have helped investment grade corporates and bank loans more than high yield bonds.

Learn how advisors have adjusted their financial portfolio allocations in response to higher inflation and difficult market conditions.

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.

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

As year-over-year inflation shows signs of peaking, investors may want to revisit portfolio allocations.

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

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

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

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

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

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

Recent trends show increasing growth style bias, higher emerging market allocations and focus on quality fixed income holdings in moderate portfolios.

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