Portfolio Consulting
US Inflation Tracker
US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.
Portfolio Construction: Growth & Cyclical Stocks
Portfolio consultants explain how they align equity investments with their current economic outlook using a growth/cyclical barbell strategy.
Revalidating the Case for Duration in Fixed Income Portfolios
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.
Why Extend Duration: Total Return in Fixed Income
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.
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.
Returns on Cash May Be Lower Than You Think
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.
Fixed Income Framework: Cyclicality vs. Inflation
Framework shows how investors can adjust their bond holdings to align with their outlook for inflation, growth and recession scenarios.
Traditional Diversification Is Working Again
Stocks and bonds stopped moving in tandem in early December – and that favors duration for bond investors.
March Madness: Top Picks for Fixed Income Investing
Which bond category has what it takes to outperform in the current landscape? Check out sector analysis and fixed income investing bracketology.
A Two-Part Framework to Explain Equity Performance
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.
Looking Beyond High Yield Bonds for Higher Returns
See how the higher interest rates of the past year have helped investment grade corporates and bank loans more than high yield bonds.
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: 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.
Positioning Portfolios for Fading Inflation
As year-over-year inflation shows signs of peaking, investors may want to revisit portfolio allocations.
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.
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.
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?
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.
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.