Big risks, macroeconomic factors, and fall happenings investors should consider through the end of 2021 are examined.
Consultants discuss how the growing divergence in the equity market has affected portfolio allocations – and highlight sectors advisors may have missed.
Introduction to Bitcoin, including the mining process, the impact of “halving cycles” on pricing trends, and price performance since 2010.
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.
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.
Accommodative monetary and fiscal policy and potential post-pandemic supply/demand challenges are raising long-dormant questions about inflation.
Analyzing how the potential risk and return dynamics of the global economy have changed in the wake of the 2020 outbreak.
Six institutional asset allocation and investment trends derived from data analyzed by Natixis Portfolio Clarity® consultants.
Key trends derived from in-depth analysis of model portfolios by Natixis Investment Managers Solutions consultants.