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Analysis of allocation trends in Latin America and US Offshore portfolios at midyear.

Natixis Solutions panelists discuss portfolio allocation trends and answer questions from live audience. Topics include:
  • How the Portfolio Clarity analysis service provides clients with a clearer view into their investments
  • Risk and return metrics from 56 moderate portfolios submitted by Latin American and US Offshore advisors
  • Analysis of midyear 2023 allocations in a historical context:
    • Low risk appetite, but risk taking was rewarded
    • 2023: the year of fixed income
    • Is the 60/40 portfolio working again?
  • Live Q&A