Portfolio Consulting
US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.
A review of more than 200 investment portfolios highlights the benefits of risk-on allocations as inflation fears ease and markets rebound.
Which fixed income category is poised to outperform in 2024? Analysis is offered in this March madness bond bracketology.
As the yield difference across fixed income securities narrows, actively managed bond funds may offer advantages for bearish – and bullish – investors.
How E&Fs led in performance, why private debt interest soared, and other institutional portfolio trends are detailed.
Using our proprietary Cyclicality vs. Inflation framework to align portfolio positioning with our economic outlook – lean in on Quality and Growth.
Model portfolio manager offers insights on asset allocation, portfolio structure and strategy selection – the three fundamentals of portfolio construction.
Portfolio consultant compares investments in securitized assets with those in corporate and Treasury securities.
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.
Liquidity? Diversification? Income? Portfolio consultants discuss a goals-based approach to align the fixed income allocation with investor objectives.
Learn about the investment committee that provides capital market views and asset allocation guidance for consulting clients and tactical model portfolios.
Portfolio consultants discuss inflation, interest rates and current bond yields, with a focus on the drivers that could push yields lower or higher.
Higher interest rates have changed supply, demand and spread dynamics for investment grade corporate bonds, particularly for longer duration issues.
Valuations, positive momentum, technical support and a likely soft landing are converging to favor small company stocks over the next few months.
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.
The best performing investment portfolios in the first half of 2023 had the highest exposure to growth stocks and longer-duration bonds.
Recovering institutional investor returns, soaring AI company valuations, and reshuffling real estate sectors due to WFH impact are observed at midyear.
Learn how various types of analysis techniques can help you better evaluate and select the right fixed income strategies for your clients’ portfolios.
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.
Analysis that combines inflation and growth cycle trends may provide a more nuanced way to understand stock market drivers.
See which trends influenced financial advisors’ asset allocation decisions in their moderate model portfolios in the second half of 2022.
Foundations and public pensions lost ground in a challenging investment environment. As we enter 2023, indicators suggest elevated return potential.
In years with negative investment returns, investors may be able to use losses to offset taxable capital gains, a technique known as tax loss harvesting.
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.
As correlations and inflation spiked in the first half of 2022, the best performing investment portfolios held inflation-protection assets, alternatives – and cash.
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.
As financial professionals are growing more sophisticated in their use of models, they are raising the bar for portfolio providers.
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.