A look at ETF strategists and the role they play in assisting financial professionals achieve their financial goals.
Foundations and public pensions lost ground in a challenging investment environment. As we enter 2023, indicators suggest elevated return potential.
Introduction to bond investing, fixed income funds, and how changing interest rates affect prices and yields.
Transaction costs for exchange-traded funds (ETFs) are inclusive of a bid/ask spread. Here’s how this figure is defined and its impact for investors.
Learn how advisors have adjusted their financial portfolio allocations in response to higher inflation and difficult market conditions.
Using index P/E ratios for historical comparisons may be inaccurate because index composition can change significantly over time.
While inflation has surged to 40-year highs, our analysis shows that advisors have been hesitant to allocate to sectors known for inflation resiliency.
Even investors not involved with private equity can be affected by the interplay with the public equity side, particularly in the US growth space.
Learn about the investment committee that provides capital market views and asset allocation guidance for consulting clients and tactical model portfolios.
As company fundamentals and security valuations change, so do their factor profiles – and their membership and weights in growth and value indices.
Oakmark’s distinct approach to value investing and how it ignores short-term noise to deliver long-term results is explained.
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.
The pause in student loan payment requirements in March 2020 created a unique investment opportunity for borrowers who wanted to put their savings to work.
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.
If the Federal Reserve is no longer buying bonds, what happens to bond prices?
Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.
Learn how option strategies can help manage the volatility of equities and create a smoother ride.
Analysis of whether the equity market selloff has improved stock valuations relative to bonds.
When considering ETFs, know how premium/discount is calculated – and look at other factors.
Historical analysis highlights which equity sectors and strategies fare best when inflation heats up.
Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.
Allocations in advisors’ moderate models reflect disenchantment with growth stocks and growing concern about rising rates and inflation.
EQOP combines two actively managed equity sleeves into one ETF portfolio, paving the way for others of its type.
With their yields near all-time lows, Treasuries may no longer provide reliable diversification for equities in the next crisis. What else might work?
As financial professionals are growing more sophisticated in their use of models, they are raising the bar for portfolio providers.
Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.
Learn why direct indexing with a separately managed account (SMA) is more tax-efficient than an index fund or ETF.
Overviews the range of model portfolio construction methodologies with a focus on their strengths and weaknesses.
Equity Analyst Adam Rich talks about how Vaughan Nelson Select takes a concentrated, active approach to equity opportunities.
Ways clients benefit from managed models, and how best to communicate to clients why you made the shift, are outlined by Gregory V. Kanarian, CFA®.
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.
Learn how a direct indexing strategy can help control the tax impact of diversifying a concentrated stock position.
Discover how direct indexing can help minimize the tax consequences of transitioning portfolio assets to a new account.
See how index portfolios can be customized for ESG (environmental, social, and governance) or strategic investment goals using active screening techniques.