Portfolio Construction – What Role Should Fixed Income Play?

Liquidity? Diversification? Income? Portfolio consultants discuss a goals-based approach to align the fixed income allocation with investor objectives.

November 13, 2023 Mark J. Cintolo - Kevin McCullough
Investment Committee Overview

Learn about the investment committee that provides capital market views and asset allocation guidance for consulting clients and tactical model portfolios.

November 10, 2023
Trading Time for Value

How pursuing certain undervalued companies and incorporating factor analysis makes a difference is explained by Vaughan Nelson portfolio managers.

Fixed Income Yields and Drivers

Portfolio consultants discuss inflation, interest rates and current bond yields, with a focus on the drivers that could push yields lower or higher.

October 18, 2023 Mark J. Cintolo - Kevin McCullough
Baby Steps: 3 Financial Planning Ideas for Expectant Parents

Three wealth management ideas for getting your financial (rubber) ducks in a row before the sleepless nights begin.

October 3, 2023 Gregory V. Kanarian
Psst… Check Out Small Cap Stocks

Valuations, positive momentum, technical support and a likely soft landing are converging to favor small company stocks over the next few months.

September 29, 2023 Gregory V. Kanarian
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    Long Time Horizons Matter for Growth Equity Investing

    Head of Loomis Sayles’ Growth Equity Strategies explains why staying focused on a company’s long-term outlook is essential during market volatility.

    September 29, 2023 Aziz V. Hamzaogullari
    Credit Where It’s Due

    Robust US growth, strong corporate balance sheets and persistent consumer spending have helped high yield securities and bank loans outperform this year.

    September 15, 2023 Kevin McCullough
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    Value Investing Insight with Oakmark Fund Portfolio Managers

    Oakmark’s distinct approach to value investing and how it ignores short-term noise to deliver long-term results is explained.

    September 11, 2023 Michael A. Nicolas - William C. Nygren
    With Direct Indexing, Process Matters

    Kevin Maeda explains how process is a key differentiator between direct index providers, particularly for clients diversifying concentrated stock positions.

    August 28, 2023 Kevin Maeda
    Portfolio Construction: Growth & Cyclical Stocks

    Portfolio consultants explain how they align equity investments with their current economic outlook using a growth/cyclical barbell strategy.

    August 25, 2023 Mark J. Cintolo - Sean Kaukas
    A Concentrated Portfolio May Mean Enhanced Returns

    High conviction, deep analysis, and concentrated portfolio construction could mean better returns with actively managed ETFs.

    August 17, 2023 Nicholas J. Elward
    Moderate Model Portfolio Trends Analysis – Midyear 2023

    The best performing investment portfolios in the first half of 2023 had the highest exposure to growth stocks and longer-duration bonds.

    August 11, 2023 David T. Reilly
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  • Time to Cash into Stocks?

    If you’re keeping your investment money in cash, you’re likely missing out. See three reasons why it may be time to get back into the stock market.

    August 3, 2023
    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.

    July 25, 2023 Mark J. Cintolo
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    CE Credit: Evaluating Fixed Income Strategies Through Multiple Lenses

    Learn how various types of analysis techniques can help you better evaluate and select the right fixed income strategies for your clients’ portfolios.

    July 17, 2023 Mark J. Cintolo
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  • Mid-Cap Stocks – A Sweet Spot for Investors

    Want companies with fast-growing earnings, agility, sales growth, and access to capital in your stock portfolio? Don’t forget mid-caps.

    July 17, 2023 Nicholas J. Elward
    Bank Loan Investors: Look Beyond Rising Rates and Debt Costs

    Loomis, Sayles & Company’s Cheryl Stober suggests digging deeper when evaluating the vulnerability of companies with loan-only capital structures.

    June 20, 2023 Cheryl Stober
    Bond Basics: How Interest Rates Affect Bond Yields

    Introduction to bond investing, fixed income funds, and how changing interest rates affect prices and yields.

    May 9, 2023
    Traditional Diversification Is Working Again

    Stocks and bonds stopped moving in tandem in early December – and that favors duration for bond investors.

    April 27, 2023 Mark J. Cintolo
    Three Reasons to Stay Invested in Volatile Times

    Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.

    April 24, 2023
    Tax Efficiency in ETFs, Explained

    Wondering why ETFs are an attractive tax-efficient investment option? Learn more from a Natixis ETF specialist.

    April 5, 2023 Tyler A. Williams
    Listen to Our Experts Explain the Framework

    Analysis that combines inflation and growth cycle trends may provide a more nuanced way to understand stock market drivers.

    March 15, 2023 Mark J. Cintolo - Sean Kaukas
    5 Trends in Model Investment Portfolios – Year-End 2022

    See which trends influenced financial advisors’ asset allocation decisions in their moderate model portfolios in the second half of 2022.

    March 14, 2023 Gregory V. Kanarian
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  • The ETF Strategist: What They Can Offer

    A look at ETF strategists and the role they play in assisting financial professionals to achieve their financial goals.

    February 23, 2023 Nicholas J. Elward
    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.

    February 6, 2023 Mark J. Cintolo
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  • Assessing ETF Cost – Understanding the Bid/Ask Spread

    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.

    January 30, 2023 Tyler A. Williams
    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.

    January 10, 2023 James Kelly - Kevin McCullough
    When Comparing P/E Ratios, Index Composition Matters

    Using index P/E ratios for historical comparisons may be inaccurate because index composition can change significantly over time.

    December 14, 2022 James Kelly
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  • Inflation Inaction?

    While inflation has surged to 40-year highs, our analysis shows that advisors have been hesitant to allocate to sectors known for inflation resiliency.

    November 9, 2022 Gregory V. Kanarian
    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.

    September 1, 2022 Mark J. Cintolo - Kevin McCullough
    5 Midyear Trends in Model Investment Portfolios – Summer 2022

    As correlations and inflation spiked in the first half of 2022, the best performing investment portfolios held inflation-protection assets, alternatives – and cash.

    August 18, 2022 Mark J. Cintolo
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  • 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?

    August 1, 2022 Mark J. Cintolo
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  • 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.

    July 22, 2022 Mark J. Cintolo
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    Bottoms Up: Finding Sustainable Growth in a Global Value Chain

    Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.

    June 28, 2022
    Using Option Strategies to Help Manage Portfolio Volatility

    Learn how option strategies can help manage the volatility of equities and create a smoother ride.

    June 9, 2022
    Pricing ETFs: How Premium/Discount Is Calculated

    When considering ETFs, know how premium/discount is calculated – and look at other factors.

    April 21, 2022 Nicholas J. Elward
    Inflation Protection: An Equity-Centric View

    Historical analysis highlights which equity sectors and strategies fare best when inflation heats up.

    April 12, 2022 Mark J. Cintolo - Sean Kaukas
    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?

    December 20, 2021 Mark J. Cintolo
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  • The Art – and Science – of Building Better Model Portfolios

    As financial professionals are growing more sophisticated in their use of models, they are raising the bar for portfolio providers.

    December 6, 2021
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    Generate Better After-Tax Returns with Direct Indexing

    Learn why direct indexing with a separately managed account (SMA) is more tax-efficient than an index fund or ETF.

    August 19, 2021 Kevin Maeda
    CE Credit: Deep Dive into Model Portfolio Construction

    Overviews the range of model portfolio construction methodologies with a focus on their strengths and weaknesses.

    July 8, 2021 Brian Kmetz
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  • 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.

    March 5, 2021 Mark J. Cintolo
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  • Five Institutional Investment Trends to Watch

    Recent trends include cash deployment, sustainable investment screening, and muni debt issuance by colleges and universities.

    March 3, 2021 Mark J. Cintolo
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    Direct Indexing Solutions for Tax-Efficient Diversification

    Learn how a direct indexing strategy can help control the tax impact of diversifying a concentrated stock position.

    April 3, 2020 Kevin Maeda
    Tax-Efficient Portfolio Transitions Using Direct Indexing

    Discover how direct indexing can help minimize the tax consequences of transitioning portfolio assets to a new account.

    March 26, 2020 Kevin Maeda
    Create Customized Portfolios Using Direct Indexing

    See how index portfolios can be customized for ESG (environmental, social, and governance) or strategic investment goals using active screening techniques.

    March 6, 2020 Kevin Maeda