The ETF Strategist: What They Can Offer

A look at ETF strategists and the role they play in assisting financial professionals 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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  • Bond Basics: How Interest Rates Affect Bond Yields

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

    February 2, 2023
    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: Trends in the Private Equity Market

    Even investors not involved with private equity can be affected by the interplay with the public equity side, particularly in the US growth space.

    October 28, 2022 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.

    October 11, 2022
    What’s in Your Index: Value vs. Growth

    As company fundamentals and security valuations change, so do their factor profiles – and their membership and weights in growth and value indices.

    September 27, 2022 Joseph Stein
    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 21, 2022 Michael A. Nicolas - William C. Nygren
    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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  • Student Loan Carry Trade – I Bond Update

    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.

    August 9, 2022 Gregory V. Kanarian
    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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    From the Consultants’ Desk: Quantitative Tightening & Bonds

    If the Federal Reserve is no longer buying bonds, what happens to bond prices?

    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
    Are Stocks a Better Value Than Bonds?

    Analysis of whether the equity market selloff has improved stock valuations relative to bonds.

    June 2, 2022 David T. Reilly
    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
    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 11, 2022
    5 Allocation Trends in Model Portfolios – Winter 2022

    Allocations in advisors’ moderate models reflect disenchantment with growth stocks and growing concern about rising rates and inflation.

    March 8, 2022 Sean McDade
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  • EQOP – Another First for Natixis

    EQOP combines two actively managed equity sleeves into one ETF portfolio, paving the way for others of its type.

    February 7, 2022 Nicholas J. Elward
    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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  • Using Factor Analysis to Build Better Portfolios

    Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.

    October 20, 2021 Mark J. Cintolo - Sean Kaukas
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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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    Vaughan Nelson Select: Why, How, What

    Equity Analyst Adam Rich talks about how Vaughan Nelson Select takes a concentrated, active approach to equity opportunities.

    May 14, 2021
    A Client-Centric View of Managed Models

    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®.

    May 5, 2021 Gregory V. Kanarian
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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