Portfolio Construction

With interest rates more likely to rise than fall, investors may want to revisit their bond allocations with an eye toward risk.

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

Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.

Successful leaders from various fields show exceptional emotional intelligence – these traits can also enhance financial advisors’ client relationships.

Our consultants explain why defensive and cyclical sectors may be a better way to diversify an equity portfolio than the traditional growth/value framework.

Diversification is important, but the depth of research and strong convictions behind more concentrated portfolios can benefit investors.

Part 3 of our series discusses development of cryptocurrency funds and investors’ consideration of professional management when wading into the crypto waters.

China’s rollout of regulations, especially for internet firms, is analyzed through a risk management lens by Portfolio Manager Eric Liu at Harris Associates.

Part 2 of this cryptocurrency series covers the acceptance of Bitcoin by early supporters, price appreciation, and growing interest among investors.

What’s behind the growing popularity of model portfolios and innovative strategies now available are explored.

Review of the investment implications of potential US tax code changes and third quarter 2021 equity market activity.

The Loomis Sayles global equity team speaks about how its approach to value creation is designed for all market conditions.

Portfolio consultants discuss record high equity allocations, economic cycle dynamics, and the growing popularity of alternatives and model portfolios.

From the birth of Bitcoin to how blockchain functions as the transactional infrastructure is explained in Part 1 of this Basics of Cryptocurrency series.

Comparing the benefits and risks of three investment vehicles that investors can consider when planning for short-term expenses.

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

It’s uncertain whether tax rates will increase this year, but active tax management in direct indexing accounts can still improve after-tax returns.

It has now been over a year since the first semi-transparent exchange-traded fund (ETF) listed for trading in the United States. Now that these products have built up a performance and trading track record, let’s check in on how they’re performing.

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

An active manager’s role in portfolios today and how passive investing is the opposite of Harris Associates’ buy low, sell dear philosophy is explained.

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.

Introduction to Bitcoin, including the mining process, the impact of “halving cycles” on pricing trends, and price performance since 2010.

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

Implications of rising interest rates, growing valuations and liquidity on portfolio positioning are answered by EJ Tateosian, CFA.^®

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

Loomis Sayles fixed income specialists on how yield curve control (YCC) policies compare to quantitative easing (QE) – and what it could mean for investors.

Amid pandemic-related stimulus relief and vaccination progress, investors may want to consider how to prepare for increased inflation risk.

US Investment Analyst Joe Pittman explains why Harris Associates’ commitment to continuous learning is fundamental to successful investing in dynamic markets.

From the growth vs. value divide to the profusion of unicorns and the struggle to find yield, financial professionals had their hands full in 2020.

Deregulated power companies in the state of Texas will incur short-term financial pain in light of the recent power crisis, but the news is not all bad.

Natixis Head of Business Development Nick Elward speaks with the NYSE about what sets the LSST short-duration ETF strategy apart from the competition.

Short-term bonds may be an option for investors looking to navigate a challenging fixed income market – here are three reasons why

Transaction costs for exchange-traded funds include the spread. Here’s how this figure is defined and calculated.

Deferred payments and 0% interest on federal student debt from the CARES Act may spell opportunity for investors with monthly loan payments.

PM Mike Tian of WCM Investment Management discusses how some businesses are adapting to a changed business environment as a result of Covid-19.

Understanding the potential price fluctuations unique to fixed income ETFs due to both structural and technical factors.

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

In a difficult year, financial advisors favored US growth stocks and high quality bonds in their model portfolios – but missed out on some top performing asset classes.

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

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

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.