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.
Discover 3 questions to ask regarding short duration bond strategies and learn how this approach may alleviate rising interest rate concerns.
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.
How investing in bank loans may do more than protect portfolios against rising rates is explored by Loomis Sayles’ Bank Loan team.
How inflation, volatile markets, recession fears, and ongoing uncertainty are affecting allocation decisions in financial advisors’ portfolios.
500 names in an index isn’t offering broad diversification today. That’s why maintaining factor diversification is key to Vaughan Nelson’s Select approach.
When considering ETFs, know how premium/discount is calculated – and look at other factors.
Introduction to bond investing, fixed income funds, and how changing interest rates affect prices and yields.
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.
A look at ETF strategists and the role they play in assisting financial professionals achieve their financial goals.
Q&A with Scott Weber, Co-Portfolio Manager of the Natixis Vaughan Nelson Select ETF (VNSE).
Understanding the potential price fluctuations unique to fixed income ETFs due to both structural and technical factors.
EQOP combines two actively managed equity sleeves into one ETF portfolio, paving the way for others of its type.
Strong returns, higher inflation, and lots of dry powder entering 2022.
Weighting portfolio assets based on their Sharpe ratios may be a good alternative to mean-variance optimization to help optimize risk efficiency.
Periodic rebalancing is necessary to maintain an investor’s target risk profile, but it’s important to understand the costs and benefits.
With their yields near all-time lows, Treasuries may no longer provide reliable diversification for equities in the next crisis. What else might work?
Balancing performance, fees, investment processes, and equity allocation parameters is key to evaluating target date fund managers.
With interest rates more likely to rise than fall, investors may want to revisit their bond allocations with an eye toward risk.
While P/E ratios are still close to their historic highs, equities remain attractive when adjusting for interest rates and a different fundamental backdrop.
Successful leaders from various fields show exceptional emotional intelligence – these traits can also enhance financial advisors’ client relationships.
REITs can provide a diversified source of income, an inflation hedge and growth potential – but they are often missing from investor portfolios.
As financial professionals are growing more sophisticated in their use of models, they are raising the bar for portfolio providers.
Investors concerned about offsetting equity risk may want to look beyond traditional assets like dividend-paying stocks, gold, and core fixed income funds.
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.
Tactical asset allocation strategies can add value and improve returns, but they can also be difficult to execute and evaluate. Here’s what to look for.
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.
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.