Portfolio Construction
3 Questions to Ask When Considering Short-Term Bond Strategies
5 Trends in Model Investment Portfolios – Year-End 2022
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.
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.
Bond Basics: How Interest Rates Affect Bond Yields
Introduction to bond investing, fixed income funds, and how changing interest rates affect prices and yields.
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.
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.
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.
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.
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.
Investment Committee Overview
Learn about the investment committee that provides capital market views and asset allocation guidance for consulting clients and tactical model portfolios.
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.
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.
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.
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.
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.
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?
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.
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.
Using Option Strategies to Help Manage Portfolio Volatility
Learn how option strategies can help manage the volatility of equities and create a smoother ride.
Are Stocks a Better Value Than Bonds?
Analysis of whether the equity market selloff has improved stock valuations relative to bonds.
Pricing ETFs: How Premium/Discount is Calculated
When considering ETFs, know how premium/discount is calculated – and look at other factors.
Inflation Protection: An Equity-Centric View
Historical analysis highlights which equity sectors and strategies fare best when inflation heats up.
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.
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.
EQOP – Another First for Natixis
EQOP combines two actively managed equity sleeves into one ETF portfolio, paving the way for others of its type.
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?
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.
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.
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.
CE Credit: Deep Dive into Model Portfolio Construction
Overviews the range of model portfolio construction methodologies with a focus on their strengths and weaknesses.
Vaughan Nelson Select: Why, How, What
Equity Analyst Adam Rich talks about how Vaughan Nelson Select takes a concentrated, active approach to equity opportunities.
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®.
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.
Five Institutional Investment Trends to Watch
Recent trends include cash deployment, sustainable investment screening, and muni debt issuance by colleges and universities.
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.
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.
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.
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