Equity Diversification for the Next Selloff
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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?

Choosing an Optimal Target Date Solution Choosing an Optimal Target Date Solution

Balancing performance, fees, investment processes, and equity allocation parameters is key to evaluating target date fund managers.

Is the 60% Stocks / 40% Bonds Portfolio Really Dead? Is the 60% Stocks / 40% Bonds Portfolio Really Dead?

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

Bond Basics: How Interest Rates Affect Bond Yields Bond Basics: How Interest Rates Affect Bond Yields

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

  • December 10, 2021
Portfolio Defense: Value, Growth, or Neither? Portfolio Defense: Value, Growth, or Neither?

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

Valuations and Fundamentals: A Historical Perspective Valuations and Fundamentals: A Historical Perspective

While P/E ratios are still close to their historic highs, equities remain attractive when adjusting for interest rates and a different fundamental backdrop.

Emotional Intelligence – A Tool for Financial Advisors Emotional Intelligence – A Tool for Financial Advisors

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

Opportune Time to Revisit REITs Opportune Time to Revisit REITs

REITs can provide a diversified source of income, an inflation hedge and growth potential – but they are often missing from investor portfolios.

The Art – and Science – of Building Better Model Portfolios 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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Asset Allocator’s Guide to Equity Diversification Strategies Asset Allocator’s Guide to Equity Diversification Strategies

Investors concerned about offsetting equity risk may want to look beyond traditional assets like dividend-paying stocks, gold, and core fixed income funds.

From the Consultant’s Desk: Reframing the Growth vs. Value Debate
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From the Consultant’s Desk: Reframing the Growth vs. Value Debate

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

  • November 29, 2021
Concentrated Investing: The Wave of the Future? Concentrated Investing: The Wave of the Future?

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

Tactical Asset Allocation for Offense and Defense Tactical Asset Allocation for Offense and Defense

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.

Are Cryptocurrency Funds Part of Your Portfolio’s Future? Are Cryptocurrency Funds Part of Your Portfolio’s Future?

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

Managing Risk: Implications of China’s Regulatory Changes Managing Risk: Implications of China’s Regulatory Changes

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

The Shift from Growth & Value to Business Cycle Investing The Shift from Growth & Value to Business Cycle Investing

Evaluating equity exposures in the context of their response to the business cycle can lead to better portfolio construction.

Cryptocurrency: The Early Years, Ongoing Development, and What’s Next Cryptocurrency: The Early Years, Ongoing Development, and What’s Next

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

Models Are Moving Mainstream
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Models Are Moving Mainstream

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

  • October 22, 2021
How Should You Rebalance a Simple Portfolio? How Should You Rebalance a Simple Portfolio?

Our research suggests that using asset thresholds rather than a calendar-based schedule provides better outcomes.

Using Factor Analysis to Build Better Portfolios 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.

Tax Management Update – Q3 2021 Tax Management Update – Q3 2021

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

Looking to Use Volatility as Opportunity
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Looking to Use Volatility as Opportunity

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

From the Consultant’s Desk: 4 Trends Dominating Advisor Portfolios
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From the Consultant’s Desk: 4 Trends Dominating Advisor Portfolios

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

What You Should Know About Cryptocurrency What You Should Know About Cryptocurrency

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

Rainy Day Funds: Making Sense of Short-Term Investment Strategies
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Comparing the benefits and risks of three investment vehicles that investors can consider when planning for short-term expenses.

Investment Trends in Advisor Portfolios – Midyear 2021 Investment Trends in Advisor Portfolios – Midyear 2021

Emerging trends this quarter include higher equity allocations, moves to hedge against inflation and growing interest in model portfolios.

Generate Better After-Tax Returns with Direct Indexing
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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.

Institutional Investment Trends Midyear 2021 Institutional Investment Trends Midyear 2021

In a strong equity market, institutions are rebalancing into fixed income and looking for opportunities to outsource certain investment management functions.

Natixis Investment Managers Solutions Investment Committee Overview Natixis Investment Managers Solutions Investment Committee Overview

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

  • August 10, 2021
Semi-Transparent ETFs: First Year Check-Up Semi-Transparent ETFs: First Year Check-Up

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 – Another First for Natixis EQOP – Another First for Natixis

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

CE Credit: Deep Dive into Model Portfolio Construction
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CE Credit: Deep Dive into Model Portfolio Construction

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

David Herro on Active Management’s Value to Investors
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David Herro on Active Management’s Value to Investors

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.

Bottoms Up: Finding Sustainable Growth in a Global Value Chain
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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 17, 2021
Using Option Strategies to Help Manage Portfolio Volatility
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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 3, 2021
Cryptocurrency Series: Halving Cycles – Understanding Bitcoin Price Fluctuations Cryptocurrency Series: Halving Cycles – Understanding Bitcoin Price Fluctuations

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

Vaughan Nelson Select: Why, How, What
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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
Three Questions for Short Duration Income ETF – LSST Three Questions for Short Duration Income ETF – LSST

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

  • May 10, 2021
A Client-Centric View of Managed Models 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®.

Pricing ETFs: How Premium/Discount is Calculated Pricing ETFs: How Premium/Discount is Calculated

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

A Growth Equity Strategies Update with Aziz Hamzaogullari, Loomis Sayles
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A Growth Equity Strategies Update with Aziz Hamzaogullari, Loomis Sayles

Aziz Hamzaogullari, discusses how the team's disciplined and differentiated philosophy and process shape the performance profile of Loomis Sayles Growth Equity Strategies.

Investing in Emerging Markets with WCM Investing in Emerging Markets with WCM

To help make the most of emerging market opportunities for its clients, WCM Investment Management uses an active, long-term investment approach focused on companies with improving competitive advantages and superior corporate cultures.

  • April 13, 2021
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Yield Curve Control: An Experiment in Real Time Yield Curve Control: An Experiment in Real Time

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

  • April 8, 2021
Demystifying TIPS: Potential Advantages of Inflation-Protected Securities Demystifying TIPS: Potential Advantages of Inflation-Protected Securities

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

Solving Puzzles During the Golden Age of Learning Solving Puzzles During the Golden Age of Learning

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

  • March 31, 2021
From the Consultant’s Desk: 10 Trends in 2020
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From the Consultant’s Desk: 10 Trends in 2020

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.

The Texas Energy Crisis and Fixed Income: Measuring Risk and Opportunity The Texas Energy Crisis and Fixed Income: Measuring Risk and Opportunity

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.

  • March 8, 2021
5 Investment Trends in US Advisor Portfolios – Spring 2021 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 Five Institutional Investment Trends to Watch

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

When It Comes to Short Duration Fixed Income, What Should Investors Watch For?
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When It Comes to Short Duration Fixed Income, What Should Investors Watch For?

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

  • February 26, 2021
3 Reasons to Consider Short-Term Bond ETFs in the Current Interest Rate Environment 3 Reasons to Consider Short-Term Bond ETFs in the Current Interest Rate Environment

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

Carry Trade on Student Loans? Carry Trade on Student Loans?

The CARES Act provision deferring payments on federal student loans – and lowering rates to 0% – may offer an opportunity for clients with student debt.

Evaluating ETF Costs: How to Calculate Secondary Market Spread Evaluating ETF Costs: How to Calculate Secondary Market Spread

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

Investment Idea for Student Debt Investment Idea for Student Debt

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

Corporate Culture and the Pandemic: Challenges Can Create Opportunity Corporate Culture and the Pandemic: Challenges Can Create Opportunity

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

  • February 18, 2021
Fixed Income ETFs: Unique Premium/Discounts Explained Fixed Income ETFs: Unique Premium/Discounts Explained

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

The Role of ETF Strategists: What They Do and How They Can Help The Role of ETF Strategists: What They Do and How They Can Help

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

From the Consultant’s Desk: The Year of the Barbell Portfolio
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From the Consultant’s Desk: The Year of the Barbell Portfolio

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.

Institutional Investment Trends During the Covid Market
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Institutional Investment Trends During the Covid Market

Six institutional asset allocation and investment trends derived from data analyzed by Natixis Investment Managers Solutions consultants.

Asset Allocation Trends During the COVID Market
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Asset Allocation Trends During the COVID Market

Key trends derived from in-depth analysis of model portfolios by Natixis Investment Managers Solutions consultants.

Direct Indexing Solutions for Tax-Efficient Diversification
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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.

Tax-Efficient Portfolio Transitions Using Direct Indexing
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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
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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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