With growing investor interest in ETFs, our experts offer a quick primer on evaluating investment liquidity.
How E&Fs led in performance, why private debt interest soared, and other institutional portfolio trends are detailed.
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.
As we close 2023 and its rate hikes, inflation, and geopolitical strife, we consider trends for the 2024 ETF landscape.
Portfolio consultant identifies the sectors and industries most likely to experience earnings growth in 2024. Spoiler alert: US technology still looks good.
Using our proprietary Cyclicality vs. Inflation framework to align portfolio positioning with our economic outlook – lean in on Quality and Growth.
Small emerging market companies have outperformed their large EM counterparts – and the S&P 500® – over the past year.
Model portfolio manager offers insights on asset allocation, portfolio structure and strategy selection – the three fundamentals of portfolio construction.
Learn about this high quality equity ETF that uses an option overlay strategy to deliver a robust monthly distribution.
Portfolio consultant offers insight into which tax and investment strategies need to happen before year-end – and others that need to wait for the new year.
Portfolio consultant compares investments in securitized assets with those in corporate and Treasury securities.
A review of nearly 300 advisor portfolios shows that taking equity risk and staying short on fixed income duration drove top year-to-date portfolio returns.
Using models can give clients a consistent investment experience and free up more time for advisors to provide high level financial advice.
Liquidity? Diversification? Income? Portfolio consultants discuss a goals-based approach to align the fixed income allocation with investor objectives.
Learn about the investment committee that provides capital market views and asset allocation guidance for consulting clients and tactical model portfolios.
How pursuing certain undervalued companies and incorporating factor analysis makes a difference is explained by Vaughan Nelson portfolio managers.
Portfolio consultants discuss inflation, interest rates and current bond yields, with a focus on the drivers that could push yields lower or higher.
Three wealth management ideas for getting your financial (rubber) ducks in a row before the sleepless nights begin.
Valuations, positive momentum, technical support and a likely soft landing are converging to favor small company stocks over the next few months.
Head of Loomis Sayles’ Growth Equity Strategies explains why staying focused on a company’s long-term outlook is essential during market volatility.
Robust US growth, strong corporate balance sheets and persistent consumer spending have helped high yield securities and bank loans outperform this year.
Oakmark’s distinct approach to value investing and how it ignores short-term noise to deliver long-term results is explained.
Kevin Maeda explains how process is a key differentiator between direct index providers, particularly for clients diversifying concentrated stock positions.
Portfolio consultants explain how they align equity investments with their current economic outlook using a growth/cyclical barbell strategy.
High conviction, deep analysis, and concentrated portfolio construction could mean better returns with actively managed ETFs.
The best performing investment portfolios in the first half of 2023 had the highest exposure to growth stocks and longer-duration bonds.
If you’re keeping your investment money in cash, you’re likely missing out. See three reasons why it may be time to get back into the stock market.
Recovering institutional investor returns, soaring AI company valuations, and reshuffling real estate sectors due to WFH impact are observed at midyear.
Learn how various types of analysis techniques can help you better evaluate and select the right fixed income strategies for your clients’ portfolios.
Want companies with fast-growing earnings, agility, sales growth, and access to capital in your stock portfolio? Don’t forget mid-caps.
Loomis, Sayles & Company’s Cheryl Stober suggests digging deeper when evaluating the vulnerability of companies with loan-only capital structures.
Introduction to bond investing, fixed income funds, and how changing interest rates affect prices and yields.
Stocks and bonds stopped moving in tandem in early December – and that favors duration for bond investors.
Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.
Analysis that combines inflation and growth cycle trends may provide a more nuanced way to understand stock market drivers.
See which trends influenced financial advisors’ asset allocation decisions in their moderate model portfolios in the second half of 2022.
A look at ETF strategists and the role they play in assisting financial professionals to achieve their financial goals.
Foundations and public pensions lost ground in a challenging investment environment. As we enter 2023, indicators suggest elevated return potential.
While inflation has surged to 40-year highs, our analysis shows that advisors have been hesitant to allocate to sectors known for inflation resiliency.
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.
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.
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.
When considering ETFs, know how premium/discount is calculated – and look at other factors.
Historical analysis highlights which equity sectors and strategies fare best when inflation heats up.
As financial professionals are growing more sophisticated in their use of models, they are raising the bar for portfolio providers.
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.
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.