Direct Indexing: Checking the Box

An in-depth analysis of how screening out companies based on personal values may affect returns on customized index portfolios.

April 22, 2024 Gregory V. Kanarian
60/40 Portfolio Simplicity

See how a 60% stock/40% bond separate account portfolio can be an elegant solution for tax-sensitive investors.

April 9, 2024 Gregory V. Kanarian
3 Questions for Your Cash Management and Short-Term Investment Allocations

Explore 3 questions to ask regarding short duration bond strategies and learn how this approach could benefit investors in the current market landscape.

Do Smaller Asset ETFs Offer a Performance Advantage?

We look at whether nimbler, smaller-asset ETFs take more risks and beat their benchmarks more often versus larger asset ETFs.

April 3, 2024 Nicholas J. Elward
Pricing ETFs: How Premium/Discount Is Calculated

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

April 1, 2024 Nicholas J. Elward
Portfolio Construction Fundamentals

Model portfolio manager offers insights on asset allocation, portfolio structure, strategy selection and performance and risk monitoring.

March 27, 2024 Brian Kmetz
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    Investment Portfolio Trends 2023: Looking in the Mirror

    A review of more than 200 investment portfolios highlights the benefits of risk-on allocations as inflation fears ease and markets rebound.

    March 12, 2024 Kevin McCullough
    Does the 60/40 portfolio still work?

    Decreased volatility, return potential, and bonds in the 60/40 portfolio are analyzed by Harris Associates’ managers.

    March 7, 2024 William C. Nygren
    Opportunity Knocks in International Stocks

    While US stocks are getting all the glory, stocks in the MSCI World Index have also been providing attractive returns – and merit investors’ consideration.

    February 27, 2024 David T. Reilly
    ETF Tax Efficiency

    Explore ETF tax efficiency: Learn from a Natixis ETF Specialist about their tax-efficient investment advantages.

    February 20, 2024 Tyler A. Williams
    GQI – Natixis Gateway Quality Income ETF – on NYSE TV

    Gateway Investment Advisers CEO Mike Buckius discusses the Natixis Gateway Quality Income ETF (ticker GQI) on the floor of the New York Stock Exchange.

    February 16, 2024
    Quality Matters When Investing

    Learn how Gateway Investment Advisers uses a disciplined, proprietary approach to build its high-quality stock portfolios for the GQI ETF.

    February 2, 2024 Daniel M. Ashcraft
    Clearing Up the Misconception: ETF Trade Volume vs. Liquidity

    With growing investor interest in ETFs, our experts offer a quick primer on evaluating investment liquidity.

    February 1, 2024 Tyler A. Williams
    Five Institutional Trends Dominated in 2H 2023

    How E&Fs led in performance, why private debt interest soared, and other institutional portfolio trends are detailed.

    January 29, 2024 Mark J. Cintolo
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  • 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.

    January 10, 2024 Tyler A. Williams
    3 Thoughts on 2024 ETF Investing Trends

    As we close 2023 and its rate hikes, inflation, and geopolitical strife, we consider trends for the 2024 ETF landscape.

    December 27, 2023 Nicholas J. Elward
    Growth Is Where You Find It: A Look at 2024 Earnings Growth

    Portfolio consultant identifies the sectors and industries most likely to experience earnings growth in 2024. Spoiler alert: US technology still looks good.

    December 22, 2023 David T. Reilly
    2024 Investment Idea: Quality/Growth

    Using our proprietary Cyclicality vs. Inflation framework to align portfolio positioning with our economic outlook – lean in on Quality and Growth.

    December 21, 2023 Mark J. Cintolo - Sean Kaukas
    Bright Spot: Emerging Market Small Cap Stocks

    Small emerging market companies have outperformed their large EM counterparts – and the S&P 500® – over the past year.

    December 15, 2023 Sean Kaukas
    Introducing GQI: Natixis Gateway Quality Income ETF

    Learn about this high quality equity ETF that uses an option overlay strategy to deliver a robust monthly distribution.

    December 13, 2023 Michael T. Buckius
    The Difference a Day Makes: Leaping into 2024

    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.

    December 13, 2023 Gregory V. Kanarian
    Why We’re (Still) Underweight Securitized Assets

    Portfolio consultant compares investments in securitized assets with those in corporate and Treasury securities.

    November 30, 2023 Mark J. Cintolo
    Portfolio Allocation Trends – Q3 2023

    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.

    November 22, 2023 Sean Kaukas - Kevin McCullough
    Don’t Be Shy About Using Model Portfolios

    Using models can give clients a consistent investment experience and free up more time for advisors to provide high level financial advice.

    November 16, 2023 Gregory V. Kanarian
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    Portfolio Construction – What Role Should Fixed Income Play?

    Liquidity? Diversification? Income? Portfolio consultants discuss a goals-based approach to align the fixed income allocation with investor objectives.

    November 13, 2023 Mark J. Cintolo - Kevin McCullough
    Investment Committee Overview

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

    November 10, 2023
    Trading Time for Value

    How pursuing certain undervalued companies and incorporating factor analysis makes a difference is explained by Vaughan Nelson portfolio managers.

    Fixed Income Yields and Drivers

    Portfolio consultants discuss inflation, interest rates and current bond yields, with a focus on the drivers that could push yields lower or higher.

    October 18, 2023 Mark J. Cintolo - Kevin McCullough
    Baby Steps: 3 Financial Planning Ideas for Expectant Parents

    Three wealth management ideas for getting your financial (rubber) ducks in a row before the sleepless nights begin.

    October 3, 2023 Gregory V. Kanarian
    Psst… Check Out Small Cap Stocks

    Valuations, positive momentum, technical support and a likely soft landing are converging to favor small company stocks over the next few months.

    September 29, 2023 Gregory V. Kanarian
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    Long Time Horizons Matter for Growth Equity Investing

    Head of Loomis Sayles’ Growth Equity Strategies explains why staying focused on a company’s long-term outlook is essential during market volatility.

    September 29, 2023 Aziz V. Hamzaogullari
    Credit Where It’s Due

    Robust US growth, strong corporate balance sheets and persistent consumer spending have helped high yield securities and bank loans outperform this year.

    September 15, 2023 Kevin McCullough
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    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.

    September 11, 2023 Michael A. Nicolas - William C. Nygren
    With Direct Indexing, Process Matters

    Kevin Maeda explains how process is a key differentiator between direct index providers, particularly for clients diversifying concentrated stock positions.

    August 28, 2023 Kevin Maeda
    Portfolio Construction: Growth & Cyclical Stocks

    Portfolio consultants explain how they align equity investments with their current economic outlook using a growth/cyclical barbell strategy.

    August 25, 2023 Mark J. Cintolo - Sean Kaukas
    A Concentrated Portfolio May Mean Enhanced Returns

    High conviction, deep analysis, and concentrated portfolio construction could mean better returns with actively managed ETFs.

    August 17, 2023 Nicholas J. Elward
    Moderate Model Portfolio Trends Analysis – Midyear 2023

    The best performing investment portfolios in the first half of 2023 had the highest exposure to growth stocks and longer-duration bonds.

    August 11, 2023 David T. Reilly
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  • Time to Cash into Stocks?

    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.

    August 3, 2023
    Five Institutional Investment Trends – Midyear 2023

    Recovering institutional investor returns, soaring AI company valuations, and reshuffling real estate sectors due to WFH impact are observed at midyear.

    July 25, 2023 Mark J. Cintolo
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    CE Credit: Evaluating Fixed Income Strategies Through Multiple Lenses

    Learn how various types of analysis techniques can help you better evaluate and select the right fixed income strategies for your clients’ portfolios.

    July 17, 2023 Mark J. Cintolo
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  • Mid-Cap Stocks – A Sweet Spot for Investors

    Want companies with fast-growing earnings, agility, sales growth, and access to capital in your stock portfolio? Don’t forget mid-caps.

    July 17, 2023 Nicholas J. Elward
    Bank Loan Investors: Look Beyond Rising Rates and Debt Costs

    Loomis, Sayles & Company’s Cheryl Stober suggests digging deeper when evaluating the vulnerability of companies with loan-only capital structures.

    June 20, 2023 Cheryl Stober
    Bond Basics: How Interest Rates Affect Bond Yields

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

    May 9, 2023
    Traditional Diversification Is Working Again

    Stocks and bonds stopped moving in tandem in early December – and that favors duration for bond investors.

    April 27, 2023 Mark J. Cintolo
    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.

    April 24, 2023
    Listen to Our Experts Explain the Framework

    Analysis that combines inflation and growth cycle trends may provide a more nuanced way to understand stock market drivers.

    March 15, 2023 Mark J. Cintolo - Sean Kaukas
    5 Trends in Model Investment Portfolios – Year-End 2022

    See which trends influenced financial advisors’ asset allocation decisions in their moderate model portfolios in the second half of 2022.

    March 14, 2023 Gregory V. Kanarian
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    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.

    February 6, 2023 Mark J. Cintolo
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  • 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.

    November 9, 2022 Gregory V. Kanarian
    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.

    September 1, 2022 Mark J. Cintolo - Kevin McCullough
    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.

    August 18, 2022 Mark J. Cintolo
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  • 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?

    August 1, 2022 Mark J. Cintolo
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  • 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.

    July 22, 2022 Mark J. Cintolo
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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 28, 2022
    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 9, 2022
    Inflation Protection: An Equity-Centric View

    Historical analysis highlights which equity sectors and strategies fare best when inflation heats up.

    April 12, 2022 Mark J. Cintolo - Sean Kaukas
    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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    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.

    August 19, 2021 Kevin Maeda
    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.

    April 3, 2020 Kevin Maeda
    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.

    March 26, 2020 Kevin Maeda
    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.

    March 6, 2020 Kevin Maeda