Natixis Investment Managers Solutions portfolio consultants Sean Kaukas and Kevin McCullough discuss the trends they’ve been seeing in institutional and financial advisors’ model portfolios. Allocations to equities hit a three-year high, exposure to fixed income declined, and investment professionals showed renewed interest in emerging markets. Other topics include analysis of holdings related to the economic cycle, the uptick in allocations to alternatives, and the growing popularity of model portfolios.
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