Gain clarity for your allocation strategy no matter where you stand.
Macro and market indicators appear to be sending mixed signals. The economic blueprint has changed. Income looks to be driving growth, not credit. Inflation has eased, yet labor remains strong. Maybe the healing supply side has been driving improvement all along.
How you look at the world and where you think the economy will land has a significant impact on your allocation decisions. You probably have a view, but are you seeing a path forward? For greater clarity, our Portfolio Analysis & Consulting Team follows a proprietary methodology called Cyclicality vs. Inflation Analysis. It provides a different perspective on allocation by scoring portfolio exposure to specific asset classes, sectors, and industries that are likely to perform best in specific economic environments.
What style boxes can’t tell you
Adding exposures that align with your outlook may help build a more resilient portfolio. Conversely, if you have holdings concentrated in a scenario you don’t expect to occur, you may want to consider some reallocation options. This proprietary methodology was developed and vetted by a 10-member Investment Committee at Natixis Investment Managers Solutions. It’s the same institutional-quality analysis applied to the model portfolios it manages on behalf of some of the world’s largest wealth managers.
How does your portfolio stack up?
Why not schedule an objective portfolio evaluation with a member of our experienced Portfolio Analysis and Consulting Team? They use sophisticated diagnostic tools to help identify diversification and yield opportunities and stress test your portfolio for numerous macro scenarios using their proprietary methodology. Call 800-862-4863 to set up an evaluation, or contact us.
Practical Applications for Your Portfolio
One way to simplify your allocation decision-making is to outsource it to a highly skilled model portfolios provider that shifts positioning to better align with evolving macro scenarios.
Explore model portfolios
If you prefer to make all allocation decisions, diversifying your portfolio’s exposure across growth and cyclical sectors in equities and multiple sectors of fixed income markets may be a smart approach.
Analysis that combines inflation and growth cycle trends may provide a more nuanced way to understand stock market drivers.
Portfolio consultants explain how they align equity investments with their current economic outlook using a growth/cyclical barbell strategy.
Framework shows how investors can adjust their bond holdings to align with their outlook for inflation, growth and recession scenarios.
What-if economic scenarios, the yield curve, and fixed income’s role in investor portfolios are part of this extending duration talk with PM Jack Janasiewicz.
All investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided. Investors should fully understand the risks associated with any investment prior to investing.
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