Discover 3 questions to ask regarding short duration bond strategies and learn how this approach may alleviate rising interest rate concerns.
How investing in bank loans may do more than protect portfolios against rising rates is explored by Loomis Sayles’ Bank Loan team.
What drives the relationship between bank loans and high yield bonds, and why it matters for fixed income investors is explored by Loomis Sayles.
500 names in an index isn’t offering broad diversification today. That’s why maintaining factor diversification is key to Vaughan Nelson’s Select approach.
Performance impact of market selloffs and rallies across asset classes and trend-following strategies is analyzed.
Spreading your investments across asset classes can help to balance risk and return potential, and avoid surprises when market corrections occur.
Weighting portfolio assets based on their Sharpe ratios may be a good alternative to mean-variance optimization to help optimize risk efficiency.
Periodic rebalancing is necessary to maintain an investor’s target risk profile, but it’s important to understand the costs and benefits.
With their yields near all-time lows, Treasuries may no longer provide reliable diversification for equities in the next crisis. What else might work?
With interest rates more likely to rise than fall, investors may want to revisit their bond allocations with an eye toward risk.
Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.
While P/E ratios are still close to their historic highs, equities remain attractive when adjusting for interest rates and a different fundamental backdrop.
REITs can provide a diversified source of income, an inflation hedge and growth potential – but they are often missing from investor portfolios.
Investors concerned about offsetting equity risk may want to look beyond traditional assets like dividend-paying stocks, gold, and core fixed income funds.
Our consultants explain why defensive and cyclical sectors may be a better way to diversify an equity portfolio than the traditional growth/value framework.
Diversification is important, but the depth of research and strong convictions behind more concentrated portfolios can benefit investors.
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.
Part 3 of our series discusses development of cryptocurrency funds and investors’ consideration of professional management when wading into the crypto waters.
Part 2 of this cryptocurrency series covers the acceptance of Bitcoin by early supporters, price appreciation, and growing interest among investors.
Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.
From the birth of Bitcoin to how blockchain functions as the transactional infrastructure is explained in Part 1 of this Basics of Cryptocurrency series.
Signs of a US dollar bear market, currency risk, and global yields are explored by Loomis, Sayles & Co. Portfolio Manager David Rolley.
Learn about the committee that provides capital market views and asset allocation guidance for consulting clients and tactical model portfolios.
Learn how a direct indexing strategy can help control the tax impact of diversifying a concentrated stock position.
From market volatility to geopolitical uncertainty, see how professional fund buyers are facing the challenges of 2019, based on the 2018 Global Survey of Professional Fund Buyers.
With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.
Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.