Portfolio Consulting

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

Foundations and public pensions lost ground in a challenging investment environment. As we enter 2023, indicators suggest elevated return potential.

See how the higher interest rates of the past year have helped investment grade corporates and bank loans more than high yield bonds.

Learn how advisors have adjusted their financial portfolio allocations in response to higher inflation and difficult market conditions.

Using index P/E ratios for historical comparisons may be inaccurate because index composition can change significantly over time.

In years with negative investment returns, investors may be able to use losses to offset taxable capital gains, a technique known as tax loss harvesting.

Even investors not involved with private equity can be affected by the interplay with the public equity side, particularly in the US growth space.

Highlights from a panel talk on model portfolios featuring Natixis Solutions’ Portfolio Manager Brian Kmetz, CFA®, offer best practices and innovations.

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

As year-over-year inflation shows signs of peaking, investors may want to revisit portfolio allocations.

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.

The pause in student loan payment requirements in March 2020 created a unique investment opportunity for borrowers who wanted to put their savings to work.

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.

If the Federal Reserve is no longer buying bonds, what happens to bond prices?

Analysis of whether the equity market selloff has improved stock valuations relative to bonds.

Portfolio analysts evaluate key economic indicators and historical data to assess the likelihood of a US recession in the next 12 months.

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

Allocations in advisors’ moderate models reflect disenchantment with growth stocks and growing concern about rising rates and inflation.

With their yields near all-time lows, Treasuries may no longer provide reliable diversification for equities in the next crisis. What else might work?

As financial professionals are growing more sophisticated in their use of models, they are raising the bar for portfolio providers.

Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.

Overviews the range of model portfolio construction methodologies with a focus on their strengths and weaknesses.

Equity Analyst Adam Rich talks about how Vaughan Nelson Select takes a concentrated, active approach to equity opportunities.

Ways clients benefit from managed models, and how best to communicate to clients why you made the shift, are outlined by Gregory V. Kanarian, CFA®.

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.