Portfolio Consulting
From the Consultant’s Desk: 10 Trends in 2020
From the growth vs. value divide to the profusion of unicorns and the struggle to find yield, financial professionals had their hands full in 2020.
5 Investment Trends in US Advisor Portfolios – Spring 2021
Recent trends show increasing growth style bias, higher emerging market allocations and focus on quality fixed income holdings in moderate portfolios.
- March 5, 2021
- Natixis Investment Institute
- Mark J. Cintolo
Five Institutional Investment Trends to Watch
Recent trends include cash deployment, sustainable investment screening, and muni debt issuance by colleges and universities.
- March 3, 2021
- Natixis Investment Institute
- Mark J. Cintolo
Carry Trade on Student Loans?
The CARES Act provision deferring payments on federal student loans – and lowering rates to 0% – may offer an opportunity for clients with student debt.
- February 23, 2021
- Gregory V. Kanarian
Investment Idea for Student Debt
Deferred payments and 0% interest on federal student debt from the CARES Act may spell opportunity for investors with monthly loan payments.
From the Consultant’s Desk: The Year of the Barbell Portfolio
In a difficult year, financial advisors favored US growth stocks and high quality bonds in their model portfolios – but missed out on some top performing asset classes.
Should Investors Be Leery of Inflation Risk?
Accommodative monetary and fiscal policy and potential post-pandemic supply/demand challenges are raising long-dormant questions about inflation.
Customized Equity Portfolios Invest for Racial Equality
The AIA Racial Equity investment approach uses direct indexing to focus on companies that promote diversity, equity and inclusion.
CE Credit: Deep Dive Into Model Portfolio Construction
Overviews the range of model portfolio construction methodologies with a focus on their strengths and weaknesses.
- October 26, 2020
- Brian Kmetz
Where Are the Bankruptcies?
Despite record high unemployment during the pandemic, individual bankruptcy filings have fallen. What are the implications for portfolios?
Institutional Investment Trends During the COVID Market
Six institutional asset allocation and investment trends derived from data analyzed by Natixis Portfolio Clarity® consultants.
- October 22, 2020
- Natixis Investment Institute
- Mark J. Cintolo
Asset Allocation Trends During the COVID Market
Six asset allocation trends derived from in-depth analysis of investment portfolios by Natixis Portfolio Clarity® consultants.
- October 13, 2020
- Natixis Investment Institute
- Mark J. Cintolo
Is the Market’s Health Contingent on Additional Federal Aid?
A look at US savings levels and why the market is unlikely to roll over anytime soon.
Would President Biden Be Bad for Markets?
Excited talk of taxes and regulation may be distracting from a more market-friendly reality.
Rumors of a Tech Bubble Are Highly Exaggerated
Checking in on investor sentiment amid a resurgence in COVID-19 caseloads, and a look at potential near-term market opportunities.
Custom Index Portfolios Help Improve After-Tax Returns
How direct indexing now provides investors with greater control and tax efficiency, and active tax management techniques, are examined.
New Look of Managed Accounts: More Scalability, Tax Efficiency, and Customization
How technological advancements are making separately managed accounts more attractive to a wider audience, especially for tax planning, is explained.
Equity Diversification for the Next Selloff
With their yields near all-time lows, Treasuries may no longer provide reliable diversification for equities in the next crisis. What else might work?
- June 18, 2020
- Mark J. Cintolo
Natixis Investment Managers Solutions Investment Committee Overview
Learn about the committee that provides capital market views and asset allocation guidance for consulting clients and the firm’s tactical model portfolios.
Reactivate Your Equity Portfolio
Passive equity indexing may be less advantageous in the wake of a bear market that is increasing dispersion and creating distinct winners and losers.
- May 15, 2020
- Gregory V. Kanarian
Portfolio Defense: Value, Growth, or Neither?
Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.
Global Barometer: How Advisor Portfolios Were Positioned Heading into 2020
See how moderate portfolios varied by geographic region at the end of 2019 in the Natixis Investment Managers Global Portfolio Barometer.
- April 24, 2020
- Natixis Investment Institute
Using Analytics to Help Advisors Build Better Portfolios
Watch this brief introduction to Natixis Portfolio Clarity®, an institutional-quality portfolio analysis service for financial professionals.