Portfolio Consulting

US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.

Portfolio consultants explain how they align equity investments with their current economic outlook using a growth/cyclical barbell strategy.

Three scenarios for where the yield curve may be at year-end 2024 and the advantages of adding duration to fixed income portfolios today is analyzed.

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.

The best performing investment portfolios in the first half of 2023 had the highest exposure to growth stocks and longer-duration bonds.

Recovering institutional investor returns, soaring AI company valuations, and reshuffling real estate sectors due to WFH impact are observed at midyear.

Learn how various types of analysis techniques can help you better evaluate and select the right fixed income strategies for your clients’ portfolios.

While many investors are satisfied with current returns on money market funds and other short-term investments, this may not be the best strategy right now.

Framework shows how investors can adjust their bond holdings to align with their outlook for inflation, growth and recession scenarios.

Stocks and bonds stopped moving in tandem in early December – and that favors duration for bond investors.

Which bond category has what it takes to outperform in the current landscape? Check out sector analysis and fixed income investing bracketology.

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

See which trends influenced financial advisors’ asset allocation decisions in their moderate model portfolios in the second half of 2022.

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.

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.

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.

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

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.

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.