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.
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.
The CARES Act provision deferring payments on federal student loans – and lowering rates to 0% – may offer an opportunity for clients with student debt.
Deferred payments and 0% interest on federal student debt from the CARES Act may spell opportunity for investors with monthly loan payments.
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.
Accommodative monetary and fiscal policy and potential post-pandemic supply/demand challenges are raising long-dormant questions about inflation.
The AIA Racial Equity investment approach uses direct indexing to focus on companies that promote diversity, equity and inclusion.
Overviews the range of model portfolio construction methodologies with a focus on their strengths and weaknesses.
Despite record high unemployment during the pandemic, individual bankruptcy filings have fallen. What are the implications for portfolios?
Six institutional asset allocation and investment trends derived from data analyzed by Natixis Portfolio Clarity® consultants.
Six asset allocation trends derived from in-depth analysis of investment portfolios by Natixis Portfolio Clarity® consultants.
A look at US savings levels and why the market is unlikely to roll over anytime soon.
Excited talk of taxes and regulation may be distracting from a more market-friendly reality.
Checking in on investor sentiment amid a resurgence in COVID-19 caseloads, and a look at potential near-term market opportunities.
How direct indexing now provides investors with greater control and tax efficiency, and active tax management techniques, are examined.
How technological advancements are making separately managed accounts more attractive to a wider audience, especially for tax planning, is explained.
With their yields near all-time lows, Treasuries may no longer provide reliable diversification for equities in the next crisis. What else might work?
Learn about the committee that provides capital market views and asset allocation guidance for consulting clients and the firm’s tactical model portfolios.
Passive equity indexing may be less advantageous in the wake of a bear market that is increasing dispersion and creating distinct winners and losers.
Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.
See how moderate portfolios varied by geographic region at the end of 2019 in the Natixis Investment Managers Global Portfolio Barometer.
Watch this brief introduction to Natixis Portfolio Clarity®, an institutional-quality portfolio analysis service for financial professionals.