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A Two-Part Framework to Explain Equity Performance

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

March 15, 2023 Mark J. Cintolo - Sean Kaukas
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Observations on Five Institutional Investing Trends

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

February 6, 2023 Mark J. Cintolo Financial Professional content – requires login
Looking Beyond High Yield Bonds for Higher Returns

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

February 6, 2023 Mark J. Cintolo
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Financial Portfolios Adapt to Inflation, Rough Markets

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

January 10, 2023 James Kelly - Kevin McCullough
When Comparing P/E Ratios, Index Composition Matters

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

December 14, 2022 James Kelly Financial Professional content – requires login
Bear Market Lemonade

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.

November 10, 2022 Sean McDade
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From the Consultants’ Desk: Trends in the Private Equity Market

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

October 28, 2022 Mark J. Cintolo - Kevin McCullough
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Best Practices & Innovations in Model Portfolios

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

October 18, 2022 Brian Kmetz
Investment Committee Overview

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

October 11, 2022
Positioning Portfolios for Fading Inflation

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

October 7, 2022 Mark J. Cintolo - Sean Kaukas
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From the Consultants’ Desk: Investment Portfolio Construction Trends at Midyear

US equity exceptionalism sentiment, value, shorter durations, and unicorns are among the asset allocation trends explored.

September 1, 2022 Mark J. Cintolo - Kevin McCullough
5 Midyear Trends in Model Investment Portfolios – Summer 2022

As correlations and inflation spiked in the first half of 2022, the best performing investment portfolios held inflation-protection assets, alternatives – and cash.

August 18, 2022 Mark J. Cintolo Financial Professional content – requires login
Student Loan Carry Trade – I Bond Update

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.

August 9, 2022 Gregory V. Kanarian
Is This a Good Time to Consider Corporate Bonds?

With yields recently hitting 13-year highs and recession fears growing, are there opportunities in investment grade corporate bonds?

August 1, 2022 Mark J. Cintolo Financial Professional content – requires login
Institutional Investing Trends Observed at Midyear 2022

Amid the failed diversification of disappointing returns from both stocks and bonds, there are some bright spots in institutional investing trends.

July 22, 2022 Mark J. Cintolo Financial Professional content – requires login
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From the Consultants’ Desk: Quantitative Tightening & Bonds

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

Are Stocks a Better Value Than Bonds?

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

June 2, 2022 David T. Reilly
Will There Be a Recession in 2022?

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

May 23, 2022 Sean Kaukas - Kevin McCullough
Inflation Protection: An Equity-Centric View

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

April 12, 2022 Mark J. Cintolo - Sean Kaukas
5 Allocation Trends in Model Portfolios – Winter 2022

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

March 8, 2022 Sean McDade Financial Professional content – requires login
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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?

December 20, 2021 Mark J. Cintolo Financial Professional content – requires login
The Art – and Science – of Building Better Model Portfolios

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

December 6, 2021 Financial Professional content – requires login
Using Factor Analysis to Build Better Portfolios

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

October 20, 2021 Mark J. Cintolo - Sean Kaukas Financial Professional content – requires login
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CE Credit: Deep Dive into Model Portfolio Construction

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

July 8, 2021 Brian Kmetz Financial Professional content – requires login
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Vaughan Nelson Select: Why, How, What

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

May 14, 2021
A Client-Centric View of Managed Models

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®.

May 5, 2021 Gregory V. Kanarian Financial Professional content – requires login
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 Mark J. Cintolo Financial Professional content – requires login
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 Mark J. Cintolo Financial Professional content – requires login