Bright Spot: Emerging Market Small Cap Stocks

Bright Spot: Emerging Market Small Cap Stocks

Small emerging market companies have outperformed their large EM counterparts – and the S&P 500® – over the past year.

December 15, 2023 Sean Kaukas
Portfolio Construction Fundamentals Portfolio Construction Fundamentals

Model portfolio manager offers insights on asset allocation, portfolio structure and strategy selection – the three fundamentals of portfolio construction.

December 14, 2023 Brian Kmetz
The Difference a Day Makes: Leaping into 2024 The Difference a Day Makes: Leaping into 2024

Portfolio consultant offers insight into which tax and investment strategies need to happen before year-end – and others that need to wait for the new year.

December 13, 2023 Gregory V. Kanarian
Why We’re (Still) Underweight Securitized Assets Why We’re (Still) Underweight Securitized Assets

Portfolio consultant compares investments in securitized assets with those in corporate and Treasury securities.

November 30, 2023 Mark J. Cintolo
Portfolio Allocation Trends – Q3 2023
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Portfolio Allocation Trends – Q3 2023

A review of nearly 300 advisor portfolios shows that taking equity risk and staying short on fixed income duration drove top year-to-date portfolio returns.

November 22, 2023 Sean Kaukas - Kevin McCullough
Don’t Be Shy About Using Model Portfolios Don’t Be Shy About Using Model Portfolios

Using models can give clients a consistent investment experience and free up more time for advisors to provide high level financial advice.

November 16, 2023 Gregory V. Kanarian
Portfolio Construction – What Role Should Fixed Income Play?
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Portfolio Construction – What Role Should Fixed Income Play?

Liquidity? Diversification? Income? Portfolio consultants discuss a goals-based approach to align the fixed income allocation with investor objectives.

November 13, 2023 Mark J. Cintolo - Kevin McCullough
Investment Committee Overview Investment Committee Overview

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

November 10, 2023
Fixed Income Yields and Drivers
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Fixed Income Yields and Drivers

Portfolio consultants discuss inflation, interest rates and current bond yields, with a focus on the drivers that could push yields lower or higher.

October 18, 2023 Mark J. Cintolo - Kevin McCullough
Baby Steps: 3 Financial Planning Ideas for Expectant Parents Baby Steps: 3 Financial Planning Ideas for Expectant Parents

Three wealth management ideas for getting your financial (rubber) ducks in a row before the sleepless nights begin.

October 3, 2023 Gregory V. Kanarian
Psst… Check Out Small Cap Stocks Psst… Check Out Small Cap Stocks

Valuations, positive momentum, technical support and a likely soft landing are converging to favor small company stocks over the next few months.

September 29, 2023 Gregory V. Kanarian
Credit Where It’s Due Credit Where It’s Due

Robust US growth, strong corporate balance sheets and persistent consumer spending have helped high yield securities and bank loans outperform this year.

September 15, 2023 Kevin McCullough
With Direct Indexing, Process Matters
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With Direct Indexing, Process Matters

Kevin Maeda explains how process is a key differentiator between direct index providers, particularly for clients diversifying concentrated stock positions.

August 28, 2023 Kevin Maeda
Portfolio Construction: Growth & Cyclical Stocks
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Portfolio Construction: Growth & Cyclical Stocks

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

August 25, 2023 Mark J. Cintolo - Sean Kaukas
Moderate Model Portfolio Trends Analysis – Midyear 2023 Moderate Model Portfolio Trends Analysis – Midyear 2023

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

August 11, 2023 David T. Reilly
Five Institutional Investment Trends – Midyear 2023
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Five Institutional Investment Trends – Midyear 2023

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

July 25, 2023 Mark J. Cintolo
Traditional Diversification Is Working Again
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Traditional Diversification Is Working Again

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

April 27, 2023 Mark J. Cintolo
Listen to Our Experts Explain the Framework
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Listen to Our Experts Explain the Framework

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
5 Trends in Model Investment Portfolios – Year-End 2022 5 Trends in Model Investment Portfolios – Year-End 2022

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

March 14, 2023 Gregory V. Kanarian
Observations on Five Institutional Investing Trends
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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
5 Ways to Prepare Your Bond Portfolio for a Recession 5 Ways to Prepare Your Bond Portfolio for a Recession

As rising rates and inflation lead to fears of recession, there are steps investors can take to make fixed income holdings more resilient within their bond portfolios.

November 3, 2022 Mark J. Cintolo
From the Consultants’ Desk: Investment Portfolio Construction Trends at Midyear
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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 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
Portfolio Rebalancing Using Derivatives: Futures Overlays Portfolio Rebalancing Using Derivatives: Futures Overlays

Research paper explores how synthetic rebalancing using a futures overlay can help manage risk, reduce transaction costs, and minimize taxes.

August 1, 2022 Mark J. Cintolo - Joseph Stein
Is This a Good Time to Consider Corporate Bonds? 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
Institutional Investing Trends Observed at Midyear 2022 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
Inflation Protection: An Equity-Centric View 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
The Art – and Science – of Building Better Model Portfolios 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
Generate Better After-Tax Returns with Direct Indexing
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Generate Better After-Tax Returns with Direct Indexing

Learn why direct indexing with a separately managed account (SMA) is more tax-efficient than an index fund or ETF.

August 19, 2021 Kevin Maeda
CE Credit: Deep Dive into Model Portfolio Construction
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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
5 Investment Trends in US Advisor Portfolios – Spring 2021 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
Five Institutional Investment Trends to Watch 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
Direct Indexing Solutions for Tax-Efficient Diversification
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Direct Indexing Solutions for Tax-Efficient Diversification

Learn how a direct indexing strategy can help control the tax impact of diversifying a concentrated stock position.

April 3, 2020 Kevin Maeda
Tax-Efficient Portfolio Transitions Using Direct Indexing
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Tax-Efficient Portfolio Transitions Using Direct Indexing

Discover how direct indexing can help minimize the tax consequences of transitioning portfolio assets to a new account.

March 26, 2020 Kevin Maeda
Create Customized Portfolios Using Direct Indexing
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Create Customized Portfolios Using Direct Indexing

See how index portfolios can be customized for ESG (environmental, social, and governance) or strategic investment goals using active screening techniques.

March 6, 2020 Kevin Maeda