Equities
Direct Indexing: Checking the Box
An in-depth analysis of how screening out companies based on personal values may affect returns on customized index portfolios.
No Cuts? No Problem.
Portfolio manager Jack Janasiewicz and investment strategist Brian Hess discuss inflation, rates, growth, and positioning in the Natixis model portfolios.
60/40 Portfolio Simplicity
See how a 60% stock/40% bond separate account portfolio can be an elegant solution for tax-sensitive investors.
Macro Outlook: Catalysts, Confidence & Cuts
Macro discussion of topics including US growth and the consumer, international markets, inflation, the Federal Reserve, and equity market themes.
Investment Portfolio Trends 2023: Looking in the Mirror
A review of more than 200 investment portfolios highlights the benefits of risk-on allocations as inflation fears ease and markets rebound.
Bubble Trouble?
Portfolio manager and strategist Jack Janasiewicz discusses inflation anomalies, February market highs, AI, and comparisons with the dot-com bubble.
Opportunity Knocks in International Stocks
While US stocks are getting all the glory, stocks in the MSCI World Index have also been providing attractive returns – and merit investors’ consideration.
Herding Hawks at the Fed
Portfolio manager and strategist Jack Janasiewicz discusses inflation nuances and the Federal Reserve’s need for “greater confidence” before cutting rates.
Five Institutional Trends Dominated in 2H 2023
How E&Fs led in performance, why private debt interest soared, and other institutional portfolio trends are detailed.
What Really Matters in 2024
Portfolio manager and strategist Jack Janasiewicz explains why growth, labor trends and risk appetite are what matters most to the markets this year.
Growth Is Where You Find It: A Look at 2024 Earnings Growth
Portfolio consultant identifies the sectors and industries most likely to experience earnings growth in 2024. Spoiler alert: US technology still looks good.
2024 Investment Idea: Quality/Growth
Using our proprietary Cyclicality vs. Inflation framework to align portfolio positioning with our economic outlook – lean in on Quality and Growth.
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.
Macro Outlook: Turn the Page
Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.
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.
Cruel September
Portfolio Manager Jack Janasiewicz examines seasonality patterns and the rise in bond yields, oil, and the dollar that weighed on risk assets in September.
Portfolio Construction: Growth & Cyclical Stocks
Portfolio consultants explain how they align equity investments with their current economic outlook using a growth/cyclical barbell strategy.
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.
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.
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.
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.
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.
Is the Market Looking Past Lowered Earnings Estimates?
While they aren’t yet reflected in the broad Index, S&P 500® earnings expectations have been revised much lower since mid-year.
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.
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.
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.
Inflation Protection: An Equity-Centric View
Historical analysis highlights which equity sectors and strategies fare best when inflation heats up.