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Hawks, Hikes and High Bars

Portfolio manager Jack Janasiewicz and investment strategist Brian Hess discuss inflation, the Fed, earnings, and positioning in the Natixis model portfolios.

May 15, 2024 Brian Hess - Jack Janasiewicz
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Top 10 Reasons to Extend Duration Now

Portfolio consultants make the case for extending duration in fixed income portfolios based on the current market environment.

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No Cuts? No Problem.

Portfolio manager Jack Janasiewicz and investment strategist Brian Hess discuss inflation, rates, growth, and positioning in the Natixis model portfolios.

April 18, 2024 Brian Hess - Jack Janasiewicz
US Inflation Tracker

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

April 15, 2024 Jack Janasiewicz - Garrett Melson
60/40 Portfolio Simplicity

See how a 60% stock/40% bond separate account portfolio can be an elegant solution for tax-sensitive investors.

April 9, 2024 Gregory V. Kanarian
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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.

April 1, 2024 Brian Hess - Jack Janasiewicz
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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.

March 12, 2024 Kevin McCullough
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Bubble Trouble?

Portfolio manager and strategist Jack Janasiewicz discusses inflation anomalies, February market highs, AI, and comparisons with the dot-com bubble.

March 12, 2024 Jack Janasiewicz
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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.

February 13, 2024 Jack Janasiewicz
Plan Ahead for Tighter Spreads

As the yield difference across fixed income securities narrows, actively managed bond funds may offer advantages for bearish – and bullish – investors.

February 12, 2024 Mark J. Cintolo
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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.

January 29, 2024 Mark J. Cintolo
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Macro Outlook: Turn the Page

Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.

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Rate Cuts on the Horizon?

The latest economic data prints are paving the way for interest rate cuts in 2024 according to portfolio manager and strategist Jack Janasiewicz.

December 15, 2023 Jack Janasiewicz
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
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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
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Straight Talk on the Treasury Market

Who’s buying? Who’s selling? What about the deficit? Portfolio Manager Jack Janasiewicz discusses the dynamics and mechanics roiling the US Treasury market.

November 17, 2023 Jack Janasiewicz
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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
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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
Corporate Bond Shortage on the Horizon?

Higher interest rates have changed supply, demand and spread dynamics for investment grade corporate bonds, particularly for longer duration issues.

October 4, 2023 Mark J. Cintolo
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
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
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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
Returns on Cash May Be Lower Than You Think

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.

June 27, 2023 Mark J. Cintolo
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Fixed Income Framework: Cyclicality vs. Inflation

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

May 23, 2023 Mark J. Cintolo
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
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
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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

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
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
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

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
Four Key Insights into Establishing the California Green Bond Market

Investor motivations, perceptions, and knowledge gaps that may influence the state of California’s green bond market.

March 2, 2018