Portfolio construction

Top trends in advisor portfolios – 2Q 2024

August 06, 2024 - 8 min read

Mark J. Cintolo, CFA^®, CAIA^®

Vice President, Portfolio Consultant – Natixis Investment Managers Solutions

Kevin McCullough, CFA^®

Portfolio Consultant – Natixis Investment Managers Solutions

How top-performing advisor portfolios were positioned in Q2 2024, where the money is flowing, and fading inflation plays are analyzed by Natixis Investment Managers Solutions portfolio consultants. Included among the key findings discussed in this podcast are the following:

Advisors rotated out of cash and into fixed income and allocation funds.
Top-performing portfolios in Q2 had tilts to US, large-caps, and longer duration.
More advisors are positioned for a soft landing, continuing a directional shift that has taken place over the past several quarters.
Fixed income sleeves also shifted toward inflation fading, while duration and credit quality drifted higher.

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Data and analysis do not represent the actual or expected future performance of any investment product. We believe the information, including that obtained from outside resources, to be correct, but we cannot guarantee its accuracy. The information is subject to change at any time without notice. The data contained herein is the result of analysis conducted by Natixis Investment Managers Solutions’ consulting team on model portfolios submitted by Investment Professionals.

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