Put cash back to work
Clients who stash cash in money markets or CDs need to know these investments aren’t enough to reach their long-term goals. The Natixis Portfolio Playbook offers smart strategies for getting them back in the game.
Smart strategies for pulling cash off the sidelines
Our playbook helps you show clients why holding too much cash poses numerous risks. Help them overcome three key missteps:
- Why a 5% cash return is not enough to meet long-term goals.
- How avoiding market highs and waiting to buy the dip can be costly.
- Why today’s tech performance is not like the tech bubble of 2000 and shouldn’t be avoided.
We're here to help grow your business
With more than 15 specialist investment managers, we give you access to a diverse range of investment capabilities and objective support to help you build better portfolios for your clients.
Our team is ready to provide in-depth portfolio analysis and consulting services. Just fill out the form and a Natixis representative will contact you.
How to answer the tough questions
Help your clients see new investing opportunities with the Natixis Portfolio Playbook.
Why would I give up a sure 5% from money markets and CDs?
Earning 5% on cash may seem attractive, but it still comes with risks. A more diversified approach can help clients minimize reinvestment risk and generate the returns they’ll need to achieve long-term goals.
Investment strategies to explore:
Why invest in stocks when markets are near all-time highs?
Waiting to buy the dip can be costly. The market may be setting record highs, but looking at the history of some of the largest stock market indexes, such as the S&P 500®, shows that record days are often followed by more record days, creating significant growth opportunities for investors.
Investment strategies to explore:
Oakmark Fund OAKMX
The Natixis Model Portfolios use a strategic combination of active mutual funds, SMAs and tactical positions in passive ETFs and can help many investors meet their long-term objectives.
Only 5% of investors define risk as ‘having too much in cash.’1
– Natixis Global Survey of Individual Investors
Stay informed with the latest insights
Our strategists, investment managers, and portfolio consultants continually monitor capital markets and portfolio construction themes. You’ll get data-driven analysis of today’s market conditions. It’s the pulse check you need to make strategic and tactical moves that align with your clients’ goals.
Fixed income
Reasons to move cash back into bonds
Higher yields have created compelling opportunities across multiple fixed income sectors, says Loomis Sayles team.
Macro views
AIs, market highs, yields rise
Macro discussion covers artificial intelligence, stock market highs, bond market volatility, and positioning in the Natixis model investment portfolios.
Equities
Staying invested in equities during market highs
Portfolio Manager Bill Nygren discusses growth vs. value equity investing and why selling stocks at all-time highs isn’t a wise strategy.
1 Natixis Global Survey of Individual Investors conducted by CoreData Research in March and April 2023. Survey included 8,550 investors across 23 countries, 750 of whom were in the US.
There can be no assurance that developments will transpire as forecasted. Actual results may vary.
Diversification does not guarantee a profit or protect against a loss.
Investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.
Before investing, consider the fund's investment objectives, risks, charges, and expenses. Visit im.natixis.com or call 800-225-5478 for a prospectus or a summary prospectus containing this and other information. Read it carefully.
Indexes are not investments, do not incur fees and expenses, and are not professionally managed. It is not possible to invest directly in an index.
Unlike passive investments, there are no indexes that an active investment attempts to track or replicate. Thus, the ability of an active investment to achieve its objectives will depend on the effectiveness of the investment manager.
S&P 500® Index is a widely recognized measure of US stock market performance. It is an unmanaged index of 500 common stocks chosen for market size, liquidity, and industry group representation, among other factors. It also measures the performance of the large-cap segment of the US equities market.
This page may contain references to copyrights, indexes and trademarks that may not be registered in all jurisdictions. Third-party registrations are the property of their respective owners and are not affiliated with Natixis Investment Managers or any of its related or affiliated companies (collectively “Natixis”). Such third-party owners do not sponsor, endorse or participate in the provision of any Natixis services, funds or other financial products.
Natixis Distribution, LLC is a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by affiliates of Natixis Investment Managers.
Natixis Distribution, LLC (member FINRA|SIPC) is a marketing agent for the Oakmark Funds, a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by affiliates of Natixis Investment Managers.
ALPS Distributors, Inc. is the distributor for the Natixis Gateway Quality Income ETF and the Natixis Vaughan Nelson Select ETF. Natixis Distribution, LLC is a marketing agent. ALPS Distributors, Inc. is not affiliated with Natixis Distribution, LLC.
Natixis Distribution, LLC is located at 888 Boylston Street, Suite 800, Boston, MA 02199.
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