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Active fixed income investments uncover yield and value opportunities while mitigating risk. Tap into Natixis Investment Managers’ expertise.
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September 18, 2024
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In-depth portfolio analysis to identify and measure sources and drivers of risk and return that can be applied to asset allocation in client portfolios.
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October 09, 2024
Where does fixed income go from here?
Three veteran fixed income managers answer questions on investors’ minds, especially after the Fed’s interest rate cut.
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Investment portfolio trends

Our Portfolio Analysis & Consulting team tracks allocation shifts, risks, gaps, and top-performer profiles.

Our experienced portfolio consultants leverage detailed analysis and insights that can guide portfolio construction decisions. Since 2012, we have evaluated more than 25,000 model portfolios for wealth managers and institutions.

Asset classes, investment products, and market activity are monitored both in real time and from a historical perspective. Explore our institutional and financial advisor portfolio trends reports.

video
Portfolio construction
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.
Portfolio construction
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.
Portfolio construction
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.
podcast
Portfolio construction
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.
video
Portfolio construction
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.

This material is provided for informational purposes only and should not be construed as investment advice.

All 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. Investors should fully understand the risks associated with any investment prior to investing.

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