Episode Synopsis "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.

Listen "Portfolio Allocation Trends – Q3 2023"

More episodes of the podcast Natixis Insights

• Q1 2024 Update: Gateway Funds
• Q1 2024 Update: Loomis Sayles Global Allocation Fund
• Q1 2024 Update: Loomis Sayles Core Plus Bond Fund
• Top 10 Reasons to Extend Duration Now
• Hawks, Hikes and High Bars
• Q1 2024 Update: Vaughan Nelson Small Cap Value Fund
• Q1 2024 Update: Vaughan Nelson Mid Cap Fund
• Q1 2024 Update: Mirova Global Equity Funds
• Q1 2024 Update: Vaughan Nelson Select Fund
• Q1 2024 Update: Loomis Sayles Full Discretion Funds
• Q1 2024 Update: Loomis Sayles Strategic Alpha Fund
• No Cuts? No Problem.
• Investment Portfolio Trends 2023: Looking in the Mirror
• Election 2024: Candidates, Congress, and Weary Constituents
• Bubble Trouble?
• Herding Hawks at the Fed
• Q4 2023 Update: Loomis Sayles Core Plus Bond Fund
• Q4 2023 Update: Vaughan Nelson Mid Cap Fund
• Q4 2023 Update: Vaughan Nelson Select Fund
• Q4 2023 Update: Loomis Sayles Global Allocation Fund
• Five Institutional Trends Dominated in 2H 2023
• Q4 2023 Update: Mirova Global Equity Funds
• Q4 2023 Update: Loomis Sayles Strategic Alpha Fund
• Q4 2023 Update: Loomis Sayles Full Discretion Funds
• Q4 2023 Update: Vaughan Nelson Small Cap Value Fund
• Q4 2023 Update: Gateway Funds
• What Really Matters in 2024
• 2024 Investment Idea: Quality/Growth
• Rate Cuts on the Horizon?
• Portfolio Allocation Trends – Q3 2023
• Straight Talk on the Treasury Market
• Portfolio Construction – What Role Should Fixed Income Play?
• Cruel September
• Fixed Income Yields and Drivers
• Bullwhips and the Extrapolation Effect
• Recession Outlook: Going, Going, Gone
• Five Institutional Investment Trends – Midyear 2023
• Market Catalysts: Made in the USA
• From the Consultant’s Desk: Fixed Income Framework: Cyclicality vs. Inflation
• Value Investing Insight: Banking Dilemmas and Discounts
• From the Consultant’s Desk: Traditional Diversification Is Working Again
• From the Consultant’s Desk: Listen to Our Experts Explain the Framework
• Observations On Five Institutional Investing Trends
• Equity Themes for Fading Inflation