Insights for Advisors Navigating a Complex Market
June has been full of developments, from global equity leadership shifts to fresh macro narratives. Here’s a recap of the top investment insights and strategy updates we've shared this month. We also have a special OCIO partnership announcement to highlight.
For only the second time in over a decade, developed international equities are outperforming their U.S. counterparts. We discussed the catalysts, including more attractive valuations, currency tailwinds, and earnings momentum, and what this shift means for portfolio construction going forward.
Treasuries now account for over 50% of U.S. fixed income portfolios, a dramatic change from 2020’s 30%. This post explored the structural drivers behind this move and how we’re thinking about interest rate risk and duration exposure in OCIO portfolios.
AI-powered productivity gains are colliding with stubborn inflation and slow growth concerns. This post asked: are we heading toward stagflation, or are we underestimating the upside of technological transformation? We laid out signals to watch and their portfolio implications.
While the headline jobs number was strong, deeper metrics (like the household survey and full-time vs. part-time splits) tell a more nuanced story. We unpacked how labor data is evolving and what that might mean for inflation expectations and Fed policy.
130/30 strategies have often been seen as tools for alpha, but they also offer compelling tax-aware applications. By realizing losses while preserving market exposure, these strategies can support after-tax return goals in taxable accounts. This is an increasingly relevant need for high-net-worth clients.
Our May SSR commentary reviewed how macro signals impacted small-cap exposure and growth/value tilts. Despite growth dominance, the strategy maintained alignment with market signals while staying nimble in the face of macro uncertainty.
Private credit has been growing, but access remains a challenge for many advisory practices. This post reviewed how interval funds offer exposure to the illiquidity premium while maintaining operational simplicity and platform compatibility.
📌 Burney Fusion Partnership Announcement
We’re excited to announce that Fusion Capital Management has selected Burney as their OCIO partner. It’s a testament to our ability to scale personalized investment support while delivering institutional-grade research and tax-aware implementation.
If you're an advisor exploring OCIO support, let's start the conversation.
Burney delivers institutional-grade research, tax-aware strategy implementation, and white-label investment support—all tailored to your practice.
See how our OCIO service can help you scale with confidence.