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Description
Better financial outcomes rely on insights you can trust.
Natixis Insights delivers a 360⁰ view of capital markets, macroeconomic trends, portfolio manager updates and big ideas from some of the world’s leading investment managers and market strategists.
Natixis Investment Managers’ multi-affiliate approach connects you to the independent thinking and focused expertise of more than 15 active managers. Ranked among the world’s largest asset managers*, we deliver a diverse range of solutions across asset classes, styles, and vehicles to meet investors’ evolving needs.
Subscribe now to access timely macro and market views, research, and portfolio analysis – all to help you make more informed investment decisions.
Learn more about Natixis Investment Managers at www.im.natixis.com
For additional information and important podcast disclosures for listeners outside the US, please consult www.im.natixis.com/intl/podcasts-and-other-media
*Cerulli Quantitative Update: Global Markets 2022 ranked Natixis Investment Managers as the 18th largest asset manager in the world based on assets under management as of December 31, 2021.
2805167.4.2
Natixis Insights delivers a 360⁰ view of capital markets, macroeconomic trends, portfolio manager updates and big ideas from some of the world’s leading investment managers and market strategists.
Natixis Investment Managers’ multi-affiliate approach connects you to the independent thinking and focused expertise of more than 15 active managers. Ranked among the world’s largest asset managers*, we deliver a diverse range of solutions across asset classes, styles, and vehicles to meet investors’ evolving needs.
Subscribe now to access timely macro and market views, research, and portfolio analysis – all to help you make more informed investment decisions.
Learn more about Natixis Investment Managers at www.im.natixis.com
For additional information and important podcast disclosures for listeners outside the US, please consult www.im.natixis.com/intl/podcasts-and-other-media
*Cerulli Quantitative Update: Global Markets 2022 ranked Natixis Investment Managers as the 18th largest asset manager in the world based on assets under management as of December 31, 2021.
2805167.4.2
390 Episodes
Reverse
Jack Janasiewicz and Brian Hess discuss the year’s key market themes, the government shutdown and model portfolio positioning.
Joe Ferrara, an Investment Strategist at Gateway Investment Advisers and Will Goldstone, Investment Strategist at Natixis, review and discuss recent market trends, fund performance, and portfolio positioning.
Dan Hughes, Vice President, Distribution, of Vaughan Nelson, and Dennis Alff, Senior Portfolio Manager review and discuss recent market trends, fund performance, and portfolio positioning.
Chris Wallis, lead senior portfolio manager at Vaughan Nelson reviews and discusses recent market trends, fund performance, and portfolio positioning.
Bryan Hazelton, one of the associate portfolio managers on the Full Discretion team at Loomis Sayles , reviews and discusses recent market trends, fund performance, and portfolio positioning.
Scott Weber, lead senior portfolio manager of the Vaughan Nelson Select Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Hear macro experts Jack Janasiewicz and Brian Hess discuss AI’s market impact, Fed policy, and investor sentiment.
Scott Darci, one of the portfolio managers on the Loomis Strategic Alpha Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Hua Cheng, portfolio manager on the Mirova Global Megatrends Fund reviews and discusses recent market trends, fund performance, and portfolio positioning,
Raff Distefano, Investment Director of the Loomis Sayles Global Allocation Fund reviews and discusses recent market trends, fund performance, and portfolio positioning.
Mike Gladchun, one of the associate portfolio managers on the Core Plus Bond Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
From labor market concerns to the Fed policy outlook, macro experts Jack Janasiewicz and Brian Hess weigh in.
Jack Janasiewicz and Brian Hess discuss mixed retail and income data, tech-driven growth, evolving inflation, and potential Fed rate cuts.
From the return environment to asset allocation, Natixis consultants discuss institutional portfolio trends for H1 2025.
Jack Janasiewicz and Brian Hess discuss the unexpected shift in the US dollar and just how adverse tariff impacts may be.
Natixis macro experts discuss the equity rebound, long-duration bond sell off, tariffs and model portfolio positioning.
Mark Cintolo and Matt Hunyadi discuss framework megatrends they believe will impact returns over the next decade.
Jack Janasiewicz and Brian Hess talk US-China trade negotiations, the labor market, and positioning of Natixis model portfolios.
Jack Janasiewicz and Brian Hess discuss market volatility and defensive strategies amid tariff announcements.
In this edition of Tactical Take, Jack Janasiewicz and Brian Hess discuss the impact of DeepSeek on US tech and global markets.
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