Same old song and dance: Slower growth, inflation & tariffs
Natixis macro experts discuss the equity rebound, long-duration bond sell off, tariffs and model portfolio positioning.
Jun 12, 2025•19 min
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Episodes
4 megatrends that could impact investment returns
Mark Cintolo and Matt Hunyadi discuss framework megatrends they believe will impact returns over the next decade.
Jun 10, 2025•15 min
Tariff rollbacks and economic slowdown: What lies ahead?
Jack Janasiewicz and Brian Hess talk US-China trade negotiations, the labor market, and positioning of Natixis model portfolios.
May 21, 2025•21 min
Q1 2025 Update: Gateway Funds
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.
Apr 29, 2025•36 min
Q1 2025 Update: Vaughan Nelson Select Fund
Scott Weber, lead senior portfolio manager of the Vaughan Nelson Select Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Apr 25, 2025•12 min
Q1 2025 Update: Loomis Sayles Global Allocation Fund
Raff Distefano, Investment Director of the Loomis Sayles Global Allocation Fund reviews and discusses recent market trends, fund performance, and portfolio positioning.
Apr 25, 2025•23 min
Q1 2025 Update: Vaughan Nelson Small Cap Value Fund
Chris Wallis, lead senior portfolio manager at Vaughan Nelson reviews and discusses recent market trends, fund performance, and portfolio positioning.
Apr 23, 2025•9 min
Q1 2025 Update: Loomis Sayles Strategic Alpha Fund
Matt Eagan, one of the portfolio managers on the Loomis Strategic Alpha Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Apr 23, 2025•26 min
Q1 2025 Update: Vaughan Nelson Mid Cap Fund
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.
Apr 22, 2025•10 min
Q1 2025 Update: Loomis Sayles Full Discretion Funds
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.
Apr 22, 2025•25 min
Q1 2025 Update: Loomis Sayles Core Plus Bond Fund
Rick Raczkowski, one of the lead portfolio managers for the Loomis Sayles Core Plus Fixed Income Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Apr 22, 2025•24 min
Recession threat? How tariffs are shaping economic outlook
Jack Janasiewicz and Brian Hess discuss market volatility and defensive strategies amid tariff announcements.
Apr 21, 2025•21 min
Q1 2025 Update: Mirova Global Equity Funds
Soliane Varlet, portfolio manager on the Mirova global, sustainable, and international sustainable equity funds, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Apr 11, 2025•28 min
DeepSeek, tariffs and US exceptionalism: Uncertainty runs wild
In this edition of Tactical Take, Jack Janasiewicz and Brian Hess discuss the impact of DeepSeek on US tech and global markets.
Mar 13, 2025•22 min
5 top allocation moves in advisor model portfolios
David Reilly, Connor Reardon, portfolio analysis and consulting, asset allocation, financial advisor portfolios, model portfolios.
Mar 13, 2025•10 min
Credit spreads are tight – and why this may not change soon
Listen to Mark Cintolo and Kevin McCullough discuss tight credit spreads and the importance of credit risk in portfolios.
Feb 27, 2025•8 min
Tactical Take: Tariff talks and market implications
Jack Janasiewicz and Brian Hess discuss the new administration’s trade policy, inflation and market impact.
Feb 14, 2025•18 min
Five institutional investment trends – Year-end 2024
Mark Cintolo and Matthew Hunyadi discuss asset allocation shifts, private equity, and real estate returns.
Jan 31, 2025•12 min
5 economic factors to watch in 2025
What does the equity market path look like for 2025? Jack Janasiewicz and Brian Hess discuss in this edition of Tactical Take.
Jan 17, 2025•20 min
2024 recap, inflation trends and predictions for 2025
Jack Janasiewicz and Brian Hess discuss inflation trends and market insights for 2025 in December’s Tactical Take.
Dec 26, 2024•27 min
Fixed income outlook: Navigating the post-election landscape
Kevin McCullough and Mark Cintolo discuss reinvestment risk, limiting concentration risk, and diversifying across multiple macroeconomic paths.
Dec 04, 2024•9 min
Election aftermath: Market reaction and economic outlook
Jack Janasiewicz and Brian Hess discuss economic and market trends post-election and the Natixis portfolio strategy.
Nov 19, 2024•25 min
China stimulus. Fed cuts. Global growth bump?
Jack Janasiewicz and Brian Hess discuss China’s stimulus, the Fed’s rate cut, and allocation moves for Natixis models.
Oct 21, 2024•19 min
All aboard the crazy train
Macro experts discuss the market correction, interest rate cuts, and positioning in the Natixis model portfolios.
Aug 13, 2024•22 min
Advisor portfolio trends: Duration and soft landing plays
Top allocation trends in advisor model portfolios for Q2 2024 are analyzed by Portfolio Consultants from Natixis Investment Managers Solutions.
Aug 05, 2024•7 min
Top Institutional Trends in 1H 2024
Discussion of asset allocation trends in institutional and financial advisor model portfolios analyzed by Natixis Investment Managers Solutions portfolio consultants.
Jul 26, 2024•11 min
Markets, Mandates and Model Maneuvers
Macro experts discuss earnings estimates, growth expectations, rate cuts, and positioning in the Natixis model portfolios.
Jul 19, 2024•21 min
Markets, mandates and model maneuvers
Macro experts discuss earnings estimates, growth expectations, rate cuts, and positioning in the Natixis model portfolios.
Jul 17, 2024•21 min
AIs, market highs, yields rise
Macro discussion covers artificial intelligence, stock market highs, bond market volatility, and positioning in the Natixis model investment portfolios.
Jun 06, 2024•18 min
Five Institutional Investment Trends – Midyear 2023
Recovering institutional investor returns, soaring AI company valuations, and reshuffling real estate sectors due to WFH impact are observed at midyear.
Jul 24, 2023•11 min
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