Natixis Insights
Business & Economics Podcasts
Better financial outcomes rely on insights you can trust.
Location:
United States
Description:
Better financial outcomes rely on insights you can trust.
Twitter:
@NatixisIM
Language:
English
Website:
https://im.natixis.com/
Episodes
Employment, inflation, and AI: Looking back on 2025
11/25/2025
Jack Janasiewicz and Brian Hess discuss the year’s key market themes, the government shutdown and model portfolio positioning.
Duration:00:19:40
Q3 2025 Update: Gateway Funds
11/10/2025
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.
Duration:00:39:52
Q3 2025 Update: Vaughan Nelson Mid Cap Fund
11/4/2025
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.
Duration:00:13:06
Q3 2025 Update: Vaughan Nelson Small Cap Fund
10/31/2025
Chris Wallis, lead senior portfolio manager at Vaughan Nelson reviews and discusses recent market trends, fund performance, and portfolio positioning.
Duration:00:08:21
Q3 2025 Update: Loomis Sayles Full Discretion Funds
10/31/2025
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.
Duration:00:22:37
Q3 2025 Update: Vaughan Nelson Select Fund
10/30/2025
Scott Weber, lead senior portfolio manager of the Vaughan Nelson Select Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Duration:00:14:02
Stocks rally as AI and Fed rate cuts drive optimism
10/29/2025
Hear macro experts Jack Janasiewicz and Brian Hess discuss AI’s market impact, Fed policy, and investor sentiment.
Duration:00:21:08
Q3 2025 Update: Loomis Sayles Strategic Alpha Fund
10/28/2025
Scott Darci, one of the portfolio managers on the Loomis Strategic Alpha Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Duration:00:21:06
Q3 2025 Update: Mirova Global Megatrends Fund
10/27/2025
Hua Cheng, portfolio manager on the Mirova Global Megatrends Fund reviews and discusses recent market trends, fund performance, and portfolio positioning,
Duration:00:26:12
Q3 2025 Update: Loomis Sayles Global Allocation Fund
10/27/2025
Raff Distefano, Investment Director of the Loomis Sayles Global Allocation Fund reviews and discusses recent market trends, fund performance, and portfolio positioning.
Duration:00:23:27
Q3 2025 Update: Loomis Sayles Core Plus Bond Fund
10/27/2025
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.
Duration:00:26:00
Stocks get stronger while labor market gets weaker. What’s next?
9/22/2025
From labor market concerns to the Fed policy outlook, macro experts Jack Janasiewicz and Brian Hess weigh in.
Duration:00:23:49
Labor market slows as tech drives US economic growth
8/22/2025
Jack Janasiewicz and Brian Hess discuss mixed retail and income data, tech-driven growth, evolving inflation, and potential Fed rate cuts.
Duration:00:27:11
Five institutional investment trends – midyear 2025
8/15/2025
From the return environment to asset allocation, Natixis consultants discuss institutional portfolio trends for H1 2025.
Duration:00:10:14
US dollar weakness and tariff impact surprises
7/11/2025
Jack Janasiewicz and Brian Hess discuss the unexpected shift in the US dollar and just how adverse tariff impacts may be.
Duration:00:23:36
Same old song and dance: Slower growth, inflation & tariffs
6/12/2025
Natixis macro experts discuss the equity rebound, long-duration bond sell off, tariffs and model portfolio positioning.
Duration:00:19:22
4 megatrends that could impact investment returns
6/10/2025
Mark Cintolo and Matt Hunyadi discuss framework megatrends they believe will impact returns over the next decade.
Duration:00:15:18
Tariff rollbacks and economic slowdown: What lies ahead?
5/21/2025
Jack Janasiewicz and Brian Hess talk US-China trade negotiations, the labor market, and positioning of Natixis model portfolios.
Duration:00:21:28
Recession threat? How tariffs are shaping economic outlook
4/21/2025
Jack Janasiewicz and Brian Hess discuss market volatility and defensive strategies amid tariff announcements.
Duration:00:20:32
DeepSeek, tariffs and US exceptionalism: Uncertainty runs wild
3/13/2025
In this edition of Tactical Take, Jack Janasiewicz and Brian Hess discuss the impact of DeepSeek on US tech and global markets.
Duration:00:22:13