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
Top Institutional Trends in 1H 2024
7/26/2024
Discussion of asset allocation trends in institutional and financial advisor model portfolios analyzed by Natixis Investment Managers Solutions portfolio consultants.
Duration:00:10:48
Markets, Mandates and Model Maneuvers
7/19/2024
Macro experts discuss earnings estimates, growth expectations, rate cuts, and positioning in the Natixis model portfolios.
Duration:00:21:15
Markets, mandates and model maneuvers
7/17/2024
Macro experts discuss earnings estimates, growth expectations, rate cuts, and positioning in the Natixis model portfolios.
Duration:00:21:15
AIs, market highs, yields rise
6/6/2024
Macro discussion covers artificial intelligence, stock market highs, bond market volatility, and positioning in the Natixis model investment portfolios.
Duration:00:18:22
Q1 2024 Update: Gateway Funds
5/14/2024
Joe Ferrara, an Investment Strategist at Gateway Investment Advisers and Luke Palmer, Associate Investment Strategist at Natixis, review and discuss recent market trends, fund performance, and portfolio positioning.
Duration:00:24:16
Q1 2024 Update: Loomis Sayles Global Allocation Fund
5/14/2024
Gretchen Amidon, co-portfolio manager of the Loomis Sayles Global Allocation Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Duration:00:16:50
Q1 2024 Update: Loomis Sayles Core Plus Bond Fund
5/14/2024
Michael Gladchun, Associate Portfolio Manager for the Loomis Sayles Fixed Income Group, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Duration:00:31:38
Top 10 Reasons to Extend Duration Now
5/14/2024
Portfolio consultants make the case for extending duration in fixed income portfolios based on the current market environment.
Duration:00:12:54
Hawks, Hikes and High Bars
5/14/2024
Portfolio manager Jack Janasiewicz and investment strategist Brian Hess discuss inflation, the Fed, earnings, and positioning in the Natixis model portfolios.
Duration:00:18:22
Q1 2024 Update: Vaughan Nelson Small Cap Value Fund
5/10/2024
Dan Hughes, Vice President, Distribution, of Vaughan Nelson, and Chris Wallis, lead Senior Portfolio Manager review and discuss recent market trends, fund performance, and portfolio positioning.
Duration:00:08:00
Q1 2024 Update: Vaughan Nelson Mid Cap Fund
5/1/2024
Dan Hughes, Vice President, Distribution, of Vaughan Nelson, and Chad Fargason, Senior Portfolio Manager, review and discuss recent market trends, fund performance, and portfolio positioning.
Duration:00:10:11
Q1 2024 Update: Mirova Global Equity Funds
4/30/2024
Hua Cheng, portfolio manager at Mirova US, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Duration:00:33:49
Q1 2024 Update: Vaughan Nelson Select Fund
4/30/2024
Scott Weber, portfolio manager of the Vaughan Nelson Select Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Duration:00:14:46
Q1 2024 Update: Loomis Sayles Full Discretion Funds
4/30/2024
Bryan Hazleton, associate manager of the Loomis Sayles Full Discretion Funds Team, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Duration:00:20:39
Q1 2024 Update: Loomis Sayles Strategic Alpha Fund
4/30/2024
Matt Eagan, portfolio manager of the Loomis Sayles Strategic Alpha Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Duration:00:37:15
No Cuts? No Problem.
4/16/2024
Portfolio manager Jack Janasiewicz and investment strategist Brian Hess discuss inflation, rates, growth, and positioning in the Natixis model portfolios.
Duration:00:19:10
Investment Portfolio Trends 2023: Looking in the Mirror
4/2/2024
A review of more than 200 investment portfolios highlights the benefits of risk-on allocations as inflation fears ease and markets rebound.
Duration:00:09:49
Election 2024: Candidates, Congress, and Weary Constituents
3/26/2024
Political pundits discuss the 2024 election, voter fatigue, and critical issues that need to be addressed.
Duration:00:24:24
Bubble Trouble?
3/11/2024
Portfolio manager and strategist Jack Janasiewicz discusses inflation anomalies, February market highs, AI, and comparisons with the dotcom bubble.
Duration:00:20:19
Herding Hawks at the Fed
2/13/2024
Portfolio manager and strategist Jack Janasiewicz discusses inflation nuances and the Federal Reserve’s need for “greater confidence” before cutting rates.
Duration:00:17:51