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
Q1 2025 Update: Gateway Funds
4/28/2025
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:00:35:34
Q1 2025 Update: Vaughan Nelson Select Fund
4/25/2025
Scott Weber, lead senior portfolio manager of the Vaughan Nelson Select Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Duration:00:11:36
Q1 2025 Update: Loomis Sayles Global Allocation Fund
4/25/2025
Raff Distefano, Investment Director of the Loomis Sayles Global Allocation Fund reviews and discusses recent market trends, fund performance, and portfolio positioning.
Duration:00:22:36
Q1 2025 Update: Vaughan Nelson Small Cap Value Fund
4/23/2025
Chris Wallis, lead senior portfolio manager at Vaughan Nelson reviews and discusses recent market trends, fund performance, and portfolio positioning.
Duration:00:09:27
Q1 2025 Update: Loomis Sayles Strategic Alpha Fund
4/23/2025
Matt Eagan, one of the portfolio managers on the Loomis Strategic Alpha Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Duration:00:25:47
Q1 2025 Update: Vaughan Nelson Mid Cap Fund
4/22/2025
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:00:10:19
Q1 2025 Update: Loomis Sayles Full Discretion Funds
4/22/2025
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:00:24:54
Q1 2025 Update: Loomis Sayles Core Plus Bond Fund
4/22/2025
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.
Duration:00:24:25
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
Q1 2025 Update: Mirova Global Equity Funds
4/11/2025
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.
Duration:00:27:44
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
5 top allocation moves in advisor model portfolios
3/13/2025
David Reilly, Connor Reardon, portfolio analysis and consulting, asset allocation, financial advisor portfolios, model portfolios.
Duration:00:09:33
Credit spreads are tight – and why this may not change soon
2/27/2025
Listen to Mark Cintolo and Kevin McCullough discuss tight credit spreads and the importance of credit risk in portfolios.
Duration:00:08:16
Tactical Take: Tariff talks and market implications
2/14/2025
Jack Janasiewicz and Brian Hess discuss the new administration’s trade policy, inflation and market impact.
Duration:00:18:28
Five institutional investment trends – Year-end 2024
1/31/2025
Mark Cintolo and Matthew Hunyadi discuss asset allocation shifts, private equity, and real estate returns.
Duration:00:11:57
5 economic factors to watch in 2025
1/17/2025
What does the equity market path look like for 2025? Jack Janasiewicz and Brian Hess discuss in this edition of Tactical Take.
Duration:00:20:29
2024 recap, inflation trends and predictions for 2025
12/26/2024
Jack Janasiewicz and Brian Hess discuss inflation trends and market insights for 2025 in December’s Tactical Take.
Duration:00:27:06
Fixed income outlook: Navigating the post-election landscape
12/4/2024
Kevin McCullough and Mark Cintolo discuss reinvestment risk, limiting concentration risk, and diversifying across multiple macroeconomic paths.
Duration:00:09:19
Election aftermath: Market reaction and economic outlook
11/19/2024
Jack Janasiewicz and Brian Hess discuss economic and market trends post-election and the Natixis portfolio strategy.
Duration:00:25:11
China stimulus. Fed cuts. Global growth bump?
10/21/2024
Jack Janasiewicz and Brian Hess discuss China’s stimulus, the Fed’s rate cut, and allocation moves for Natixis models.
Duration:00:19:03