Natixis Insights

Natixis Insights

Better financial outcomes rely on insights you can trust.

Episodes

March 13, 2025 22 mins
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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David Reilly, Connor Reardon, portfolio analysis and consulting, asset allocation, financial advisor portfolios, model portfolios.
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Listen to Mark Cintolo and Kevin McCullough discuss tight credit spreads and the importance of credit risk in portfolios.
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Jack Janasiewicz and Brian Hess discuss the new administration’s trade policy, inflation and market impact.
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Mark Cintolo and Matthew Hunyadi discuss asset allocation shifts, private equity, and real estate returns.
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January 28, 2025 40 mins
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.
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Scott Darci, one of the associate portfolio managers on the Loomis Strategic Alpha Fund , reviews and discusses recent market trends, fund performance, and portfolio positioning.
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Peter Palfrey, 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.
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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.
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January 21, 2025 14 mins
Scott Weber, lead senior portfolio manager of the Vaughan Nelson Select Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
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Gretchen Amidon, co-portfolio manager of the Loomis Sayles Global Allocation Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
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Brian Kennedy, one of the lead portfolio managers on the Full Discretion team at Loomis Sayles , reviews and discusses recent market trends, fund performance, and portfolio positioning.
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January 17, 2025 20 mins
What does the equity market path look like for 2025? Jack Janasiewicz and Brian Hess discuss in this edition of Tactical Take.
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Chris Wallis, lead senior portfolio manager at Vaughan Nelson reviews and discusses recent market trends, fund performance, and portfolio positioning.
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January 16, 2025 32 mins
Hua Cheng CFA, PhD, portfolio manager on the Mirova global, sustainable, and international sustainable equity funds, reviews and discusses recent market trends, fund performance, and portfolio positioning.
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Jack Janasiewicz and Brian Hess discuss inflation trends and market insights for 2025 in December’s Tactical Take.
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Kevin McCullough and Mark Cintolo discuss reinvestment risk, limiting concentration risk, and diversifying across multiple macroeconomic paths.
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Jack Janasiewicz and Brian Hess discuss economic and market trends post-election and the Natixis portfolio strategy.
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Jack Janasiewicz and Brian Hess discuss China’s stimulus, the Fed’s rate cut, and allocation moves for Natixis models.
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August 13, 2024 22 mins
Macro experts discuss the market correction, interest rate cuts, and positioning in the Natixis model portfolios.
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