Tactical Take
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Episodes
AI turbulence, rising oil and resilient consumers: hear our macro experts connect the dots.
AI optimism is surging but risks are building. Our experts debate whether strong data will force the Fed’s hand.
Hear Jack Janasiewicz and Brian Hess explain what’s behind the rally and how they’re positioning portfolios in response.
Jack Janasiewicz and Brian Hess explain why the Iran ceasefire matters for markets and it’s impact on model portfolios.
Listen to Jack Janasiewicz and Brian Hess discuss the US attack on Iran, market impacts and portfolio implications.
Hear Jack Janasiewicz and Brian Hess discuss navigating markets shaped by policy, AI, and evolving market structure.
Hear our macro experts unpack cautious growth hopes, weak refund boosts and muted CapEx outside AI.
Jack Janasiewicz and Brian Hess discuss the year’s key market themes, the government shutdown and model portfolio positioning.
From labor market concerns to the Fed policy outlook, macro experts Jack Janasiewicz and Brian Hess weigh in.
Jack Janasiewicz and Brian Hess discuss mixed retail and income data, tech-driven growth, evolving inflation, and potential Fed rate cuts.
From the return environment to asset allocation, Natixis consultants discuss institutional portfolio trends for H1 2025.
Listen to Mark Cintolo and Kevin McCullough discuss tight credit spreads and the importance of credit risk in portfolios.
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