Natixis Insights

Natixis Insights

Better financial outcomes rely on insights you can trust.

Episodes

April 16, 2024 19 mins
Portfolio manager Jack Janasiewicz and investment strategist Brian Hess discuss inflation, rates, growth, and positioning in the Natixis model portfolios.
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A review of more than 200 investment portfolios highlights the benefits of risk-on allocations as inflation fears ease and markets rebound.
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Political pundits discuss the 2024 election, voter fatigue, and critical issues that need to be addressed.
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March 11, 2024 20 mins
Portfolio manager and strategist Jack Janasiewicz discusses inflation anomalies, February market highs, AI, and comparisons with the dotcom bubble.
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February 13, 2024 17 mins
Portfolio manager and strategist Jack Janasiewicz discusses inflation nuances and the Federal Reserve’s need for “greater confidence” before cutting rates.
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Rick Raczkowski, Portfolio Manager for the Loomis Sayles Fixed Income Group, 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 31, 2024 11 mins
Scott Weber, 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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Discussion of trends including strong performance by endowments and foundations and the growing use of private debt by institutional investors.
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January 29, 2024 34 mins
Jens Peers, CIO and portfolio manager at Mirova US, reviews and discusses recent market trends, fund performance, and portfolio positioning.
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Matt Eagan, portfolio manager of the Loomis Sayles Strategic Alpha Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
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Brian Kennedy, co-portfolio manager of the Loomis Sayles Full Discretion Funds Team, reviews and discusses recent market trends, fund performance, and portfolio positioning.
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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.
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January 22, 2024 31 mins
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.
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January 10, 2024 18 mins
Portfolio manager and strategist Jack Janasiewicz explains why growth, labor trends and risk appetite are what matters most to the markets this year.
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December 22, 2023 10 mins
Using our Cyclicality vs. Inflation framework to align portfolio positioning with our economic outlook – lean in on Quality and Growth. 
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December 14, 2023 19 mins
The latest economic data prints are paving the way for interest rate cuts in 2024 according to portfolio manager and strategist Jack Janasiewicz.
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November 30, 2023 12 mins
A review of nearly 300 advisor portfolios shows that taking equity risk and staying short on fixed income duration drove top year-to-date portfolio returns.
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November 16, 2023 19 mins
Who’s buying? Who’s selling? What about the deficit? Portfolio Manager Jack Janasiewicz discusses the dynamics and mechanics roiling the US Treasury market.
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