Natixis Insights

Natixis Insights

Better financial outcomes rely on insights you can trust.

Episodes

July 26, 2024 10 mins
Discussion of asset allocation trends in institutional and financial advisor model portfolios analyzed by Natixis Investment Managers Solutions portfolio consultants.
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Macro experts discuss earnings estimates, growth expectations, rate cuts, and positioning in the Natixis model portfolios.
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July 17, 2024 21 mins
Macro experts discuss earnings estimates, growth expectations, rate cuts, and positioning in the Natixis model portfolios.
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June 6, 2024 18 mins
Macro discussion covers artificial intelligence, stock market highs, bond market volatility, and positioning in the Natixis model investment portfolios.
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May 14, 2024 24 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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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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Michael Gladchun, Associate Portfolio Manager for the Loomis Sayles Fixed Income Group, reviews and discusses recent market trends, fund performance, and portfolio positioning.
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Portfolio consultants make the case for extending duration in fixed income portfolios based on the current market environment.
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May 14, 2024 18 mins
Portfolio manager Jack Janasiewicz and investment strategist Brian Hess discuss inflation, the Fed, earnings, and positioning in the Natixis model portfolios.
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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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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.
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Hua Cheng, portfolio manager at Mirova US, reviews and discusses recent market trends, fund performance, and portfolio positioning.
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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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Bryan Hazleton, associate manager of the Loomis Sayles Full Discretion Funds Team, 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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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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