Tactical Take
Better financial outcomes rely on insights you can trust.
Episodes
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.
Jack Janasiewicz and Brian Hess discuss the unexpected shift in the US dollar and just how adverse tariff impacts may be.
Natixis macro experts discuss the equity rebound, long-duration bond sell off, tariffs and model portfolio positioning.
Mark Cintolo and Matt Hunyadi discuss framework megatrends they believe will impact returns over the next decade.
Jack Janasiewicz and Brian Hess talk US-China trade negotiations, the labor market, and positioning of Natixis model portfolios.
Jack Janasiewicz and Brian Hess discuss market volatility and defensive strategies amid tariff announcements.
In this edition of Tactical Take, Jack Janasiewicz and Brian Hess discuss the impact of DeepSeek on US tech and global markets.
David Reilly, Connor Reardon, portfolio analysis and consulting, asset allocation, financial advisor portfolios, model portfolios.
Listen to Mark Cintolo and Kevin McCullough discuss tight credit spreads and the importance of credit risk in portfolios.
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