Better financial outcomes rely on insights you can trust. Natixis Insights delivers a 360° view of capital markets, macroeconomic trends, portfolio manager updates, and big ideas from some of the world’s leading investment managers and market strategists. Powered by the expertise of more than 20 sp…
Jack Janasiewicz and Brian Hess talk US-China trade negotiations, the labor market, and positioning of Natixis model portfolios.
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.
Scott Weber, lead senior portfolio manager of the Vaughan Nelson Select Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Raff Distefano, Investment Director of the Loomis Sayles Global Allocation Fund reviews and discusses recent market trends, fund performance, and portfolio positioning.
Chris Wallis, lead senior portfolio manager at Vaughan Nelson reviews and discusses recent market trends, fund performance, and portfolio positioning.
Matt Eagan, one of the portfolio managers on the Loomis Strategic Alpha Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
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.
Bryan Hazelton, one of the associate portfolio managers on the Full Discretion team at Loomis Sayles , reviews and discusses recent market trends, fund performance, and portfolio positioning.
Rick Raczkowski, 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.
Jack Janasiewicz and Brian Hess discuss market volatility and defensive strategies amid tariff announcements.
Soliane Varlet, portfolio manager on the Mirova global, sustainable, and international sustainable equity funds, reviews and discusses recent market trends, fund performance, and portfolio positioning.
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.
Jack Janasiewicz and Brian Hess discuss the new administration's trade policy, inflation and market impact.
Mark Cintolo and Matthew Hunyadi discuss asset allocation shifts, private equity, and real estate returns.
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.
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.
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.
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.
Scott Weber, lead senior portfolio manager of the Vaughan Nelson Select Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Gretchen Amidon, co-portfolio manager of the Loomis Sayles Global Allocation Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
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.
What does the equity market path look like for 2025? Jack Janasiewicz and Brian Hess discuss in this edition of Tactical Take.
Chris Wallis, lead senior portfolio manager at Vaughan Nelson reviews and discusses recent market trends, fund performance, and portfolio positioning.
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.
Jack Janasiewicz and Brian Hess discuss inflation trends and market insights for 2025 in December's Tactical Take.
Kevin McCullough and Mark Cintolo discuss reinvestment risk, limiting concentration risk, and diversifying across multiple macroeconomic paths.
Gretchen Amidon, co-portfolio manager of the Loomis Sayles Global Allocation Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Jack Janasiewicz and Brian Hess discuss economic and market trends post-election and the Natixis portfolio strategy.
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.
Scott Weber, lead senior portfolio manager of the Vaughan Nelson Select Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
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.
Ben Carrier, Vice President, U.S Equity, of Vaughan Nelson reviews and discusses recent market trends, fund performance, and portfolio positioning.
Rick Raczkowski, lead portfolio manager for the Loomis Sayles Core Plus Fixed Income Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Matt Egan, portfolio manager on the Loomis Strategic Alpha Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Hua Cheng CFA, PhD, portfolio manager, Sustainable Equity at Mirova US, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Brian Hazelton, one of the associate PMs on the full discretion team at Loomis Sayles, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Jack Janasiewicz and Brian Hess discuss China's stimulus, the Fed's rate cut, and allocation moves for Natixis models.
Joe Ferrara, an investment strategist at Gateway Investment Advisers and Will Goldberg, investment strategist at Natixis, review and discuss recent market trends, fund performance, and portfolio positioning.
Macro experts discuss the market correction, interest rate cuts, and positioning in the Natixis model portfolios.
Gretchen Amidon, co-portfolio manager of the Loomis Sayles Global Allocation Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Scott Darci, associate portfolio manager of the Loomis Sayles Strategic Alpha Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Top allocation trends in advisor model portfolios for Q2 2024 are analyzed by Portfolio Consultants from Natixis Investment Managers Solutions.
Scott Weber, portfolio manager of the Vaughan Nelson Select Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Michael Gladchun, Associate Portfolio Manager for the Loomis Sayles Core Plus Fixed Income Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Brian Kennedy, a portfolio manager on the full discretion team at Loomis Sayles, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Discussion of asset allocation trends in institutional and financial advisor model portfolios analyzed by Natixis Investment Managers Solutions portfolio consultants.
Macro experts discuss earnings estimates, growth expectations, rate cuts, and positioning in the Natixis model portfolios.
Macro experts discuss earnings estimates, growth expectations, rate cuts, and positioning in the Natixis model portfolios.
Macro discussion covers artificial intelligence, stock market highs, bond market volatility, and positioning in the Natixis model investment portfolios.
© 2020-2025 Ivy Podcast Discovery LLC
