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From labor market concerns to the Fed policy outlook, macro experts Jack Janasiewicz and Brian Hess weigh in. https://media.blubrry.com/natixis/content.blubrry.com/natixis/tactical_take_stocks_get_stronger_while_labor_gets_weaker_pod37_0925.mp3Podcast: Play in new window | Download (Duration: 23:49 — 32.7MB)Subscribe: Apple …
Jack Janasiewicz and Brian Hess discuss mixed retail and income data, tech-driven growth, evolving inflation, and potential Fed rate cuts. https://media.blubrry.com/natixis/content.blubrry.com/natixis/tactical_take_labor_market_slows_tech_drives_us_economic_growth_pod37_0825.mp3Podcast: Play in new window | Download (Duration: 27:11 — …
From the return environment to asset allocation, Natixis consultants discuss institutional portfolio trends for H1 2025. https://media.blubrry.com/natixis/content.blubrry.com/natixis/institutional_investment_trends_midyear_pod205_0725.mp3Podcast: Play in new window | Download (Duration: 10:14 — 14.1MB)Subscribe: Apple Podcasts | …
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. https://media.blubrry.com/natixis/content.blubrry.com/natixis/loomis_sayles_full_discretion_funds_pod96_0325.mp3Podcast: Play …
Scott Weber, lead senior portfolio manager of the Vaughan Nelson Select Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning. https://media.blubrry.com/natixis/content.blubrry.com/natixis/q2_2025_vaughan_nelson_select_fund_pod133_0625.mp3Podcast: Play in new window | Download …
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. https://media.blubrry.com/natixis/content.blubrry.com/natixis/q2_2025_update_vaughan_nelson_mid_cap_fund_pod134_0625.mp3Podcast: Play in new window …
Chris Wallis, lead senior portfolio manager at Vaughan Nelson reviews and discusses recent market trends, fund performance, and portfolio positioning. https://media.blubrry.com/natixis/content.blubrry.com/natixis/q2_2025_update_vaughan_nelson_small_cap_fund_pod132_0625.mp3Podcast: Play in new window | Download (Duration: 7:15 — …
Peter Palfrey, one of the lead portfolio managers on the Core Plus Bond Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning. https://media.blubrry.com/natixis/content.blubrry.com/natixis/q2_2025_update_loomis_sayles_core_plus_bond_fund_pod25_0625.mp3Podcast: Play in new window …
Scott Darci, one of the portfolio managers on the Loomis Strategic Alpha Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning. https://media.blubrry.com/natixis/content.blubrry.com/natixis/q2_2025_update_loomis_sayles_strategic_alpha_fund_pod07_0625.mp3Podcast: Play in new window | …
Raff Distefano, Investment Director of the Loomis Sayles Global Allocation Fund reviews and discusses recent market trends, fund performance, and portfolio positioning. https://media.blubrry.com/natixis/content.blubrry.com/natixis/q2_2025_update_loomis_sayles_global_allocation_fund_pod117_0625.mp3Podcast: Play in new window | Download (Duration: …