Employment, inflation, and AI: Looking back on 2025

Jack Janasiewicz and Brian Hess discuss the year’s key market themes, the government shutdown and model portfolio positioning. https://media.blubrry.com/natixis/content.blubrry.com/natixis/tactical_take_employment_inflation_ai_pod37_1125.mp3Podcast: Play in new window | Download (Duration: 19:40 — 27.0MB)Subscribe: Apple …

Q3 2025 Update: Gateway Funds

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. https://media.blubrry.com/natixis/content.blubrry.com/natixis/q3_2025_update_gateway_funds_pod135.mp3Podcast: Play in …

Q3 2025 Update: Vaughan Nelson Mid Cap Fund

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/q3_2025_update_vaughan_nelson_mid_cap_fund_pod134_0925.mp3Podcast: Play in new window …

Q3 2025 Update: Vaughan Nelson Small Cap Fund

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/q3_2025_update_vaughan_nelson_small_cap_fund_pod132_0925.mp3Podcast: Play in new window | Download (Duration: 8:21 — …

Q3 2025 Update: Loomis Sayles Full Discretion Funds

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/q3_2025_update_loomis_sayles_full_discretion_funds_pod96_0925.mp3Podcast: Play …

Q3 2025 Update: Vaughan Nelson Select Fund

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/q3_2025_vaughan_nelson_select_fund_pod133_0925.mp3Podcast: Play in new window | Download …

Stocks rally as AI and Fed rate cuts drive optimism

Hear macro experts Jack Janasiewicz and Brian Hess discuss AI’s market impact, Fed policy, and investor sentiment. https://media.blubrry.com/natixis/content.blubrry.com/natixis/tactical_take_stocks_rally_as_ai_and_fed_rate_cuts_drive_optimism_pod37_1025.mp3Podcast: Play in new window | Download (Duration: 21:08 — 29.0MB)Subscribe: Apple Podcasts …

Q3 2025 Update: Loomis Sayles Strategic Alpha Fund

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/q3_2025_update_loomis_sayles_strategic_alpha_fund_pod07_0925.mp3Podcast: Play in new window | …

Q3 2025 Update: Mirova Global Megatrends Fund

Hua Cheng, portfolio manager on the Mirova Global Megatrends Fund reviews and discusses recent market trends, fund performance, and portfolio positioning, https://media.blubrry.com/natixis/content.blubrry.com/natixis/q3_2025_update_mirova_global_megatrends_fund_pod171_0925.mp3Podcast: Play in new window | Download (Duration: 26:12 …

Q3 2025 Update: Loomis Sayles Global Allocation Fund

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/q3_2025_update_loomis_sayles_global_allocation_fund_pod117_0925.mp3Podcast: Play in new window | Download (Duration: …