Same old song and dance: Slower growth, inflation & tariffs

Natixis macro experts discuss the equity rebound, long-duration bond sell off, tariffs and model portfolio positioning. https://media.blubrry.com/natixis/content.blubrry.com/natixis/tactical_take_same_old_song_and_dance_pod37_0625.mp3Podcast: Play in new window | Download (Duration: 19:22 — 26.6MB)Subscribe: Apple Podcasts | …

4 megatrends that could impact investment returns

Mark Cintolo and Matt Hunyadi discuss framework megatrends they believe will impact returns over the next decade. https://media.blubrry.com/natixis/content.blubrry.com/natixis/four_megatrends_that_could_impact_returns_pod204_0525.mp3Podcast: Play in new window | Download (Duration: 15:18 — 21.0MB)Subscribe: Apple Podcasts …

Tariff rollbacks and economic slowdown: What lies ahead?

Jack Janasiewicz and Brian Hess talk US-China trade negotiations, the labor market, and positioning of Natixis model portfolios. https://media.blubrry.com/natixis/content.blubrry.com/natixis/tactical_take_us_china_tariff_rollback_and_economic_slowdown_pod37_0525.mp3Podcast: Play in new window | Download (Duration: 21:28 — 29.5MB)Subscribe: Apple …

Q1 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/q1_2025_update_gateway_funds_pod135_0325.mp3Podcast: Play in …

Q1 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/q1_2025_update_vaughan_nelson_select_fund_pod133_0325.mp3Podcast: Play in new window | Download …

Q1 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/q1_2025_update_loomis_sayles_global_allocation_fund_pod117_0325.mp3Podcast: Play in new window | Download (Duration: …

Q1 2025 Update: Vaughan Nelson Small Cap Value 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/q1_2025_update_vaughan_nelson_small_cap_value_fund_pod132_0325.mp3Podcast: Play in new window | Download (Duration: 9:27 — …

Q1 2025 Update: Loomis Sayles Strategic Alpha Fund

Matt Eagan, 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/q1_2025_update_loomis_sayles_strategic_alpha_fund_pod07_0325.mp3Podcast: Play in new window | …

Q1 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/q1_2025_update_vaughan_nelson_mid_cap_fund_pod134_0325.mp3Podcast: Play in new window …

Q1 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/q1_2025_update_loomis_sayles_full_discretion_funds_pod96_0325.mp3Podcast: Play …