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Jack Janasiewicz and Brian Hess explain why the Iran ceasefire matters for markets and it’s impact on model portfolios. https://media.blubrry.com/natixis/content.blubrry.com/natixis/tactical_take_markets_rebound_iran_ceasefire_pod37_0426.mp3Podcast: Play in new window | Download (Duration: 22:17 — 30.6MB)Subscribe: …
Listen to Jack Janasiewicz and Brian Hess discuss the US attack on Iran, market impacts and portfolio implications. https://media.blubrry.com/natixis/content.blubrry.com/natixis/tactical_take_iran_war_oil_markets_backwardation_pod37_0326.mp3Podcast: Play in new window | Download (Duration: 23:11 — 31.9MB)Subscribe: RSS …
Hear Jack Janasiewicz and Brian Hess discuss navigating markets shaped by policy, AI, and evolving market structure. https://media.blubrry.com/natixis/content.blubrry.com/natixis/tactical_take_when_policy_ai_and_markets_test_investor_conviction_pod37_0226.mp3Podcast: Play in new window | Download (Duration: 27:57 — 38.4MB)Subscribe: RSS | …
Hear our macro experts unpack cautious growth hopes, weak refund boosts and muted CapEx outside AI. https://media.blubrry.com/natixis/content.blubrry.com/natixis/tactical_take_from_growth_to_inflation_pod37_1225.mp3Podcast: Play in new window | Download (Duration: 20:15 — 27.9MB)Subscribe: RSS | More
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: RSS …
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: RSS …
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: RSS | More
Jack Janasiewicz and Brian Hess discuss the unexpected shift in the US dollar and just how adverse tariff impacts may be. https://media.blubrry.com/natixis/content.blubrry.com/natixis/us_dollar_weakness_and_tariff_impact_surprises_pod37_0725.mp3Podcast: Play in new window | Download (Duration: 23:36 …
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: RSS | More