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

Posted on June 12, 2025 by Natixis Investment Managers

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.mp3

Podcast: Play in new window | Download (Duration: 19:22 — 26.6MB)

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Posted in Tactical TakeTagged Exp: 06/30/2026
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