Tactical Take

Markets, Mandates and Model Maneuvers

Macro experts discuss earnings estimates, growth expectations, rate cuts, and positioning in the Natixis model portfolios. https://media.blubrry.com/natixis/content.blubrry.com/natixis/Markets-Mandates-and-Model-Maneuvers_POD37-0724.mp3Podcast: Play in new window | Download (Duration: 21:15 — 29.2MB)Subscribe: Apple Podcasts | …

Tactical Take

Markets, mandates and model maneuvers

Macro experts discuss earnings estimates, growth expectations, rate cuts, and positioning in the Natixis model portfolios. https://media.blubrry.com/natixis/content.blubrry.com/natixis/POD37-0724-Tactical-Take_F.mp3Podcast: Play in new window | Download (Duration: 21:15 — 29.2MB)Subscribe: Apple Podcasts | …

Tactical Take

AIs, market highs, yields rise

Macro discussion covers artificial intelligence, stock market highs, bond market volatility, and positioning in the Natixis model investment portfolios. https://media.blubrry.com/natixis/content.blubrry.com/natixis/The-Tactical-Take-AIs-market-highs-yields-rise_POD37-0624.mp3Podcast: Play in new window | Download (Duration: 18:22 — 25.2MB)Subscribe: …