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Hua Cheng, portfolio manager on the Mirova Global Megatrends and International Megatrends equity funds, reviews and discusses recent market trends, fund performance, and portfolio positioning. https://media.blubrry.com/natixis/content.blubrry.com/natixis/q2_2025_update_mirova_global_equity_funds_pod171_0625.mp3Podcast: Play in new window …
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: Apple Podcasts | …
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 …
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 …
Jack Janasiewicz and Brian Hess discuss market volatility and defensive strategies amid tariff announcements. https://media.blubrry.com/natixis/content.blubrry.com/natixis/tactical_take_recession_threat_how_tariffs_shape_economic_outlook_pod37_0425.mp3Podcast: Play in new window | Download (Duration: 20:32 — 28.2MB)Subscribe: Apple Podcasts | RSS | …
In this edition of Tactical Take, Jack Janasiewicz and Brian Hess discuss the impact of DeepSeek on US tech and global markets. https://media.blubrry.com/natixis/content.blubrry.com/natixis/tactical_take_deepseek_tariffs_and_us_exceptionalism_pod37_0325.mp3Podcast: Play in new window | Download (Duration: …
David Reilly, Connor Reardon, portfolio analysis and consulting, asset allocation, financial advisor portfolios, model portfolios. https://media.blubrry.com/natixis/content.blubrry.com/natixis/5_top_asset_allocation_moves_in_advisor_portfolios_pod54_0325_F.mp3Podcast: Play in new window | Download (Duration: 9:33 — 13.1MB)Subscribe: Apple Podcasts | RSS …
Listen to Mark Cintolo and Kevin McCullough discuss tight credit spreads and the importance of credit risk in portfolios. https://media.blubrry.com/natixis/content.blubrry.com/natixis/credit-spreads-are-tight-pod203-0225.mp3Podcast: Play in new window | Download (Duration: 8:16 — 11.4MB)Subscribe: …
Jack Janasiewicz and Brian Hess discuss the new administration’s trade policy, inflation and market impact. https://media.blubrry.com/natixis/content.blubrry.com/natixis/tariff-talks-and-market-implications-pod37-0225.mp3Podcast: Play in new window | Download (Duration: 18:28 — 25.4MB)Subscribe: Apple Podcasts | RSS …