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Mike Gladchun, one of the associate portfolio managers on the Core Plus Bond Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning. https://media.blubrry.com/natixis/content.blubrry.com/natixis/q3_2025_update_loomis_sayles_core_plus_bond_fund_pod25_0925.mp3Podcast: Play in new window …
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: Apple …
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: Apple Podcasts | …
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: …