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Mark Cintolo and Matthew Hunyadi discuss asset allocation shifts, private equity, and real estate returns. https://media.blubrry.com/natixis/content.blubrry.com/natixis/five-institutional-investment-trends-year-end-2024-pod54-0125.mp3Podcast: Play in new window | Download (Duration: 11:57 — 16.4MB)Subscribe: Apple Podcasts | RSS …
What does the equity market path look like for 2025? Jack Janasiewicz and Brian Hess discuss in this edition of Tactical Take. https://media.blubrry.com/natixis/content.blubrry.com/natixis/5-economic-factors-to-watch-in-2025-pod37.mp3Podcast: Play in new window | Download (Duration: …
Jack Janasiewicz and Brian Hess discuss inflation trends and market insights for 2025 in December’s Tactical Take. https://media.blubrry.com/natixis/content.blubrry.com/natixis/the-tactical-take-economic-insights-2024-reflections-and-2025-projections-pod37-1224.mp3Podcast: Play in new window | Download (Duration: 27:06 — 37.2MB)Subscribe: Apple Podcasts …
Kevin McCullough and Mark Cintolo discuss reinvestment risk, limiting concentration risk, and diversifying across multiple macroeconomic paths. https://media.blubrry.com/natixis/content.blubrry.com/natixis/fixed-income-outlook-navigating-the-post-election-landscape-pod201-1124.mp3Podcast: Play in new window | Download (Duration: 9:19 — 12.8MB)Subscribe: Apple Podcasts …
Jack Janasiewicz and Brian Hess discuss economic and market trends post-election and the Natixis portfolio strategy. https://media.blubrry.com/natixis/content.blubrry.com/natixis/tactical-take-election-aftermath-market-reaction-and-economic-outlook-pod37-1124.mp3Podcast: Play in new window | Download (Duration: 25:11 — 34.6MB)Subscribe: Apple Podcasts | …
Jack Janasiewicz and Brian Hess discuss China’s stimulus, the Fed’s rate cut, and allocation moves for Natixis models. https://media.blubrry.com/natixis/content.blubrry.com/natixis/china-stimulus-fed-cuts-global-growth-bump_POD37-1024.mp3Podcast: Play in new window | Download (Duration: 19:03 — 26.2MB)Subscribe: Apple …