2024 recap, inflation trends and predictions for 2025

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 …

Fixed income outlook: Navigating the post-election landscape

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 …

Election aftermath: Market reaction and economic outlook

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 | …

China stimulus. Fed cuts. Global growth bump?

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 …

All aboard the crazy train

Macro experts discuss the market correction, interest rate cuts, and positioning in the Natixis model portfolios. https://media.blubrry.com/natixis/content.blubrry.com/natixis/tactical-take-all-aboard-the-crazy-train_vid37-0824.mp3Podcast: Play in new window | Download (Duration: 22:04 — 30.7MB)Subscribe: Apple Podcasts | …

Advisor portfolio trends: Duration and soft landing plays

Top allocation trends in advisor model portfolios for Q2 2024 are analyzed by Portfolio Consultants from Natixis Investment Managers Solutions. https://media.blubrry.com/natixis/content.blubrry.com/natixis/advisor-portfolio-trends-duration-and-soft-landing-plays-POD54-0724.mp3Podcast: Play in new window | Download (Duration: 6:38 — …