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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 …
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 | …
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 — …
Discussion of asset allocation trends in institutional and financial advisor model portfolios analyzed by Natixis Investment Managers Solutions portfolio consultants. https://media.blubrry.com/natixis/content.blubrry.com/natixis/PAC89-0724_Institutional_Trends_Q2_2024_F.mp3Podcast: Play in new window | Download (Duration: 10:48 — …
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 | …
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 | …
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: …
Recovering institutional investor returns, soaring AI company valuations, and reshuffling real estate sectors due to WFH impact are observed at midyear. https://media.blubrry.com/natixis/content.blubrry.com/natixis/PAC89-0623_Institutional_Trends_Q2_2023_F2.mp3Podcast: Play in new window | Download (Duration: 11:21 …