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Explore every episode of the podcast Natixis Insights
Dive into the complete episode list for Natixis Insights. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Employment, inflation, and AI: Looking back on 2025 | 25 nov. 2025 | 00:19:40 | |
Jack Janasiewicz and Brian Hess discuss the year’s key market themes, the government shutdown and model portfolio positioning. | |||
| Q3 2025 Update: Gateway Funds | 10 nov. 2025 | 00:39:52 | |
Joe Ferrara, an Investment Strategist at Gateway Investment Advisers and Will Goldstone, Investment Strategist at Natixis, review and discuss recent market trends, fund performance, and portfolio positioning. | |||
| Q3 2025 Update: Vaughan Nelson Mid Cap Fund | 04 nov. 2025 | 00:13:06 | |
Dan Hughes, Vice President, Distribution, of Vaughan Nelson, and Dennis Alff, Senior Portfolio Manager review and discuss recent market trends, fund performance, and portfolio positioning. | |||
| Q3 2025 Update: Vaughan Nelson Small Cap Fund | 31 oct. 2025 | 00:08:21 | |
Chris Wallis, lead senior portfolio manager at Vaughan Nelson reviews and discusses recent market trends, fund performance, and portfolio positioning. | |||
| Q3 2025 Update: Loomis Sayles Full Discretion Funds | 31 oct. 2025 | 00:22:37 | |
Bryan Hazelton, one of the associate portfolio managers on the Full Discretion team at Loomis Sayles , reviews and discusses recent market trends, fund performance, and portfolio positioning. | |||
| Q3 2025 Update: Vaughan Nelson Select Fund | 30 oct. 2025 | 00:14:02 | |
Scott Weber, lead senior portfolio manager of the Vaughan Nelson Select Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning. | |||
| Stocks rally as AI and Fed rate cuts drive optimism | 29 oct. 2025 | 00:21:08 | |
Hear macro experts Jack Janasiewicz and Brian Hess discuss AI’s market impact, Fed policy, and investor sentiment. | |||
| Q3 2025 Update: Loomis Sayles Strategic Alpha Fund | 28 oct. 2025 | 00:21:06 | |
Scott Darci, one of the portfolio managers on the Loomis Strategic Alpha Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning. | |||
| Q3 2025 Update: Mirova Global Megatrends Fund | 27 oct. 2025 | 00:26:12 | |
Hua Cheng, portfolio manager on the Mirova Global Megatrends Fund reviews and discusses recent market trends, fund performance, and portfolio positioning, | |||
| Q3 2025 Update: Loomis Sayles Global Allocation Fund | 27 oct. 2025 | 00:23:27 | |
Raff Distefano, Investment Director of the Loomis Sayles Global Allocation Fund reviews and discusses recent market trends, fund performance, and portfolio positioning. | |||
| Q3 2025 Update: Loomis Sayles Core Plus Bond Fund | 27 oct. 2025 | 00:26:00 | |
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. | |||
| Stocks get stronger while labor market gets weaker. What’s next? | 22 sept. 2025 | 00:23:49 | |
From labor market concerns to the Fed policy outlook, macro experts Jack Janasiewicz and Brian Hess weigh in. | |||
| Labor market slows as tech drives US economic growth | 22 août 2025 | 00:27:11 | |
Jack Janasiewicz and Brian Hess discuss mixed retail and income data, tech-driven growth, evolving inflation, and potential Fed rate cuts. | |||
| Five institutional investment trends – midyear 2025 | 15 août 2025 | 00:10:14 | |
From the return environment to asset allocation, Natixis consultants discuss institutional portfolio trends for H1 2025. | |||
| US dollar weakness and tariff impact surprises | 11 juil. 2025 | 00:23:36 | |
Jack Janasiewicz and Brian Hess discuss the unexpected shift in the US dollar and just how adverse tariff impacts may be. | |||
| Same old song and dance: Slower growth, inflation & tariffs | 12 juin 2025 | 00:19:22 | |
Natixis macro experts discuss the equity rebound, long-duration bond sell off, tariffs and model portfolio positioning. | |||
| 4 megatrends that could impact investment returns | 10 juin 2025 | 00:15:18 | |
Mark Cintolo and Matt Hunyadi discuss framework megatrends they believe will impact returns over the next decade. | |||
| Tariff rollbacks and economic slowdown: What lies ahead? | 21 mai 2025 | 00:21:28 | |
Jack Janasiewicz and Brian Hess talk US-China trade negotiations, the labor market, and positioning of Natixis model portfolios. | |||
| Recession threat? How tariffs are shaping economic outlook | 21 avr. 2025 | 00:20:32 | |
Jack Janasiewicz and Brian Hess discuss market volatility and defensive strategies amid tariff announcements. | |||
| DeepSeek, tariffs and US exceptionalism: Uncertainty runs wild | 13 mars 2025 | 00:22:13 | |
In this edition of Tactical Take, Jack Janasiewicz and Brian Hess discuss the impact of DeepSeek on US tech and global markets. | |||
| 5 top allocation moves in advisor model portfolios | 13 mars 2025 | 00:09:33 | |
David Reilly, Connor Reardon, portfolio analysis and consulting, asset allocation, financial advisor portfolios, model portfolios. | |||
| Credit spreads are tight – and why this may not change soon | 27 févr. 2025 | 00:08:16 | |
Listen to Mark Cintolo and Kevin McCullough discuss tight credit spreads and the importance of credit risk in portfolios. | |||
| Tactical Take: Tariff talks and market implications | 14 févr. 2025 | 00:18:28 | |
Jack Janasiewicz and Brian Hess discuss the new administration’s trade policy, inflation and market impact. | |||
| Five institutional investment trends – Year-end 2024 | 31 janv. 2025 | 00:11:57 | |
Mark Cintolo and Matthew Hunyadi discuss asset allocation shifts, private equity, and real estate returns. | |||
| 5 economic factors to watch in 2025 | 17 janv. 2025 | 00:20:29 | |
What does the equity market path look like for 2025? Jack Janasiewicz and Brian Hess discuss in this edition of Tactical Take. | |||
| 2024 recap, inflation trends and predictions for 2025 | 26 déc. 2024 | 00:27:06 | |
Jack Janasiewicz and Brian Hess discuss inflation trends and market insights for 2025 in December’s Tactical Take. | |||
| Fixed income outlook: Navigating the post-election landscape | 04 déc. 2024 | 00:09:19 | |
Kevin McCullough and Mark Cintolo discuss reinvestment risk, limiting concentration risk, and diversifying across multiple macroeconomic paths. | |||
| Election aftermath: Market reaction and economic outlook | 19 nov. 2024 | 00:25:11 | |
Jack Janasiewicz and Brian Hess discuss economic and market trends post-election and the Natixis portfolio strategy. | |||
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