Natixis Insights

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.

Scott Weber, lead senior portfolio manager of the Vaughan Nelson Select Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

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.

Chris Wallis, lead senior portfolio manager at Vaughan Nelson reviews and discusses recent market trends, fund performance, and portfolio positioning.

Peter Palfrey, one of the lead portfolio managers on the Core Plus Bond Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Scott Darci, one of the portfolio managers on the Loomis Strategic Alpha Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Raff Distefano, Investment Director of the Loomis Sayles Global Allocation Fund reviews and discusses recent market trends, fund performance, and portfolio positioning.

Hua Cheng, Portfolio Manager at Mirova US, dives into the tumultuous market conditions of Q2 2025, revealing the surprising resilience of the S&P 500 amidst global challenges. He discusses the standout performance of various sectors, especially healthcare and tech, and highlights strategic adjustments in their portfolio. The conversation also uncovers exciting investment opportunities linked to AI-driven power demand, with companies like NVIDIA in the spotlight. Hua emphasizes a balanced portfolio strategy that leverages growth while addressing market volatility.

Jack Janasiewicz and Brian Hess discuss the unexpected shift in the US dollar and just how adverse tariff impacts may be.

Natixis macro experts discuss the equity rebound, long-duration bond sell off, tariffs and model portfolio positioning.