Natixis Insights

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.

Mark Cintolo and Matt Hunyadi discuss framework megatrends they believe will impact returns over the next decade.

Jack Janasiewicz and Brian Hess talk US-China trade negotiations, the labor market, and positioning of Natixis model portfolios.

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.

Scott Weber, lead senior portfolio manager of the Vaughan Nelson Select 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.

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

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