Natixis Insights
Better financial outcomes rely on insights you can trust.
Latest episodes
Apr 22, 2025 • 10min
Q1 2025 Update: Vaughan Nelson Mid Cap Fund
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.
Apr 22, 2025 • 25min
Q1 2025 Update: Loomis Sayles Full Discretion Funds
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.
Apr 22, 2025 • 24min
Q1 2025 Update: Loomis Sayles Core Plus Bond Fund
Rick Raczkowski, one of the lead portfolio managers for the Loomis Sayles Core Plus Fixed Income Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Apr 21, 2025 • 21min
Recession threat? How tariffs are shaping economic outlook
Jack Janasiewicz and Brian Hess discuss market volatility and defensive strategies amid tariff announcements.
Apr 11, 2025 • 28min
Q1 2025 Update: Mirova Global Equity Funds
Soliane Varlet, portfolio manager on the Mirova global, sustainable, and international sustainable equity funds, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Mar 13, 2025 • 22min
DeepSeek, tariffs and US exceptionalism: Uncertainty runs wild
In this edition of Tactical Take, Jack Janasiewicz and Brian Hess discuss the impact of DeepSeek on US tech and global markets.
Mar 13, 2025 • 10min
5 top allocation moves in advisor model portfolios
David Reilly, Connor Reardon, portfolio analysis and consulting, asset allocation, financial advisor portfolios, model portfolios.
Feb 27, 2025 • 8min
Credit spreads are tight – and why this may not change soon
Listen to Mark Cintolo and Kevin McCullough discuss tight credit spreads and the importance of credit risk in portfolios.
Feb 14, 2025 • 18min
Tactical Take: Tariff talks and market implications
Jack Janasiewicz and Brian Hess discuss the new administration’s trade policy, inflation and market impact.
Jan 31, 2025 • 12min
Five institutional investment trends – Year-end 2024
Mark Cintolo and Matthew Hunyadi discuss asset allocation shifts, private equity, and real estate returns.
