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Natixis Insights
Natixis Investment Managers
26 episodes
4 days ago
Better financial outcomes rely on insights you can trust.
Natixis Insights delivers a 360⁰ view of capital markets, macroeconomic trends, portfolio manager updates and big ideas from some of the world’s leading investment managers and market strategists.
Natixis Investment Managers’ multi-affiliate approach connects you to the independent thinking and focused expertise of more than 15 active managers. Ranked among the world’s largest asset managers*, we deliver a diverse range of solutions across asset classes, styles, and vehicles to meet investors’ evolving needs.
Subscribe now to access timely macro and market views, research, and portfolio analysis – all to help you make more informed investment decisions.
Learn more about Natixis Investment Managers at www.im.natixis.com
For additional information and important podcast disclosures for listeners outside the US, please consult www.im.natixis.com/intl/podcasts-and-other-media
*Cerulli Quantitative Update: Global Markets 2022 ranked Natixis Investment Managers as the 18th largest asset manager in the world based on assets under management as of December 31, 2021.

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Investing
Business
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All content for Natixis Insights is the property of Natixis Investment Managers and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Better financial outcomes rely on insights you can trust.
Natixis Insights delivers a 360⁰ view of capital markets, macroeconomic trends, portfolio manager updates and big ideas from some of the world’s leading investment managers and market strategists.
Natixis Investment Managers’ multi-affiliate approach connects you to the independent thinking and focused expertise of more than 15 active managers. Ranked among the world’s largest asset managers*, we deliver a diverse range of solutions across asset classes, styles, and vehicles to meet investors’ evolving needs.
Subscribe now to access timely macro and market views, research, and portfolio analysis – all to help you make more informed investment decisions.
Learn more about Natixis Investment Managers at www.im.natixis.com
For additional information and important podcast disclosures for listeners outside the US, please consult www.im.natixis.com/intl/podcasts-and-other-media
*Cerulli Quantitative Update: Global Markets 2022 ranked Natixis Investment Managers as the 18th largest asset manager in the world based on assets under management as of December 31, 2021.

2805167.4.2
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Investing
Business
Episodes (20/26)
Natixis Insights
Q3 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.
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4 days ago
13 minutes 6 seconds

Natixis Insights
Q3 2025 Update: Vaughan Nelson Small Cap Fund
Chris Wallis, lead senior portfolio manager at Vaughan Nelson reviews and discusses recent market trends, fund performance, and portfolio positioning.
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1 week ago
8 minutes 21 seconds

Natixis Insights
Q3 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.
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1 week ago
22 minutes 37 seconds

Natixis Insights
Q3 2025 Update: Vaughan Nelson Select Fund
Scott Weber, lead senior portfolio manager of the Vaughan Nelson Select Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
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1 week ago
14 minutes 2 seconds

Natixis Insights
Stocks rally as AI and Fed rate cuts drive optimism
Hear macro experts Jack Janasiewicz and Brian Hess discuss AI’s market impact, Fed policy, and investor sentiment.
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1 week ago
21 minutes 8 seconds

Natixis Insights
Q3 2025 Update: Loomis Sayles Strategic Alpha Fund
Scott Darci, one of the portfolio managers on the Loomis Strategic Alpha Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
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1 week ago
21 minutes 6 seconds

Natixis Insights
Q3 2025 Update: Mirova Global Megatrends Fund
Hua Cheng, portfolio manager on the Mirova Global Megatrends Fund reviews and discusses recent market trends, fund performance, and portfolio positioning,
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1 week ago
26 minutes 12 seconds

Natixis Insights
Q3 2025 Update: Loomis Sayles Global Allocation Fund
Raff Distefano, Investment Director of the Loomis Sayles Global Allocation Fund reviews and discusses recent market trends, fund performance, and portfolio positioning.
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1 week ago
23 minutes 27 seconds

Natixis Insights
Q3 2025 Update: Loomis Sayles Core Plus Bond Fund
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.
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1 week ago
26 minutes

Natixis Insights
Stocks get stronger while labor market gets weaker. What’s next?
From labor market concerns to the Fed policy outlook, macro experts Jack Janasiewicz and Brian Hess weigh in.
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1 month ago
23 minutes 49 seconds

Natixis Insights
Labor market slows as tech drives US economic growth
Jack Janasiewicz and Brian Hess discuss mixed retail and income data, tech-driven growth, evolving inflation, and potential Fed rate cuts.
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2 months ago
27 minutes 11 seconds

Natixis Insights
Five institutional investment trends – midyear 2025
From the return environment to asset allocation, Natixis consultants discuss institutional portfolio trends for H1 2025.
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2 months ago
10 minutes 14 seconds

Natixis Insights
US dollar weakness and tariff impact surprises
Jack Janasiewicz and Brian Hess discuss the unexpected shift in the US dollar and just how adverse tariff impacts may be.
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4 months ago
23 minutes 36 seconds

Natixis Insights
Same old song and dance: Slower growth, inflation & tariffs
Natixis macro experts discuss the equity rebound, long-duration bond sell off, tariffs and model portfolio positioning.
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4 months ago
19 minutes 22 seconds

Natixis Insights
4 megatrends that could impact investment returns
Mark Cintolo and Matt Hunyadi discuss framework megatrends they believe will impact returns over the next decade.
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5 months ago

Natixis Insights
Tariff rollbacks and economic slowdown: What lies ahead?
Jack Janasiewicz and Brian Hess talk US-China trade negotiations, the labor market, and positioning of Natixis model portfolios.
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5 months ago
21 minutes 28 seconds

Natixis Insights
Recession threat? How tariffs are shaping economic outlook
Jack Janasiewicz and Brian Hess discuss market volatility and defensive strategies amid tariff announcements.
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6 months ago
20 minutes 32 seconds

Natixis Insights
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.
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8 months ago
22 minutes 13 seconds

Natixis Insights
5 top allocation moves in advisor model portfolios
David Reilly, Connor Reardon, portfolio analysis and consulting, asset allocation, financial advisor portfolios, model portfolios.
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8 months ago
9 minutes 33 seconds

Natixis Insights
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.
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8 months ago
8 minutes 16 seconds

Natixis Insights
Better financial outcomes rely on insights you can trust.
Natixis Insights delivers a 360⁰ view of capital markets, macroeconomic trends, portfolio manager updates and big ideas from some of the world’s leading investment managers and market strategists.
Natixis Investment Managers’ multi-affiliate approach connects you to the independent thinking and focused expertise of more than 15 active managers. Ranked among the world’s largest asset managers*, we deliver a diverse range of solutions across asset classes, styles, and vehicles to meet investors’ evolving needs.
Subscribe now to access timely macro and market views, research, and portfolio analysis – all to help you make more informed investment decisions.
Learn more about Natixis Investment Managers at www.im.natixis.com
For additional information and important podcast disclosures for listeners outside the US, please consult www.im.natixis.com/intl/podcasts-and-other-media
*Cerulli Quantitative Update: Global Markets 2022 ranked Natixis Investment Managers as the 18th largest asset manager in the world based on assets under management as of December 31, 2021.

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