Natixis Investment Managers
Tactical Take
Better financial outcomes rely on insights you can trust.
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Natixis Investment Managers
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Dernier épisode
15 juin 2026
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Épisodes
Markets weigh AI bubble risk as Fed outlook turns hawkish 15.06.2026 22:23
AI optimism is surging but risks are building. Our experts debate whether strong data will force the Fed’s hand.
Tech strength holds as inflation heats up 28.05.2026 31:34
Hear Jack Janasiewicz and Brian Hess explain what’s behind the rally and how they’re positioning portfolios in response.
Markets rebound after Iran ceasefire, but risks remain 27.04.2026 22:17
Jack Janasiewicz and Brian Hess explain why the Iran ceasefire matters for markets and it’s impact on model portfolios.
Iran war, oil backwardation, and the Fed’s next move 25.03.2026 23:11
Listen to Jack Janasiewicz and Brian Hess discuss the US attack on Iran, market impacts and portfolio implications.
When policy, AI, and markets test investor conviction 02.03.2026 27:57
Hear Jack Janasiewicz and Brian Hess discuss navigating markets shaped by policy, AI, and evolving market structure.
Growth to inflation: 4 things that may surprise in 2026 06.01.2026 20:15
Hear our macro experts unpack cautious growth hopes, weak refund boosts and muted CapEx outside AI.
Employment, inflation, and AI: Looking back on 2025 25.11.2025 19:40
Jack Janasiewicz and Brian Hess discuss the year’s key market themes, the government shutdown and model portfolio positioning.
Stocks get stronger while labor market gets weaker. What’s next? 22.09.2025 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 22.08.2025 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 15.08.2025 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 11.07.2025 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 12.06.2025 19:22
Natixis macro experts discuss the equity rebound, long-duration bond sell off, tariffs and model portfolio positioning.
Credit spreads are tight – and why this may not change soon 27.02.2025 8:16
Listen to Mark Cintolo and Kevin McCullough discuss tight credit spreads and the importance of credit risk in portfolios.
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