33 episodi

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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Natixis Insights Natixis Investment Managers

    • Economia

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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    No Cuts? No Problem.

    No Cuts? No Problem.

    Portfolio manager Jack Janasiewicz and investment strategist Brian Hess discuss inflation, rates, growth, and positioning in the Natixis model portfolios.

    • 19 min
    Investment Portfolio Trends 2023: Looking in the Mirror

    Investment Portfolio Trends 2023: Looking in the Mirror

    A review of more than 200 investment portfolios highlights the benefits of risk-on allocations as inflation fears ease and markets rebound.

    • 9 min
    Election 2024: Candidates, Congress, and Weary Constituents

    Election 2024: Candidates, Congress, and Weary Constituents

    Political pundits discuss the 2024 election, voter fatigue, and critical issues that need to be addressed.

    • 24 min
    Bubble Trouble?

    Bubble Trouble?

    Portfolio manager and strategist Jack Janasiewicz discusses inflation anomalies, February market highs, AI, and comparisons with the dotcom bubble.

    • 20 min
    Herding Hawks at the Fed

    Herding Hawks at the Fed

    Portfolio manager and strategist Jack Janasiewicz discusses inflation nuances and the Federal Reserve’s need for “greater confidence” before cutting rates.

    • 17 min
    Q4 2023 Update: Loomis Sayles Core Plus Bond Fund

    Q4 2023 Update: Loomis Sayles Core Plus Bond Fund

    Rick Raczkowski, Portfolio Manager for the Loomis Sayles Fixed Income Group, reviews and discusses recent market trends, fund performance, and portfolio positioning.

    • 24 min

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