Tactical Take

Natixis Investment Managers
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Better financial outcomes rely on insights you can trust.

  1. ١٥ يونيو

    Markets weigh AI bubble risk as Fed outlook turns hawkish

    AI optimism is surging but risks are building. Our experts debate whether strong data will force the Fed’s hand.

    ٢٢ د

  2. ٢٧ مايو

    Tech strength holds as inflation heats up

    Hear Jack Janasiewicz and Brian Hess explain what’s behind the rally and how they’re positioning portfolios in response.

    ٣٢ د

  3. ٢٧ أبريل

    Markets rebound after Iran ceasefire, but risks remain

    Jack Janasiewicz and Brian Hess explain why the Iran ceasefire matters for markets and it’s impact on model portfolios.

    ٢٢ د

  4. ٢٥ مارس

    Iran war, oil backwardation, and the Fed’s next move

    Listen to Jack Janasiewicz and Brian Hess discuss the US attack on Iran, market impacts and portfolio implications.

    ٢٣ د

  5. ٢ مارس

    When policy, AI, and markets test investor conviction

    Hear Jack Janasiewicz and Brian Hess discuss navigating markets shaped by policy, AI, and evolving market structure.

    ٢٨ د

  6. ٦ يناير

    Growth to inflation: 4 things that may surprise in 2026

    Hear our macro experts unpack cautious growth hopes, weak refund boosts and muted CapEx outside AI.

    ٢٠ د

  7. ٢٥‏/١١‏/٢٠٢٥

    Employment, inflation, and AI: Looking back on 2025

    Jack Janasiewicz and Brian Hess discuss the year’s key market themes, the government shutdown and model portfolio positioning.

    ٢٠ د

  8. ٢٢‏/٠٩‏/٢٠٢٥

    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.

    ٢٤ د
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Better financial outcomes rely on insights you can trust.

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    Natixis Investment Managers
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    Tactical Take

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