Tactical Take

Natixis Investment Managers
  • 5.0(9개의 평가)
  • 투자
  • 격월 업데이트

Better financial outcomes rely on insights you can trust.

  1. 3월 25일

    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.

    23분

  2. 3월 2일

    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.

    28분

  3. 1월 6일

    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.

    20분

  4. 2025. 11. 25.

    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.

    20분

  5. 2025. 09. 22.

    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.

    24분

  6. 2025. 08. 22.

    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.

    27분

  7. 2025. 08. 15.

    Five institutional investment trends – midyear 2025

    From the return environment to asset allocation, Natixis consultants discuss institutional portfolio trends for H1 2025.

    10분

  8. 2025. 07. 11.

    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.

    24분
모두 보기(15개)

평가 및 리뷰

5
최고 5점
9개의 평가

소개

Better financial outcomes rely on insights you can trust.

정보

  • 제작진
    Natixis Investment Managers
  • 방송 연도
    2019년 - 2026년
  • 에피소드
    15
  • 저작권
    © 2026 Natixis Distribution, LLC. All rights reserved.
  • 웹사이트 보기
    Tactical Take

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