Tactical Take

Natixis Investment Managers
  • 5,0 (9)
  • ИНВЕСТИЦИИ
  • РАЗ В ДВА МЕСЯЦА

Better financial outcomes rely on insights you can trust.

  1. 25 МАР.

    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.

    23 мин.

  2. 2 МАР.

    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.

    28 мин.

  3. 6 ЯНВ.

    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.

    20 мин.

  4. 25.11.2025

    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.

    20 мин.

  5. 22.09.2025

    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.

    24 мин.

  6. 22.08.2025

    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.

    27 мин.

  7. 15.08.2025

    Five institutional investment trends – midyear 2025

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

    10 мин.

  8. 11.07.2025

    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.

    24 мин.
См. все (15)

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Better financial outcomes rely on insights you can trust.

Информация

  • Автор
    Natixis Investment Managers
  • Годы выхода
    2019 - 2026
  • Выпуски
    15
  • Авторские права
    © 2026 Natixis Distribution, LLC. All rights reserved.
  • Сайт подкаста
    Tactical Take

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