Natixis Insights

by Natixis Investment Managers

Better financial outcomes rely on insights you can trust.

Episodes

What Really Matters in 2024

18m · Published 10 Jan 19:39

Portfolio manager and strategist Jack Janasiewicz explains why growth, labor trends and risk appetite are what matters most to the markets this year.

2024 Investment Idea: Quality/Growth

10m · Published 22 Dec 16:07

Using our Cyclicality vs. Inflation framework to align portfolio positioning with our economic outlook – lean in on Quality and Growth.

Rate Cuts on the Horizon?

19m · Published 14 Dec 17:39

The latest economic data prints are paving the way for interest rate cuts in 2024 according to portfolio manager and strategist Jack Janasiewicz.

Portfolio Allocation Trends – Q3 2023

12m · Published 30 Nov 17:08

A review of nearly 300 advisor portfolios shows that taking equity risk and staying short on fixed income duration drove top year-to-date portfolio returns.

Straight Talk on the Treasury Market

19m · Published 16 Nov 16:07

Who’s buying? Who’s selling? What about the deficit? Portfolio Manager Jack Janasiewicz discusses the dynamics and mechanics roiling the US Treasury market.

Portfolio Construction – What Role Should Fixed Income Play?

8m · Published 13 Nov 20:03

Liquidity? Diversification? Income? Consultants discuss a goals-based approach to align the fixed income allocation with investor objectives.

Q3 2023 Update: Loomis Sayles Strategic Alpha Fund

40m · Published 09 Nov 20:51

Matt Eagan, portfolio manager of the Loomis Sayles Strategic Alpha Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Q3 2023 Update: Mirova Global Equity Funds

29m · Published 08 Nov 15:36

Hua Cheng, a portfolio manager of the Mirova Global Equity team, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Joe Ferrara, an Investment Strategist at Gateway Investment Advisers and Luke Palmer, Associate Investment Strategist at Natixis, review and discuss recent market trends, fund performance, and portfolio positioning.

Q3 2023 Update: Loomis Sayles Core Plus Bond Fund

33m · Published 07 Nov 15:40

Mike Gladchun, Associate Portfolio Manager, Core Plus Fixed Income, , reviews and discusses recent market trends, fund performance, and portfolio positioning.

Natixis Insights has 139 episodes in total of non- explicit content. Total playtime is 52:29:34. The language of the podcast is English. This podcast has been added on August 30th 2022. It might contain more episodes than the ones shown here. It was last updated on May 8th, 2024 07:11.