Tactical Take

By Natixis Investment ManagersBusiness Investing

Tactical Take episodes

September 29 Higher rates, higher oil. So why is growth holding up?
Watch macro experts Jack Janasiewicz and Brian Hess discuss growth, inflation, bond yields, and the AI investment cycle.
23 min
August 27 Fed policy, yen intervention, and why bond yields keep rising
Earnings are driving markets. Hear our experts explore what slower growth, easing inflation, and higher rates may mean.
31 min
July 31 Does the AI stock correction change the outlook?
AI turbulence, rising oil and resilient consumers: hear our macro experts connect the dots.
24 min
June 15 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.
23 min
May 28 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.
32 min
May 27 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.
32 min
April 27 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.
23 min
March 25 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.
24 min
March 02 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 min
January 06 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.
21 min