Tactical Take

By Natixis Investment ManagersBusiness Investing

Tactical Take episodes

October 27, 2025 Q3 2025 Update: Loomis Sayles Core Plus Bond Fund
Mike Gladchun, one of the associate portfolio managers on the Core Plus Bond Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
26 min
September 22, 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 min
August 22, 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.
28 min
August 15, 2025 Five institutional investment trends – midyear 2025
From the return environment to asset allocation, Natixis consultants discuss institutional portfolio trends for H1 2025.
11 min
July 25, 2025 Q2 2025 Update: Loomis Sayles Full Discretion Funds
Bryan Hazelton, one of the associate portfolio managers on the Full Discretion team at Loomis Sayles , reviews and discusses recent market trends, fund performance, and portfolio positioning.
25 min
July 24, 2025 Q2 2025 Update: Vaughan Nelson Select Fund
Scott Weber, lead senior portfolio manager of the Vaughan Nelson Select Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
13 min
July 23, 2025 Q2 2025 Update: Vaughan Nelson Mid Cap Fund
Dan Hughes, Vice President, Distribution, of Vaughan Nelson, and Dennis Alff, Senior Portfolio Manager review and discuss recent market trends, fund performance, and portfolio positioning.
12 min
July 23, 2025 Q2 2025 Update: Vaughan Nelson Small Cap Fund
Chris Wallis, lead senior portfolio manager at Vaughan Nelson reviews and discusses recent market trends, fund performance, and portfolio positioning.
8 min
July 22, 2025 Q2 2025 Update: Loomis Sayles Core Plus Bond Fund
Peter Palfrey, one of the lead portfolio managers on the Core Plus Bond Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
32 min
July 22, 2025 Q2 2025 Update: Loomis Sayles Strategic Alpha Fund
Scott Darci, one of the portfolio managers on the Loomis Strategic Alpha Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
25 min