Tactical Take

By Natixis Investment ManagersBusiness Investing

Tactical Take episodes

July 22, 2025 Q2 2025 Update: Loomis Sayles Global Allocation Fund
Raff Distefano, Investment Director of the Loomis Sayles Global Allocation Fund reviews and discusses recent market trends, fund performance, and portfolio positioning.
26 min
July 16, 2025 Q2 2025 Update: Mirova Global Equity Funds
Hua Cheng, portfolio manager on the Mirova Global Megatrends and International Megatrends equity funds, reviews and discusses recent market trends, fund performance, and portfolio positioning.
35 min
July 11, 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 min
June 12, 2025 Same old song and dance: Slower growth, inflation & tariffs
Natixis macro experts discuss the equity rebound, long-duration bond sell off, tariffs and model portfolio positioning.
20 min
June 10, 2025 4 megatrends that could impact investment returns
Mark Cintolo and Matt Hunyadi discuss framework megatrends they believe will impact returns over the next decade.
16 min
May 21, 2025 Tariff rollbacks and economic slowdown: What lies ahead?
Jack Janasiewicz and Brian Hess talk US-China trade negotiations, the labor market, and positioning of Natixis model portfolios.
22 min
April 29, 2025 Q1 2025 Update: Gateway Funds
Joe Ferrara, an Investment Strategist at Gateway Investment Advisers and Will Goldstone, Investment Strategist at Natixis, review and discuss recent market trends, fund performance, and portfolio positioning.
36 min
April 25, 2025 Q1 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.
12 min
April 25, 2025 Q1 2025 Update: Loomis Sayles Global Allocation Fund
Raff Distefano, Investment Director of the Loomis Sayles Global Allocation Fund reviews and discusses recent market trends, fund performance, and portfolio positioning.
23 min
April 23, 2025 Q1 2025 Update: Vaughan Nelson Small Cap Value Fund
Chris Wallis, lead senior portfolio manager at Vaughan Nelson reviews and discusses recent market trends, fund performance, and portfolio positioning.
10 min