Tactical Take

By Natixis Investment ManagersBusiness Investing

Tactical Take episodes

March 12, 2020 March 2020: Fed Rate Cuts & Market Volatility
Chris Wallis, Portfolio Manager and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, discuss recent market corrections, coronavirus, and additional factors.
26 min
March 05, 2020 March 2020: COVID-19 and Global Market Views
Chris Wallis, Portfolio Manager and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, discuss recent market corrections, coronavirus, and additional factors.
22 min
March 04, 2020 Harris Associates: Market Update Podcast
Conference call featuring Bill Nygren of Harris Associates, portfolio manager for the Oakmark and Oakmark Select Fund.
51 min
February 25, 2020 After Iowa: Discussing the Path Forward for Democrats
Bob Marsh of OB-C Group discusses what went wrong in Iowa, Trump’s re-election prospects, and how presidential nomination favorites can be fleeting.
33 min
January 28, 2020 Q4 Update: Vaughan Nelson Small Cap Value Fund
Stephen Davis, Portfolio Manager and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, review and discuss recent market trends, fund performance, and portfolio positioning.
19 min
January 27, 2020 Q4 Update: Oakmark International and Oakmark International Small Cap Funds
David Herro, portfolio manager of Oakmark International and Oakmark International Small Cap Funds, reviews and discusses recent market trends, fund performance, and portfolio positioning.
34 min
January 24, 2020 Q4 Update: Oakmark & Oakmark Select Funds
Bill Nygren, portfolio manager of Oakmark and Oakmark Select Funds, reviews and discusses recent market trends, fund performance, and portfolio positioning.
27 min
January 23, 2020 Q4 Update: Vaughan Nelson Select Fund
Adam Rich, Equity Analyst, and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, review and discuss recent market trends, fund performance, and portfolio positioning.
14 min
January 23, 2020 Update: Vaughan Nelson Value Opportunity Fund
Chad Fargason, Senior Portfolio Manager and Dan Hughes, Client Portfolio Manager and both of Vaughan Nelson, review and discuss recent market trends, fund performance, and portfolio positioning.
15 min
January 22, 2020 Q4 Update: Loomis Sayles Global Allocation Fund
Lee Rosenbaum, co-portfolio manager of the Loomis Sayles Global Allocation Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning
29 min