Tactical Take

By Natixis Investment ManagersBusiness Investing

Tactical Take episodes

April 23, 2025 Q1 2025 Update: Loomis Sayles Strategic Alpha Fund
Matt Eagan, one of the portfolio managers on the Loomis Strategic Alpha Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
26 min
April 22, 2025 Q1 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.
11 min
April 22, 2025 Q1 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
April 22, 2025 Q1 2025 Update: Loomis Sayles Core Plus Bond Fund
Rick Raczkowski, one of the lead portfolio managers for the Loomis Sayles Core Plus Fixed Income Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
25 min
April 21, 2025 Recession threat? How tariffs are shaping economic outlook
Jack Janasiewicz and Brian Hess discuss market volatility and defensive strategies amid tariff announcements.
21 min
April 11, 2025 Q1 2025 Update: Mirova Global Equity Funds
Soliane Varlet, portfolio manager on the Mirova global, sustainable, and international sustainable equity funds, reviews and discusses recent market trends, fund performance, and portfolio positioning.
28 min
March 13, 2025 DeepSeek, tariffs and US exceptionalism: Uncertainty runs wild
In this edition of Tactical Take, Jack Janasiewicz and Brian Hess discuss the impact of DeepSeek on US tech and global markets.
23 min
March 13, 2025 5 top allocation moves in advisor model portfolios
David Reilly, Connor Reardon, portfolio analysis and consulting, asset allocation, financial advisor portfolios, model portfolios.
10 min
February 27, 2025 Credit spreads are tight – and why this may not change soon
Listen to Mark Cintolo and Kevin McCullough discuss tight credit spreads and the importance of credit risk in portfolios.
9 min
February 14, 2025 Tactical Take: Tariff talks and market implications
Jack Janasiewicz and Brian Hess discuss the new administration’s trade policy, inflation and market impact.
19 min