Brian Kennedy, one of the lead portfolio managers on the Full Discretion team at Loomis Sayles , reviews and discusses recent market trends, fund performance, and portfolio positioning.

What does the equity market path look like for 2025? Jack Janasiewicz and Brian Hess discuss in this edition of Tactical Take.

Chris Wallis, lead senior portfolio manager at Vaughan Nelson reviews and discusses recent market trends, fund performance, and portfolio positioning.

Hua Cheng CFA, PhD, portfolio manager on the Mirova global, sustainable, and international sustainable equity funds, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Jack Janasiewicz and Brian Hess discuss inflation trends and market insights for 2025 in December’s Tactical Take.

Kevin McCullough and Mark Cintolo discuss reinvestment risk, limiting concentration risk, and diversifying across multiple macroeconomic paths.

Gretchen Amidon, co-portfolio manager of the Loomis Sayles Global Allocation Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Jack Janasiewicz and Brian Hess discuss economic and market trends post-election and the Natixis portfolio strategy.

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.

Scott Weber, lead senior portfolio manager of the Vaughan Nelson Select Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.