Tactical Take

Matt Egan, portfolio manager on the Loomis Strategic Alpha Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Hua Cheng CFA, PhD, portfolio manager, Sustainable Equity at Mirova US, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Brian Hazelton, one of the associate PMs on the full discretion team at Loomis Sayles, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Jack Janasiewicz and Brian Hess discuss China’s stimulus, the Fed’s rate cut, and allocation moves for Natixis models.

Joe Ferrara, an investment strategist at Gateway Investment Advisers and Will Goldberg, investment strategist at Natixis, review and discuss recent market trends, fund performance, and portfolio positioning.

Macro experts discuss the market correction, interest rate cuts, and positioning in the Natixis model portfolios.

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

Scott Darci, associate portfolio manager of the Loomis Sayles Strategic Alpha Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Top allocation trends in advisor model portfolios for Q2 2024 are analyzed by Portfolio Consultants from Natixis Investment Managers Solutions.

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