Tactical Take

Michael Gladchun, Associate Portfolio Manager for the Loomis Sayles Core Plus Fixed Income Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Brian Kennedy, a portfolio manager on the full discretion team at Loomis Sayles, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Discussion of asset allocation trends in institutional and financial advisor model portfolios analyzed by Natixis Investment Managers Solutions portfolio consultants.

Macro experts discuss earnings estimates, growth expectations, rate cuts, and positioning in the Natixis model portfolios.

Macro experts discuss earnings estimates, growth expectations, rate cuts, and positioning in the Natixis model portfolios.

Macro discussion covers artificial intelligence, stock market highs, bond market volatility, and positioning in the Natixis model investment portfolios.

Joe Ferrara, an Investment Strategist at Gateway Investment Advisers and Luke Palmer, Associate Investment Strategist at Natixis, review and discuss recent market trends, fund performance, and portfolio positioning.

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

Michael Gladchun, Associate Portfolio Manager for the Loomis Sayles Fixed Income Group, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Portfolio consultants make the case for extending duration in fixed income portfolios based on the current market environment.