Tactical Take
Episodes
Iran war, oil backwardation, and the Fed’s next move
25 Mar 2026
Contributed by Lukas
Listen to Jack Janasiewicz and Brian Hess discuss the US attack on Iran, market impacts and portfolio implications.
When policy, AI, and markets test investor conviction
02 Mar 2026
Contributed by Lukas
Hear Jack Janasiewicz and Brian Hess discuss navigating markets shaped by policy, AI, and evolving market structure.
Growth to inflation: 4 things that may surprise in 2026
06 Jan 2026
Contributed by Lukas
Hear our macro experts unpack cautious growth hopes, weak refund boosts and muted CapEx outside AI.
Employment, inflation, and AI: Looking back on 2025
25 Nov 2025
Contributed by Lukas
Jack Janasiewicz and Brian Hess discuss the year’s key market themes, the government shutdown and model portfolio positioning.
Q3 2025 Update: Gateway Funds
10 Nov 2025
Contributed by Lukas
Joe Ferrara, an Investment Strategist at Gateway Investment Advisers and Will Goldstone, Investment Strategist at Natixis, review and discuss recent m...
Q3 2025 Update: Vaughan Nelson Mid Cap Fund
04 Nov 2025
Contributed by Lukas
Dan Hughes, Vice President, Distribution, of Vaughan Nelson, and Dennis Alff, Senior Portfolio Manager review and discuss recent market trends, fund p...
Q3 2025 Update: Vaughan Nelson Small Cap Fund
31 Oct 2025
Contributed by Lukas
Chris Wallis, lead senior portfolio manager at Vaughan Nelson reviews and discusses recent market trends, fund performance, and portfolio positioning.
Q3 2025 Update: Loomis Sayles Full Discretion Funds
31 Oct 2025
Contributed by Lukas
Bryan Hazelton, one of the associate portfolio managers on the Full Discretion team at Loomis Sayles , reviews and discusses recent market trends, fun...
Q3 2025 Update: Vaughan Nelson Select Fund
30 Oct 2025
Contributed by Lukas
Scott Weber, lead senior portfolio manager of the Vaughan Nelson Select Fund, reviews and discusses recent market trends, fund performance, and portfo...
Stocks rally as AI and Fed rate cuts drive optimism
29 Oct 2025
Contributed by Lukas
Hear macro experts Jack Janasiewicz and Brian Hess discuss AI’s market impact, Fed policy, and investor sentiment.
Q3 2025 Update: Loomis Sayles Strategic Alpha Fund
28 Oct 2025
Contributed by Lukas
Scott Darci, one of the portfolio managers on the Loomis Strategic Alpha Fund, reviews and discusses recent market trends, fund performance, and portf...
Q3 2025 Update: Mirova Global Megatrends Fund
27 Oct 2025
Contributed by Lukas
Hua Cheng, portfolio manager on the Mirova Global Megatrends Fund reviews and discusses recent market trends, fund performance, and portfolio position...
Q3 2025 Update: Loomis Sayles Global Allocation Fund
27 Oct 2025
Contributed by Lukas
Raff Distefano, Investment Director of the Loomis Sayles Global Allocation Fund reviews and discusses recent market trends, fund performance, and port...
Q3 2025 Update: Loomis Sayles Core Plus Bond Fund
27 Oct 2025
Contributed by Lukas
Mike Gladchun, one of the associate portfolio managers on the Core Plus Bond Fund, reviews and discusses recent market trends, fund performance, and p...
Stocks get stronger while labor market gets weaker. What’s next?
22 Sep 2025
Contributed by Lukas
From labor market concerns to the Fed policy outlook, macro experts Jack Janasiewicz and Brian Hess weigh in.
Labor market slows as tech drives US economic growth
22 Aug 2025
Contributed by Lukas
Jack Janasiewicz and Brian Hess discuss mixed retail and income data, tech-driven growth, evolving inflation, and potential Fed rate cuts.
Five institutional investment trends – midyear 2025
15 Aug 2025
Contributed by Lukas
From the return environment to asset allocation, Natixis consultants discuss institutional portfolio trends for H1 2025.
US dollar weakness and tariff impact surprises
11 Jul 2025
Contributed by Lukas
Jack Janasiewicz and Brian Hess discuss the unexpected shift in the US dollar and just how adverse tariff impacts may be.
Same old song and dance: Slower growth, inflation & tariffs
12 Jun 2025
Contributed by Lukas
Natixis macro experts discuss the equity rebound, long-duration bond sell off, tariffs and model portfolio positioning.
4 megatrends that could impact investment returns
10 Jun 2025
Contributed by Lukas
Mark Cintolo and Matt Hunyadi discuss framework megatrends they believe will impact returns over the next decade.
Tariff rollbacks and economic slowdown: What lies ahead?
21 May 2025
Contributed by Lukas
Jack Janasiewicz and Brian Hess talk US-China trade negotiations, the labor market, and positioning of Natixis model portfolios.
Recession threat? How tariffs are shaping economic outlook
21 Apr 2025
Contributed by Lukas
Jack Janasiewicz and Brian Hess discuss market volatility and defensive strategies amid tariff announcements.
DeepSeek, tariffs and US exceptionalism: Uncertainty runs wild
13 Mar 2025
Contributed by Lukas
In this edition of Tactical Take, Jack Janasiewicz and Brian Hess discuss the impact of DeepSeek on US tech and global markets.
5 top allocation moves in advisor model portfolios
13 Mar 2025
Contributed by Lukas
David Reilly, Connor Reardon, portfolio analysis and consulting, asset allocation, financial advisor portfolios, model portfolios.
Credit spreads are tight – and why this may not change soon
27 Feb 2025
Contributed by Lukas
Listen to Mark Cintolo and Kevin McCullough discuss tight credit spreads and the importance of credit risk in portfolios.
Tactical Take: Tariff talks and market implications
14 Feb 2025
Contributed by Lukas
Jack Janasiewicz and Brian Hess discuss the new administration’s trade policy, inflation and market impact.
Five institutional investment trends – Year-end 2024
31 Jan 2025
Contributed by Lukas
Mark Cintolo and Matthew Hunyadi discuss asset allocation shifts, private equity, and real estate returns.
5 economic factors to watch in 2025
17 Jan 2025
Contributed by Lukas
What does the equity market path look like for 2025? Jack Janasiewicz and Brian Hess discuss in this edition of Tactical Take.
2024 recap, inflation trends and predictions for 2025
26 Dec 2024
Contributed by Lukas
Jack Janasiewicz and Brian Hess discuss inflation trends and market insights for 2025 in December’s Tactical Take.
Fixed income outlook: Navigating the post-election landscape
04 Dec 2024
Contributed by Lukas
Kevin McCullough and Mark Cintolo discuss reinvestment risk, limiting concentration risk, and diversifying across multiple macroeconomic paths.
Election aftermath: Market reaction and economic outlook
19 Nov 2024
Contributed by Lukas
Jack Janasiewicz and Brian Hess discuss economic and market trends post-election and the Natixis portfolio strategy.