Markets weigh AI bubble risk as Fed outlook turns hawkish
AI optimism is surging but risks are building. Hear our macro experts debate whether strong data will force the Fed’s hand.
International equities: Positioning through Q1 volatility
David Herro and Tony Coniaris break down Q1 dispersion, positioning, and where they see value in global equities.
Tech strength holds as inflation heats up
Hear Jack Janasiewicz and Brian Hess explain what’s behind the rally and how they’re positioning portfolios in response.
Markets rebound after Iran ceasefire, but risks remain
Hear our experts discuss markets rebounding after the Iran ceasefire, oil signals, inflation, and portfolio moves.
Iran war, oil backwardation, and the Fed’s next move
Hear Jack Janasiewicz and Brian Hess discuss the Iran conflict, oil markets, and what it could mean for portfolios.
The quality factor: Why resilience matters
Quality investing has delivered consistent, risk adjusted returns. See how quality has performed over time.
When policy, AI, and markets test investor conviction
Hear Jack Janasiewicz and Brian Hess discuss navigating markets shaped by policy, AI, and evolving market structure.
From growth to inflation: 4 potential nonsurprises in 2026
Hear macro experts Jack Janasiewicz and Brian Hess unpack cautious growth hopes, weak refund boosts and muted CapEx outside AI.
Employment, inflation, and AI: Looking back on 2025
Hear macro experts Jack Janasiewicz and Brian Hess discuss the year’s key market themes and model portfolio positioning.
Buckle up for ease
Rate cuts are often seen as beneficial for markets and investors, but they can also initiate drawdowns and volatility.
Stocks rally as AI and Fed rate cuts drive optimism
Hear Jack Janasiewicz and Brian Hess discuss how AI, Fed moves, and China trade tensions are driving market sentiment.
Stocks get stronger while labor market gets weaker. What’s next?
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
Hear Jack Janasiewicz and Brian Hess discuss mixed retail and income data, AI-driven tech CapEx, and potential rate cuts.
US dollar weakness and tariff impact surprises
Macro experts Jack Janasiewicz and Brian Hess discuss factors influencing market dynamics and Natixis model portfolio positioning.
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