Natixis Insights Podcasts

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Hear from top industry experts and get the insight you need to propel your business forward and make more informed portfolio decisions. Topics include global trends, market analysis, and portfolio manager perspectives on equities, fixed income, alternatives and ESG investing—as well as investor sentiment, retirement, and asset allocation.


Quarterly Fund Manager Podcasts
Stay well informed on market action, allocation decisions and portfolio performance each quarter with portfolio managers from affiliates including Gateway, Harris Associates, Loomis, Sayles & Co., Mirova, Vaughan Nelson, and more.

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Latest Episodes

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Value Investing Insight: Banking Dilemmas and Discounts

Bank failures, deeply discounted European financial stocks, and interest rate tailwinds for big US banks are explored by Harris Associates’ value investors.
May 18, 2023 Jason E. Long - Michael A. Nicolas
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Traditional Diversification Is Working Again

Stocks and bonds stopped moving in tandem in early December – and that favors duration for bond investors.
April 27, 2023 Mark J. Cintolo
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March 22 Fed Meeting Recap

Portfolio Strategist Garrett Melson offers his analysis of the March 22 Fed meeting.
March 23, 2023 Garrett Melson
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The Market Giveth, the Market Taketh

Portfolio Manager Jack Janasiewicz explains how surprisingly strong data prints disrupted the markets in February.
March 10, 2023 Jack Janasiewicz
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Goldilocks vs. the Bears

Portfolio Manager Jack Janasiewicz believes jobs data and the Federal Reserve’s most recent comments may be “just right” for an economic soft landing.
February 14, 2023 Jack Janasiewicz
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Observations on Five Institutional Investing Trends

Foundations and public pensions lost ground in a challenging investment environment. As we enter 2023, indicators suggest elevated return potential.
February 6, 2023 Mark J. Cintolo Financial Professional content – requires login
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Disinflation Pipeline and the Phillips Curve Fed

Portfolio Manager Jack Janasiewicz explains why divergences in global monetary policy could be a key differentiator for asset class returns in 2023.
January 10, 2023 Jack Janasiewicz
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Financial Portfolios Adapt to Inflation, Rough Markets

Learn how advisors have adjusted their financial portfolio allocations in response to higher inflation and difficult market conditions.
January 10, 2023 James Kelly - Kevin McCullough
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Runway for a Soft Landing?

Portfolio Manager Jack Janasiewicz discusses the equity market’s November pivot, signs of deflation, the Fed’s two-sided risks, and policy changes in China.
December 14, 2022 Jack Janasiewicz
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DOL Final Rule: Clarity on ESG Investing in Retirement Plans

ERISA expert Bradford Campbell explains the DOL’s Final Rule on ESG investing in retirement plans and implications for plan advisors and participants.
December 5, 2022 Susan R. Olson
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Public Enemy #1: Inflation

Portfolio Manager Jack Janasiewicz reviews October’s positive stock market performance, mixed economic data, and the Fed’s ongoing battle to tame inflation.

November 8, 2022 Jack Janasiewicz
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From the Consultants’ Desk: Trends in the Private Equity Market

Even investors not involved with private equity can be affected by the interplay with the public equity side, particularly in the US growth space.
October 28, 2022 Mark J. Cintolo - Kevin McCullough
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From the Consultants’ Desk: Quantitative Tightening & Bonds

If the Federal Reserve is no longer buying bonds, what happens to bond prices?
July 14, 2022 Mark J. Cintolo - Kevin McCullough
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Equity Diversification for the Next Selloff

With their yields near all-time lows, Treasuries may no longer provide reliable diversification for equities in the next crisis. What else might work?
December 20, 2021 Mark J. Cintolo Financial Professional content – requires login

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