Natixis Insights Podcasts

Get Exclusive Insight in our Latest Podcasts

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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Recession Outlook: Going, Going, Gone

Portfolio Manager Jack Janasiewicz discusses the shifting recession narrative, labor and inflation trends, and the Fed’s pathway to a soft landing.
August 18, 2023 Jack Janasiewicz
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Market Catalysts: Made in the USA

Portfolio Manager Jack Janasiewicz discusses potential market tailwinds, FOMO, a US capital spending boom, and prospects for a strong second half.

July 17, 2023 Jack Janasiewicz
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Bear Market Still in Hibernation

Portfolio Manager Jack Janasiewicz offers his take on inflation, the Fed, labor trends, liquidity fears and narrow market breadth.

June 15, 2023 Jack Janasiewicz
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Fixed Income Framework: Cyclicality vs. Inflation

Framework shows how investors can adjust their bond holdings to align with their outlook for inflation, growth and recession scenarios.
May 23, 2023 Mark J. Cintolo
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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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Bank Failures and Narrative Whiplash

Portfolio Manager Jack Janasiewicz offers his thoughts on the banking crisis, the Fed’s response, and where the markets and economy may go from here.
April 12, 2023 Jack Janasiewicz
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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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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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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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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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