Employment, inflation, and AI: Looking back on 2025

25.11.2025

Natixis Insights

0:00

19:40

Jack Janasiewicz and Brian Hess discuss the year’s key market themes, the government shutdown and model portfolio positioning.

Weitere Episoden von „Natixis Insights“

Employment, inflation, and AI: Looking back on 2025
25.11.2025
19:40
Jack Janasiewicz and Brian Hess discuss the year’s key market themes, the government shutdown and model portfolio positioning.
Q3 2025 Update: Gateway Funds
10.11.2025
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Joe Ferrara, an Investment Strategist at Gateway Investment Advisers and Will Goldstone, Investment Strategist at Natixis, review and discuss recent market trends, fund performance, and portfolio positioning.
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Q3 2025 Update: Vaughan Nelson Mid Cap Fund
4.11.2025
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Dan Hughes, Vice President, Distribution, of Vaughan Nelson, and Dennis Alff, Senior Portfolio Manager review and discuss recent market trends, fund performance, and portfolio positioning.
Q3 2025 Update: Vaughan Nelson Small Cap Fund
31.10.2025
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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
31.10.2025
22:37
Bryan Hazelton, one of the associate portfolio managers on the Full Discretion team at Loomis Sayles , reviews and discusses recent market trends, fund performance, and portfolio positioning.
Q3 2025 Update: Vaughan Nelson Select Fund
30.10.2025
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Scott Weber, lead senior portfolio manager of the Vaughan Nelson Select Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Stocks rally as AI and Fed rate cuts drive optimism
29.10.2025
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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
28.10.2025
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Scott Darci, one of the portfolio managers on the Loomis Strategic Alpha Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Q3 2025 Update: Mirova Global Megatrends Fund
27.10.2025
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Hua Cheng, portfolio manager on the Mirova Global Megatrends Fund reviews and discusses recent market trends, fund performance, and portfolio positioning,
Q3 2025 Update: Loomis Sayles Global Allocation Fund
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Raff Distefano, Investment Director of the Loomis Sayles Global Allocation Fund reviews and discusses recent market trends, fund performance, and portfolio positioning.

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Employment, inflation, and AI: Looking back on 2025

Natixis Insights

Weitere Episoden von „Natixis Insights“

Employment, inflation, and AI: Looking back on 2025

Q3 2025 Update: Gateway Funds

Q3 2025 Update: Vaughan Nelson Mid Cap Fund

Q3 2025 Update: Vaughan Nelson Small Cap Fund

Q3 2025 Update: Loomis Sayles Full Discretion Funds

Q3 2025 Update: Vaughan Nelson Select Fund

Stocks rally as AI and Fed rate cuts drive optimism

Q3 2025 Update: Loomis Sayles Strategic Alpha Fund

Q3 2025 Update: Mirova Global Megatrends Fund

Q3 2025 Update: Loomis Sayles Global Allocation Fund