Tactical Take

Natixis Investment Managers

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12 Episódios

AI still dominates, but is the market ready to broaden?
29/10/2026
22:13
Macro experts Jack Janasiewicz and Brian Hess talk model trades and what could drive a shift beyond AI.
Higher rates, higher oil. So why is growth holding up?
29/09/2026
22:31
Macro experts Jack Janasiewicz and Brian Hess discuss growth, inflation, bond yields, and the AI investment cycle.
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Fed policy, yen intervention, and why bond yields keep rising
27/08/2026
30:08
Earnings are driving markets. Hear our experts explore what slower growth, easing inflation, and higher rates may mean.
Does the AI stock correction change the outlook?
31/07/2026
23:31
AI turbulence, rising oil and resilient consumers: hear our macro experts connect the dots.
Markets weigh AI bubble risk as Fed outlook turns hawkish
15/06/2026
22:23
AI optimism is surging but risks are building. Our experts debate whether strong data will force the Fed’s hand.
Tech strength holds as inflation heats up
28/05/2026
31:34
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
27/04/2026
22:17
Jack Janasiewicz and Brian Hess explain why the Iran ceasefire matters for markets and it’s impact on model portfolios.
Iran war, oil backwardation, and the Fed’s next move
25/03/2026
23:11
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
02/03/2026
27:57
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
06/01/2026
20:15
Hear our macro experts unpack cautious growth hopes, weak refund boosts and muted CapEx outside AI.

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Tactical Take

Natixis Investment Managers

12 Episódios

AI still dominates, but is the market ready to broaden?

Higher rates, higher oil. So why is growth holding up?

Fed policy, yen intervention, and why bond yields keep rising

Does the AI stock correction change the outlook?

Markets weigh AI bubble risk as Fed outlook turns hawkish

Tech strength holds as inflation heats up

Markets rebound after Iran ceasefire, but risks remain

Iran war, oil backwardation, and the Fed’s next move

When policy, AI, and markets test investor conviction

Growth to inflation: 4 things that may surprise in 2026