Natixis Insights

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Natixis Insights

Bubble Trouble?

Portfolio manager and strategist Jack Janasiewicz discusses inflation anomalies, February market...

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Herding Hawks at the Fed

Portfolio manager and strategist Jack Janasiewicz discusses inflation nuances and the Federal...

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Q4 2023 Update: Loomis Sayles Core Plus Bond Fund

Rick Raczkowski, Portfolio Manager for the Loomis Sayles Fixed Income Group, reviews and...

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Q4 2023 Update: Vaughan Nelson Select Fund

Scott Weber, portfolio manager of the Vaughan Nelson Select Fund, reviews and discusses recent...

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Q4 2023 Update: Vaughan Nelson Mid Cap Fund

Dan Hughes, Vice President, Distribution, of Vaughan Nelson, and Dennis Alff, Senior Portfolio...

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Q4 2023 Update: Loomis Sayles Global Allocation Fund

Gretchen Amidon, co-portfolio manager of the Loomis Sayles Global Allocation Fund, reviews and...

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Five Institutional Trends Dominated in 2H 2023

Discussion of trends including strong performance by endowments and foundations and the growing...

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Q4 2023 Update: Loomis Sayles Strategic Alpha Fund

Matt Eagan, portfolio manager of the Loomis Sayles Strategic Alpha Fund, reviews and discusses...

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Q4 2023 Update: Mirova Global Equity Funds

Jens Peers, CIO and portfolio manager at Mirova US, reviews and discusses recent market trends,...

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Q4 2023 Update: Vaughan Nelson Small Cap Value Fund

Dan Hughes, Vice President, Distribution, of Vaughan Nelson, and Chris Wallis, lead Senior...

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Q4 2023 Update: Loomis Sayles Full Discretion Funds

Brian Kennedy, co-portfolio manager of the Loomis Sayles Full Discretion Funds Team, reviews and...

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Q4 2023 Update: Gateway Funds

Joe Ferrara, an Investment Strategist at Gateway Investment Advisers and Luke Palmer, Associate...

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What Really Matters in 2024

Portfolio manager and strategist Jack Janasiewicz explains why growth, labor trends and risk...

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2024 Investment Idea: Quality/Growth

Using our Cyclicality vs. Inflation framework to align portfolio positioning with our economic...

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Rate Cuts on the Horizon?

The latest economic data prints are paving the way for interest rate cuts in 2024 according to...

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Portfolio Allocation Trends – Q3 2023

A review of nearly 300 advisor portfolios shows that taking equity risk and staying short on...

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Straight Talk on the Treasury Market

Who’s buying? Who’s selling? What about the deficit? Portfolio Manager Jack Janasiewicz discusses...

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Portfolio Construction – What Role Should Fixed Income Play?

Liquidity? Diversification? Income? Consultants discuss a goals-based approach to align the fixed...

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Q3 2023 Update: Loomis Sayles Strategic Alpha Fund

Matt Eagan, portfolio manager of the Loomis Sayles Strategic Alpha Fund, reviews and discusses...

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Q3 2023 Update: Gateway Funds

Joe Ferrara, an Investment Strategist at Gateway Investment Advisers and Luke Palmer, Associate...

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