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Tech strength holds as inflation heats up
Hear Jack Janasiewicz and Brian Hess explain what’s behind the rally and how they’re positioning portfolios in response.
Tech strength holds as inflation heats up
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
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
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
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
Hear our macro experts unpack cautious growth hopes, weak refund boosts and muted CapEx outside AI.
Employment, inflation, and AI: Looking back on 2025
Jack Janasiewicz and Brian Hess discuss the year’s key market themes, the government shutdown and model portfolio positioning.
Q3 2025 Update: Gateway Funds
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…
Q3 2025 Update: Vaughan Nelson Mid Cap Fund
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
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
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
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
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
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
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
Raff Distefano, Investment Director of the Loomis Sayles Global Allocation Fund reviews and discusses recent market trends, fund performance, and portfolio positioning.
Q3 2025 Update: Loomis Sayles Core Plus Bond Fund
Mike Gladchun, one of the associate portfolio managers on the Core Plus Bond Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Stocks get stronger while labor market gets weaker. What’s next?
From labor market concerns to the Fed policy outlook, macro experts Jack Janasiewicz and Brian Hess weigh in.
Labor market slows as tech drives US economic growth
Jack Janasiewicz and Brian Hess discuss mixed retail and income data, tech-driven growth, evolving inflation, and potential Fed rate cuts.
Five institutional investment trends – midyear 2025
From the return environment to asset allocation, Natixis consultants discuss institutional portfolio trends for H1 2025.
Frequently Asked Questions
Tactical Take has published 14 episodes since February 2025, covering topics in Business, Investing.
Tactical Take is currently highly active with new episodes monthly. Average episode length is 22m.
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