Natixis IM International

Are investors quiet quitting the US? – Intl version

Natixis IM International — Mon, 25 May 2026 02:39:37 -0400

Are investors quiet quitting the US? – Intl version

What’s next for the global economy?

Natixis IM International — Sun, 24 May 2026 20:39:39 -0400

What’s next for the global economy?

Are investors quiet quitting the US?

Natixis IM International — Mon, 11 May 2026 22:00:35 -0400

Are investors quiet quitting the US?

How has the Iran war changed the 2026 outlook?

Natixis IM International — Tue, 14 Apr 2026 12:12:16 -0400

How has the Iran war changed the 2026 outlook?

US core real estate historically attractive – INTL ex AU version

Natixis IM International — Thu, 02 Apr 2026 09:04:40 -0400

US core real estate historically attractive – INTL ex AU version

What does the situation in Iran mean for markets?

Natixis IM International — Wed, 11 Mar 2026 05:58:27 -0400

What does the situation in Iran mean for markets?

US core real estate historically attractive

Natixis IM International — Tue, 24 Feb 2026 23:27:28 -0500

US core real estate historically attractive

The Fed is not independent

Natixis IM International — Mon, 09 Feb 2026 05:31:09 -0500

The Fed is not independent

Investing in the transitions changing our world – INTL

Natixis IM International — Wed, 01 Oct 2025 10:23:54 -0400

Investing in the transitions changing our world – INTL

Investing in the transitions changing our world – AU

Natixis IM International — Wed, 01 Oct 2025 10:19:46 -0400

Investing in the transitions changing our world – AU

It’s more uncertain today than at any time in my entire career – INTL

Natixis IM International — Wed, 04 Jun 2025 00:57:37 -0400

It’s more uncertain today than at any time in my entire career – INTL

It’s more uncertain today than at any time in my entire career – AU

Natixis IM International — Mon, 02 Jun 2025 21:15:10 -0400

It’s more uncertain today than at any time in my entire career – AU

A contrarian manager sees potential upside in downside volatility – AU

Natixis IM International — Wed, 28 May 2025 00:09:09 -0400

A contrarian manager sees potential upside in downside volatility – AU

A contrarian manager sees potential upside in downside volatility

Natixis IM International — Fri, 23 May 2025 08:49:54 -0400

A contrarian manager sees potential upside in downside volatility

“This should not have surprised anyone” Trump and the great rebalancing – INTL

Natixis IM International — Thu, 10 Apr 2025 09:26:29 -0400

“This should not have surprised anyone” Trump and the great rebalancing – INTL

“This should not have surprised anyone” Trump and the great rebalancing

Natixis IM International — Wed, 09 Apr 2025 01:23:54 -0400

“This should not have surprised anyone” Trump and the great rebalancing

Investors: check yourself before you wreck yourself

Natixis IM International — Tue, 18 Mar 2025 19:13:39 -0400

Investors: check yourself before you wreck yourself

Is the lower middle market the key to private assets alpha?

Natixis IM International — Mon, 03 Feb 2025 18:59:28 -0500

Is the lower middle market the key to private assets alpha?

Natixis IM International — Wed, 15 Jan 2025 08:48:41 -0500

Is the lower middle market the key to private assets alpha?

How much more Nvidia and Apple do you need?

Natixis IM International — Tue, 29 Oct 2024 13:13:31 -0400

How much more Nvidia and Apple do you need?

How Aziz Hamzaogullari and his team generate long-term alpha

Natixis IM International — Mon, 21 Oct 2024 04:57:56 -0400

How Aziz Hamzaogullari and his team generate long-term alpha

How much more Nvidia and Apple do you need?

Natixis IM International — Tue, 08 Oct 2024 19:37:47 -0400

How much more Nvidia and Apple do you need?

The big themes driving global equity returns

Natixis IM International — Wed, 25 Sep 2024 04:38:21 -0400

AI, obesity, renewables and international supply chains are some of the long-term themes driving Mirova’s global equity investing.

Analysing Australia’s place in the Global Retirement Index

Natixis IM International — Wed, 11 Sep 2024 10:47:46 -0400

Analysing Australia’s place in the Global Retirement Index

How Aziz Hamzaogullari and his team generate long-term alpha

Natixis IM International — Mon, 09 Sep 2024 04:14:59 -0400

How Aziz Hamzaogullari and his team generate long-term alpha

The big themes driving global equity returns

Natixis IM International — Tue, 13 Aug 2024 04:28:46 -0400

The big themes driving global equity returns

Reality bites the sandwich generation

Natixis IM International — Thu, 25 Jul 2024 11:26:00 -0400

Louise Watson and Jacqui Fernley discuss the money worries of Generation X and the changing financial advice landscape.

Why bonds are back and bond basics

Natixis IM International — Mon, 01 Jul 2024 10:27:39 -0400

Kevin Creeden, from Loomis Sayles discusses why bonds are in demand and explains some basics of fixed income investing.

01.05.2024 Weekly: Inflation, Correction, Deploying Capital

Natixis IM International — Wed, 01 May 2024 11:56:44 -0400

CIO Chris Wallis joins the podcast with recent views on inflation, the inflation connected market correction, and how he’s deploying capital.

Double trouble: the path to 52 million Australians

Natixis IM International — Wed, 03 Apr 2024 05:42:24 -0400

Australia’s population is booming, but what are the societal, economic and investment implications of this growth?

Weekly 21.03.2024: Tolerating Inflation, Tactical Shifts, Areas to Avoid

Natixis IM International — Fri, 22 Mar 2024 12:41:35 -0400

CEO/CIO Chris Wallis reflects on the Fed’s willingness to tolerate higher inflation, tactical allocation, and asset classes to deemphasize.

Weekly 28.02.2024: Ex-US ATHs, Global Valuations, CPI

Natixis IM International — Fri, 01 Mar 2024 06:53:53 -0500

CEO/CIO Chris Wallis examines the disparities between the US and ex-US markets and expectations stemming from CPI numbers.

Weekly 15.02.24: ISM Up, CPI, Up, Small vs. Large

Natixis IM International — Thu, 15 Feb 2024 12:16:28 -0500

CEO/CIO Chris Wallis joins the podcast and breaks down the recent positive economic data, higher than expected inflation, and how he is thinking about small cap vs. large cap as an investor.

Weekly 31.01.24: Bear Market to ATHs, Large and Small Gap, Earnings, and Election Year

Natixis IM International — Fri, 02 Feb 2024 06:53:30 -0500

CEO/CIO Chris Wallis reviews the bear market and all time highs, the gap between large and small cap stocks, earnings season takeaways, 4Q23 GDP boost, and election year market impact.

04.01.2024 Weekly: Early Pull Back, 2024 Key Issues, 2% Target

Natixis IM International — Fri, 05 Jan 2024 10:36:32 -0500

CEO/CIO Chris Wallis discusses the market’s early January pullback, key issues for 2024, and how realistic is 2% inflation.

Weekly 14.12.23: Performance Chasing, 2024 Rates, Inflation, and All Time Highs

Natixis IM International — Thu, 14 Dec 2023 16:38:10 -0500

CEO/CIO Chris Wallis looks ahead to 2024 through the lens of recent call purchases, Fed action, inflation trends, and the market approaching all time highs.

16.11.2023 Weekly: Risk Assets Move Higher, Playing Offense, Looking at 2024

Natixis IM International — Fri, 17 Nov 2023 10:53:47 -0500

CEO/CIO Chris Wallis details the recent move higher in equities, positioning portfolios offensively, and expectations as we approach 2024.

Test – podcast

Natixis IM International — Thu, 02 Nov 2023 11:15:51 -0400

Test – podcast

27 10 2023 Weekly: Tech Selloff, Not Enough Buyers, and Energy Trades Off

Natixis IM International — Fri, 27 Oct 2023 09:26:27 -0400

CEO/CIO Chris Wallis discusses catalysts for the recent tech sell off, the mismatch between buyers and supply, and energy selling off amidst a Middle East conflict

Weekly 20.10.2023 A Multipolar World, Renewed Balance, and Finishing on a Low

Natixis IM International — Fri, 20 Oct 2023 12:13:35 -0400

CEO/CIO CW reflects on the undergoing shift toward a multipolar world, the impact of risk assets, and what the market closing on the low of the day implies.

Out Balance and What Lies Ahead

Natixis IM International — Thu, 05 Oct 2023 12:59:41 -0400

CEO/CIO CW returns to discuss the discuss recent market behavior and lines up 4Q23 and ahead.

Weekly 13.09.2023: Sign of Recession, Bear Rally, and Out of Balance

Natixis IM International — Thu, 14 Sep 2023 06:06:44 -0400

CEO/CIO CW bucks the idea that the economy is in the clear, places the 2024 run in historical bear rally terms, and reviews why the economy is out of balance.

30.08.2023 Weekly: BRIC Conference, 2% Inflation, and China Weakness

Natixis IM International — Thu, 31 Aug 2023 03:33:09 -0400

CEO/CIO CW joins to discuss the recent BRIC conference, Jerome Powell reiterating the Fed’s 2% inflation target, and China weakness and liquidity

16.08.2023 Weekly: Chinese Weakness, Energy and Inflation, Global Currencies, and Market Consolidation

Natixis IM International — Wed, 16 Aug 2023 12:57:15 -0400

CEO/CIO CW reviews recent Chinese weakness, inflationary pressures, a possible BRIC currency announcement, and recent US market consolidation

02.08.2023 Weekly: U.S. Downgrade, Earnings Season, and Seasonal Weakness

Natixis IM International — Thu, 10 Aug 2023 04:17:37 -0400

CEO/CIO CW discusses the Fitch U.S. credit rating downgrade, earnings season takeaways, and indicators as we enter a seasonally weak stretch

27.07.2023 Weekly: Banks, GDP, and Deploying Cash

Natixis IM International — Fri, 28 Jul 2023 04:13:27 -0400

CEO/CIO CW examines the July bank rally, strong GDP print, and deploying cash in SCV

Inflation Outlook, Liquidity Risks, NASDAQ 100 Repositioning

Natixis IM International — Wed, 19 Jul 2023 11:52:49 -0400

CEO/CIO CW shares his inflation outlook, knock on effects of declining inflationary pressures, state of liquidity risk, and NASDAQ 100 reducing top name weights

01.06.2023 Weekly: Debt Ceiling Resolved, AI Rally, Fed Expectations, and Seasonal Weakness

Natixis IM International — Thu, 01 Jun 2023 11:08:13 -0400

CEO/CIO CW joins to discuss the debt ceiling resolution, AI Associated rally, expectations for the June Fed meeting, and summer season weakness

Q3 2021 Update: Vaughan Nelson Select Fund

Natixis IM International — Tue, 14 Dec 2021 16:29:14 -0500

Scott Weber, portfolio manager of the Vaughan Nelson Select Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Q3 2021 Update: Vaughan Nelson Small Cap Value Fund

Natixis IM International — Tue, 14 Dec 2021 16:26:10 -0500

Stephen Davis, Portfolio Manager of the Vaughan Nelson Small Cap Value Fund and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, review and discuss recent market trends, fund performance, and portfolio positioning.

Q3 2021 Update: Vaughan Nelson Mid Cap Fund

Natixis IM International — Tue, 14 Dec 2021 16:18:53 -0500

Dennis Alff, Senior Portfolio Manager and Dan Hughes, Client Portfolio Manager and both of Vaughan Nelson, review and discuss recent market trends, fund performance, and portfolio positioning.