HeyJaredNavigating the noise – conversations with the Natixis Investment Managers Expert Collective.
We aim to help you make better investment decisions by bringing you insights from Natixis Investment Managers’ global expert collective including IML, Loomis Sayles, Mirova, Vaughan Nelson, Flexstone, AEW and others.This content is only available to Australian…
- Indexed episodes, last 90 days
- 4
- Latest publication
- Aug 27, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 9, 2026
Latest episodes
Is healthcare finally turning the corner? (opens the original)
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Healthcare stocks used to be much loved by investors, but have fallen out of favour in Australia and around the world over the past year. Healthcare was the worst performing sector in the ASX last financial year - in both large and small caps. However, things seem to be starting to turn. Large cap healthcare stocks, including CSL, Cochlear and Resmed have been bouncing back, and a similar dynamic is playing out in small caps. Could the long-term structural tailwinds of an ageing population and p
What historically low numbers from banks and retailers mean for the market (opens the original)
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This year’s August reporting season has delivered its fair share of drama: from pressures on major banks, to stark sales slides in retail, the economic reality of rising interest rates and persistent inflation is finally biting. Meanwhile, a wave of private equity takeovers highlights the growing disconnect between fundamental value and volatile market pricing. In this podcast Natixis Investment Managers’ Daniel Shelest sits down with IML large cap portfolio managers Michael O’Neill and Daniel M
How did IML’s large cap funds finish the financial year? (opens the original)
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In this podcast IML large cap portfolio managers Daniel Moore and Michael O’Neill talk to Mark Williams from Natixis Investment Managers about: How IML’s large cap funds performed to round out the financial year The big turnaround in June as resources faltered and industrials surged What they have been buying and selling lately Their outlook for reporting season and the rest of 2026
Small-mid cap wrap for FY 2026 (opens the original)
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A new financial year is upon us and to start things off Portfolio Manager and lead for IML’s small-mid cap team, Marc Whittaker, talks to Mark Williams from Natixis Investment Managers about: How IML’s small and mid cap funds performed over financial year 2026 and the June quarter The stocks that helped and the stocks that hampered What he has been buying and selling during the quarter
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