Navigating the noise – conversations with the Natixis Investment Managers Expert Collective. podcast artwork
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Navigating the noise – conversations with the Natixis Investment Managers Expert Collective.

by Natixis Investment Managers Australia

Chart positions today · United States

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Latest episodes

  • Is healthcare finally turning the corner?

    August 27, 2026 · 18 min

    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…

  • What historically low numbers from banks and retailers mean for the market

    August 24, 2026 · 16 min

    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…

  • How did IML’s large cap funds finish the financial year?

    July 9, 2026 · 12 min

    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…

  • Small-mid cap wrap for FY 2026

    July 9, 2026 · 17 min

    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…

  • Now it’s through the ‘Valley of Death’ this tech company is on the up

    June 11, 2026 · 17 min

    Transitioning a tech business to the cloud is known as the ‘Valley of Death’ for good reason. Your up-front costs soar and the payoff in profit can be years away. Little-known cinema-focused tech company Vista Group International (VGL) has…

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  • Are investors quiet quitting the US?

    May 14, 2026 · 13 min

    Lynda Schweitzer, CFA, Portfolio Manager and Co-Head of Loomis Sayles’ Global Fixed Income Team, believes that while investors may be underestimating the long-term implications of the Iran War it could also create regional differences that…

  • Inside the Macquarie Conference: retailer woes, airline surprises and Australia’s potential AI boom

    May 8, 2026 · 15 min

    The Macquarie Conference has become one of the must-attend events in every Australian fund manager’s diary. In this podcast IML portfolio managers Daniel Moore and Lucas Goode talk to Natixis Investment Managers' Daniel Shelest about what…

  • Quality, income, and opportunity in a volatile market

    April 14, 2026 · 11 min

    The first quarter of 2026 delivered a sharp lesson in market volatility, as intense disruptions from AI and the Iran conflict, reshaped investment landscapes. Amidst this choppiness, there are opportunities for active investors. Join Carl…

  • What have the IML small cap team been buying?

    April 13, 2026 · 13 min

    Volatility can be an active manager’s friend – if you’re prepared of course. In this podcast IML’s small-mid cap portfolio managers, Marc Whittaker and Lucas Goode, talk to Carl McMinn about how things went in the first quarter of 2026 and…

  • How this software stock defied the SaaSpocalypse

    March 8, 2026 · 14 min

    IML portfolio managers Marc Whittaker and Lucas Goode discuss the AI selloff during reporting season and how the immediate risk to many smaller companies might be overblown. They take a detailed look at Hansen Technologies (ASX: HSN), a…

  • Where is value on offer in the great AI selloff?

    February 26, 2026 · 16 min

    An extra dose of uncertainty has been woven into this reporting season, with a wide swathe of stocks, particularly Software as a Service (SaaS) sold off on concerns that AI will disrupt their businesses. In this podcast IML large cap…

  • US core real estate 'historically' attractive

    February 25, 2026 · 24 min

    According to Sara Cassidy, Head of Portfolio Management for AEW’s North American Business, it is potentially the best entry point for US core real estate in years. Sara says that property valuations have absorbed higher interest rates and…

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About the show

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 audiences. Natixis Investment Managers Australia Pty Limited ABN 60 088 786 289, AFS Licensee (AFSL) no. 246830, is authorised to provide financial services to “wholesale clients” and to provide general financial product advice to retail clients only.