Navigating the noise – conversations with the Natixis Investment Managers Expert Collective.
Today: #78 in Business, Philippines on our combined chart.
Chart positions today · United States
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Ranking history · United States
Latest episodes
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Is healthcare finally turning the corner?
August 27, 2026 · 18 minHealthcare 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…
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What historically low numbers from banks and retailers mean for the market
August 24, 2026 · 16 minThis 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…
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How did IML’s large cap funds finish the financial year?
July 9, 2026 · 12 minIn 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…
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Small-mid cap wrap for FY 2026
July 9, 2026 · 17 minA 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…
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Now it’s through the ‘Valley of Death’ this tech company is on the up
June 11, 2026 · 17 minTransitioning 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 minLynda 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…
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Inside the Macquarie Conference: retailer woes, airline surprises and Australia’s potential AI boom
May 8, 2026 · 15 minThe 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…
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Quality, income, and opportunity in a volatile market
April 14, 2026 · 11 minThe 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…
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What have the IML small cap team been buying?
April 13, 2026 · 13 minVolatility 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…
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How this software stock defied the SaaSpocalypse
March 8, 2026 · 14 minIML 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…
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Where is value on offer in the great AI selloff?
February 26, 2026 · 16 minAn 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…
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US core real estate 'historically' attractive
February 25, 2026 · 24 minAccording 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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