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Federal Reserve
Inflation
Tariffs
Artificial Intelligence
Market Volatility
S&P 500
U.S. Economy
Interest Rates
Vaughan Nelson Select Fund
Vaughan Nelson Small Cap Fund
Loomis Sayles Global Allocation Fund
Labor Market
China
Credit Cycle
Economic Growth
US Economy
U.S. Labor Market
Vaughan Nelson Small Cap Value Fund
Investment Strategies
Loomis Sayles Strategic Alpha Fund

Better financial outcomes rely on insights you can trust.

PublishesTwice monthlyEpisodes64Founded6 years ago
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BusinessInvesting

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Artwork for Tactical Take

Latest Episodes

Jack Janasiewicz and Brian Hess explain why the Iran ceasefire matters for markets and it’s impact on model portfolios.

Listen to Jack Janasiewicz and Brian Hess discuss the US attack on Iran, market impacts and portfolio implications.

Hear Jack Janasiewicz and Brian Hess discuss navigating markets shaped by policy, AI, and evolving market structure.

Hear our macro experts unpack cautious growth hopes, weak refund boosts and muted CapEx outside AI.

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Recent Guests

Peter Palfrey
Lead portfolio manager on the Core Plus Bond Fund
Loomis Sayles
Episode: Q2 2025 Update: Loomis Sayles Core Plus Bond Fund
Raffaello Distefano
Investment director of the Loomis Sayles Global Allocation Fund
Loomis Sayles
Episode: Q2 2025 Update: Loomis Sayles Global Allocation Fund
Hua Cheng
Portfolio manager at Mirova US
Mirova
Episode: Q2 2025 Update: Mirova Global Equity Funds
Joe Ferrara
Investment Strategist at Gateway Investment Advisers
Gateway Investment Advisers
Episode: Q1 2025 Update: Gateway Funds
Raff Distefano
an investment director of the Loomis Sayles Global Allocation Fund
Loomis Sayles
Episode: Q1 2025 Update: Loomis Sayles Global Allocation Fund
Bryan Hazelton
Associate Portfolio Manager on the Full Discretion Team
Loomis Sayles
Episode: Q1 2025 Update: Loomis Sayles Full Discretion Funds
Gretchen Amidon
Investment director of the Loomis Sayles Global Allocation Fund
Loomis Sayles
Episode: Q3 2024 Update: Loomis Sayles Global Allocation Fund

Hosts

Brian Hess
Co-host of Tactical Take, focusing on financial insights and market trends.
Jack Janasiewicz
Host of Tactical Take, provides expert analysis on investment strategies and economic trends.

Reviews

4.9 out of 5 stars from 12 ratings
  • Natixis Investment Managers

    Great insights from some top investment minds.

    Apple Podcasts
    5
    Boston FA
    United States6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Content is well-researched and offers unique perspectives on market trends.
Listeners appreciate the insightful analysis from top financial experts.
The discussions are engaging and beneficial for professional development in finance.

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Talking Points

Recent interactions between the hosts and their guests.

Q3 2025 Update: Mirova Global Megatrends Fund
Q: Has the Mirova Global Megatrend portfolio adjusted during the quarter due to risk-return opportunities?
Yes, the portfolio has seen adjustments, including selling NeuroNordisk due to fundamental deterioration and reallocating that capital to companies like AstraZeneca.
Q3 2025 Update: Mirova Global Megatrends Fund
Q: What were some of the biggest macroeconomic factors that affected portfolio performance?
The global equity market performed strongly due to tariff clarifications, resilience in the economy, and corporate earnings, despite some defensive sectors underperforming.
Q3 2025 Update: Gateway Funds
Q: What impact do you foresee from potential interest rate cuts on the options dynamics for you?
If we stay above 2.5% to 3% in interest rates, we could continue generating a steady level of cash flow like we are today, even as market dynamics change.
Q3 2025 Update: Gateway Funds
Q: How did the Gateway Fund perform, especially in a period where the S&P is now hovering at around all-time highs?
The Gateway Fund finished the third quarter up 4.8%, which is in line and even slightly better than expected given its low-volatility strategy.
Q3 2025 Update: Loomis Sayles Core Plus Bond Fund
Q: How are you viewing duration in the portfolio today?
While most benefits from duration have been realized, downside protection still justifies retaining excess high-quality duration in the portfolio.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Tactical Take

What is Tactical Take about and what kind of topics does it cover?

Focusing on investment strategies and economic analysis, the content emphasizes practical insights into market dynamics, financial trends, and asset management. Key themes include discussions on macroeconomic conditions, the impact of technology such as artificial intelligence on investment landscapes, and the specifics of various funds and strategies employed by portfolio managers. The hosts frequently dissect the implications of Federal Reserve policies, inflation trends, and market updates to equip listeners with the knowledge needed for informed financial decision-making. The unique orientation toward a professional audience seeking deeper investment understanding distinguishes the content from more general finance shows.

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Which podcasts are similar to Tactical Take?

These podcasts share a similar audience with Tactical Take:

1. At Any Rate
2. Thoughts on the Market
3. UBS On-Air: Market Moves
4. Exchanges
5. Bloomberg Surveillance

How many episodes of Tactical Take are there?

Tactical Take launched 6 years ago and published 64 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Tactical Take?

Recent guests on Tactical Take include:

1. Peter Palfrey
2. Raffaello Distefano
3. Hua Cheng
4. Joe Ferrara
5. Raff Distefano
6. Bryan Hazelton
7. Gretchen Amidon

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