Where can I listen to this podcast?

This podcast is available on 2 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

No, this podcast does not typically feature guests.

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

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by Natixis Investment Managers Australia

5.0(6 reviews)

52 episodes

Updated Weekly

Accepts GuestsHas SponsorsLocation 🇦🇺

Podcast Authority

Beta

PoorBased on show quality, social media presence, reviews, charts, and more

Quality16

Social0

YouTube0

Engagement32

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Podcast Overview

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.

Language

🇺🇲

Publishing Since

4/2/2024

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🇺🇸 Charts #3

Outreach generated

Apple 142

Spotify 827

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Podcast Authority

Beta

PoorBased on show quality, social media presence, reviews, charts, and more

Quality16

Social0

YouTube0

Engagement32

Learn more

Excellent Areas

Good Performance

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excellent

Episode Length

11 minutes

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good

Publishing Consistency

Every 13 days

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Recent Episodes

June 11, 2026

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

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 been through a tumultuous few years as it made this transition. Many of its shareholders deserted it and its stock price more than halved from March 2025 to March 2026. However, the transition is now well progressed and VGL is seeing the benefits. It has been winning contracts and the stock has been rising off its March lows. In this podcast Lucas Goode and Max Canfield from our Small Cap Team discuss: Why they bought VGL and the customer research that convinced them of its merits How cinema has changed since Covid and why the Australian box office is up ~22% this year What has driven the recent roller coaster ride in Vista’s share price Why Lucas and Max believe VGL is in a strong position for future growth Why Australian small caps are at their biggest discount to large caps since the GFC and what might close the share price gap

May 14, 2026

Are investors quiet quitting the US?

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 will offer investment opportunities. In this podcast Lynda talks to Louise Watson about: Why investors are ‘quiet quitting’ the US Her views on Australian fixed income and the Aussie dollar Why investors should consider a greater allocation to global fixed income How her team finds mispriced bonds and where they see opportunity right now Her outlook for the global economy, fixed income yields, and inflation

May 8, 2026

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

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 they heard and learned at this year’s conference including: Which types of companies are suffering most due to the impact of the Iran War and higher interest rates How Australian companies are thinking about AI right now The most surprising and interesting sessions at the Conference The wave of AI capital expenditure that might be flowing to Australia How companies and the Australian economy are travelling

52 total episodes available

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Frequently asked questions

Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.

What is Navigating 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 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.
How often does this podcast release new episodes?: This podcast updates weekly.
Where can I listen to this podcast?: This podcast is available on 2 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: No, this podcast does not typically feature guests.

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