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

About 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.

Publisher

Natixis Investment Managers Australia

Category

business

Language

en

Explicit

No

First episode

2 Apr 2024

Latest episode

27 Aug 2026

Latest episodes

56 episodes in the feed.

1. 

   27 Aug 2026

   Is healthcare finally turning the corner?

   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 preventative medicine be starting to reassert themselves as short-term headwinds dissipate? In this podcast, IML small-mid cap portfolio managers, Marc Whittaker and Lucas Goode, talk to Natixis Investment Managers’ Daniel Shelest about the recent performance and longer-term prospects for Australian healthcare stocks. They also cover: Key takeaways from the earnings results by Integral Diagnostics’ (IDX) and Australian Clinical Labs What is driving the massive wave of takeover activity in Australian small and mid-caps Potential catalysts to close the valuation gap between small and large caps

2. 

   24 Aug 2026

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

   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 Moore to dissect the key takeaways from reporting season.   They discuss: The mortgage growth freeze: Why major banks are facing the lowest mortgage growth since COVID. The retail squeeze: What tumbling sales at JB Hi-Fi and Temple & Webster reveal about the health of the Australian consumer. The healthcare rebound: Why CSL and ResMed bounced back sharply The takeover surge: How market short-termism and AI fears opened the door for premium bids on Steadfast and Cleanaway. Navigating the next leg: Why high-quality, low-debt industry leaders with pricing power are well placed for the economic cycle ahead.

3. 

   9 Jul 2026

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

   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

Who has been a guest on Navigating the noise – conversations with the Natixis Investment Managers Expert Collective.

Names identified in recent episode analyses. Showing up to five guests.

• Lucas Goode
• David Rolley
• Hollie Briggs

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Spotify

5.0 / 5

6 ratings

Podcast Authority Score: 15 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

16

Social presence

0

YouTube

0

Engagement

32

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

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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