Understanding Today’s Macro Landscape—and What It Means for Portfolios – Natixis Investment Managers – 2.26.26

Natixis Investment Managers Webcast - Upcoming - Understanding Today’s Macro Landscape—and What It Means for Portfolios

Overview:
Title: Understanding Today’s Macro Landscape—and What It Means for Portfolios
Date: Thursday, February 26, 2026
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

So far, so good as we start 2026? What’s driving markets now and what does it mean for portfolio construction? Jack Janasiewicz and Garrett Melson, portfolio strategists from Natixis Investment Managers Solutions, will break down today’s macro environment. They’ll discuss everything from the resilience of the stock market to the future of artificial intelligence (AI), interest rates, and taxes. Hear their take on what’s driving markets – and what could derail them.

Don’t miss this webinar for:

  • A candid conversation on the current macro climate and recent market developments (including why the economy may be “good enough”).
  • Insight into key forces shaping growth today, from slowing state and local government spending to a housing market stuck in stasis and uneven capital investment.
  • A closer look at where growth is coming from—including the outsized role of technology and AI related investment—and what that may mean for forward looking portfolios.
  • How they’re positioning the models they manage to navigate today’s conditions.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:
Jack Janasiewicz, CFA® Jack Janasiewicz, CFA® Multi-Asset Portfolio Manager and Lead Portfolio Strategist Natixis Investment Managers Solutions

Jack Janasiewicz is Portfolio Manager and Lead Portfolio Strategist at Natixis Investment Managers Solutions. He is responsible for providing insight and analysis on global economic and capital market themes, and their impact on portfolio construction and asset allocation. He has over 25 years of investment experience.

A recognized expert in macroeconomics and market trends, Jack regularly shares his insights through top financial media. His analysis has been featured in a multitude of publications, including Bloomberg, Reuters, the Wall Street Journal, Financial Times, and he appears monthly on Bloomberg TV, CNBC, Fox Business, Reuters TV, and Schwab Network.

Prior to joining Natixis, Jack was chief strategist at Duet Alternative Investments (USA) Limited, where he assisted in managing an absolute return strategy focused on emerging market investments and also directed research related to asset allocation decisions and security selection. His other previous positions include nine years as chief strategist and portfolio manager for long only and long/short global macro products at Macquarie Capital Investment Management LLC, and seven years as a portfolio manager at Deutsche Bank Asset Management.

Garrett Melson, CFA® Garrett Melson, CFA® Portfolio Strategist Natixis Investment Managers Solutions

Garrett Melson is a Portfolio Strategist with Natixis Investment Managers Solutions. In this role, he conducts macroeconomic and capital markets research to identify and provide insights on market opportunities and investment themes. He is also a member of the Investment Committee. Prior to joining the firm in 2016, Garrett served as a fixed income product analyst with Wellington Management. He also held previous positions with Fidelity Investments. Garrett holds an MBA in Finance from the D’Amore-McKim School of Business at Northeastern University and a Bachelor of Arts from Boston College. He is a CFA® charterholder and is a member of the CFA Society Boston.

Natixis Advisors, LLC provides advisory services through its division Natixis Investment Managers Solutions. Advisory services are generally provided with the assistance of model portfolio providers, some of which are affiliates of Natixis Investment Managers, LLC. Natixis Advisors, LLC does not provide tax or legal advice. Please consult with a tax or legal professional prior to making any investment decision.

®CFA and Chartered Financial Analyst are registered trademarks owned by the CFA Institute.

Natixis Investment Managers includes all of the investment management and distribution entities affiliated with Natixis Distribution, LLC and Natixis Investment Managers S.A.

This material should not be considered a solicitation to buy or an offer to sell any product or service to any person in any jurisdiction where such activity would be unlawful.