Employment, inflation, and AI: Looking back on 2025
From Tactical Take by Natixis Investment Managers
November 25, 2025 · 20 min
About this episode
Jack Janasiewicz and Brian Hess discuss the year’s key market themes, the government shutdown and model portfolio positioning.
People in this episode
Hosts: Jack Janasiewicz, Brian Hess
Topics covered
- employment
- inflation
- AI
- market themes
- government shutdown
- portfolio positioning
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