Same old song and dance: Slower growth, inflation & tariffs
From Tactical Take by Natixis Investment Managers
June 12, 2025 · 19 min
About this episode
Natixis macro experts discuss the equity rebound, long-duration bond sell off, tariffs and model portfolio positioning.
Topics covered
- equity rebound
- long-duration bond sell off
- tariffs
- model portfolio positioning
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