Tech strength holds as inflation heats up
From Tactical Take by Natixis Investment Managers
May 28, 2026 · 32 min
About this episode
Jack Janasiewicz and Brian Hess discuss the factors behind the current market rally and their portfolio strategies in response to rising inflation.
Hear Jack Janasiewicz and Brian Hess explain what’s behind the rally and how they’re positioning portfolios in response.
People in this episode
Guests: Jack Janasiewicz, Brian Hess
Topics covered
- tech strength
- inflation
- portfolio positioning
- market rally
- investment strategies
Keywords
- tech strength
- inflation
- market rally
- portfolio positioning
- investment strategies
Mentioned in this episode
Organizations: Natixis Investment Managers
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