Vaughan Nelson Podcasts
CEO/CIO Chris Wallis covers the latest on the debt ceiling, Fed rate action, and potential market outcomes from here.
CEO/CIO Chris Wallis joins to review a busy week full of a Fed rate raise, further banking troubles, USD status questioned, a rapidly approaching debt ceiling, and pushing out a recovery.
CEO/CIO Chris Wallis looks ahead to 1Q23 GDP expectations, covers recent earnings, and an update on regional banks.
CEO/CIO Chris Wallis reiterates his base case, data points worth watching, and energy market implications resulting from Saudi Arabia and Iran restoring relations.
CEO/CIO Chris Wallis breaks down the latest from yesterday's Fed meeting, rate hike, and the unlikely scenario of fully insuring bank deposits.
CEO/CIO Chris Wallis shares his thoughts on monetary tightening, the fed's upcoming decision, and impact of the past two weeks on decelerating growth and stabilization.
CEO/CIO Chris Wallis details the recent developments surrounding Silicon Valley Bank and the broader implications on the financial system.
CEO/CIO Chris Wallis examines disruptions in banks, commercial and residential real estate as leading indicators and thoughts on positioning for the near term.
CEO/CIO Chris Wallis discusses the played out February melt up, reviews his position on current market conditions and second half indicators, and global economic changes resulting from a year of Russia – Ukraine conflict.
CEO/CIO Chris Wallis walks through the recent market action and expectations.
CEO/CIO Chris Wallis runs through the current economic setup, a series of resets looming, and near term positioning.
CEO/CIO Chris Wallis kicks off 2023 reviewing the energy market, rotation away from tech, and what options exist for the Fed.
Natixis Investment Managers is the holding company of a diverse line-up of specialised investment management and distribution entities worldwide. The investment management subsidiaries of Natixis Investment Managers conduct any regulated activities only in and from the jurisdictions in which they are licensed or authorized. Their services and the products they manage are not available to all investors in all jurisdictions. It is the responsibility of each investment service provider to ensure that the offering or sale of fund shares or third party investment services to its clients complies with the relevant national law.
Natixis Investment Managers includes all of the investment management and distribution entities affiliated with Natixis Distribution, LLC, Natixis Investment Managers International and Natixis Investment Managers SA. For a comprehensive list, please visit: https://www.im.natixis.com/intl/podcasts-and-other-media
The provision of this communication and/or reference to specific securities, sectors, or markets within this communication does not constitute investment advice, or a recommendation or an offer to buy or to sell any security, or an offer of any regulated financial activity. Investors should consider the investment objectives, risks and expenses of any investment carefully before investing. The analyses, opinions, and certain of the investment themes and processes referenced herein represent the views of the portfolio manager(s) as of the date indicated. These, as well as the portfolio holdings and characteristics shown, are subject to change. There can be no assurance that developments will transpire as may be forecasted in this material. The analyses and opinions expressed by external third parties are independent and does not necessarily reflect those of Natixis Investment Managers. Past performance information presented is not indicative of future performance.
Although Natixis Investment Managers believes the information provided in this communication to be reliable, including that from third party sources, it does not guarantee the accuracy, adequacy, or completeness of such information. This material may not be distributed, published, or reproduced, in whole or in part.