CEO/CIO Chris Wallis details the recent move higher in equities, positioning portfolios offensively, and expectations as we approach 2024.
CEO/CIO Chris Wallis discusses catalysts for the recent tech sell off, the mismatch between buyers and supply, and energy selling off amidst a Middle East conflict.
CEO/CIO Chris Wallis reflects on the undergoing shift toward a multipolar world, the impact of risk assets, and what the market closing on the low of the day implies.
CEO/CIO Chris Wallis returns to discuss the discuss recent market behavior and lines up 4Q23 and ahead..
CEO/CIO Chris Wallis bucks the idea that the economy is in the clear, places the 2024 run in historical bear rally terms, and reviews why the economy is out of balance.
CEO/CIO Chris Wallis joins to discuss the recent BRIC conference, Jerome Powell reiterating the Fed’s 2% inflation target, and China weakness and liquidity
CEO/CIO Chris Wallis reviews recent Chinese weakness, inflationary pressures, a possible BRIC currency announcement, and recent US market consolidation.
CEO/CIO Chris Wallis discusses the Fitch U.S. credit rating downgrade, earnings season takeaways, and indicators as we enter a seasonally weak stretch.
CEO/CIO Chris Wallis examines the July bank rally, strong GDP print, and deploying cash in SCV.
CEO/CIO Chris Wallis shares his inflation outlook, knock on effects of declining inflationary pressures, state of liquidity risk, and NASDAQ 100 reducing top name weights.
CEO/CIO Chris Wallis joins to discuss the debt ceiling resolution, AI Associated rally, expectations for the June Fed meeting, and summer season weakness.
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.
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.