Vaughan Nelson’s CEO/CIO Chris Wallis explores macroeconomic trends and the impact on equities markets in his podcast series.

18.01.2023 Weekly: Soft Landing, Series of Resets, and Adapting Asset Allocation

CEO/CIO Chris Wallis runs through the current economic setup, a series of resets looming, and near term positioning.


  • January 18, 2023

04.01.2023 Weekly: Energy Support, Tech Hit Hard, Fed Options

CEO/CIO Chris Wallis kicks off 2023 reviewing the energy market, rotation away from tech, and what options exist for the Fed.


  • January 04, 2023

21.12.2022 Weekly: Bank of Japan and We’re On to 2023

CEO/CIO Chris Wallis details BoJ's yield curve policy change, wraps up 2022, and thoughts as we roll into 2023.


  • December 21, 2022

14.12.2022 Weekly: CPI Celebration, QTD Rallies, Thinking Ahead to 2023

CEO/CIO Chris Wallis breaks down yesterday's encouraging CPI print, the 4Q22 rally, and how the VN team is preparing for 2023.


  • December 14, 2022

01.12.2022 Weekly: Market Pop Inflation Tells and Breadth and Depth of Correction

CEO/CIO Chris Wallis breaks down the strong market response to Powell’s commentary, inflation data takeaways, and the breadth and depth of the correction.


  • December 01, 2022

17.11.2022 Weekly: A CPI Pop and FTX Reverberations

CEO/CIO Chris Wallis covers the market's strong response to positive CPI news and the FTX fallout.


  • November 17, 2022

09.11.2022 Weekly: Midterm Gridlock, Earnings Trends, And A Coin Flip

CEO/CIO Chris Wallis notes the impact of mid-term election gridlock on the market, earnings season trends, and likelihood of a market rally through year end.


  • November 09, 2022

03.11.2022 Weekly: October Rally, Another Fed Raise, Sustained Inflation

CEO/CIO Chris Wallis diffuses the October Rally, weighs in on the Fed raise, and thoughts on sustained higher inflation.


  • November 03, 2022

20.10.2022 Weekly: Equity Market Set Up, Natural Gas, Beginning of Earnings Season, Fed Pivot

CEO/CIO Chris Wallis shares his views on the current equity market set up, explains the recent natural gas pullback, what we have seen so far during earnings, and what comes along with a Fed pivot.


  • October 20, 2022

28.09.2022 Weekly: UK Crisis and Inflationary Pressures

CEO/CIO Chris Wallis recaps the UK Crisis and Inflationary Pressures.


  • September 28, 2022

22.09.2022 Weekly: Another 75bps and USD Strength

CEO/CIO Chris Wallis recaps the Fed’s most recent 75bps hike and the impact of continued USD strength.


  • September 22, 2022

14.09.2022 Weekly: Correcting Through Time or Price

CEO/CIO Chris Wallis touches on yesterday’s CPI print and corresponding selloff, climate around a Fed pivot, and correcting through either time or price.


  • September 14, 2022
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