Vaughan Nelson Podcasts
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.
CEO/CIO Chris Wallis details BoJ's yield curve policy change, wraps up 2022, and thoughts as we roll into 2023.
CEO/CIO Chris Wallis breaks down yesterday's encouraging CPI print, the 4Q22 rally, and how the VN team is preparing for 2023.
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.
CEO/CIO Chris Wallis covers the market's strong response to positive CPI news and the FTX fallout.
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.
CEO/CIO Chris Wallis diffuses the October Rally, weighs in on the Fed raise, and thoughts on sustained higher inflation.
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.