Natixis IM International: Recent Episodes
Natixis IM International
AI, obesity, renewables and international supply chains are some of the long-term themes driving Mirova’s global equity investing.
Louise Watson and Jacqui Fernley discuss the money worries of Generation X and the changing financial advice landscape.
Kevin Creeden, from Loomis Sayles discusses why bonds are in demand and explains some basics of fixed income investing.
CIO Chris Wallis joins the podcast with recent views on inflation, the inflation connected market correction, and how he’s deploying capital.
Australia’s population is booming, but what are the societal, economic and investment implications of this growth?
CEO/CIO Chris Wallis reflects on the Fed’s willingness to tolerate higher inflation, tactical allocation, and asset classes to deemphasize.
CEO/CIO Chris Wallis examines the disparities between the US and ex-US markets and expectations stemming from CPI numbers.
CEO/CIO Chris Wallis joins the podcast and breaks down the recent positive economic data, higher than expected inflation, and how he is thinking about small cap vs. large cap as an investor.
CEO/CIO Chris Wallis reviews the bear market and all time highs, the gap between large and small cap stocks, earnings season takeaways, 4Q23 GDP boost, and election year market impact.
CEO/CIO Chris Wallis discusses the market’s early January pullback, key issues for 2024, and how realistic is 2% inflation.
CEO/CIO Chris Wallis looks ahead to 2024 through the lens of recent call purchases, Fed action, inflation trends, and the market approaching all time highs.
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 CW 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 CW joins to discuss the recent BRIC conference, Jerome Powell reiterating the Fed’s 2% inflation target, and China weakness and liquidity
CEO/CIO CW reviews recent Chinese weakness, inflationary pressures, a possible BRIC currency announcement, and recent US market consolidation
CEO/CIO CW discusses the Fitch U.S. credit rating downgrade, earnings season takeaways, and indicators as we enter a seasonally weak stretch
CEO/CIO CW shares his inflation outlook, knock on effects of declining inflationary pressures, state of liquidity risk, and NASDAQ 100 reducing top name weights
CEO/CIO CW joins to discuss the debt ceiling resolution, AI Associated rally, expectations for the June Fed meeting, and summer season weakness
EO/CIO CW covers the latest on the debt ceiling, Fed rate action, and potential market outcomes from here
CEO/CIO CW 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 CW looks ahead to 1Q23 GDP expectations, covers recent earnings, and an update on regional banks
CEO/CIO CW reiterates his base case, data points worth watching, and energy market implications resulting from Saudi Arabia and Iran restoring relations.
CEO/CIO CW breaks down the latest from yesterday’s Fed meeting, rate hike, and the unlikely scenario of fully insuring bank deposits.
CEO/CIO CW 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 CW details the recent developments surrounding Silicon Valley Bank and the broader implications on the financial system.
CEO/CIO CW examines disruptions in banks, commercial and residential real estate as leading indicators and thoughts on positioning for the near term.
CEO/CIO CW 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 CW runs through the current economic setup, a series of resets looming, and near term positioning
CEO/CIO CW kicks off 2023 reviewing the energy market, rotation away from tech, and what options exist for the Fed
CEO/CIO CW details BoJ’s yield curve policy change, wraps up 2022, and thoughts as we roll into 2023
CEO/CIO CW breaks down yesterday’s encouraging CPI print, the 4Q22 rally, and how the VN team is preparing for 2023
CEO/CIO CW breaks down the strong market response to Powell’s commentary, inflation data takeaways, and the breadth and depth of the correction
CEO/CIO CW covers the market’s strong response to positive CPI news and the FTX fallout
CEO/CIO diffuses the October Rally, weighs in on the Fed raise, and thoughts on sustained higher inflation
CEO/CIO CW 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.
CEO/CIO Chris Wallis recaps the Fed’s most recent 75bps hike and the impact of continued USD strength.
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.
CEO/CIO Chris Wallis covers the housing weakness trend, the European energy crisis, and S&P 500 earnings estimates and possible price levels.
CEO/CIO Chris Wallis discusses the recent market rally, China’s disappointing data, and signposts marking the end of the current bear market.
CEO/CIO CW looks at last week’s inflation print and ensuing whipsaw, the USD and Euro reaching parity, and an employment update
CEO/CIO CW shares his thoughts as the S&P 500 officially entered bear market territory, energy and oil pulled back, and the Fed’s responsibility