Natixis IM International

Recent Episodes

Weekly 21.03.2024: Tolerating Inflation, Tactical Shifts, Areas to Avoid

Posted March 22, 2024 • 00:11:10

CEO/CIO Chris Wallis reflects on the Fed’s willingness to tolerate higher inflation, tactical allocation, and asset classes to deemphasize.

Weekly 28.02.2024: Ex-US ATHs, Global Valuations, CPI

Posted March 1, 2024 • 00:06:49

CEO/CIO Chris Wallis examines the disparities between the US and ex-US markets and expectations stemming from CPI numbers.

Weekly 15.02.24: ISM Up, CPI, Up, Small vs. Large

Posted February 15, 2024 • 00:10:42

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...

Weekly 31.01.24: Bear Market to ATHs, Large and Small Gap, Earnings, and Election Year

Posted February 2, 2024 • 00:12:28

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,...

04.01.2024 Weekly: Early Pull Back, 2024 Key Issues, 2% Target

Posted January 5, 2024 • 00:09:44

CEO/CIO Chris Wallis discusses the market’s early January pullback, key issues for 2024, and how realistic is 2% inflation.