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.
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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.
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31.08.2022 Weekly: Housing Weakness, European Energy, and S&P Outlook
CEO/CIO Chris Wallis covers the housing weakness trend, the European energy crisis, and S&P 500 earnings estimates and possible price levels.
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24.08.2022 Weekly: Xxxxxxxxxxxxxxxxxxxxxxxxx
CEO/CIO Chris Wallis discusses xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx.
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18.08.2022 Weekly: Not Yet The Bottom, China Disappoints, and End of Bear Market Signposts
CEO/CIO Chris Wallis discusses the recent market rally, China’s disappointing data, and signposts marking the end of the current bear market.
21.07.2022 Weekly: Market Whipsaw, USD – EURO Parity, Employment Update
CEO/CIO CW looks at last week’s inflation print and ensuing whipsaw, the USD and Euro reaching parity, and an employment update
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23.06.2022 Weekly: An Official Bear Market, Energy Pullback, and Staying Solvent
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
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1S22 Recap: Volatility, Recession vs. Inflation, Portfolio Positioning, Energy, The Fed.
Vaughan Nelson’s CEO/CIO Chris Wallis revisits the first half of 2022 and covers market volatility, recession vs. inflation, portfolio positioning, energy, and the Fed.
Les méga tendances environnementales et sociales bouleversent l’immobilier
Comment le secteur financier encourage-t-il l’intégration des enjeux environnementaux et sociaux- à travers les critères ESG – dans le secteur de l’immobilier ? L’immobilier est le plus gros pollueur d’Europe, responsable de 36 % des émissions de gaz à effet de serre. La pandémie a accéléré la prise de conscience de l’urgence environnementale dans le … Continue reading Les méga tendances environnementales et sociales bouleversent l’immobilier
Real Estate: Social and Environmental Mega Trends Reshuffle the Deck
How is the financial sector encouraging the integration of environmental and social considerations – ESG criteria – into the real estate sector? Real estate is the biggest polluter in Europe, responsible for 36% of greenhouse gas emissions. The pandemic has accelerated awareness of the environmental emergency that exists in the Real Estate Sector. In the … Continue reading Real Estate: Social and Environmental Mega Trends Reshuffle the Deck