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.
Continue reading 14.09.2022 Weekly: Correcting Through 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.
Continue reading 31.08.2022 Weekly: Housing Weakness, European Energy, and S&P Outlook
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 shares his thoughts as the S&P 500 officially entered bear market territory, energy and oil pulled back, and the Fed’s responsibility
Continue reading 23.06.2022 Weekly: An Official Bear Market, Energy Pullback, and Staying Solvent
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.
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
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