Vaughan Nelson Investment Management Podcasty

Chris Wallis, CEO and CIO at Vaughan Nelson, bucks the idea that the economy is in the clear, places the 2024 run in historical bear rally terms, and reviews why the economy is out of balance.Autor: Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, joins to discuss the recent BRIC conference, Jerome Powell reiterating the Fed's 2% inflation target, and China weakness and liquidity.Autor: Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, reviews recent Chinese weakness, inflationary pressures, a possible BRIC currency announcement, and recent US market consolidation.Autor: Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the Fitch U.S. credit rating downgrade, earnings season takeaways, and indicators as we enter a seasonally weak stretch.Autor: Vaughan Nelson Investment Management

Senior Portfolio Manager Dennis Alff recaps the Value Opportunity strategy’s 2nd Quarter of 2023.Autor: Vaughan Nelson Investment Management

Jim Eisenman, Portfolio Manager at Vaughan Nelson, discusses the current state of the Global SMid Market.Autor: Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, examines the July bank rally, strong GDP print, and deploying cash in SCV.Autor: Vaughan Nelson Investment Management

Marco Priani and Kevin Ross, Senior Portfolio Managers at Vaughan Nelson, recap the International Small Cap strategy’s 2nd Quarter of 2023Autor: Vaughan Nelson Investment Management

Marco Priani and Kevin Ross, Senior Portfolio Managers at Vaughan Nelson, recap the Emerging Markets strategy’s 2nd Quarter of 2023.Autor: Vaughan Nelson Investment Management

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 2nd Quarter of 2023.Autor: Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2023.Autor: Vaughan Nelson Investment Management

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 2nd Quarter of 2023.Autor: Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, shares his inflation outlook, knock on effects of declining inflationary pressures, state of liquidity risk, and NASDAQ 100 reducing top name weights.Autor: Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, joins to discuss the debt ceiling resolution, AI Associated rally, expectations for the June Fed meeting, and summer season weakness.Autor: Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, covers the latest on the debt ceiling, Fed rate action, and potential market outcomes from here.Autor: Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, 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.Autor: Vaughan Nelson Investment Management

Marco Priani and Kevin Ross, Senior Portfolio Managers at Vaughan Nelson, recap the International Small Cap strategy’s 1st Quarter of 2023.Autor: Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, looks ahead to 1Q23 GDP expectations, covers recent earnings, and an update on regional banks.Autor: Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, reiterates his base case, data points worth watching, and energy market implications resulting from Saudi Arabia and Iran restoring relations.Autor: Vaughan Nelson Investment Management

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 1st Quarter of 2023.Autor: Vaughan Nelson Investment Management

Kevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets strategy’s 1st Quarter of 2023.Autor: Vaughan Nelson Investment Management

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 1st Quarter of 2023.Autor: Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 1st Quarter of 2023.Autor: Vaughan Nelson Investment Management

Senior Portfolio Manager Chad Fargason recaps the Value Opportunity strategy’s 1st Quarter of 2023.Autor: Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, breaks down the latest from yesterday's Fed meeting, rate hike, and the unlikely scenario of fully insuring bank deposits.Autor: Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, shares his thoughts on monetary tightening, the fed's upcoming decision, and impact of the past two weeks on decelerating growth and stabilization.Autor: Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, details the recent developments surrounding Silicon Valley Bank and the broader implications on the financial system.Autor: Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, examines disruptions in banks, commercial and residential real estate as leading indicators and thoughts on positioning for the near term.Autor: Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, 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.Autor: Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, walks through the recent market action and expectations.Autor: Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, runs through the current economic setup, a series of resets looming, and near term positioning.Autor: Vaughan Nelson Investment Management

Marco Priani and Kevin Ross, Senior Portfolio Managers at Vaughan Nelson, recap the International Small Cap strategy’s 4th Quarter of 2022.Autor: Vaughan Nelson Investment Management

Senior Portfolio Manager Dennis Alff recaps the Value Opportunity strategy’s 4th Quarter of 2022.Autor: Vaughan Nelson Investment Management

Marco Priani and Kevin Ross, Senior Portfolio Managers at Vaughan Nelson, recap the Emerging Markets strategy’s 4th Quarter of 2022.Autor: Vaughan Nelson Investment Management

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 4th Quarter of 2022.Autor: Vaughan Nelson Investment Management

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 4th Quarter of 2022.Autor: Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the SCV strategy’s 4th Quarter of 2022.Autor: Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, kicks off 2023 reviewing the energy market, rotation away from tech, and what options exist for the Fed.Autor: Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, details Bank of Japan's yield curve policy change, wraps up 2022, and thoughts as we roll into 2023.Autor: Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, breaks down yesterday's encouraging CPI print, the 4Q22 rally, and how the VN team is preparing for 2023.Autor: Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, breaks down the strong market response to Powell's commentary, inflation data takeaways, and the breadth and depth of the correction.Autor: Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, covers the market's strong response to positive CPI news and the FTX fallout.Autor: Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, notes the impact of mid-term election gridlock on the market, earnings season trends, and likelihood of a market rally through year end.Autor: Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, diffuses the October Rally, weighs in on the Fed raise, and thoughts on sustained higher inflation.Autor: Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, 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.Autor: Vaughan Nelson Investment Management

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 3rd Quarter of 2022.Autor: Vaughan Nelson Investment Management

Marco Priani, Senior Portfolio Manager at Vaughan Nelson, recaps the International Small Cap strategy’s 3rd Quarter of 2022.Autor: Vaughan Nelson Investment Management

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 3rd Quarter of 2022.Autor: Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the SCV strategy’s 3rd Quarter of 2022.Autor: Vaughan Nelson Investment Management

Kevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps the EM strategy’s 3rd Quarter of 2022.Autor: Vaughan Nelson Investment Management