Vaughan Nelson Investment Management: Recent Episodes
Vaughan Nelson Investment Management
Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 2nd Quarter of 2026.
Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy’s 2nd Quarter of 2026.
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 2nd Quarter of 2026.
Ben Carrier, VP of US Equity at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2026.
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 2nd Quarter of 2026.
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 2nd Quarter of 2026.
Chris Wallis, CEO and CIO at Vaughan Nelson, reviews the strong start to 2Q26, the more recent instability, as well as an inflation tick up and investor expectations.
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 1st Quarter of 2026.
Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy’s 1st Quarter of 2026.
Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 1st Quarter of 2026.
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 1st Quarter of 2026.
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 1st Quarter of 2026.
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 1st Quarter of 2026.
Chris Wallis, CEO and CIO at Vaughan Nelson, shares his views on the market set up coming out of 1Q26 and the current state of the energy market result from the Iran conflict.
Chris Wallis, CEO and CIO at Vaughan Nelson, discusses thinking through the Iran conflict from an investor’s perspective, AI’s software impact, and trouble for private credit.
In this episode, we explore artificial intelligence through a capital allocation lens. While much of the public debate centers on automation and labor displacement, history suggests the more durable wealth creation occurs in the second phase of technological change — when companies reorganize their systems around a newly relaxed constraint. Drawing parallels to railroads, electrification, and the internet, we examine how first-order infrastructure investment differs from second-order innovation — and what capital allocation signals may define the next era of market leadership.
Adam Rich, deputy CIO and PM at Vaughan Nelson, breaks down why Emerging Markets are defined by capital constraints and concentrated outcomes. The episode covers the hidden risks of passive exposure, the pitfalls of diluted active management, and why owning the right names with conviction matters more than broad diversification.
Chris Wallis, CEO and CIO at Vaughan Nelson, kicks off the 2026 podcast season with thoughts on soon to be Fed Chair Kevin Warsh and a look at the broadening markets and a shift away from US large cap.
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 4th Quarter of 2025.
Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy’s 4th Quarter of 2025.
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 4th Quarter of 2025.
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 4th Quarter of 2025.
Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 4th Quarter of 2025.
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 4th Quarter of 2025.
Chris Wallis, CEO and CIO at Vaughan Nelson, joins the podcast to discuss the broadening of 2025’s markets and returns and his near term 2026 outlook.
Warnings piece: Oil, The Illusion of Abundance. The World Didn’t Run Out of Oil. It Ran Out of Reinvestment.
Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the recent First Brands and Tricolor bankruptcies related to private credit and the potential future fallout from private credit challenges.
Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy’s 3rd Quarter of 2025.
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 3rd Quarter of 2025.
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 3rd Quarter of 2025.
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 3rd Quarter of 2025.
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 3rd Quarter of 2025.
Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 3rd Quarter of 2025.
Chris Wallis, CEO and CIO at Vaughan Nelson, shares his recent market observations after a rate cut and what he sees behind the broadening market rally.
Adam Rich, Deputy CIO and Portfolio Manager at Vaughan Nelson, discusses the Capital Allocation Team's most recent research; Developed World Has Auto Problems.
Adam Rich, Deputy CIO and Portfolio Manager at Vaughan Nelson, discusses the Vaughan Nelson Capital Allocation Team's most recent research, The AI Trade to Narrow.
Chris Wallis, CEO and CIO at Vaughan Nelson, describes the Fed's historical independent role, examines risks to the USD as the primary reserve currency, and ties together inflation outlook and rates.
Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the current rate environment, why it is time for a cut, and the state of inflation.
Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy’s 2nd Quarter of 2025.
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 2nd Quarter of 2025.
Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 2nd Quarter of 2025.
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 2nd Quarter of 2025.
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 2nd Quarter of 2025.
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2025.
Chris Wallis, CEO and CIO at Vaughan Nelson, joins the podcast to discuss the US' actions against Iran, the market simultaneously approaching all-time highs, and pressure on Chairman Powell to cut rates.
Chris Wallis, CEO and CIO at Vaughan Nelson, covers the role of tariffs, the U.S.' effort to increase taxes and reduce spending, April data and outlook, and taking on risk over the near to medium term.
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 1st Quarter of 2025.
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 1st Quarter of 2025.
Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 1st Quarter of 2025.
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 1st Quarter of 2025.
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 1st Quarter of 2025.
Chris Wallis, CEO and CIO of Vaughan Nelson, joins the podcast during the post tariff sell off to discuss the market's reaction, investor expectations, and taking action.
Chris Wallis, CEO and CIO of Vaughan Nelson, touches on the US market correction and the noise around tariffs, the staying power of non-US equities, and changing economic themes globally.
Chris Wallis, CEO and CIO of Vaughan Nelson, takes an in depth look at tariffs, company responses, and investor actions.
Chris Wallis, CEO and CIO of Vaughan Nelson, evaluates President Trump's economic policies, market liquidity, and the AI disruption resulting from DeepSeek.
Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 4th Quarter of 2024.
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 4th Quarter of 2024.
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 4th Quarter of 2024.
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 4th Quarter of 2024.
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 4th Quarter of 2024.
Chris Wallis, CEO and CIO of Vaughan Nelson, touches on yesterday's Fed cut, the resulting spike in volatility and market sell off.
Chris Wallis, CEO and CIO of Vaughan Nelson, joins the podcast to discuss the state of inflation and possibility of future rate cuts, themes for the first half of 2025, and why investment opportunities are looking more specific.
Chris Wallis, CEO and CIO of Vaughan Nelson, discusses potential market reactions to Trump policy initiatives, year-end outlook, and the escalating geopolitical tensions stemming from Ukraine launching long range weapons and China cutting underwater wires to Europe.
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 3rd Quarter of 2024.
Chris Wallis, CEO and CIO of Vaughan Nelson, explains why, after the Fed cut rates, rates rose, short term implication the election has on the market, and 2025 set up depending on who is in the White House.
Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International strategy’s 3rd Quarter of 2024.
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 3rd Quarter of 2024.
Ben Carrier, Vice President of US Equities at Vaughan Nelson, recaps the Small Cap Value strategy’s 3rd Quarter of 2024.
Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 3rd Quarter of 2024.
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, joins the podcast to discuss the mid cap space, unique opportunities, and what he sees from mid caps relative to large and small.
Chris Wallis, CEO and CIO at Vaughan Nelson, reviews the Fed’s 50bps cut, expectations around future rate cuts, and the effect on growth and inflation.
Chris Wallis, CEO and CIO at Vaughan Nelson, joins the podcast to discuss the continued market volatility, what is fueling the volatility, and indicators to monitor.
Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the CPI release, the recent spike in volatility and returning to balance, and assessing external risk factors.
Chris Wallis, CEO and CIO at Vaughan Nelson, dissects the Fed's rate commentary, what the market is pricing in, and a look at 2H24 and 1H25.
Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 2nd Quarter of 2024.
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 2nd Quarter of 2024.
Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 2nd Quarter of 2024.
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 2nd Quarter of 2024.
Chris Wallis, CEO and CIO at Vaughan Nelson, shares his view on the Fed cutting rates and what will drive a greater breadth in market leadership.
Chris Wallis, CEO and CIO at Vaughan Nelson, sees little change to the choppy economic environment this summer.
Chris Wallis, CEO and CIO at Vaughan Nelson, joins the podcast with recent views on inflation, the inflation connected market correction, and how he's deploying capital.
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 1st Quarter of 2024.
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 1st Quarter of 2024.
Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 1st Quarter of 2024.
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 1st Quarter of 2024.
Chris Wallis, CEO and CIO at Vaughan Nelson, joins with his thoughts on the pending earnings season and the recent gold run.
Chris Wallis, CEO and CIO at Vaughan Nelson, reflects on the Fed's willingness to tolerate higher inflation, tactical allocation, and asset classes to deemphasize.
Chris Wallis, CEO and CIO at Vaughan Nelson, examines the disparities between the US and ex-US markets and expectations stemming from CPI numbers.
Chris Wallis, CEO and CIO at Vaughan Nelson, 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.
Chris Wallis, CEO and CIO at Vaughan Nelson, 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.
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 4th Quarter of 2023.
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 4th Quarter of 2023.
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 4th Quarter of 2023.
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 4th Quarter of 2023.
Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the market's early January pullback, key issues for 2024, and how realistic is 2% inflation.
Chris Wallis, CEO and CIO at Vaughan Nelson, looks ahead to 2024 through the lens of recent call purchases, Fed action, inflation trends, and the market approaching all-time highs.
Chris Wallis, CEO and CIO at Vaughan Nelson, details the recent move higher in equities, positioning portfolios offensively, and expectations as we approach 2024.
Chris Wallis, CEO and CIO at Vaughan Nelson, discusses catalysts for the recent tech sell off, the mismatch between buyers and supply, and energy selling off amidst a Middle East conflict.
Marco Priani and Kevin Ross, Senior Portfolio Managers at Vaughan Nelson, recap the Emerging Markets strategy’s 3rd Quarter of 2023.
Chris Wallis, CEO and CIO at Vaughan Nelson, 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.
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 3rd Quarter of 2023.
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 3rd Quarter of 2023.
Senior Portfolio Manager Chad Fargason recaps the Value Opportunity strategy’s 3rd Quarter of 2023.
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 3rd Quarter of 2023.
Chris Wallis, CEO and CIO at Vaughan Nelson, returns to discuss recent market behavior and thoughts on what lies ahead for the next several quarters.
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.
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.
Chris Wallis, CEO and CIO at Vaughan Nelson, reviews recent Chinese weakness, inflationary pressures, a possible BRIC currency announcement, and recent US market consolidation.
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.
Senior Portfolio Manager Dennis Alff recaps the Value Opportunity strategy’s 2nd Quarter of 2023.
Jim Eisenman, Portfolio Manager at Vaughan Nelson, discusses the current state of the Global SMid Market.
Chris Wallis, CEO and CIO at Vaughan Nelson, examines the July bank rally, strong GDP print, and deploying cash in SCV.
Marco Priani and Kevin Ross, Senior Portfolio Managers at Vaughan Nelson, recap the International Small Cap strategy’s 2nd Quarter of 2023
Marco Priani and Kevin Ross, Senior Portfolio Managers at Vaughan Nelson, recap the Emerging Markets strategy’s 2nd Quarter of 2023.
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 2nd Quarter of 2023.
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2023.
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.
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.
Chris Wallis, CEO and CIO at Vaughan Nelson, covers the latest on the debt ceiling, Fed rate action, and potential market outcomes from here.
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.
Marco Priani and Kevin Ross, Senior Portfolio Managers at Vaughan Nelson, recap the International Small Cap strategy’s 1st Quarter of 2023.
Chris Wallis, CEO and CIO at Vaughan Nelson, looks ahead to 1Q23 GDP expectations, covers recent earnings, and an update on regional banks.
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.
Kevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets strategy’s 1st Quarter of 2023.
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 1st Quarter of 2023.
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 1st Quarter of 2023.
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 1st Quarter of 2023.
Senior Portfolio Manager Chad Fargason recaps the Value Opportunity strategy’s 1st Quarter of 2023.
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.
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.
Chris Wallis, CEO and CIO at Vaughan Nelson, details the recent developments surrounding Silicon Valley Bank and the broader implications on the financial system.
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.
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.
Chris Wallis, CEO and CIO at Vaughan Nelson, walks through the recent market action and expectations.
Chris Wallis, CEO and CIO at Vaughan Nelson, runs through the current economic setup, a series of resets looming, and near term positioning.
Marco Priani and Kevin Ross, Senior Portfolio Managers at Vaughan Nelson, recap the International Small Cap strategy’s 4th Quarter of 2022.
Senior Portfolio Manager Dennis Alff recaps the Value Opportunity strategy’s 4th Quarter of 2022.
Marco Priani and Kevin Ross, Senior Portfolio Managers at Vaughan Nelson, recap the Emerging Markets strategy’s 4th Quarter of 2022.
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the SCV strategy’s 4th Quarter of 2022.
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.
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.
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.
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.
Chris Wallis, CEO and CIO at Vaughan Nelson, covers the market's strong response to positive CPI news and the FTX fallout.
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.
Chris Wallis, CEO and CIO at Vaughan Nelson, diffuses the October Rally, weighs in on the Fed raise, and thoughts on sustained higher inflation.
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.
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 3rd Quarter of 2022.
Marco Priani, Senior Portfolio Manager at Vaughan Nelson, recaps the International Small Cap strategy’s 3rd Quarter of 2022.
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 3rd Quarter of 2022.
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the SCV strategy’s 3rd Quarter of 2022.
Kevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps the EM strategy’s 3rd Quarter of 2022.
Senior Portfolio Manager Chad Fargason recaps the Value Opportunity strategy’s 3rd Quarter of 2022.
Chris Wallis, CEO and CIO at Vaughan Nelson, examines the state of sovereign debt and default risk, Bank of England restarting QE, and the parabolic USD.
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Fed’s most recent 75bps hike and the impact of continued USD strength.
Chris Wallis, CEO and CIO at Vaughan Nelson, touches on yesterday's CPI print and corresponding selloff, climate around a Fed pivot, and correcting through either time or price.
Chris Wallis, CEO and CIO at Vaughan Nelson, covers the housing weakness trend, the European energy crisis, and S&P 500 earnings estimates and possible price levels.
Chris Wallis, CEO and CIO at Vaughan Nelson, reviews the importance of housing in the US economy, the Euro dropping below the USD, and if the correction over the past week has the market any closer to a bottom.
Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the recent market rally, China's disappointing data, and signposts marking the end of the current bear market.
Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the current market set up on the heels of the 2nd straight declining GDP quarter as well as an update on earnings’ season.
Chris Wallis, CEO and CIO at Vaughan Nelson, looks at last week's inflation print and ensuing whipsaw, the USD and Euro reaching parity, and an employment update.
Marco Priani, Senior Portfolio Manager at Vaughan Nelson, recaps the International Small Cap strategy’s 2nd Quarter of 2022.
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 2nd Quarter of 2022.
Kevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps the EM strategy’s 2nd Quarter of 2022.
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 2nd Quarter of 2022.
Senior Portfolio Manager Dennis Alff recaps the Value Opportunity strategy’s 2nd Quarter of 2022.
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2022.
Scott Weber, Lead Senior Portfolio Manager at Vaughan Nelson, joins the podcast for the Select (VNSYX) mutual fund's 10th anniversary.
Chris Wallis, CEO and CIO at Vaughan Nelson, revisits the first half of 2022 and covers market volatility, recession vs. inflation, portfolio positioning, energy, and the Fed.
Chris Wallis, CEO and CIO at Vaughan Nelson, shares his thoughts as the S&P 500 officially entered bear market territory, energy and oil pulled back, and the Fed's responsibility.
Chris Wallis, CEO and CIO at Vaughan Nelson, shares his view of the market's reaction to the inflation print, thoughts on the Fed's pending rate hike, and searching for a market bottom.
Chris Wallis, CEO and CIO at Vaughan Nelson, walks through the potential global sovereign debt crisis, effect of the ECB raising rates in July, and the continued rise of energy.
Chris Wallis, CEO and CIO at Vaughan Nelson, illustrates why raising rates does not combat inflation, concerns with QT, and what he's watching in 2H22.
Chris Wallis, CEO and CIO at Vaughan Nelson, considers the sustainability of the market bounce, areas to watch in anticipation of the next move, and potential Fed options.
Chris Wallis, CEO and CIO at Vaughan Nelson, discusses how far along the market is in discounting the economic slowdown, will peaking real yields support the equity market, and what areas of the market will be recessed.
Chris Wallis, CEO and CIO at Vaughan Nelson, shares his thoughts on the Technology sector's struggles, continued volatility in Energy, and expectations for a market bottom.
Marco Priani, Senior Portfolio Manager at Vaughan Nelson, recaps the International Small Cap strategy’s 1st Quarter of 2022.
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 1st Quarter of 2022.
Chris Wallis, CEO and CIO at Vaughan Nelson, covers S&P earnings, the market reversal, recession indicators, supply side shortages, and the ongoing impact of Russia-Ukraine on energy.
Kevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps the EM strategy’s 1st Quarter of 2022.
Senior Portfolio Manager Chad Fargason recaps the Value Opportunity strategy’s 1st Quarter of 2022.
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 1st Quarter of 2022.
Chris Wallis, CEO and CIO at Vaughan Nelson, details how inflation is calculated, pricing in a shrinking balance sheet, and how aggressive the Fed will be combatting inflation.
Chris Wallis, CEO and CIO at Vaughan Nelson, examines Biden's decision to release 1mm barrels/day of oil, Russia only transaction natural gas in rubles, the recently inverted yield curve, and the drift from globalism.
Chris Wallis, CEO and CIO at Vaughan Nelson, shares his views on the rate increase, why the market is unable to find traction, and what in the Russia-Ukraine crisis is already priced.
Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the market bounce, the resilience of small cap value, the US and EU moving away from Russian fossil fuels, and preparing as an investor.
Senior Portfolio Managers Marco Priani and Kevin Ross join the podcast and share historical context surrounding the Russia - Ukraine conflict and how the team is positioning their portfolios and investing in the ex-US market.
Chris Wallis, CEO and CIO at Vaughan Nelson, joins to podcast for an initial take on the Russian – Ukrainian impact for sanctions, commodities, and Vaughan Nelson’s portfolio management.
Chris Wallis, CEO and CIO at Vaughan Nelson, joins for the second podcast this week focusing on inflationary pressures, companies distancing themselves from Russia, new rate expectations, US equity market correction, and areas to watch for stability.
Chris Wallis, CEO and CIO at Vaughan Nelson, counts down to March's anticipated rate hike, Consumer weakness, Energy's continued strength, and investing during periods of heightened geopolitical risk.
Chris Wallis, CEO and CIO at Vaughan Nelson, reviews the huge market cap swings of the past week, CPI with its highest print in 40 years, and the largest credit market in history with little liquidity.
Chris Wallis, CEO and CIO at Vaughan Nelson, joins the podcast to review the market's tough start to the year, an overwhelming majority of Americans are negative on the economy, and what lies ahead in 2022.
Chris Wallis, CEO and CIO at Vaughan Nelson, covers Powell's comments and expected rate hikes, the significance of Russia - Ukraine tensions, and thoughts on how investors should approach the current selloff.
Kevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps the EM strategy’s 4th Quarter of 2021.
Senior Portfolio Manager Dennis Alff recaps the Value Opportunity strategy’s 4th Quarter of 2021.
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 4th Quarter of 2021.
Chris Wallis, CEO and CIO at Vaughan Nelson,, recaps the Small Cap Value strategy’s 4th Quarter of 2021.
Chris Wallis, CEO and CIO at Vaughan Nelson, shares his thoughts on the market's strong run, what has caused the pullback during the first week of 2022, and an update on the inflation cycle,
Chris Wallis, CEO and CIO at Vaughan Nelson, shares his thoughts on the Fed's three 2022 rate hikes and what areas will emerge as market leaders.
Chris Wallis, CEO and CIO at Vaughan Nelson, sifts through the market moving higher after an accelerating week of Omicron and higher energy prices, signs inflation is peaking, and risks associated with the Fed tightening too much into a slowdown.
Chris Wallis, CEO and CIO at Vaughan Nelson, reviews the past two weeks including potential Omicron economic impact, Fed Chairman Powell's recent hawkish testimony, and inflationary pressure for commodities.
Chris Wallis, CEO and CIO at Vaughan Nelson, debunks the idea that Covid is driving inflation, thoughts on the FTC investigating energy price collusion, and takeaways from unusually high gold and oil correlation.
Chris Wallis, CEO and CIO at Vaughan Nelson, revisits the current inflationary environment, examines inflationary pressures through the lens of supply chain disruption, and what is behind the strong 4Q21 rally.
Marco Priani, Senior Portfolio Manager at Vaughan Nelson, recaps International Small Cap strategy’s 3rd Quarter of 2021.
Chris Wallis, CEO and CIO at Vaughan Nelson, shares his views on why the Fed is holding down rates while the market is at all-time highs, is solving supply chain disruption the key to tempering inflation, and what to expect as we enter a seasonally strong period for the market.
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 3rd Quarter of 2021.
Kevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps the EM strategy’s 3rd Quarter of 2021.
Chris Wallis, CEO and CIO at Vaughan Nelson, shares his thoughts on recent market trends pointing toward an economic slowdown while embracing risk, how energy prices today differ from previous highs, and can the market bounce back from a rough September?
Chris Wallis, CEO and CIO at Vaughan Nelson, joins to recap the Evergrande story and global contagion risk, the market in a seasonal downturn and prospects for 4Q21, new data suggesting inflation is concluding, and the Fed's likelihood of tapering and raising rates.
Chris Wallis, CEO and CIO at Vaughan Nelson, joins the podcast to discuss recent CPI trends, seasonal weakness, elevated energy prices, and continued supply chain disruption.
Chris Wallis, CEO and CIO at Vaughan Nelson, examines the disappointing employment numbers, indicators to track, areas of weakness as we move past the summer months, and policies at the disposal of the Fed and Congress.
Chris Wallis, CEO and CIO at Vaughan Nelson, shares his view on the Delta variant economic impact, can the recent strong jobs numbers last, and impact of the infrastructure bill and proposed $3.5T budget.
Chris Wallis, CEO and CIO at Vaughan Nelson, discusses recent market volatility and associated Delta variant, the issue for equity markets as the economic slowdown continues, and expectations as we head into Q2 earnings.
Adam Rich, VP of Equity Investments at Vaughan Nelson, recaps the Select strategy’s 2nd Quarter of 2021.
Stephen Davis, Portfolio Manager at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2021.
Kevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps the EM strategy’s 2nd Quarter of 2021.
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 2nd Quarter of 2021.
Marco Priani, Senior Portfolio Manager at Vaughan Nelson, recaps International Small Cap strategy’s 2nd Quarter of 2021.
Chris Wallis, CEO and CIO at Vaughan Nelson, reflects on the regime shift in 2Q21 where large outperformed small and growth recently outpaced value, areas to assess during the economic slowdown, and the Fed's role as the economy slows post reopening.
Chris Wallis, CEO and CIO at Vaughan Nelson, shares his thoughts on the Fed raising rates and reducing liquidity, last week's drawdown and whether this is the beginning of a regime shift, and how investors should think about slowing growth.
Chris Wallis, CEO and CIO at Vaughan Nelson, discusses inflation, CPI drivers, inflationary impact on housing, and examines value outpacing growth 2 to 1 YTD.
Chris Wallis, CEO and CIO at Vaughan Nelson, dissects how both equity and fixed income investors are viewing inflation, recent confirmation in the industrial cycle slowdown, and Engine No. 1's Exxon impact coupled with Ford's electric commitment and thoughts around what is to come as ESG further comes into focus.
Chris Wallis, CEO and CIO at Vaughan Nelson, dives into inflation, why investments historically considered inflation hedges are not behaving as such, and the associated overall market performance volatility.
Chris Wallis, CEO and CIO at Vaughan Nelson, addresses Yellen's comments around raising rates to prevent overheating, the rising inflation across materials, food, wages, and April's disappointing job numbers correspond with all-time highs.
Chris Wallis, CEO and CIO at Vaughan Nelson, discusses President Biden's infrastructure and tax plan, the Fed's role as it relates to fiscal stimulus, and takeaways thus far from earnings season.
Kevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps the EM strategy’s Q1 of 2021.
Marco Priani, Senior Portfolio Manager at Vaughan Nelson, recaps International Small Cap strategy’s 1st Quarter of 2021.
Stephen Davis, Portfolio Manager at Vaughan Nelson,, recaps the Small Cap Value strategy’s 1st Quarter of 2021.
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 1st Quarter of 2021.
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s Q1 of 2021.
Chris Wallis, CEO and CIO at Vaughan Nelson, examines the current state of the US market, the value over junk trade, large cap tech's return to prominence, and high level implications of a $1.9T infrastructure bill out of Washington D.C.
Senior Portfolio Managers Marco Priani and Kevin Ross cover the International Small Cap space and existing opportunity.
Chris Wallis, CEO and CIO at Vaughan Nelson, examines the factors driving the recent value over growth trend, how the market is digesting the pending stimulus, interest rate scenarios, and thoughts on energy.
William Wojciechowski, Manager, Portfolio Analytics & Risk, joins the podcast to discuss options and their influence on the equity market.
Chris Wallis, CEO and CIO at Vaughan Nelson, shares his perspective on the value/growth divide, normalization of volatility and associated market swings, and why strong earnings and fundamentals have not translated to performance .
Chris Wallis, CEO and CIO at Vaughan Nelson, brings us up to speed on the short squeeze names' impact on the market, a look into earnings' season, and addresses the question of a market bubble.
Chris Wallis, CEO and CIO at Vaughan Nelson, defines the recent short squeeze stock run up and broader market implications.
Chris Wallis, CEO and CIO at Vaughan Nelson, analyzes the reflationary sectors resuming leadership roles and a look into S&P 500 trading YoY 6x higher on EPS multiples.
Marco Priani, Senior Portfolio Manager at Vaughan Nelson, recaps the International Small Cap strategy’s 4th Quarter of 2020.
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the VO strategy’s 4th Quarter of 2020.
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 4th Quarter of 2020.
Chris Wallis, CEO and CIO at Vaughan Nelson, welcomes 2021 reviewing the equity market's fast start, recent OpEds calling into questions whether the Fed can support Treasury deficits, and talking heads talking bubbles.
Kevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps the EM strategy’s 4th Quarter of 2020.
Stephen Davis, Portfolio Manager at Vaughan Nelson, recaps the SCV strategy’s 4th Quarter of 2020.
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 4th Quarter of 2020.
Chris Wallis, CEO and CIO at Vaughan Nelson, discusses stimulus bill progress, vaccine rally and associated leadership, health of the market, and signposts to watch in 2021.
Chris Wallis, CEO and CIO at Vaughan Nelson, shares his thoughts on gold, inflation, and yields, the 4Q20 rotation from large growth to small value, current valuations and the set up for 2021.
Chris Wallis, CEO and CIO at Vaughan Nelson, breaks down the markets response to positive CV-19 vaccine news, a look ahead to how 2020 might finish, and possible outcomes for 2021 based on varying policy and economic factors.
Chris Wallis, CEO and CIO at Vaughan Nelson, breaks down the post-election rally despite a resolution, what reignited growth and tech, and CV-19's recent impact on Europe and is an European response likely in the US.
Chris Wallis, CEO and CIO at Vaughan Nelson, looks at potential disruption resulting from a lack of stimulus linked with expiring benefits, recent market liquidity tied to volatility, investing through the recent global CV-19 spike, and potential market outcomes through the lens of varying election outcomes.
Chris Wallis, CEO and CIO at Vaughan Nelson, sifts through the recent unemployment figures as they relate to state benefits expiring, an October equity market led by some surprise sectors, and the possibility of tax changes resulting from a change in the White House.
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMID strategy’s 3rd Quarter of 2020.
Kevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps Emerging Markets 3rd Quarter of 2020.
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps Value Opportunity's 3rd Quarter of 2020.
Stephen Davis, Portfolio Manager at Vaughan Nelson, recaps the Small Cap Value strategy’s 3rd Quarter of 2020.
Marco Priani, Senior Portfolio Manager at Vaughan Nelson, recaps International Small Cap Value's 3rd Quarter of 2020.
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 3rd Quarter of 2020.
Chris Wallis, CEO and CIO at Vaughan Nelson, joins to discuss the impact of delayed stimulus, 2020 consumption cycle and service economy, equity volatility creeping into Treasury and credit spreads, and Wall Street prepares for and prices in a Biden White House
Chris Wallis, CEO and CIO at Vaughan Nelson, addresses sectors contributing to the K shaped recovery, lack of further stimulus, 3Q20 insights, impact of a Trump or Biden presidency on the market, and areas to monitor in Q4.
Chris Wallis, CEO and CIO at Vaughan Nelson, joins the podcast to examine unemployment claims, potential future stimulus, increased volatility over the past month, Chairman Powell's appetite for allowing inflation to overshoot previous target, and price corrections for market leaders.
Chris Wallis, CEO and CIO at Vaughan Nelson, weighs in on the shift from temporary to permanent job reductions and the impact on the economy, the bifurcated market, future QE expectations, seasonal volatility associated with a speculative recovery, and guideposts to track when considering the end of market leadership vs. the end of a bull market.
Chris Wallis, CEO and CIO at Vaughan Nelson, checks in on jobless claims, market highs, the recent stagflation trade, and Fed Chairman Powell's comments around inflationary targets and key takeaways from the 8/27 speech.
Chris Wallis, CEO and CIO at Vaughan Nelson, reviews this week's jobless claims, reversal of market trends, stimulus impasse in Washington, and the recently announced Biden/Harris ticket.
Chris Wallis, CEO and CIO at Vaughan Nelson, examines recent trends across jobless and PUA claims, indicators of a flattening economy, earnings season takeaways, and the recent USD lows coupled with gold highs.
Marco Priani, Senior Portfolio Manager at Vaughan Nelson, recaps International Small Cap Value's 2nd Quarter of 2020.
Chris Wallis, CEO and CIO at Vaughan Nelson, joins to review the most recent job numbers, market response to the COVID-19 surge, thoughts around the impact of a vaccine on the economy, banks reporting earnings, and the increased volatility experienced over the past week.
Chris Wallis, CEO and CIO at Vaughan Nelson, runs through this week's job numbers, characterizes the COVID-19 economic recovery, examines the impact of rising cases nationwide, and provides a preview for 3Q20
Stephen Davis, Portfolio Manager at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2020.
Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps Value Opportunity's 2nd Quarter of 2020.
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 2nd Quarter of 2020.
Chris Wallis, CEO and CIO at Vaughan Nelson, examines the June jobs report, the stimulus programs set to expire and likely government response, US-China tensions, and pending earnings' season.
Chris Wallis, CEO and CIO at Vaughan Nelson, shares his thoughts on the jobs outlook going forward, how real of a threat a second COVID-19 wave is to the markets, trends to expect in the coming cycle, and unintended consequences of government support.
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps a week where jobs report encouraged, the market massively fluctuated, Fed continued on their QE path, and a second wave of COVID-19 looks inevitable.
Chris Wallis, CEO and CIO at Vaughan Nelson, explores market valuations after the recent run, selective opportunities, improvement in unemployment claims, and China's recent geopolitical actions.
Chris Wallis, CEO and CIO at Vaughan Nelson, examines Monday's big day for the market, UK's issuance of negative interest rate debt, Germany and France nudging the EU down the path of mutualized debt, and this week's jobs data.
Chris Wallis, CEO and CIO at Vaughan Nelson, shares his views as the US equity market settles in after April's rebound, jobless claims continue at a staggering rate, why the US and England recently stated they are not considering negative rates, democratic proposed $3T stimulus, growing political opposition to China, and signs for a durable global recovery.
Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the current COVID-19 impaired market and compares to the actual economy, transitioning from a depression like to shock to recession, and the role of credit and liquidity and their impact on equity investors.
Chris Wallis, CEO and CIO at Vaughan Nelson, compares the COVID-19 related recession to traditional recessions, whether the US is following a similar path as Japan, what 1Q20 earnings' season has revealed, and the corporate bond market is behaving similarly to post Bear Steans in 2008 and how much we should read into the likeness.
Chris Wallis, CEO and CIO at Vaughan Nelson, looks back on the past week where we saw continued record number of unemployment claims, a second round of stimulus was initiated, disruptions in global supply chains are developing, and oil went negative for the first time in history.
Chris Wallis, CEO and CIO at Vaughan Nelson, looks back at the past week where we saw the largest market upturn since the 1970s, another unprecedented week of jobless claims, PPP rollout, earnings season kicks off, and a first look at what opening the economy could look like.
Marco Priani, Senior Portfolio Manager at Vaughan Nelson, recaps International Small Cap Value's 1st Quarter of 2020.
Chris Wallis, CEO and CIO at Vaughan Nelson, addresses the rapidly changing economic and equity market landscape. Chris explores the fiscal and monetary measures taken thus far, a look at liquidity, what is priced into the market, and what he anticipates seeing from the eventual recovery.
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps Value Opportunity's 1st Quarter of 2020.
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 1st Quarter of 2020.
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps Small Cap Value's 1st Quarter of 2020.
The US Gov announced a $6 trillion expansion plan this week. Is it enough? Are liquidity backstops sufficient? US credit bubble has popped and we enter a deflationary environment. How to identify a market bottom and can there be an economic bottom before a coronavirus peak?
Chris Wallis, CEO and CIO, shares his thoughts on the continued liquidity flush, relative valuation levels, the Fed's effort to provide liquidity, and opportunities arising.
Chris Wallis, CEO and CIO, breaks down what we've seen in the energy sector, similarities and differences between today and 2008, Fed policy choices, and the market's erratic swings.
Chris Wallis, CEO and CIO, provides an in depth look at liquidity following a week that included a Fed cut, Treasury yields collapsing, weakened USD, and corporate travel halted.
Chris Wallis, CEO and CIO, discusses the sharp market downturn, impact of coronavirus, Fed's anticipated move, portfolio considerations, and what to expect from here.
Kevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps International Small Cap Value's 4th Quarter of 2019.
Kevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps the Emerging Market Opportunities 4th Quarter of 2019.
Adam Rich, Vice President of Equity Investments at Vaughan Nelson, recaps the Select strategy's 4th Quarter of 2019.
Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps Value Opportunity's 4th Quarter of 2019.
Stephen Davis, Portfolio Manager at Vaughan Nelson, recaps Small Cap Value's 4th Quarter of 2019.
Chris Wallis, CEO and CIO, reflects back on a dynamic 2019 and shares his thoughts on what lies ahead both domestically and abroad.
Chris Wallis, CEO and CIO, discusses the Fed's quantitative tightening reversal, its effectiveness, stability of the global market, and a few areas to watch as we head into 2020.
Stephen Davis, Portfolio Manager at Vaughan Nelson, recaps Small Cap Value's 3rd Quarter of 2019.
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy's 3rd Quarter of 2019.
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps Value Opportunity's 3rd Quarter of 2019.
Chris Wallis, CEO and CIO, discusses recessing liquidity, the Repo market, and impact on the US market.
Chris Wallis, CEO and CIO, discusses the flattening yield curve, negative global rates, and the subsequent increased volatility.
Chris Wallis, CEO and CIO, discusses the S&P 500 cracking 3000 for the first time, the anticipated Fed rate cut, and continued impact of liquidity on the equity market.
Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps Value Opportunity's 2nd Quarter of 2019.
Stephen Davis, Portfolio Manager at Vaughan Nelson, recaps Small Cap Value's 2nd Quarter of 2019.
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy's 2nd Quarter of 2019.
Chris Wallis, CEO and CIO, reviews the Fed's recent comments, their impact on the equity market and current tools at their disposal.
Chris Wallis,CEO and CIO at Vaughan Nelson, explores one of the most frequently discussed and influential headlines over the recent past; US-China trade negotiations.
Chris Wallis, CEO and CIO, discusses the April all-time highs, slowing economic indicators and what that means for the back half of 2019, US housing ,and conflicting signals from the market.
Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps Value Opportunity's 1st Quarter of 2019.
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy's 1st Quarter of 2019.
Stephen Davis, Portfolio Manager at Vaughan Nelson, recaps Small Cap Value's 1st Quarter of 2019.
Chris Walls, CIO and CEO, discusses the Fed's decision to halt rate hikes in 2019 and the effects on both the market and economy.
Chris Wallis, CEO and CIO, expands on a number of factors impacting the global economy. Global central bank excess, US deficits, trade and changing global dynamics, and the role of the USD are a few of the topics discussed during the conversation.
Stephen Davis, Portfolio Manager, provides insights on the increasingly more volatile world of small cap stocks and Vaughan Nelson’s approach of trading time for value.
Chad Fargason and Dan Hughes take a look at the market following an ugly Q4, a mid cap bounce back, portfolio positioning, and the fluctuation in energy
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy's 4th Quarter of 2018.
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps Value Opportunity's 4th Quarter of 2018.
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps Small Cap Value's 4th Quarter of 2018.
Scott and Dan cover the recent Fed move, Q418 pullback, tumbling energy prices, and impact of tariffs for investors
Dan Hughes is joined by Vaughan Nelson CEO/CIO, Chris Wallis, for a discussion of the Q418 equity pullback, it's place alongside similar corrections, and the Fed's role moving forward.
The global media landscape is changing - merger activity and changing customer relationships could mean portfolio opportunities.
Unusual happenings taking place in the US small cap market are discussed by Chris Wallis, a tenured portfolio manager from Vaughan Nelson Investment Management.
Volatility has re-entered the equation - and the tech sector may be getting more attention from US regulators. We recap Q1 markets and what investors might expect moving forward.
How are investors and companies reacting to US tax reform? Dan Hughes and Chad Fargason share some insights on how they’re analyzing the current market.
While the bull market continued through 2017, liquidity conditions are changing. Dan Hughes and Scott Weber share some insights on how they're analyzing the current market.
As changes in global monetary policy draw down liquidity levels, how might passive and active investment strategies be affected (with Vaughan Nelson CEO/CIO Chris Wallis)?
Vaughan Nelson Senior Portfolio Manger Chris Wallis discusses the effects of changing Fed policy and potential tax reform on small cap US stocks.
Discussing Vaughan Nelson's risk monitoring process and how it informs the firm's portfolio management.
Vaughan Nelson Senior Portfolio Manager Chad Fargason reviews market trends year-to-date and discusses what could potentially lie ahead for the latter half of the year.
A look at how excess liquidity may be an underrated fundamental in today's markets with Scott Weber, Senior Portfolio Manager
Passive to active, small-cap to mid-cap, price corrections and other macro trends are discussed by Chris Wallis, CEO/CIO and Daniel Hughes, Client Portfolio Manager
Vaughan Nelson Senior Portfolio Manager Chad Farguson discusses topics including trading time for value, opportunities in energy and technology, and an economy that may be better then we think.
Vaughan Nelson Portfolio Manager Scott Weber discusses the liquidity-driven rally, active management, and potential investment opportunities with Client Portfolio Manager Daniel Hughes
Vaughan Nelson Client Portfolio Manager Daniel Hughes discusses the Macro Environment with Chris Wallis, CEO/CIO
Vaughan Nelson Client Portfolio Manager Daniel Hughes discusses the firm's investment process with CEO/CIO Chris Wallis
Vaughan Nelson Client Portfolio Manager Daniel Hughes discusses the firm's investment philosophy with CEO/CIO Chris Wallis