Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Podcast by Vaughan Nelson Investment Management
Auteur
Vaughan Nelson Investment Management
Categorie
Website van de podcast
Nieuwste aflevering
19 mei 2026
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Afleveringen
Ep.271: (06.04.24) Moving Along with Some Chop 03.06.2024 5:22
Chris Wallis, CEO and CIO at Vaughan Nelson, sees little change to the choppy economic environment this summer.
Ep.270: (05.01.24) Inflation, Correction, Deploying Capital 30.04.2024 8:07
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.
Ep.269: (04.22.24) Q1 2024 Global SMid Recap 21.04.2024 4:50
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 1st Quarter of 2024.
Ep.268: (04.18.24) Q1 2024 Small Cap Value Recap 17.04.2024 4:33
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 1st Quarter of 2024.
Ep.266: (04.17.24) Q1 2024 Value Opportunity Recap 16.04.2024 6:47
Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 1st Quarter of 2024.
Ep.267: (04.18.24) Q1 2024 Select Recap 16.04.2024 10:48
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 1st Quarter of 2024.
Ep.265: (04.05.24) Earnings and Gold 04.04.2024 5:31
Chris Wallis, CEO and CIO at Vaughan Nelson, joins with his thoughts on the pending earnings season and the recent gold run.
Ep.264: (03.21.24) Tolerating Inflation, Tactical Shifts, Areas to Avoid 20.03.2024 11:10
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.
Ep.263: (02.28.24) Ex-US ATHs, Global Valuations, CPI 27.02.2024 6:48
Chris Wallis, CEO and CIO at Vaughan Nelson, examines the disparities between the US and ex-US markets and expectations stemming from CPI numbers.
Ep.262: (02.15.24) ISM Up, CPI Up, Small vs. Large 13.02.2024 10:42
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.
Ep.261: (01.31.24) Bear Market to ATHs, Large and Small Cap, Earnings, and Election Year 30.01.2024 12:27
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.
Ep.258: (01.11.24) Q4 2023 Select Recap 10.01.2024 13:04
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 4th Quarter of 2023.
Ep.259: (01.11.24) Q4 2023 Global SMid Recap 10.01.2024 5:22
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 4th Quarter of 2023.
Ep.260: (01.11.24) Q4 2023 Value Opportunity Recap 10.01.2024 8:26
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 4th Quarter of 2023.
Ep.257: (01.08.24) Q4 2023 Small Cap Value Recap 07.01.2024 4:15
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 4th Quarter of 2023.
Ep.256: (01.04.24) Early Pull Back, 2024 Key Issues, 2% Target 03.01.2024 9:44
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.
Ep.255: (12.14.23) Performance Chasing, 2024 Rates, Inflation, and All Time Highs 13.12.2023 14:19
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.
Ep.254: (11.16.23) Risk Assets Move Higher, Playing Offense, Looking at 2024 15.11.2023 14:02
Chris Wallis, CEO and CIO at Vaughan Nelson, details the recent move higher in equities, positioning portfolios offensively, and expectations as we approach 2024.
Ep.253: (10.27.23) Tech Selloff, Not Enough Buyers, and Energy Trades Off 26.10.2023 9:15
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.
Ep.252: (10.25.23) Q3 2023 Emerging Markets Recap 24.10.2023 13:03
Marco Priani and Kevin Ross, Senior Portfolio Managers at Vaughan Nelson, recap the Emerging Markets strategy’s 3rd Quarter of 2023.
Ep.251: (10.20.23) A Multipolar World, Renewed Balance, and Finishing on a Low 19.10.2023 14:07
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.
Ep.248: (10.11.23) Q3 2023 2023 Value Opportunity Recap 11.10.2023 8:26
Senior Portfolio Manager Chad Fargason recaps the Value Opportunity strategy’s 3rd Quarter of 2023.
Ep.249: (10.12.23) Q3 2023 2023 Global SMid Recap 11.10.2023 6:44
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 3rd Quarter of 2023.
Ep.250: (10.12.23) Q3 2023 2023 Select Recap 11.10.2023 16:35
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 3rd Quarter of 2023.
Ep.247: (10.10.23) Q3 2023 Small Cap Value Recap 07.10.2023 5:12
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 3rd Quarter of 2023.
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