Vaughan Nelson Investment Management

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.

Portfolio Manager Stephen Davis recaps the Small Cap Value Strategy for Q3 of 2021.

Kevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps the EM strategy’s 3rd Quarter of 2021.

Senior Portfolio Manager Scott Weber recaps the Select strategy’s 3rd Quarter of 2021.

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 3rd Quarter of 2021.

Senior Portfolio Manager Chad Fargason recaps Value Opportunity’s Q3 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.

Kevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps the EM strategy’s 2nd Quarter of 2021.

Stephen Davis, Portfolio Manager at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2021.

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 2nd Quarter of 2021.

Adam Rich, VP of Equity Investments at Vaughan Nelson, recaps the Select strategy’s 2nd Quarter of 2021.

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.

Marco Priani, Senior Portfolio Manager at Vaughan Nelson, recaps International Small Cap strategy’s 2nd Quarter of 2021.

Senior Portfolio Manager Dennis Alff recaps Value Opportunity’s Q2 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.