Vaughan Nelson Investment Management

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.

Senior Portfolio Manager Chad Fargason recaps Value Opportunity’s Q1 of 2021.

Kevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps the EM strategy’s Q1 of 2021.

Stephen Davis, Portfolio Manager at Vaughan Nelson,, recaps the Small Cap Value strategy’s 1st Quarter of 2021.

Marco Priani, Senior Portfolio Manager at Vaughan Nelson, recaps International Small Cap 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.