Chris Wallis, CEO and CIO of Vaughan Nelson, touches on yesterday's Fed cut, the resulting spike in volatility and market sell off.توسط Vaughan Nelson Investment Management

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.توسط Vaughan Nelson Investment Management

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.توسط Vaughan Nelson Investment Management

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 3rd Quarter of 2024.توسط Vaughan Nelson Investment Management

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.توسط Vaughan Nelson Investment Management

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International strategy’s 3rd Quarter of 2024.توسط Vaughan Nelson Investment Management

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 3rd Quarter of 2024.توسط Vaughan Nelson Investment Management

Ben Carrier, Vice President of US Equities at Vaughan Nelson, recaps the Small Cap Value strategy’s 3rd Quarter of 2024.توسط Vaughan Nelson Investment Management

Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 3rd Quarter of 2024.توسط Vaughan Nelson Investment Management

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.توسط Vaughan Nelson Investment Management

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.توسط Vaughan Nelson Investment Management

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.توسط Vaughan Nelson Investment Management

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.توسط Vaughan Nelson Investment Management

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.توسط Vaughan Nelson Investment Management

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 2nd Quarter of 2024.توسط Vaughan Nelson Investment Management

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 2nd Quarter of 2024.توسط Vaughan Nelson Investment Management

Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 2nd Quarter of 2024.توسط Vaughan Nelson Investment Management

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 2nd Quarter of 2024.توسط Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2024.توسط Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, explores the market broadening last week, bottoming of the industrial cycle, and reacting to momentum surrounding a potential Trump presidency.توسط Vaughan Nelson Investment Management

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.توسط Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, sees little change to the choppy economic environment this summer.توسط Vaughan Nelson Investment Management

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.توسط Vaughan Nelson Investment Management

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 1st Quarter of 2024.توسط Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 1st Quarter of 2024.توسط Vaughan Nelson Investment Management

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 1st Quarter of 2024.توسط Vaughan Nelson Investment Management

Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 1st Quarter of 2024.توسط Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, joins with his thoughts on the pending earnings season and the recent gold run.توسط Vaughan Nelson Investment Management

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.توسط Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, examines the disparities between the US and ex-US markets and expectations stemming from CPI numbers.توسط Vaughan Nelson Investment Management

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.توسط Vaughan Nelson Investment Management

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.توسط Vaughan Nelson Investment Management

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 4th Quarter of 2023.توسط Vaughan Nelson Investment Management

Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 4th Quarter of 2023.توسط Vaughan Nelson Investment Management

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 4th Quarter of 2023.توسط Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 4th Quarter of 2023.توسط Vaughan Nelson Investment Management

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.توسط Vaughan Nelson Investment Management

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.توسط Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, details the recent move higher in equities, positioning portfolios offensively, and expectations as we approach 2024.توسط Vaughan Nelson Investment Management

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.توسط Vaughan Nelson Investment Management

Marco Priani and Kevin Ross, Senior Portfolio Managers at Vaughan Nelson, recap the Emerging Markets strategy’s 3rd Quarter of 2023.توسط Vaughan Nelson Investment Management

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.توسط Vaughan Nelson Investment Management

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 3rd Quarter of 2023.توسط Vaughan Nelson Investment Management

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 3rd Quarter of 2023.توسط Vaughan Nelson Investment Management

Senior Portfolio Manager Chad Fargason recaps the Value Opportunity strategy’s 3rd Quarter of 2023.توسط Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 3rd Quarter of 2023.توسط Vaughan Nelson Investment Management

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.توسط Vaughan Nelson Investment Management

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.توسط 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.توسط 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.توسط Vaughan Nelson Investment Management