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.بقلم Vaughan Nelson Investment Management

Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy’s 3rd Quarter of 2025.بقلم Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 3rd Quarter of 2025.بقلم Vaughan Nelson Investment Management

Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 3rd Quarter of 2025.بقلم Vaughan Nelson Investment Management

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 3rd Quarter of 2025.بقلم Vaughan Nelson Investment Management

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 3rd Quarter of 2025.بقلم Vaughan Nelson Investment Management

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 3rd Quarter of 2025.بقلم Vaughan Nelson Investment Management

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.بقلم Vaughan Nelson Investment Management

Adam Rich, Deputy CIO and Portfolio Manager at Vaughan Nelson, discusses the Capital Allocation Team's most recent research; Developed World Has Auto Problems.بقلم Vaughan Nelson Investment Management

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.بقلم Vaughan Nelson Investment Management

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.بقلم Vaughan Nelson Investment Management

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.بقلم Vaughan Nelson Investment Management

Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy’s 2nd Quarter of 2025.بقلم Vaughan Nelson Investment Management

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 2nd Quarter of 2025.بقلم Vaughan Nelson Investment Management

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 2nd Quarter of 2025.بقلم Vaughan Nelson Investment Management

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 2nd Quarter of 2025.بقلم Vaughan Nelson Investment Management

Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 2nd Quarter of 2025.بقلم Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2025.بقلم Vaughan Nelson Investment Management

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.بقلم Vaughan Nelson Investment Management

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.بقلم Vaughan Nelson Investment Management

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 1st Quarter of 2025.بقلم Vaughan Nelson Investment Management

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 1st Quarter of 2025.بقلم Vaughan Nelson Investment Management

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 1st Quarter of 2025.بقلم Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 1st Quarter of 2025.بقلم Vaughan Nelson Investment Management

Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 1st Quarter of 2025.بقلم Vaughan Nelson Investment Management

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.بقلم Vaughan Nelson Investment Management

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.بقلم Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO of Vaughan Nelson, takes an in depth look at tariffs, company responses, and investor actions.بقلم Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO of Vaughan Nelson, evaluates President Trump's economic policies, market liquidity, and the AI disruption resulting from DeepSeek.بقلم Vaughan Nelson Investment Management

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 4th Quarter of 2024.بقلم Vaughan Nelson Investment Management

Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 4th Quarter of 2024.بقلم Vaughan Nelson Investment Management

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 4th Quarter of 2024.بقلم Vaughan Nelson Investment Management

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 4th Quarter of 2024.بقلم Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 4th Quarter of 2024.بقلم Vaughan Nelson Investment Management

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

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

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

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

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

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

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