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.

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

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

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy's 1st Quarter of 2025.

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

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

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.

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.

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

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

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy's 4th Quarter of 2024.

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

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

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

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

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

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.

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.

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

Chris Wallis, CEO and CEI 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.

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International strategy's 3rd Quarter of 2024.

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

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

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

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.

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.

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.

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.

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.

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy's 2nd Quarter of 2024.

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

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

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

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.

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

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.

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

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.

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

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

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

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

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

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.

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

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.

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.

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

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

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

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