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.
Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy’s 3rd Quarter of 2025.
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 3rd Quarter of 2025.
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 3rd Quarter of 2025.
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 3rd Quarter of 2025.
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 3rd Quarter of 2025.
Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 3rd Quarter of 2025.
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.
Adam Rich, Deputy CIO and Portfolio Manager at Vaughan Nelson, discusses the Capital Allocation Team's most recent research; Developed World Has Auto Problems.
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.
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.
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.
Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy’s 2nd Quarter of 2025.
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 2nd Quarter of 2025.
Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 2nd Quarter of 2025.
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 2nd Quarter of 2025.
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 2nd Quarter of 2025.
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2025.
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.
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.