Latest Insights

Headphones

Ep. 204: (11.17.22) A CPI Pop and FTX Reverberations
Chris Wallis, CEO and CIO at Vaughan Nelson, covers the market's strong response to positive CPI...
November 17, 2022
LISTEN

SUBSCRIBE

Headphones

Ep. 203: (11.09.22) Midterm Gridlock, Earnings Trends, and a Coin Flip
Chris Wallis, CEO and CIO at Vaughan Nelson, notes the impact of mid-term election gridlock on the...
November 09, 2022
LISTEN

SUBSCRIBE

Headphones

Ep. 202: (11.03.22) October Rally, Another Fed Raise, Sustained Inflation
Chris Wallis, CEO and CIO at Vaughan Nelson, diffuses the October Rally, weighs in on the Fed...
November 03, 2022
LISTEN

SUBSCRIBE

Headphones

Ep. 201: (10.20.22) Equity Market Set Up, Natural Gas, Beginning of Earnings Season, and A Fed Pivot
Chris Wallis, CEO and CIO at Vaughan Nelson, shares his views on the current equity market set up,...
October 20, 2022
LISTEN

SUBSCRIBE

Headphones

Ep. 200: (10.17.22) Q3 2022 Global SMid Strategy Recap
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 3rd Quarter...
October 17, 2022
LISTEN

SUBSCRIBE

Headphones

Ep. 199: (10.14.22) Q3 2022 International Small Cap Strategy Recap
Marco Priani, Senior Portfolio Manager at Vaughan Nelson, recaps the International Small Cap...
October 14, 2022
LISTEN

SUBSCRIBE

Headphones

Ep. 198: (10.13.22) Q3 2022 Select Strategy Recap
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 3rd Quarter...
October 13, 2022
LISTEN

SUBSCRIBE

Headphones

Ep. 197: (10.13.22) Q3 2022 Small Cap Value Recap
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the SCV strategy’s 3rd Quarter of 2022.
October 13, 2022
LISTEN

SUBSCRIBE

Headphones

Ep. 196: (10.12.22) Q3 2022 Emerging Markets Recap
Kevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps the EM strategy’s 3rd Quarter of...
October 12, 2022
LISTEN

SUBSCRIBE

Headphones

Ep. 195: (10.12.22) Q3 2022 Value Opportunity Recap
Senior Portfolio Manager Chad Fargason recaps the Value Opportunity strategy’s 3rd Quarter of 2022.
October 12, 2022
LISTEN

SUBSCRIBE

Headphones

Ep. 194: (09.28.22) Sovereign Debt Risk, Bank of England QE, and Parabolic USD
Chris Wallis, CEO and CIO at Vaughan Nelson, examines the state of sovereign debt and default...
September 28, 2022
LISTEN

SUBSCRIBE

Headphones

Ep. 193: (09.22.22) Another 75bps and USD Strength
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Fed’s most recent 75bps hike and the...
September 22, 2022
LISTEN

SUBSCRIBE

Subscribe / Archives

Listen on SoundCloud  Listen on Apple iTunes   Listen on PocketCasts   

 

Investment Perspectives


Q3 2022 

Q2 2022 

Q1 2022 

Q4 2021 

 

White Papers


The Last Free Lunch is Getting Leaner 

Active Share 

Mid Caps are the New Small Caps 

Win or Lose, It's Always About Fundamentals