A(z) Vaughan Nelson Investment Management csatorna legjobb podcastjai (2025)

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Ep.326: (11.03.25) Private Credit, Bankruptcies, and Potential Fallout 10:24

15d ago10:24

10:24

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.Vaughan Nelson Investment Management által

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Ep.325: (10.16.25) Q3 2025 Emerging Markets Strategy Recap 13:40

1M ago13:40

13:40

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

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Ep.324: (10.16.25) Q3 2025 Small Cap Value Recap 5:03

1M ago5:03

5:03

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

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Ep.323: (10.15.25) Q3 2025 Value Opportunity Recap 10:21

1M ago10:21

10:21

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

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Ep.322: (10.15.25) Q3 2025 Select Strategy Recap 10:29

1M ago10:29

10:29

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

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Ep.321: (10.15.25) Q3 2025 Global SMid Strategy Recap 4:54

1M ago4:54

4:54

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

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Ep.320: (10.15.25) Q3 2025 International Strategy Recap 10:24

1M ago10:24

10:24

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

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Ep.319: (09.25.25) Rate Cuts & Broadening Market 7:36

2M ago7:36

7:36

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.Vaughan Nelson Investment Management által

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Ep.318: (09.23.25) Winners & Warnings: Developed World Has Auto Problems 14:48

2M ago14:48

14:48

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

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Ep.317: (09.10.25) Winners & Warnings: The AI Trade to Narrow 18:14

2M ago18:14

18:14

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.Vaughan Nelson Investment Management által

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Ep. 316: (08.26.25) Fed Independence, USD Reserve Currency, Fed's Move 7:28

3M ago7:28

7:28

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.Vaughan Nelson Investment Management által

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Ep.315: (08.06.25) Time to Cut Rates and Where is Inflation Headed 6:01

3M ago6:01

6:01

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.Vaughan Nelson Investment Management által

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Ep.314: (07.17.25) Q2 2025 Emerging Markets Strategy Recap 7:06

4M ago7:06

7:06

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

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Ep.313: (07.16.25) Q2 2025 Global SMid Strategy Recap 5:15

4M ago5:15

5:15

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

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Ep.312: (07.14.25) Q2 2025 International Strategy Recap 5:24

4M ago5:24

5:24

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

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Ep.311: (07.11.25) Q2 2025 Select Strategy Recap 9:11

4M ago9:11

9:11

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

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Ep.310: (07.10.25) Q2 2025 Value Opportunity Recap 9:08

4M ago9:08

9:08

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

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Ep.309: (07.10.25) Q2 2025 Small Cap Value Recap 4:03

4M ago4:03

4:03

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

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Ep.308: (06.26.25) US - Iran and All Time Highs. Rate Pressure. 7:57

5M ago7:57

7:57

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.Vaughan Nelson Investment Management által

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Ep.307: (05.14.25) Tariffs Are a Tax, April Data, and Taking on Risk 7:25

6M ago7:25

7:25

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.Vaughan Nelson Investment Management által

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Ep.306: (04.21.25) Q1 2025 Global SMid Strategy Recap 5:09

7M ago5:09

5:09

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

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Ep.305: (04.16.25) Q1 2025 Select Strategy Recap 8:16

7M ago8:16

8:16

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

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Ep.304: (04.16.25) Q1 2025 International Strategy Recap 4:03

7M ago4:03

4:03

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

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Ep.303: (04.15.25) Q1 2025 Small Cap Value Recap 6:05

7M ago6:05

6:05

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

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Ep.302: (04.15.25) Q1 2025 Value Opportunity Recap 7:14

7M ago7:14

7:14

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

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Ep.301: (04.03.25) Tariff Shakeout - Market Sell Off, What to Expect 13:01

8M ago13:01

13:01

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.Vaughan Nelson Investment Management által

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Ep.300: (03.24.25) US Correction, International Equities, and Economic Changes 12:54

8M ago12:54

12:54

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.Vaughan Nelson Investment Management által

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Ep.299: (02.27.25) Tariffs, Response, Actions 14:19

9M ago14:19

14:19

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

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Ep.298: (01.28.25) Trump Policies, Liquidity, DeepSeek AI 12:23

10M ago12:23

12:23

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

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Ep.295: (01.14.25) Q4 2024 Select Recap 10:58

10M ago10:58

10:58

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

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Ep.296: (01.14.25) Q4 2024 Value Opportunity Recap 7:35

10M ago7:35

7:35

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

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Ep.297: (01.14.25) Q4 2024 International Strategy Recap 4:31

10M ago4:31

4:31

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

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Ep.294: (01.14.25) Q4 2024 Global SMid Recap 4:59

10M ago4:59

4:59

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

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Ep.293: (01.14.25) Q4 2024 Small Cap Value Recap 4:35

10M ago4:35

4:35

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

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Ep.292: (12.19.24) Fed Cut. Vol Up. Market Down. 7:04

11M ago7:04

7:04

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

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Ep.291: (12.11.24) Comfortable Inflation, 1H25, Specific Opportunities 6:52

11M ago6:52

6:52

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.Vaughan Nelson Investment Management által

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Ep.290: (11.19.24) Trump Initiatives, Year End Outlook, Escalating Geopolitical Tensions 8:21

1y ago8:21

8:21

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.Vaughan Nelson Investment Management által

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Ep.289: (10.24.24) Q3 2024 Global SMid Strategy Recap 5:14

1y ago5:14

5:14

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

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Ep.288: (10.23.24) Fed Cut and Rates Rise, Upcoming Election, 2025 Set Up 7:07

1y ago7:07

7:07

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.Vaughan Nelson Investment Management által

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Ep.287: (10.15.24) Q3 2024 International Strategy Recap 4:23

1y ago4:23

4:23

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

1
Ep.286: (10.15.24) Q3 2024 Select Recap 10:45

1y ago10:45

10:45

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

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Ep.285: (10.14.24) Q3 2024 Small Cap Value Recap 6:01

1y ago6:01

6:01

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

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Ep.284: (10.09.24) Q3 2024 Value Opportunity Recap 9:53

1y ago9:53

9:53

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

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Ep.283: (9.23.24) Revisiting Mid Caps 13:58

1y ago13:58

13:58

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.Vaughan Nelson Investment Management által

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Ep.282: (9.19.24) Fed Cuts and Anticipating More 7:53

1y ago7:53

7:53

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.Vaughan Nelson Investment Management által

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Ep.281: (9.05.24) Market Vol, Crowded Trades, Indicators 10:18

1y ago10:18

10:18

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.Vaughan Nelson Investment Management által

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Ep.280: (8.14.24) CPI, Market Balance, and Positioning Risk 9:54

1+ y ago9:54

9:54

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.Vaughan Nelson Investment Management által

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Ep.279: (7.31.24) A September Cut, What's Priced In, and 2H24 9:13

1+ y ago9:13

9:13

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.Vaughan Nelson Investment Management által