Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the Fitch U.S. credit rating downgrade, earnings season takeaways, and indicators as we enter a seasonally weak stretch.

Ep.242: (8.02.23) U.S. Downgrade, Earnings Season, and Seasonal Weakness

Chris Wallis, CEO and CIO at Vaughan Nelson, examines the July bank rally, strong GDP print, and deploying cash in SCV.

Ep.240: (7.27.23) Banks, GDP, and Deploying Cash

Jim Eisenman, Portfolio Manager at Vaughan Nelson, discusses the current state of the Global SMid Market.

Ep.239: (7.27.23) State of The Global SMid Market

Senior Portfolio Manager Dennis Alff recaps the Value Opportunity strategy’s 2nd Quarter of 2023.

Ep.241: (7.27.23) Q2 2023 Value Opportunity Recap

Marco Priani and Kevin Ross, Senior Portfolio Managers at Vaughan Nelson, recap the International Small Cap strategy’s 2nd Quarter of 2023

Ep.237: (7.25.23) Q2 2023 International Small Cap Strategy Recap

Marco Priani and Kevin Ross, Senior Portfolio Managers at Vaughan Nelson, recap the Emerging Markets strategy’s 2nd Quarter of 2023.

Ep.238: (7.25.23) Q2 2023 Emerging Markets Recap

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 2nd Quarter of 2023.

Ep.236: (7.20.23) Q2 2023 Global SMid Recap

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2023.

Ep.234: (7.19.23) Q2 2023 Small Cap Value Recap

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 2nd Quarter of 2023.

Ep.235: (7.19.23) Q2 2023 Select Recap

Chris Wallis, CEO and CIO at Vaughan Nelson, shares his inflation outlook, knock on effects of declining inflationary pressures, state of liquidity risk, and NASDAQ 100 reducing top name weights.

Ep.233: (7.13.23) Inflation Outlook, Liquidity Risks, NASDAQ 100 Repositioning

Podcast by Vaughan Nelson Investment Management

Vaughan Nelson Investment Management

Dennis  Alff, Senior Portfolio Manager at Vaughan Nelson, recaps Value Opportunity's 3rd Quarter of 2019.

Ep 039: Value Opportunity 3Q 2019 Recap

Chris Wallis, CEO and CIO, discusses recessing liquidity, the Repo market, and impact on the US market.

Ep. 038: Recessing Liquidity

Chris Wallis, CEO and CIO, discusses the flattening yield curve, negative global rates, and the subsequent increased volatility.

Ep. 037: Flattening Yield Curve, Global Rates, and Expectations

Chris Wallis, CEO and CIO, discusses the S&amp;P 500 cracking 3000 for the first time, the anticipated Fed rate cut, and continued impact of liquidity on the equity market.

Ep. 036: All Time Highs, Rates, and Liquidity

Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps Value Opportunity's 2nd Quarter of 2019.

Ep 034: Value Opportunity 2Q 2019 Recap

Stephen Davis, Portfolio Manager at Vaughan Nelson, recaps Small Cap Value's 2nd Quarter of 2019.

Ep. 035: Small Cap Value 2Q 2019 Recap

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy's 2nd Quarter of 2019.

Ep. 033: Select 2Q 2019 Recap

Chris Wallis, CEO and CIO, reviews the Fed's recent comments, their impact on the equity market and current tools at their disposal.

Ep. 032:  Fed Comments and Policy

Chris Wallis,CEO and CIO at Vaughan Nelson, explores one of the most frequently discussed and influential headlines over the recent past; US-China trade negotiations.

Ep 031: US - China Trade Negotiations

Chris Wallis, CEO and CIO, discusses the April all-time highs, slowing economic indicators and what that means for the back half of 2019, US housing ,and conflicting signals from the market.

Ep 030: All-time highs, economic growth, and where we go from here

Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps Value Opportunity's 1st Quarter of 2020.

Ep. 056: Value Opportunity 1Q 2020 Recap

Chris Wallis, CEO and CIO at Vaughan Nelson, compares the COVID-19 related recession to traditional recessions, whether the US is following a similar path as Japan, what 1Q20 earnings' season has revealed, and the corporate bond market is behaving similarly to post Bear Steans in 2008 and how much we should read into the likeness.

Ep. 061:  Depression, Japanification, 1Q20 earnings, and 2020 vs. 2008

Chris Wallis, CEO and CIO at Vaughan Nelson, looks back on the past week where we saw continued record number of unemployment claims, a second round of stimulus was initiated, disruptions in global supply chains are developing, and oil went negative for the first time in history.

Ep. 060:  Jobs, Oil, Supply Chains, Stimulus Round Two, and Thoughts on Reopening

Chris Wallis, CEO and CIO at Vaughan Nelson, looks back at the past week where we saw the largest market upturn since the 1970s, another unprecedented week of jobless claims, PPP rollout, earnings season kicks off, and a first look at what opening the economy could look like.

Ep. 059:  Big Bounce, Unemployment, PPP, and a Reopening

Chris Wallis, CEO and CIO at Vaughan Nelson, addresses the rapidly changing economic and equity market landscape. Chris explores the fiscal and monetary measures taken thus far, a look at liquidity, what is priced into the market, and what he anticipates seeing from the eventual recovery.

Ep. 055: COVID-19 Market Update

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 1st Quarter of 2020.

Ep. 057: Select 1Q 2020 Recap

Marco Priani, Senior Portfolio Manager at Vaughan Nelson, recaps International Small Cap Value's 1st Quarter of 2020.

Ep. 058: International Small Cap Value 1Q 2020 Recap

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps Small Cap Value's 1st Quarter of 2020.

Ep. 054: Small Cap Value 1Q 2020 Recap

The US Gov announced a $6 trillion expansion plan this week. Is it enough? Are liquidity backstops sufficient? US credit bubble has popped and we enter a deflationary environment. How to identify a market bottom and can there be an economic bottom before a coronavirus peak?

Ep. 053: Is $6 trillion enough?

Chris Wallis, CEO and CIO, shares his thoughts on the continued liquidity flush, relative valuation levels, the Fed's effort to provide liquidity, and opportunities arising.

Ep. 052: Liquidity. The Fed. Is it time to buy? If yes, then what?

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