ポッドキャスト Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, joins to discuss the debt ceiling resolution, AI Associated rally, expectations for the June Fed meeting, and summer season weakness.Vaughan Nelson Investment Management による

Chris Wallis, CEO and CIO at Vaughan Nelson, covers the latest on the debt ceiling, Fed rate action, and potential market outcomes from here.Vaughan Nelson Investment Management による

Chris Wallis, CEO and CIO at Vaughan Nelson, joins to review a busy week full of a Fed rate raise, further banking troubles, USD status questioned, a rapidly approaching debt ceiling, and pushing out a recovery.Vaughan Nelson Investment Management による

Marco Priani and Kevin Ross, Senior Portfolio Managers at Vaughan Nelson, recap the International Small Cap strategy’s 1st Quarter of 2023.Vaughan Nelson Investment Management による

Chris Wallis, CEO and CIO at Vaughan Nelson, looks ahead to 1Q23 GDP expectations, covers recent earnings, and an update on regional banks.Vaughan Nelson Investment Management による

Chris Wallis, CEO and CIO at Vaughan Nelson, reiterates his base case, data points worth watching, and energy market implications resulting from Saudi Arabia and Iran restoring relations.Vaughan Nelson Investment Management による

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 1st Quarter of 2023.Vaughan Nelson Investment Management による

Kevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets strategy’s 1st Quarter of 2023.Vaughan Nelson Investment Management による

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 1st Quarter of 2023.Vaughan Nelson Investment Management による

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 1st Quarter of 2023.Vaughan Nelson Investment Management による

Senior Portfolio Manager Chad Fargason recaps the Value Opportunity strategy’s 1st Quarter of 2023.Vaughan Nelson Investment Management による

Chris Wallis, CEO and CIO at Vaughan Nelson, breaks down the latest from yesterday's Fed meeting, rate hike, and the unlikely scenario of fully insuring bank deposits.Vaughan Nelson Investment Management による

Chris Wallis, CEO and CIO at Vaughan Nelson, shares his thoughts on monetary tightening, the fed's upcoming decision, and impact of the past two weeks on decelerating growth and stabilization.Vaughan Nelson Investment Management による

Chris Wallis, CEO and CIO at Vaughan Nelson, details the recent developments surrounding Silicon Valley Bank and the broader implications on the financial system.Vaughan Nelson Investment Management による

Chris Wallis, CEO and CIO at Vaughan Nelson, examines disruptions in banks, commercial and residential real estate as leading indicators and thoughts on positioning for the near term.Vaughan Nelson Investment Management による

Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the played-out February melt up, reviews his position on current market conditions and second half indicators, and global economic changes resulting from a year of Russia - Ukraine conflict.Vaughan Nelson Investment Management による

Chris Wallis, CEO and CIO at Vaughan Nelson, walks through the recent market action and expectations.Vaughan Nelson Investment Management による

Chris Wallis, CEO and CIO at Vaughan Nelson, runs through the current economic setup, a series of resets looming, and near term positioning.Vaughan Nelson Investment Management による

Marco Priani and Kevin Ross, Senior Portfolio Managers at Vaughan Nelson, recap the International Small Cap strategy’s 4th Quarter of 2022.Vaughan Nelson Investment Management による

Senior Portfolio Manager Dennis Alff recaps the Value Opportunity strategy’s 4th Quarter of 2022.Vaughan Nelson Investment Management による

Marco Priani and Kevin Ross, Senior Portfolio Managers at Vaughan Nelson, recap the Emerging Markets strategy’s 4th Quarter of 2022.Vaughan Nelson Investment Management による

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 4th Quarter of 2022.Vaughan Nelson Investment Management による

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 4th Quarter of 2022.Vaughan Nelson Investment Management による

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the SCV strategy’s 4th Quarter of 2022.Vaughan Nelson Investment Management による

Chris Wallis, CEO and CIO at Vaughan Nelson, kicks off 2023 reviewing the energy market, rotation away from tech, and what options exist for the Fed.Vaughan Nelson Investment Management による

Chris Wallis, CEO and CIO at Vaughan Nelson, details Bank of Japan's yield curve policy change, wraps up 2022, and thoughts as we roll into 2023.Vaughan Nelson Investment Management による

Chris Wallis, CEO and CIO at Vaughan Nelson, breaks down yesterday's encouraging CPI print, the 4Q22 rally, and how the VN team is preparing for 2023.Vaughan Nelson Investment Management による

Chris Wallis, CEO and CIO at Vaughan Nelson, breaks down the strong market response to Powell's commentary, inflation data takeaways, and the breadth and depth of the correction.Vaughan Nelson Investment Management による

Chris Wallis, CEO and CIO at Vaughan Nelson, covers the market's strong response to positive CPI news and the FTX fallout.Vaughan Nelson Investment Management による

Chris Wallis, CEO and CIO at Vaughan Nelson, notes the impact of mid-term election gridlock on the market, earnings season trends, and likelihood of a market rally through year end.Vaughan Nelson Investment Management による

Chris Wallis, CEO and CIO at Vaughan Nelson, diffuses the October Rally, weighs in on the Fed raise, and thoughts on sustained higher inflation.Vaughan Nelson Investment Management による

Chris Wallis, CEO and CIO at Vaughan Nelson, shares his views on the current equity market set up, explains the recent natural gas pullback, what we have seen so far during earnings, and what comes along with a Fed pivot.Vaughan Nelson Investment Management による

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 3rd Quarter of 2022.Vaughan Nelson Investment Management による

Marco Priani, Senior Portfolio Manager at Vaughan Nelson, recaps the International Small Cap strategy’s 3rd Quarter of 2022.Vaughan Nelson Investment Management による

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 3rd Quarter of 2022.Vaughan Nelson Investment Management による

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the SCV strategy’s 3rd Quarter of 2022.Vaughan Nelson Investment Management による

Kevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps the EM strategy’s 3rd Quarter of 2022.Vaughan Nelson Investment Management による

Senior Portfolio Manager Chad Fargason recaps the Value Opportunity strategy’s 3rd Quarter of 2022.Vaughan Nelson Investment Management による

Chris Wallis, CEO and CIO at Vaughan Nelson, examines the state of sovereign debt and default risk, Bank of England restarting QE, and the parabolic USD.Vaughan Nelson Investment Management による

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Fed’s most recent 75bps hike and the impact of continued USD strength.Vaughan Nelson Investment Management による

Chris Wallis, CEO and CIO at Vaughan Nelson, touches on yesterday's CPI print and corresponding selloff, climate around a Fed pivot, and correcting through either time or price.Vaughan Nelson Investment Management による

Chris Wallis, CEO and CIO at Vaughan Nelson, covers the housing weakness trend, the European energy crisis, and S&P 500 earnings estimates and possible price levels.Vaughan Nelson Investment Management による

Chris Wallis, CEO and CIO at Vaughan Nelson, reviews the importance of housing in the US economy, the Euro dropping below the USD, and if the correction over the past week has the market any closer to a bottom.Vaughan Nelson Investment Management による

Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the recent market rally, China's disappointing data, and signposts marking the end of the current bear market.Vaughan Nelson Investment Management による

Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the current market set up on the heels of the 2nd straight declining GDP quarter as well as an update on earnings’ season.Vaughan Nelson Investment Management による

Introduction to the Global SMid strategy with Lead Portfolio Manager Jim Eisenman.Vaughan Nelson Investment Management による

Chris Wallis, CEO and CIO at Vaughan Nelson, looks at last week's inflation print and ensuing whipsaw, the USD and Euro reaching parity, and an employment update.Vaughan Nelson Investment Management による

Marco Priani, Senior Portfolio Manager at Vaughan Nelson, recaps the International Small Cap strategy’s 2nd Quarter of 2022.Vaughan Nelson Investment Management による

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 2nd Quarter of 2022.Vaughan Nelson Investment Management による

Kevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps the EM strategy’s 2nd Quarter of 2022.Vaughan Nelson Investment Management による