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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.โดย Vaughan Nelson Investment Management
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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.โดย Vaughan Nelson Investment Management
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Chris Wallis, CEO and CIO of Vaughan Nelson, evaluates President Trump's economic policies, market liquidity, and the AI disruption resulting from DeepSeek.โดย Vaughan Nelson Investment Management
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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.โดย Vaughan Nelson Investment Management
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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.โดย Vaughan Nelson Investment Management
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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.โดย Vaughan Nelson Investment Management
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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.โดย Vaughan Nelson Investment Management
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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.โดย Vaughan Nelson Investment Management
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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.โดย Vaughan Nelson Investment Management
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Chris Wallis, CEO and CIO at Vaughan Nelson, explores the market broadening last week, bottoming of the industrial cycle, and reacting to momentum surrounding a potential Trump presidency.โดย Vaughan Nelson Investment Management
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Chris Wallis, CEO and CIO at Vaughan Nelson, joins the podcast with recent views on inflation, the inflation connected market correction, and how he's deploying capital.โดย Vaughan Nelson Investment Management
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Chris Wallis, CEO and CIO at Vaughan Nelson, reflects on the Fed's willingness to tolerate higher inflation, tactical allocation, and asset classes to deemphasize.โดย Vaughan Nelson Investment Management
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Chris Wallis, CEO and CIO at Vaughan Nelson, joins the podcast and breaks down the recent positive economic data, higher than expected inflation, and how he is thinking about small cap vs. large cap as an investor.โดย Vaughan Nelson Investment Management
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Chris Wallis, CEO and CIO at Vaughan Nelson, reviews the bear market and all-time highs, the gap between large and small cap stocks, earnings season takeaways, 4Q23 GDP boost, and election year market impact.โดย Vaughan Nelson Investment Management
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