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Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
325 episodes
23 hours ago
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.
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Business
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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.
Show more...
Business
Episodes (20/325)
Vaughan Nelson Investment Management
Ep.326: (11.03.25) Private Credit, Bankruptcies, and Potential Fallout
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.
Show more...
17 hours ago
10 minutes 24 seconds

Vaughan Nelson Investment Management
Ep.325: (10.16.25) Q3 2025 Emerging Markets Strategy Recap
Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy’s 3rd Quarter of 2025.
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2 weeks ago
13 minutes 40 seconds

Vaughan Nelson Investment Management
Ep.324: (10.16.25) Q3 2025 Small Cap Value Recap
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 3rd Quarter of 2025.
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2 weeks ago
5 minutes 3 seconds

Vaughan Nelson Investment Management
Ep.323: (10.15.25) Q3 2025 Value Opportunity Recap
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 3rd Quarter of 2025.
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2 weeks ago
10 minutes 21 seconds

Vaughan Nelson Investment Management
Ep.322: (10.15.25) Q3 2025 Select Strategy Recap
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 3rd Quarter of 2025.
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2 weeks ago
10 minutes 29 seconds

Vaughan Nelson Investment Management
Ep.321: (10.15.25) Q3 2025 Global SMid Strategy Recap
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 3rd Quarter of 2025.
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2 weeks ago
4 minutes 54 seconds

Vaughan Nelson Investment Management
Ep.320: (10.15.25) Q3 2025 International Strategy Recap
Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 3rd Quarter of 2025.
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2 weeks ago
10 minutes 24 seconds

Vaughan Nelson Investment Management
Ep.319: (09.25.25) Rate Cuts & Broadening Market
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.
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1 month ago
7 minutes 36 seconds

Vaughan Nelson Investment Management
Ep.318: (09.23.25) Winners & Warnings: Developed World Has Auto Problems
Adam Rich, Deputy CIO and Portfolio Manager at Vaughan Nelson, discusses the Capital Allocation Team's most recent research; Developed World Has Auto Problems.
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1 month ago
14 minutes 48 seconds

Vaughan Nelson Investment Management
Ep.317: (09.10.25) Winners & Warnings: The AI Trade to Narrow
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.
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1 month ago
18 minutes 14 seconds

Vaughan Nelson Investment Management
Ep. 316: (08.26.25) Fed Independence, USD Reserve Currency, Fed's Move
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.
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2 months ago
7 minutes 28 seconds

Vaughan Nelson Investment Management
Ep.315: (08.06.25) Time to Cut Rates and Where is Inflation Headed
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.
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2 months ago
6 minutes 1 second

Vaughan Nelson Investment Management
Ep.314: (07.17.25) Q2 2025 Emerging Markets Strategy Recap
Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy’s 2nd Quarter of 2025.
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3 months ago
7 minutes 6 seconds

Vaughan Nelson Investment Management
Ep.313: (07.16.25) Q2 2025 Global SMid Strategy Recap
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 2nd Quarter of 2025.
Show more...
3 months ago
5 minutes 15 seconds

Vaughan Nelson Investment Management
Ep.312: (07.14.25) Q2 2025 International Strategy Recap
Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 2nd Quarter of 2025.
Show more...
3 months ago
5 minutes 24 seconds

Vaughan Nelson Investment Management
Ep.311: (07.11.25) Q2 2025 Select Strategy Recap
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 2nd Quarter of 2025.
Show more...
3 months ago
9 minutes 11 seconds

Vaughan Nelson Investment Management
Ep.310: (07.10.25) Q2 2025 Value Opportunity Recap
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 2nd Quarter of 2025.
Show more...
3 months ago
9 minutes 8 seconds

Vaughan Nelson Investment Management
Ep.309: (07.10.25) Q2 2025 Small Cap Value Recap
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2025.
Show more...
3 months ago
4 minutes 3 seconds

Vaughan Nelson Investment Management
Ep.308: (06.26.25) US - Iran and All Time Highs. Rate Pressure.
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.
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4 months ago
7 minutes 57 seconds

Vaughan Nelson Investment Management
Ep.307: (05.14.25) Tariffs Are a Tax, April Data, and Taking on Risk
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.
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5 months ago
7 minutes 25 seconds

Vaughan Nelson Investment Management
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.