
Ep.362: (11.05.26) US Midterms – Takeaways and Market Response
Chris Wallis, CEO and CIO at Vaughan Nelson, shares his thoughts on Tuesday’s election results – the key takeaways, long term consequences, and the anticipated market response.
Episodes
361
Latest episode
Nov 2026
Language
EN
Podcast by Vaughan Nelson Investment Management

Chris Wallis, CEO and CIO at Vaughan Nelson, shares his thoughts on Tuesday’s election results – the key takeaways, long term consequences, and the anticipated market response.

Adam Rich, Portfolio Manager and Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 3rd Quarter of 2026.

Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy’s 3rd Quarter of 2026.

Sundeep Khanna, Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 3rd Quarter of 2026.

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 3rd Quarter of 2026.

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 3rd Quarter of 2026.

Ben Carrier, VP of US Equity at Vaughan Nelson, recaps the Small Cap Value strategy’s 3rd Quarter of 2026.

Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the Fed’s decision to raise rates, the implications for the equity market, and how U.S. midterms might potentially impact the market.

Why the Custom Application Specific Integrated Circuits (ASIC) boom may be the real bubble.

Chris Wallis, CEO and CIO at Vaughan Nelson, breaks down this summer’s AI stock volatility and financing, the US assistance in stabilizing the Yen and the rise of the long end of sovereign yield curves, an inflation update, and second half 2026 thoughts.
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