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Vaughan Nelson Investment Management

Vaughan Nelson Investment Management

Hosted by Vaughan Nelson Investment Management

BusinessExplicit

Episodes

361

Latest episode

Nov 2026

Language

EN

About the show

Podcast by Vaughan Nelson Investment Management

Listen to episodes

60 recent
November 5, 202615 min

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.

October 28, 202614 min

Ep.361: (10.28.26) Q3 2026 International Strategy Recap

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

October 26, 202615 min

Ep.360: (10.26.26) Q3 2026 Emerging Markets Strategy Recap

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

October 26, 202611 min

Ep.359: (10.26.26) Q3 2026 Value Opportunity Strategy Recap

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

October 21, 20267 min

Ep.358: (10.20.26) Q3 2026 Global SMid Strategy Recap

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

October 19, 202617 min

Ep.357: (10.19.26) Q3 2026 Select Strategy Recap

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

October 19, 20268 min

Ep.356: (10.19.26) Q3 2026 Small Cap Value Recap

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

September 24, 202611 min

Ep.355: (09.24.26) Raised Rates, Implications For Stocks, U.S. Midterms

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.

September 10, 202617 min

Ep.354: (09.10.26) Winners & Warnings - Artificial Intelligence: More Compute, Fewer Architectures

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

August 12, 202616 min

Ep.353: (08.12.26) AI Stock Volatility, Sovereign Yield Curves, and 2H26 Outlook

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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