Vaughan Nelson Investment Management

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.

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 2nd Quarter of 2026.

Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy’s 2nd Quarter of 2026.

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 2nd Quarter of 2026.

Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 2nd Quarter of 2026.

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 2nd Quarter of 2026.

Ben Carrier, VP of US Equity at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2026.

Chris Wallis, CEO and CIO at Vaughan Nelson, reviews the strong start to 2Q26, the more recent instability, as well as an inflation tick up and investor expectations.

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 1st Quarter of 2026.

Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy’s 1st Quarter of 2026.

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 1st Quarter of 2026.

Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 1st Quarter of 2026.

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 1st Quarter of 2026.

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 1st Quarter of 2026.

Chris Wallis, CEO and CIO at Vaughan Nelson, shares his views on the market set up coming out of 1Q26 and the current state of the energy market result from the Iran conflict.

Chris Wallis, CEO and CIO at Vaughan Nelson, discusses thinking through the Iran conflict from an investor’s perspective, AI’s software impact, and trouble for private credit.

In this episode, we explore artificial intelligence through a capital allocation lens. While much of the public debate centers on automation and labor displacement, history suggests the more durable wealth creation occurs in the second phase of technological change — when companies reorganize their systems around a newly relaxed constraint. Drawing parallels to railroads, electrification, and the internet, we examine how first-order infrastructure investment differs from second-order innovation — and what capital allocation signals may define the next era of market leadership.

Adam Rich, deputy CIO and PM at Vaughan Nelson, breaks down why Emerging Markets are defined by capital constraints and concentrated outcomes. The episode covers the hidden risks of passive exposure, the pitfalls of diluted active management, and why owning the right names with conviction matters more than broad diversification.

Chris Wallis, CEO and CIO at Vaughan Nelson, kicks off the 2026 podcast season with thoughts on soon to be Fed Chair Kevin Warsh and a look at the broadening markets and a shift away from US large cap.

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 4th Quarter of 2025.

Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy’s 4th Quarter of 2025.

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 4th Quarter of 2025.

Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 4th Quarter of 2025.

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 4th Quarter of 2025.

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 4th Quarter of 2025.

Chris Wallis, CEO and CIO at Vaughan Nelson, joins the podcast to discuss the broadening of 2025’s markets and returns and his near term 2026 outlook.

Deputy CIO & Portfolio Manager Adam Rich discusses the Capital Allocation Framework team’s most recent Winners & Warnings piece: Oil, The Illusion of Abundance. The World Didn’t Run Out of Oil. It Ran Out of Reinvestment.

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.

Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy’s 3rd Quarter of 2025.

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 3rd Quarter of 2025.

Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 3rd Quarter of 2025.

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 3rd Quarter of 2025.

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 3rd Quarter of 2025.

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 3rd Quarter of 2025.

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.

Adam Rich, Deputy CIO and Portfolio Manager at Vaughan Nelson, discusses the Capital Allocation Team's most recent research; Developed World Has Auto Problems.

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.

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.

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.

Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy’s 2nd Quarter of 2025.

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 2nd Quarter of 2025.

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 2nd Quarter of 2025.

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 2nd Quarter of 2025.

Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 2nd Quarter of 2025.

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2025.

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.

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.

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 1st Quarter of 2025.