Podcast by Vaughan Nelson Investment Management
Ep. 120: (6.11.21) Inflation, Housing, and Value Outpaces Growth
Chris Wallis, CEO and CIO at Vaughan Nelson, discusses inflation, CPI drivers, inflationary impact on housing, and examines value outpacing growth 2 to 1 YTD.
Ep. 119: (5.28.21) Transitory Inflation, Industrial Slowdown, and a Surprising Energy Activist Fund
Chris Wallis, CEO and CIO at Vaughan Nelson, dissects how both equity and fixed income investors are viewing inflation, recent confirmation in the industrial cycle slowdown, and Engine No. 1's Exxon impact coupled with Ford's electric commitment and thoughts around what is to come as ESG further comes into focus.
Ep. 118: (5.17.21) Where Are the Inflation Hedges?
Chris Wallis, CEO and CIO at Vaughan Nelson, dives into inflation, why investments historically considered inflation hedges are not behaving as such, and the associated overall market performance volatility.
Ep. 117: (5.10.21) Overheating, Real Inflation, and April Jobs Disappoint
Chris Wallis, CEO and CIO at Vaughan Nelson, addresses Yellen's comments around raising rates to prevent overheating, the rising inflation across materials, food, wages, and April's disappointing job numbers correspond with all-time highs.
Ep. 116: (4.30.21) Biden Infrastructure and Taxes, Fed's Roles, and Earnings Season
Chris Wallis, CEO and CIO at Vaughan Nelson, discusses President Biden's infrastructure and tax plan, the Fed's role as it relates to fiscal stimulus, and takeaways thus far from earnings season.
Ep. 115: (4.19.21) Q1 2021 International Small Cap Recap
Marco Priani, Senior Portfolio Manager at Vaughan Nelson, recaps International Small Cap strategy’s 1st Quarter of 2021.