119 episodes

Podcast by Vaughan Nelson Investment Management

Vaughan Nelson Investment Management Vaughan Nelson Investment Management

    • Business
    • 5.0 • 10 Ratings

Podcast by Vaughan Nelson Investment Management

    Ep. 120: (6.11.21) Inflation, Housing, and Value Outpaces Growth

    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.

    • 11 min
    Ep. 119: (5.28.21) Transitory Inflation, Industrial Slowdown, and a Surprising Energy Activist Fund

    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.

    • 13 min
    Ep. 118: (5.17.21) Where Are the Inflation Hedges?

    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.

    • 19 min
    Ep. 117: (5.10.21) Overheating, Real Inflation, and April Jobs Disappoint

    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.

    • 9 min
    Ep. 116: (4.30.21) Biden Infrastructure and Taxes, Fed's Roles, and Earnings Season

    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.

    • 16 min
    Ep. 115: (4.19.21) Q1 2021 International Small Cap Recap

    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.

    • 8 min

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