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Chris Wallis, CEO and CIO of Vaughan Nelson, joins the podcast to discuss the state of inflation and possibility of future rate cuts, themes for the first half of 2025, and why investment opportunities are looking more specific.Vaughan Nelson Investment Management
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Chris Wallis, CEO and CIO of Vaughan Nelson, discusses potential market reactions to Trump policy initiatives, year-end outlook, and the escalating geopolitical tensions stemming from Ukraine launching long range weapons and China cutting underwater wires to Europe.Vaughan Nelson Investment Management
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Chris Wallis, CEO and CIO of Vaughan Nelson, explains why, after the Fed cut rates, rates rose, short term implication the election has on the market, and 2025 set up depending on who is in the White House.Vaughan Nelson Investment Management
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Chris Wallis, CEO and CIO at Vaughan Nelson, explores the market broadening last week, bottoming of the industrial cycle, and reacting to momentum surrounding a potential Trump presidency.Vaughan Nelson Investment Management
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Chris Wallis, CEO and CIO at Vaughan Nelson, joins the podcast and breaks down the recent positive economic data, higher than expected inflation, and how he is thinking about small cap vs. large cap as an investor.Vaughan Nelson Investment Management
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Chris Wallis, CEO and CIO at Vaughan Nelson, reviews the bear market and all-time highs, the gap between large and small cap stocks, earnings season takeaways, 4Q23 GDP boost, and election year market impact.Vaughan Nelson Investment Management
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Chris Wallis, CEO and CIO at Vaughan Nelson, looks ahead to 2024 through the lens of recent call purchases, Fed action, inflation trends, and the market approaching all-time highs.Vaughan Nelson Investment Management
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Chris Wallis, CEO and CIO at Vaughan Nelson, discusses catalysts for the recent tech sell off, the mismatch between buyers and supply, and energy selling off amidst a Middle East conflict.Vaughan Nelson Investment Management
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Chris Wallis, CEO and CIO at Vaughan Nelson, reflects on the undergoing shift toward a multipolar world, the impact of risk assets, and what the market closing on the low of the day implies.Vaughan Nelson Investment Management
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