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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, details the recent move higher in equities, positioning portfolios offensively, and expectations as we approach 2024.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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Chris Wallis, CEO and CIO at Vaughan Nelson, bucks the idea that the economy is in the clear, places the 2024 run in historical bear rally terms, and reviews why the economy is out of balance.Vaughan Nelson Investment Management
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Chris Wallis, CEO and CIO at Vaughan Nelson, joins to discuss the recent BRIC conference, Jerome Powell reiterating the Fed's 2% inflation target, and China weakness and liquidity.Vaughan Nelson Investment Management
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Chris Wallis, CEO and CIO at Vaughan Nelson, reviews recent Chinese weakness, inflationary pressures, a possible BRIC currency announcement, and recent US market consolidation.Vaughan Nelson Investment Management
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Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the Fitch U.S. credit rating downgrade, earnings season takeaways, and indicators as we enter a seasonally weak stretch.Vaughan Nelson Investment Management
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Chris Wallis, CEO and CIO at Vaughan Nelson, shares his inflation outlook, knock on effects of declining inflationary pressures, state of liquidity risk, and NASDAQ 100 reducing top name weights.Vaughan Nelson Investment Management
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Chris Wallis, CEO and CIO at Vaughan Nelson, joins to discuss the debt ceiling resolution, AI Associated rally, expectations for the June Fed meeting, and summer season weakness.Vaughan Nelson Investment Management
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Chris Wallis, CEO and CIO at Vaughan Nelson, joins to review a busy week full of a Fed rate raise, further banking troubles, USD status questioned, a rapidly approaching debt ceiling, and pushing out a recovery.Vaughan Nelson Investment Management
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Chris Wallis, CEO and CIO at Vaughan Nelson, reiterates his base case, data points worth watching, and energy market implications resulting from Saudi Arabia and Iran restoring relations.Vaughan Nelson Investment Management
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Chris Wallis, CEO and CIO at Vaughan Nelson, shares his thoughts on monetary tightening, the fed's upcoming decision, and impact of the past two weeks on decelerating growth and stabilization.Vaughan Nelson Investment Management
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