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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.
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.
