Vaughan Nelson Investment Management

Vaughan Nelson Investment Management

Podcast by Vaughan Nelson Investment Management

Episodes

Ep.360: (10.26.26) Q3 2026 Emerging Markets Strategy Recap

October 26, 2026 • 15 mins
Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy’s 3rd Quarter of 2026.
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Ep.359: (10.26.26) Q3 2026 Value Opportunity Strategy Recap

October 26, 2026 • 11 mins
Sundeep Khanna, Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 3rd Quarter of 2026.
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Ep.358: (10.20.26) Q3 2026 Global SMid Strategy Recap

October 21, 2026 • 7 mins
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 3rd Quarter of 2026.
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Ep.357: (10.19.26) Q3 2026 Select Strategy Recap

October 19, 2026 • 17 mins
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 3rd Quarter of 2026.
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Ep.356: (10.19.26) Q3 2026 Small Cap Value Recap

October 19, 2026 • 8 mins
Ben Carrier, VP of US Equity at Vaughan Nelson, recaps the Small Cap Value strategy’s 3rd Quarter of 2026.
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Ep.355: (09.24.26) Raised Rates, Implications For Stocks, U.S. Midterms

September 24, 2026 • 11 mins
Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the Fed’s decision to raise rates, the implications for the equity market, and how U.S. midterms might potentially impact the market.
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Ep.354: (09.10.26) Winners & Warnings - Artificial Intelligence: More Compute, Fewer Architectures

September 10, 2026 • 17 mins
Why the Custom Application Specific Integrated Circuits (ASIC) boom may be the real bubble.
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Ep.353: (08.12.26) AI Stock Volatility, Sovereign Yield Curves, and 2H26 Outlook

August 12, 2026 • 16 mins
Chris Wallis, CEO and CIO at Vaughan Nelson, breaks down this summer’s AI stock volatility and financing, the US assistance in stabilizing the Yen and the rise of the long end of sovereign yield curves, an inflation update, and second half 2026 thoughts.
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Ep.352: (08.07.26) Q2 2026 International Strategy Recap

August 7, 2026 • 12 mins
Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 2nd Quarter of 2026.
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Ep.351: (07.16.26) Q2 2026 Emerging Markets Strategy Recap

July 16, 2026 • 11 mins
Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy’s 2nd Quarter of 2026.
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Ep.350: (07.16.26) Q2 2026 Global SMid Strategy Recap

July 16, 2026 • 7 mins
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 2nd Quarter of 2026.
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Ep.347: (07.13.26) Q2 2026 Small Cap Value Recap

July 13, 2026 • 6 mins
Ben Carrier, VP of US Equity at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2026.
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Ep.348: (07.13.26) Q2 2026 Select Strategy Recap

July 13, 2026 • 9 mins
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 2nd Quarter of 2026.
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Ep.349: (07.13.26) Q2 2026 Value Opportunity Recap

July 13, 2026 • 9 mins
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 2nd Quarter of 2026.
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Ep.346: (05/19/26) The Aggressive 2Q26 Rally Slowing Down

May 19, 2026 • 8 mins
Chris Wallis, CEO and CIO at Vaughan Nelson, reviews the strong start to 2Q26, the more recent instability, as well as an inflation tick up and investor expectations.
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Ep.345: (04.15.26) Q1 2026 Global SMid Strategy Recap

April 15, 2026 • 7 mins
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 1st Quarter of 2026.
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Ep.344: (04.15.26) Q1 2026 Emerging Markets Strategy Recap

April 15, 2026 • 18 mins
Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy’s 1st Quarter of 2026.
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Ep.343: (04.14.26) Q1 2026 International Strategy Recap

April 15, 2026 • 14 mins
Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 1st Quarter of 2026.
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Ep.342: (04.14.26) Q1 2026 Value Opportunity Recap

April 15, 2026 • 8 mins
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 1st Quarter of 2026.
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Ep.341: (04.14.26) Q1 2026 Small Cap Value Recap

April 15, 2026 • 6 mins
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 1st Quarter of 2026.
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