Ep.345: (04.15.26) Q1 2026 Global SMid Strategy Recap
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 1st Quarter of 2026.
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Vaughan Nelson Investment Management
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Vaughan Nelson Investment Management Podcast Guide
Listen to Vaughan Nelson Investment Management, a Business podcast by Vaughan Nelson Investment Management. Stream 344 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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20 of 344 episodesEp.344: (04.15.26) Q1 2026 Emerging Markets Strategy Recap
Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy’s 1st Quarter of 2026.
Ep.343: (04.14.26) Q1 2026 International Strategy Recap
Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 1st Quarter of 2026.
Ep.342: (04.14.26) Q1 2026 Value Opportunity Recap
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 1st Quarter of 2026.
Ep.341: (04.14.26) Q1 2026 Small Cap Value Recap
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 1st Quarter of 2026.
Ep.340: (04.14.26) Q1 2026 Select Strategy Recap
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 1st Quarter of 2026.
Ep.339: (04.09.26) Set Up of The Market and Energy Expectations
Chris Wallis, CEO and CIO at Vaughan Nelson, shares his views on the market set up coming out of 1Q26 and the current state of the energy ma...
Ep.338: (03.04.26) Iran Conflict, AI and Software, and Private Credit
Chris Wallis, CEO and CIO at Vaughan Nelson, discusses thinking through the Iran conflict from an investor’s perspective, AI’s software impa...
Ep.337: (02.25.26) Winners & Warnings - AI: First-Order Fears, Second-Order Opportunities
In this episode, we explore artificial intelligence through a capital allocation lens. While much of the public debate centers on automation...
Ep.336: (02.05.26) Benchmark Blind Spots: Emerging Markets
Adam Rich, deputy CIO and PM at Vaughan Nelson, breaks down why Emerging Markets are defined by capital constraints and concentrated outcome...
Ep.335: (02.04.26) New Fed Chair and Broadening Markets
Chris Wallis, CEO and CIO at Vaughan Nelson, kicks off the 2026 podcast season with thoughts on soon to be Fed Chair Kevin Warsh and a look...
Ep.334: (01.22.26) Q4 2025 Global SMid Strategy Recap
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 4th Quarter of 2025.
Ep.333: (01.15.26) Q4 2025 Emerging Markets Strategy Recap
Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy’s 4th Quarter of 2025.
Ep.332: (01.15.26) Q4 2025 Select Strategy Recap
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 4th Quarter of 2025.
Ep.331: (01.15.26) Q4 2025 Value Opportunity Recap
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 4th Quarter of 2025.
Ep.330: (01.13.26) Q4 2025 International Strategy Recap
Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 4th Quarter of 2025.
Ep.329: (01.13.26) Q4 2025 Small Cap Value Recap
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 4th Quarter of 2025.
Ep.328: (12.18.25) Broadening 2025 and 2026 Set Up
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 202...
Ep. 327 (11.25.25) Winners & Warnings: Oil - The Illusion of Abundance
Deputy CIO & Portfolio Manager Adam Rich discusses the Capital Allocation Framework team’s most recent Winners & Warnings piece: Oil, The Il...
Ep.326: (11.03.25) Private Credit, Bankruptcies, and Potential Fallout
Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the recent First Brands and Tricolor bankruptcies related to private credit and the p...
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