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Run in Smalls, Bottoming Cycle and Positioning for Trump

Chris Wallis, CEO and CIO at Vaughan Nelson, explores the market broadening last week, bottoming...

How AI megacaps are distorting the market and creating investment opportunities

On June 19th, 2024 Nvidia became the world’s most valuable company. Its rise has been...

Catalysts to Cut and Market Leadership

Chris Wallis, CEO and CIO at Vaughan Nelson, shares his view on the Fed cutting...

Moving Along with Some Chop

Chris Wallis, CEO and CIO at Vaughan Nelson, sees little change to the choppy economic...

Lonsec rates Vaughan Nelson Global Equity SMID Fund ‘Recommended’

We are pleased to announce that Lonsec has rated Vaughan Nelson’s Global Equity SMID Fund...

How to identify the world’s highest quality small and mid-cap stocks

Article first published on Livewire Markets, 7 May 2024, by Ally Shelby.  As part of...

Inflation, Correction, Deploying Capital

Chris Wallis, CEO and CIO at Vaughan Nelson, joins the podcast with recent views on...

Global small-mid cap recap – first quarter 2024

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMID strategy’s first Quarter of...

AFR: Bubbles talk rules, but this fundie sees ‘rolling bear markets’

Article first published in the Australian Financial Review, 5 March 2024, by James Thomson.  As...

Earnings and Gold

Chris Wallis, CEO and CIO at Vaughan Nelson, joins with his thoughts on the pending...

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