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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...

Tolerating Inflation, Tactical Shifts, Areas to Avoid

Chris Wallis, CEO and CIO at Vaughan Nelson, reflects on the Fed’s willingness to tolerate...

What is the outlook for global small and mid-caps?

Could small cap stocks be a sweet spot in 2024? Chris Wallis: Yeah, the small...

Is now the time to invest in global small and mid-caps?

The 2023 market rally caught many people by surprise: most economists were expecting tepid growth...

Ex-US ATHs, Global Valuations, CPI

Chris Wallis, CEO and CIO at Vaughan Nelson, examines the disparities between the US and...

ISM Up, CPI Up, Small vs. Large

Chris Wallis, CEO and CIO at Vaughan Nelson, joins the podcast and breaks down the...

Bear Market to ATHs, Large and Small Cap, Earnings, and Election Year

Bear Market to ATHs, Large and Small Cap, Earnings, and Election Year Chris Wallis, CEO...

Early Pull Back, 2024 Key Issues, 2% Target

Early Pull Back, 2024 Key Issues, 2% Target January 4, 2024 Lightly edited transcript Dan:...

Performance chasing, 2024 rates, inflation, and all time highs

Performance chasing, 2024 rates, inflation, and all time highs Chris Wallis, CEO and CIO at...

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