Adam Rich, Deputy CIO and Portfolio Manager at Vaughan Nelson, discusses the Capital Allocation Team's most recent research; Developed World Has Auto Problems.

Ep.318: (09.23.25) Winners & Warnings: Developed World Has Auto Problems

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.

Ep.319: (09.25.25) Rate Cuts & Broadening Market

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 3rd Quarter of 2025.

Ep.320: (10.15.25) Q3 2025 International Strategy Recap

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 3rd Quarter of 2025.

Ep.321: (10.15.25) Q3 2025 Global SMid Strategy Recap

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 3rd Quarter of 2025.

Ep.322: (10.15.25) Q3 2025 Select Strategy Recap

Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 3rd Quarter of 2025.

Ep.323: (10.15.25) Q3 2025 Value Opportunity Recap

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 3rd Quarter of 2025.

Ep.324: (10.16.25) Q3 2025 Small Cap Value Recap

Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy’s 3rd Quarter of 2025.

Ep.325: (10.16.25) Q3 2025 Emerging Markets Strategy Recap

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.

Ep.326: (11.03.25) Private Credit, Bankruptcies, and Potential Fallout

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.

Ep. 327 (11.25.25) Winners & Warnings: Oil - The Illusion of Abundance

Vaughan Nelson Investment Management

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