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.

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 1st Quarter of 2026.

Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy’s 1st Quarter of 2026.

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 1st Quarter of 2026.

Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 1st Quarter of 2026.

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

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 1st Quarter of 2026.

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 market result from the Iran conflict.

Chris Wallis, CEO and CIO at Vaughan Nelson, discusses thinking through the Iran conflict from an investor’s perspective, AI’s software impact, and trouble for private credit.

In this episode, we explore artificial intelligence through a capital allocation lens. While much of the public debate centers on automation and labor displacement, history suggests the more durable wealth creation occurs in the second phase of technological change — when companies reorganize their systems around a newly relaxed constraint. Drawing parallels to railroads, electrification, and the internet, we examine how first-order infrastructure investment differs from second-order innovation — and what capital allocation signals may define the next era of market leadership.