Chris Wallis, CEO and CIO at Vaughan Nelson, joins to recap the Evergrande story and global contagion risk, the market in a seasonal downturn and prospects for 4Q21, new data suggesting inflation is concluding, and the Fed's likelihood of tapering and raising rates.

Chris Wallis, CEO and CIO at Vaughan Nelson, joins the podcast to discuss recent CPI trends, seasonal weakness, elevated energy prices, and continued supply chain disruption.

Chris Wallis, CEO and CIO at Vaughan Nelson, examines the disappointing employment numbers, indicators to track, areas of weakness as we move past the summer months, and policies at the disposal of the Fed and Congress.

Chris Wallis, CEO and CIO at Vaughan Nelson, shares his view on the Delta variant economic impact, can the recent strong jobs numbers last, and impact of the infrastructure bill and proposed $3.5T budget.

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 2nd Quarter of 2021.

Adam Rich, VP of Equity Investments at Vaughan Nelson, recaps the Select strategy’s 2nd Quarter of 2021.

Kevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps the EM strategy’s 2nd Quarter of 2021.

Stephen Davis, Portfolio Manager at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2021.

Chris Wallis, CEO and CIO at Vaughan Nelson, discusses recent market volatility and associated Delta variant, the issue for equity markets as the economic slowdown continues, and expectations as we head into Q2 earnings.

Marco Priani, Senior Portfolio Manager at Vaughan Nelson, recaps International Small Cap strategy’s 2nd Quarter of 2021.