Senior Portfolio Manager Dennis Alff recaps Value Opportunity’s Q2 of 2021.

Chris Wallis, CEO and CIO at Vaughan Nelson, reflects on the regime shift in 2Q21 where large outperformed small and growth recently outpaced value, areas to assess during the economic slowdown, and the Fed's role as the economy slows post reopening.

Chris Wallis, CEO and CIO at Vaughan Nelson, shares his thoughts on the Fed raising rates and reducing liquidity, last week's drawdown and whether this is the beginning of a regime shift, and how investors should think about slowing growth.

Chris Wallis, CEO and CIO at Vaughan Nelson, discusses inflation, CPI drivers, inflationary impact on housing, and examines value outpacing growth 2 to 1 YTD.

Chris Wallis, CEO and CIO at Vaughan Nelson, dissects how both equity and fixed income investors are viewing inflation, recent confirmation in the industrial cycle slowdown, and Engine No. 1's Exxon impact coupled with Ford's electric commitment and thoughts around what is to come as ESG further comes into focus.

Chris Wallis, CEO and CIO at Vaughan Nelson, dives into inflation, why investments historically considered inflation hedges are not behaving as such, and the associated overall market performance volatility.

Chris Wallis, CEO and CIO at Vaughan Nelson, addresses Yellen's comments around raising rates to prevent overheating, the rising inflation across materials, food, wages, and April's disappointing job numbers correspond with all-time highs.

Chris Wallis, CEO and CIO at Vaughan Nelson, discusses President Biden's infrastructure and tax plan, the Fed's role as it relates to fiscal stimulus, and takeaways thus far from earnings season.

Senior Portfolio Manager Chad Fargason recaps Value Opportunity’s Q1 of 2021.

Stephen Davis, Portfolio Manager at Vaughan Nelson,, recaps the Small Cap Value strategy’s 1st Quarter of 2021.