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内容由Vaughan Nelson Investment Management提供。所有播客内容(包括剧集、图形和播客描述)均由 Vaughan Nelson Investment Management 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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Ep.294: (01.14.25) Q4 2024 Global SMid Recap
Manage episode 461136425 series 1522012
内容由Vaughan Nelson Investment Management提供。所有播客内容(包括剧集、图形和播客描述)均由 Vaughan Nelson Investment Management 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 4th Quarter of 2024.
…
continue reading
298集单集
Manage episode 461136425 series 1522012
内容由Vaughan Nelson Investment Management提供。所有播客内容(包括剧集、图形和播客描述)均由 Vaughan Nelson Investment Management 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 4th Quarter of 2024.
…
continue reading
298集单集
所有剧集
×Chris Wallis, CEO and CIO of Vaughan Nelson, takes an in depth look at tariffs, company responses, and investor actions.
Chris Wallis, CEO and CIO of Vaughan Nelson, evaluates President Trump's economic policies, market liquidity, and the AI disruption resulting from DeepSeek.
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 4th Quarter of 2024.
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 4th Quarter of 2024.
Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 4th Quarter of 2024.
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 4th Quarter of 2024.
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 4th Quarter of 2024.
Chris Wallis, CEO and CIO of Vaughan Nelson, touches on yesterday's Fed cut, the resulting spike in volatility and market sell off.
Chris Wallis, CEO and CIO of Vaughan Nelson, joins the podcast to discuss the state of inflation and possibility of future rate cuts, themes for the first half of 2025, and why investment opportunities are looking more specific.
Chris Wallis, CEO and CIO of Vaughan Nelson, discusses potential market reactions to Trump policy initiatives, year-end outlook, and the escalating geopolitical tensions stemming from Ukraine launching long range weapons and China cutting underwater wires to Europe.
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 3rd Quarter of 2024.
Chris Wallis, CEO and CIO of Vaughan Nelson, explains why, after the Fed cut rates, rates rose, short term implication the election has on the market, and 2025 set up depending on who is in the White House.
Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International strategy’s 3rd Quarter of 2024.
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 3rd Quarter of 2024.
Ben Carrier, Vice President of US Equities at Vaughan Nelson, recaps the Small Cap Value strategy’s 3rd Quarter of 2024.
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