Podcasts

Hear from industry experts on timely investment topics, global trends and market analysis to help you make more informed portfolio decisions.

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January Market Outlook: Implications of the Blue Sweep and Vaccine Rollout

Portfolio Manager Jack Janasiewicz on post-Georgia election market dynamics, including the Covid-19 vaccine rollout and near-term risks and opportunities.
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2021 Fixed Income Outlook: Where’s the Yield, Risk, and Value?

Return variances, Fed support, EM, and Covid losers now looking attractive are covered by fixed income experts from Loomis, Sayles & Co. and Harris Associates.
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From the Consultant’s Desk: The Year of the Barbell Portfolio

In a difficult year, financial advisors favored US growth stocks and high quality bonds in their model portfolios – but missed out on some top performing asset classes.
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Plan Sponsor Views: DOL Proposal on ESG in Retirement Plans

A retirement plan specialist and the president of an international high school offer their perspectives on the DOL’s proposed ruling on ESG investing.
  • October 12, 2020
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Measuring the Sustainability of US Economic Recovery in COVID Times

Jobless claims, industrial vs. service sector recovery, US dollar and stock market movement are analyzed by Chris Wallis, CEO, CIO at Vaughan Nelson in this podcast.
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Equity Diversification for the Next Selloff

With their yields near all-time lows, Treasuries may no longer provide reliable diversification for equities in the next crisis. What else might work?
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Reactivate Your Equity Portfolio

Passive equity indexing may be less advantageous in the wake of a bear market that is increasing dispersion and creating distinct winners and losers.
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COVID-19 and Markets: The Federal Stimulus, Risks, Opportunities, and the Road Ahead

Chris Wallis, Portfolio Manager and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, discuss the COVID-19 market turbulence and how they are thinking about the near and long-term investment landscape.

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March 2020: Vaughan Nelson OPEC & Liquidity

Chris Wallis, Portfolio Manager, and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, discuss recent market corrections, coronavirus, and additional factors.
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March 2020: Fed Rate Cuts & COVID-19 Market Volatility

Chris Wallis, Portfolio Manager, and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, discuss the market reaction of COVID-19 and the Russia-Saudi oil price war.
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March 2020: COVID-19 and Global Market Views

Chris Wallis, Portfolio Manager, and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, discuss recent volatility, COVID-19, and additional market factors.
Quarterly Fund Manager Podcasts

Stay well informed on market action, allocation decisions and portfolio performance each quarter with portfolio manager podcasts from affiliates such as Gateway, Harris Associates, Loomis, Sayles & Co., Mirova and Vaughan Nelson.

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