Macroeconomic environment and global SMID opportunities
In this episode Chris Wallis, Chief Executive Officer, Chief Investment Officer, and Senior Portfolio Manager at Vaughan Nelson Investment Management joins Jacinta to cover a wide range of topics. Through the lens of the current macroeconomic environment, they discuss inflation and interest rates, the rotation from growth to value stocks, the methodology behind the Vaughan Nelson Global SMID Fund and the reasons why Chris Wallis thinks global SMID caps are a great opportunity for Australian investors right now.
Disclaimer: This video is provided for general information purposes only and does…
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