• How much more Nvidia and Apple do you need?

  • Oct 24 2024
  • Length: 18 mins
  • Podcast

How much more Nvidia and Apple do you need?

  • Summary

  • Chris Wallis, Vaughan Nelson CEO and CIO thinks that AI is both ‘over-hyped and underappreciated’ and better investment opportunities could lie outside megacap tech, particularly in global small-mid caps. In this in-depth podcast Chris talks to Louise Watson, Head of Country for Natixis Investment Managers Australia about:

    • Why he first started investing and why he loves it
    • Where he is seeing the best investment opportunities
    • His thoughts on the global economy and future prospects
    • Why global small-mid caps are misunderstood and why it is an attractive asset class
    • What sets Vaughan Nelson apart, including the Vaughan Nelson culture
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