How much more Nvidia and Apple do you need?

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