Protecting capital in the next market regime with Chris Wallis from Vaughan Nelson
In a shifting global landscape, Chris Wallis from Vaughan Nelson outlines how geopolitics, fiscal intervention, and structural change are shaping the new market regime. Moving beyond the dominant AI narrative, he highlights where markets may be mispricing both risk and opportunity, from private credit vulnerabilities to disruptions in enterprise software. The episode provides advisers with a framework for navigating uncertainty while identifying durable sources of return within global equities.