Investment Leaders Forum 2026: INBrief with Chris Wallis from Vaughan Nelson Investment Management
Chris Wallis from Vaughan Nelson Investment Management speaks to James Dunn at The Inside Network's Investment Leaders Forum in Noosa, Australia.
Chris asserts the era of cheap money is over, shifting focus to fundamental value, favouring under‑invested sectors like energy and infrastructure while avoiding overvalued software incumbents, urging strict discipline on return on capital.