At Wells Fargo Asset Management, we put the client at the center of everything we do. Our commitment: Help clients achieve what matters most to them on their path to financial well-being. We do this by channeling the collective wisdom of our specialized investment teams (backed by over 500 investment professionals) into solutions designed to help meet clients’ goals. We place a relentless focus on pursuing consistent and positive risk-adjusted returns, with the support of our independent risk management teams. Together, we strive to help our clients build portfolios aimed at generating successful outcomes and defending them against uncertainty. With more than $495 billion in assets under management* and offices around the world, Wells Fargo Asset Management has the resources and reach to help clients across the globe—be it institutions or intermediaries whose focus on the client is akin to our own.
*As of June 30, 2019
July 9, 2020
This podcast episode covers insights about opportunities for cash investors in a low-rate environment, the questions investors should be asking as they assess their cash portfolios, and the potential risks and rewards of the short-term municipal market.
July 2, 2020
In today’s podcast, we will speak with Harindra de Silva, Ph.D., CFA®, Portfolio Manager for the Wells Fargo Asset Management (WFAM) Analytic Investors team, about how traditional risk—as measured by price volatility—may be improved upon by measuring and managing environmental, social, and governance (ESG) profiles within a portfolio.
June 25, 2020
Tom Lyons, Head of Climate Investment Research and Senior Investment Analyst with Wells Fargo Asset Management, discusses climate change as it relates to the utilities sector and the Climate Change Working Group’s framework for assessing individual firms.
June 18, 2020
Two months after his first macro update on the COVID-19 environment, Dr. Brian Jacobsen, Senior Investment Strategist for the Multi-Asset Solutions team at Wells Fargo Asset Management, provides his current thoughts on policy response, the economy, and having a constructive mindset during these challenging times.
June 11, 2020
Today’s podcast introduces the new fixed-income strategist at Wells Fargo Asset Management, George Bory. We’ll discuss the current macro environment and then drill down to the most important topics in the bond markets.
June 4, 2020
In this episode, we’ll explore the overlooked investment universe of emerging market small-cap equities with Prashant Paroda, Associate Portfolio Manager with the Berkeley Street Emerging Markets Equity Team at Wells Fargo Asset Management.
May 28, 2020
We’ll discuss behavioral strategies for advisors and clients to help them navigate their financial and personal lives in the COVID-19 environment. In the first part of this two-part series, we will talk with Dr. Rick Jensen, renowned sports psychologist, performance coach, and author.
May 21, 2020
As the COVID-19 pandemic continues to affect the global markets, is there a common set of attributes that can help companies be resilient and even succeed? We address this question with our guest Ozo Jaculewicz, Associate Portfolio Manager and Senior Portfolio Specialist for the Fundamental Growth Equity Team at Wells Fargo Asset Management.
May 14, 2020
May 7, 2020
April 30, 2020
We’ll discuss how the COVID-19 liquidity crisis affected municipal bonds, the policy responses, and what it may mean for the sector’s credit fundamentals. To discuss, we will talk with Gabe Diederich, Portfolio Manager for the Wells Fargo Asset Management Municipal Fixed Income team.
April 23, 2020
This conversation will review money markets during the COVID-19 crisis, subsequent policy responses, and how money market funds remained a resilient cash choice for investors.
April 16, 2020
In this podcast, we discuss the quick bear market, the current recovery’s staying power, the stimulus program’s effects, and mental resiliency during these unprecedented times.
April 2, 2020
This conversation will highlight key aspects of the recently passed $2 trillion stimulus package and more. What do they mean to investors?
March 19, 2020
As investors reduce their holdings of risk assets and seek a perceived safe haven, the money market fund industry has seen historically high flows into government funds. At the same time, there is some rotation out of prime funds and into government funds. This, in turn, has introduced more volatility into the shorter end of the yield curve.
March 5, 2020
February 20, 2020
Climate change is occurring now amid expectation its severity will increase over time. This discussion addresses a variety of climate change risks and specifically details their effects on the auto industry.
February 6, 2020
Climate change is occurring now amid expectation its severity will increase over time. This discussion addresses how it will likely have material investment repercussions in addition to its physical impact.
January 30, 2020
January 9, 2020
The market’s immediate reaction to the U.S.’s killing of General Soleimani and Iran’s retaliatory missile attacks were swift with kneejerk movements across gold, oil, and defense assets. The sharp reversal upon the apparent de-escalation was just as predictable.
December 19, 2019
How can a planning mindset help investors approach retirement saving? The second and final podcast in our overview of the 2019 Wells Fargo Retirement Study explains.
December 12, 2019
The 2019 Wells Fargo Retirement Study highlights the challenges facing investors as the retirement landscape changes. Part one of our two-part podcast series digs into that, as well as the mismatch between savings and safety for today’s workers and retirees.
December 5, 2019
Investors are looking for consistent, competitive returns in their equity portfolios, and we believe our risk management team partnering with our portfolio management teams is crucial in that pursuit.
October 31, 2019
Our two-part series on “India in Person” concludes with this discussion on innovation, data, and tech disruptions. Today’s conversation features highlights again from the publication, Market Traveler, created by Wells Fargo Asset Management.
October 17, 2019
During a trip to India, visits to a shopping mall and the basement of a jewelry store provide unique perspectives on the Indian economy and consumer experience. This conversation features highlights from the publication, Market Traveler, created by Wells Fargo Asset Management.
October 10, 2019
The global investment grade credit universe (GIGC) far exceeds local submarkets in size and scope and a GIGC strategy may unlock value through diversification and currency inefficiencies.
September 19, 2019
September 12, 2019
What investors want and what advisors think they want can sometimes differ, so getting everyone on the same page could bode well for your client relationships and practice.
