April 2, 2020
What the $2 Trillion Stimulus Bill May Mean for Retirements
This conversation will highlight key aspects of the recently passed $2 trillion stimulus package and more. What do they mean to investors?
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
March 19, 2020
Short Duration and Money Market Fund Market Update
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
The Fed’s Not-So-Surprising Emergency Rate Cut
February 20, 2020
Climate Change: Auto Industry Report
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: Overview of Financial Consequences
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
Coronavirus Impact
January 9, 2020
What Could the Heightened U.S.- Iran Confrontation Mean for Investors?
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
Preparing for a 21st Century Retirement – Part 2
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
Preparing for a 21st Century Retirement – Part 1
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
Finding Equity Risks to Optimize Portfolio Outcomes
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
India in Person: Watching a Transformation Unfold – Part 2
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
India in Person: Watching a Transformation Unfold
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
Going Global
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
Negative Bond Yields: Try To Stay Positive
September 12, 2019
Do Advisors Know What Their Clients Want?
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.
September 5, 2019
Munis and Motorcycles
A visit to the Harley-Davidson Museum ignited the idea of how munis may help insurers navigate new regulations and late-cycle investing. This conversation features highlights from an Investment Perspective created by Wells Fargo Asset Management [WFAM] called Of munis and motorcycles: How insurers can navigate new regulations and late-cycle investing.
August 30, 2019
Summer Flip Flops—Stumbling Deeper Into a Trade War
August has not been kind to Wall Street or to global equity markets. Nearly all the major global equites indices had dropped by more than 4.5% this month (through August 23), with even larger declines in the NASDAQ (-5.2%), Hong Kong’s Hang Seng (-5.8%) and U.K.’s FTSE 100 Index (-6.5%). Meanwhile, U.S. Treasury yields have declined to their lowest levels since 2016, while U.S. and U.K. long-term sovereign bond yields remain below those of shorter maturities, a potential danger signal for the economic expansion.
