September 17, 2020
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
September 10, 2020
Global Economy: Growth and Inflation Comparison
September 3, 2020
Finding Sustainable Growth Stocks After Their Strong Outperformance
In today’s podcast, we will speak about whether or not the stock market is looking like the internet bubble. We’ll focus on growth stocks, the concentration of the big five internet stocks, and where we see resilient growth companies.
August 27, 2020
Income Generator: Security Income with Fixed Income
This podcast features a discussion about income. What it is, where to find it in today’s low-yield world, and how different fixed-income strategies can be used by investors.
August 20, 2020
Finding Balance in Times of Crisis – Part 2
This episode discusses how some of the investment teams at Wells Fargo Asset Management have navigated the ups and downs of 2020 and how they plan on approaching the continued uncertainty for the rest of the year.
August 13, 2020
Finding Balance in Times of Crisis – Part 1
This episode discusses how some of the investment teams at Wells Fargo Asset Management have navigated the ups and downs of 2020 and how they plan on approaching the continued uncertainty for the rest of the year.
July 30, 2020
Time to Consider Small-Cap Value Equities?
As equity markets recover from their losses due to the pandemic’s shutdowns, one asset class in particular—small-cap value—has lagged more than other major indices in terms of its valuation.
July 23, 2020
Examining Central Bank Actions in the Path to Recovery
Central bank intervention, lessons learned from past crises, and the current U.S. coin shortage are topics of discussion in this post.
July 9, 2020
A Balanced Approach to Cash Management
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
Beyond Traditional Risk—Measuring A Portfolio’s ESG Profile
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
Climate Change: The Resiliency of Global Utilities
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
A Fresh Look at Macro Events in the COVID-19 Era
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
Looking Through the Lens of a Fixed-Income Investor
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
Exploring the Emerging Market Small-Cap Equities Universe
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
Behavioral Strategies in Uncertain and Complex Times – Part 1
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
Investing on the Right Side of Change in the COVID-19 Era
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
Why U.S. High Yield? Why Now?
May 7, 2020
The Betas, They Are Changing…
April 30, 2020
Muni Bonds amid COVID-19—What Lies Ahead?
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
Money Market Funds: An Update Post the COVID-19 Market Shock
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
A Macro View on COVID-19
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
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?
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.
