February 25, 2021
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
February 18, 2021
Diversification and Factors
February 11, 2021
Equities: Earnings Growth
With a significant earnings decline in 2020, market multiples based on trailing earnings are at or near the highest levels of the past 25 years.
February 4, 2021
Rising Interest Rates—Risk or Opportunity?
This discussion is about fixed-income markets now that 10-year Treasury yields are above 1% and the yield curve is steepening.
January 28, 2021
Market Risks That May Lie Ahead In 2021
This podcast features an update about risks that investors may face in 2021. With us to discuss the implications is John Hockers, CFA®, PRM, Co-Head of Investment Analytics at Wells Fargo Asset Management (WFAM).
January 21, 2021
Income Generator: The Fixed-Income Handbook for 2021
This podcast features a conversation about what’s ahead in fixed income in 2021. In addition to market outlooks, we’ll focus on ways to generate income and enhance total return.
January 14, 2021
Climate Change: Credit’s Role in Decarbonizing the Economy
Henrietta Pacquement, CFA®, Senior Portfolio Manager and Head of Investment Grade with the Credit Europe provides insight on climate change, specifically how within fixed income, investing in corporate bonds—also known as credit—has an important role on the path to a net zero carbon future.
December 22, 2020
Active Fixed-income Management Is a Low-cost Option
December 17, 2020
Reviewing 2020 and Previewing 2021
In our last episode of 2020, we will speak with Dr. Brian Jacobsen, Senior Investment Strategist for the Multi-Asset Solutions team at Wells Fargo Asset Management about the year 2020, the course it set us on, and how investors can prepare for 2021.
December 3, 2020
The Stay-At-Home Factor and What It Means for Portfolios
This podcast discusses how a new factor, the stay-at-home order, has changed historical risk profiles and what it may mean for a portfolio’s risk profile.
November 27, 2020
Income Generator: Increasing Return for Cash Investors
This podcast from Wells Fargo Asset Managemet discusses what fixed-income investors with lots of cash on hand can do to increase their return potential.
November 19, 2020
5 Takeaways from November’s Fixed-Income Markets
This post dicusses what’s driving the fixed-income markets and how investors can respond to a highly volatile environment for bonds in November, and the top 5 takeaways.
November 12, 2020
U.S. Economy: From a Big Drop to a Big Bounce?
November 5, 2020
Addressing the Problem Plaguing Fixed-Income Investors
This special edition features a discussion about the fixed-income markets ahead of the election and how bond investors can source income in today’s low-yield environment.
October 29, 2020
Election Perspective: Energy and Finance Sectors
From our perspective, we see five significant policy differences between the candidates that will influence the economy and industries differently.
October 22, 2020
5 Takeaways from October’s Fixed-Income Markets
Here are some takeaways on what’s driving the fixed-income markets and how investors can respond to a highly volatile environment for bonds.
October 15, 2020
Blind Spots in the Retirement Space
Nate Miles, Head of Retirement at Wells Fargo Asset Management, reveals three retirement blind spots that he and his team have noticed in conversations with defined contribution plan sponsors, their consultants, and advisors.
October 8, 2020
U.S. Elections and the Markets
In this podcast, we will speak with Dr. Brian Jacobsen, Senior Investment Strategist for the Multi-Asset Solutions team at Wells Fargo Asset Management, about the upcoming U.S. elections and ways to manage the risks surrounding the election.
October 1, 2020
How an Average Investor Really Invests and Why It Matters
In this 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 an average investor is really investing that is contrary to widely held perceptions.
September 24, 2020
Climate Change: Sustainable Integrated Energy Investments
This podcast from Wells Fargo Asset Management discusses climate change as it relates to integrated energy and the investment case for that sector.
September 17, 2020
U.S. Economy: Labor Market Healing
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.
