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WisdomTree

September 3, 2020

The Death of the 60/40 Portfolio

Should investors start to move away from bonds in their current allocations? Will the standard hedging function and diversification benefits of bonds will be much less attractive going forward?

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Wells Fargo Asset Management

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.

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Wells Fargo Asset Management

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.

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Wells Fargo Asset Management

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.

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Validea

July 28, 2020

The Danger of Learning From Your Mistakes

The process of learning from your mistakes is an important part of improving yourself over time both as an investor and as a person. But it requires that you learn the right lessons and don’t draw the wrong conclusions from your failures.

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Benzinga

July 27, 2020

How Market Fragmentation Hurts The Retail Trader

Fragmentation refers to the fact that there are 13 exchanges and more than 30 active alternative trading systems out there today. While those in favor of fragmentation see it as boosting market liquidity, others say it creates opportunity for pricing shenanigans.

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Wells Fargo Asset Management

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.

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Wells Fargo Asset Management

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.

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Validea

June 30, 2020

The Pros and Cons of Quantitative and Discretionary Investing

As quantitative investors, we can sometimes feel that there is no reason anyone should ever use a discretionary strategy. But like most issues in investing, there are two sides to this argument. In this episode, we talk about the benefits of both quantitative and discretionary investing.

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Wells Fargo Asset Management

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.

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Wells Fargo Asset Management

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.

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Franklin Templeton

June 5, 2020

Investing in Innovation: Impact of the Coronavirus Crisis

Franklin Equity Group’s Matt Moberg explores equity investing in the wake of the coronavirus—with an eye on innovation. In our latest “Talking Markets” podcast, he shares his outlook for the tech and biotech sectors in light of recent market uncertainty.

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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.

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Wells Fargo Asset Management

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.

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Validea

May 14, 2020

The Challenges of Multi-Factor Investing

building a multi-factor investment strategy can be much more difficult than it seems and requires a series of decisions that can have a significant impact on the end result. In this episode, we look at multi-factor investing and the important factors to keep in mind when building a multi-factor portfolio.

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Wells Fargo Asset Management

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.

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