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 15, 2020
Six Lessons New Robinhood Traders Could Learn From Peter Lynch
In this podcast episode, we discuss some investing lessons that these new traders could learn from legendary investor Peter Lynch.
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?
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.
September 3, 2020
Navigating Family Dynamics: Multigenerational Wealth
This podcast discusses the challenges of multigenerational wealth. Helping a family manage and maintain their wealth over multiple generations can be a complicated and potentially unhappy affair.
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 20, 2020
Mental Accounting: Engaging Clients with Bucket Planning
In this episode: Six actionable steps to help clients develop a personal bucket plan, and more!
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.
August 11, 2020
Have the Fed, Narratives and Passive Flows Broken Fundamental Investing?
Valuing a company (or the market in general) typically involves looking at its price and judging that price relative to its current and projected future fundamentals. In this episode, we talk about some of these factors, how they have impacted the market, and what they might mean for the future.
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 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.
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.
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 14, 2020
Excess Returns: Is the Price/Book Ratio Dead?
The rise on intangible assets and other factors have led many to question whether the price/book ratio has value any more.
July 13, 2020
Rallying Amid Reopenings Despite Second-Wave Risk
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 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.
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 23, 2020
Timeless Investing and Life Lessons with Jim O’Shaughnessy
In this week’s episode we are privileged to be joined by Jim O’Shaughnessy. Jim is a pioneer in quantitative investing and the founder of O’Shaughnessy 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.
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 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.
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.
June 2, 2020
Interview: Systematic Value Investing with Wes Gray
In this interview with Wes Gray, we discuss:The recent struggles of value investing and how the current period fits into a long-term context…
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
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.
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.
