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.
April 28, 2020
Psychology and COVID-19 with Dr. Daniel Crosby
In this week’s episode we shift gears a little from our usual investing focus. We wanted to spend some time talking about the current COVID-19 crisis and its impact on all of us as people.
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 22, 2020
The Limits to Lessons from Past Bear Markets
We discuss the dangers of trying to compare the current bear market to past declines, and compare and contrast some historical bear markets with what is going on now.
April 21, 2020
A Warning About Commodity Based and Leveraged ETFs
April 17, 2020
Happy Friday
April 16, 2020
Some Relative Calm
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 15, 2020
The Market Giveth, the Market Taketh Away
April 14, 2020
Why The Enthusiasm Today?
April 14, 2020
Portfolio Hedging: Part 3 The Efficacy of Hedging with Inverse ETFs
In the final part of our series, Tactical Investment Strategist Leks Gerlak, CFA, offers a case study on the potential effectiveness of hedging with inverse ETFs, including the use of rebalancing strategies.
April 14, 2020
The Dangers of Hindsight Bias
In this episode, we discuss the challenge of analyzing the current market environment and how what might seem obvious in retrospect is far from it today.
April 13, 2020
Portfolio Hedging: Part 2 Strategies for Hedging Your Portfolio
In this part of our series, Tactical Investment Strategist Leks Gerlak, CFA, reviews the pros and cons of different portfolio hedging strategies, including inverse ETFs.
April 8, 2020
Is the Current Rally Sustainable?
April 7, 2020
Portfolio Hedging: Part 1 The Significance of Portfolio Hedging
Tactical Investment Strategist Leks Gerlak, CFA, introduces the concept of hedging with inverse exposure and discusses its potential importance for investors.
