St. Louis Fed President James Bullard Discusses the Recent Fed Actions
Bullard is very pleased with the Federal Reserve’s new policies and Congress’ reaction to the crisis. Such policies took much longer to cobble together during the financial crisis of 2008 and 2009.
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?
Is the Market in the Process of Bottoming Out?
What a Quarter!
Stocks Rally Despite Horrible Initial Jobless Claims
Reading the Market – Podcast by Michael Kramer: Stocks Rally Despite Horrible Initial Jobless Claims on March 26, 2020
Stocks Surge On March 24, But Not Out Of The Danger Zone Yet
Reading the Market – Podcast by Michael Kramer: Stocks are rising on March 24, but are not out of the danger zone yet as they still face a significant downtrend.
Some Thoughts on Market Panics
In this episode, we talk about some important lessons to keep in mind during market panics and some strategies investors can use to manage them.
The Pros and Cons of Trend Following
To say that the track record of market timers in general is dismal would be an understatement. There are so many factors that impact market returns that getting them all right is next to impossible. And even if you do, figuring out what is and is not already priced in can be an equally fruitless exercise.
The Real Deal with Emerging Markets
Emerging markets give many investors cold feet. On our latest podcast, EM equity pro Gordon Fraser discusses whether now may be time to warm up to the elusive asset class.
The Dangers of Headline Investing
The recent market sell off related to the Coronavirus has many investors worried. And with good reason. When panics like this set in, we all tend to focus on worst case scenarios and want to take action in response.
What to Avoid in Emerging Markets
Last week we had the pleasure of speaking with Timothy Reynolds, Senior Portfolio Manager at Employees Retirement System (ERS) of Texas, on our “Behind the Markets” podcast.
The Mechanics of Value Investing
In this episode, Jack and Justin, partners at Validea, talk about the mechanics of systematic value investing and the many decisions that go into constructing a value portfolio.
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.
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.
Blockchain Meets ETFs
Last week’s “Behind the Markets” podcast featured Dan Doney, CEO of Securrency, a blockchain-based financial infrastructure company, and Will Peck, Director of Corporate Strategy for WisdomTree.
Secrets of 2x Advisors
Our panelists, David Griffin of Atlanta Retirement Plans, Jania Stout of Hightower, and Robert Scherzer of Pensionmark, discuss what they learned on their path to 2x, including how they conquered the challenge of growing so rapidly.
Preparing for a 21st Century Retirement – Part 2
How can a planning mindset help investors approach retirement saving? The second and final podcast in our overview of the 2019 Wells Fargo Retirement Study explains.
Preparing for a 21st Century Retirement – Part 1
The 2019 Wells Fargo Retirement Study highlights the challenges facing investors as the retirement landscape changes. Part one of our two-part podcast series digs into that, as well as the mismatch between savings and safety for today’s workers and retirees.
Finding Equity Risks to Optimize Portfolio Outcomes
Investors are looking for consistent, competitive returns in their equity portfolios, and we believe our risk management team partnering with our portfolio management teams is crucial in that pursuit.
Is the Glamour and Growth Trade Finally Turning?
Last week’s “Behind the Markets” podcast featured a discussion with Nir Kaissar, founder of Unison Advisors. Unison provides portfolios to individuals and institutions that leverage academic work on the long-term performance of various investment factors. Kaissar was an early advocate for focusing on valuations to rotate between the various investment factors and asset classes.
Opening For Business: China A-Shares And A Diversified Portfolio
Over the last year, China’s equity markets gained greater global presence when China-A shares were listed on the MSCI and FTSE indices. Yet, the government has been slow to open more investment opportunities to foreigners. In this episode, we explore this rapidly evolving economy and how U.S. investors should view China in the context of their emerging markets exposure.
India in Person: Watching a Transformation Unfold – Part 2
Our two-part series on “India in Person” concludes with this discussion on innovation, data, and tech disruptions. Today’s conversation features highlights again from the publication, Market Traveler, created by Wells Fargo Asset Management.
India in Person: Watching a Transformation Unfold
During a trip to India, visits to a shopping mall and the basement of a jewelry store provide unique perspectives on the Indian economy and consumer experience. This conversation features highlights from the publication, Market Traveler, created by Wells Fargo Asset Management.
The global investment grade credit universe (GIGC) far exceeds local submarkets in size and scope and a GIGC strategy may unlock value through diversification and currency inefficiencies.
It’s Personal: The Growing Need For Financial Wellness Programs
78% of Americans are living paycheck to paycheck, 43% of student loan borrowers are not making payments and nearly half of all employees can’t cover a $400 emergency. In an effort to help employees understand and improve their personal financial health, many plan sponsors and their advisors are turning to workplace financial wellness programs.
Do Advisors Know What Their Clients Want?
What investors want and what advisors think they want can sometimes differ, so getting everyone on the same page could bode well for your client relationships and practice.
Munis and Motorcycles
A visit to the Harley-Davidson Museum ignited the idea of how munis may help insurers navigate new regulations and late-cycle investing. This conversation features highlights from an Investment Perspective created by Wells Fargo Asset Management [WFAM] called Of munis and motorcycles: How insurers can navigate new regulations and late-cycle investing.
Time to Reengage with Japan
I recently had the opportunity to interview Jesper Koll, a Senior Advisor to WisdomTree, on opportunities in Japan’s equity market for our “Behind the Markets” podcast. Koll believes Japan will be a source of surprise for both economic strength and corporate performance. Koll sees investors as underweight in Japan today as they were at the time of the Fukushima nuclear reactor disaster.
India: Stability amid Global Political Uncertainty
Ahead of the monthlong Indian elections, we held a “Behind the Markets” podcast preview with Gaurav Sinha, Associate Director of Modern AlphaTM and Asset Allocation at WisdomTree, and Srinivas Thiruvadanthai, director of research at the Jerome Levy Forecasting Center. Our discussion, which suggested Modi was going to stay in power with a 70% probability, was quite prescient.