Author Archives: Aldo Ceccarelli, CFA

China: The ugly dance between oil and stocks

Despite market volatility stemming from events in China, there’s sound reason to be optimistic, according to Chief Portfolio Strategist Dr. Brian Jacobsen. Listen to the podcast (new window). Aldo Ceccarelli: I’m Aldo Ceccarelli, and you are On the Trading DeskSM. … Continue reading

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Happy New Year? Maybe not for the markets

What mood are the markets in? Dr. Brian Jacobsen discusses the big economic items for the month ahead. Listen to the podcast (new window). Aldo Ceccarelli: I am Aldo Ceccarelli, and you are On The Trading Desk. On behalf of … Continue reading

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Putting the Fed rate move into perspective

Dr. Brian Jacobsen recaps the Fed’s rate-hike decision and what it means for investors. Listen to the podcast (new window). Aldo Ceccarelli: Let’s start by recapping what the Federal Open Market Committee decided to do on December 16. Brian Jacobsen: In one … Continue reading

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Oil: OPEC and opportunity

Dr. Brian Jacobsen recaps the recent OPEC meeting and lends a sense of opportunity in the current environment. Listen to the podcast. Aldo Ceccarelli: Let’s start by putting the December 4 meeting of the oil producing and exporting countries into … Continue reading

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Secular stagnation theory debunked

Could slow be the new fast? Discover global opportunity in a slow-growth world. Listen to the podcast (new window). Investors who put off international exposure because global growth may be slow may benefit from hearing about secular stagnation. Chief Portfolio … Continue reading

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Global insights into stocks and bonds

Are you looking in the right places for opportunity? Capital Market Strategists John Manley and Jim Kochan from Wells Fargo Funds Management, LLC, help you focus in this edition of the On the Trading DeskSM podcast from Tuesday, September 29, … Continue reading

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Where in the world are the best equities?

Investors are missing significant opportunity if they limit themselves only to U.S. equities. Dr. Brian Jacobsen, CFA, CFP®, explains why in this edition of the On the Trading DeskSM podcast from Tuesday, September 22, 2015. Listen to the full interview … Continue reading

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66%: Why the international opportunity is that big

Dr. Brian Jacobsen thinks you should consider having 66% of your equity portfolio allocated internationally. Do you? Dr. Jacobsen, CFA, CFP®, explains in this edition of the On the Trading DeskSM podcast. Listen to the full interview (new window). As … Continue reading

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Digging into commodities

Commodities from corn to crude are trading at all-time lows. Is this out of the ordinary or normal? Dr. Brian Jacobsen, chief portfolio strategist at Wells Fargo Funds Management, LLC, digs into the details in this edition of the On … Continue reading

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European equity update

International Portfolio Manager Dale Winner puts European equity markets into perspective. Listen to the podcast (new window). Let’s start with a brief update on the state of European equities. Yes, of course. It’s been volatile the last few weeks in … Continue reading

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