Category Archives: On the Trading Desk

Rotating into opportunity in core-plus bonds

Portfolio Manager Ashok Bhatia points to the plus sectors for opportunity.

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Strategically selective in munis

Taking advantage of strategic opportunities in municipal bonds. Municipal bond portfolio manager Lyle Fitterer explains. Listen to the podcast (new window). Lyle Fitterer: Strategic muni bond funds are set up to do just what they say, right? They are strategic, … Continue reading

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The long view on short-term high-yield bonds

Learn how company fundamentals and credit research help investors tune out near-term market noise. Portfolio manager Tom Price explains. Tom Price: We don’t really worry too much about the near-term market environment. What we’re really doing is selecting credits where … Continue reading

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Taking a holistic view of high-yield bonds

Margie Patel explains: The whole economic picture looks pretty encouraging for investors. Listen to the podcast (new window). Margie Patel: I think investors are too preoccupied with very short-term developments and need to step back a little bit and look … Continue reading

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Risk and opportunity in the core-plus bond space

Trouble and risk create potential opportunity for investors. Learn how Ashok Bhatia, CFA, and his team balance those factors in the Wells Fargo Core Plus Bond Fund. Listen to the podcast (new window). Ashok Bhatia: Trouble and risk create opportunity, … Continue reading

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Municipal bonds: Flexibility to find opportunity

Portfolio Manager Lyle Fitterer points to opportunities for muni investors.

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Stocks, central banks, and oil

Navigate your way through the big topics driving the markets in August. Listen to the podcast (new window). Laurie King: I’m Laurie King, and you are On the Trading Desk. Dr. Brian Jacobsen helps investors navigate the big topics driving … Continue reading

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Drivers of opportunity in stocks and bonds

John Manley and Jim Kochan, capital market strategists at Wells Fargo Asset Management, point to areas of opportunity in the equity and fixed-income markets around the globe. Listen to the podcast (new window). Laurie King: I’m Laurie King, and you … Continue reading

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Optimizing your cash strategy

Cash strategies play a big role in an ultralow-yield environment. Here to explain is Jeff Weaver, head of money market funds and short-duration strategies at Wells Capital Management, Inc. Listen to the podcast (new window). Laurie: I’m Laurie King, and … Continue reading

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Japan: Another second wind for Abe?

A huge victory for Shinzo Abe’s coalition could move Japan’s economy forward. What opportunity might that present for investors? Listen to the podcast (new window). Laurie King: I’m Laurie King, and you are On the Trading Desk. Well, the week … Continue reading

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