We’re providing financial advisors with talking points and solutions to address concerns your clients might have with opportunity and volatility in the U.S. equity market.
Janet Rilling, Senior Portfolio Manager and Head of the Multi Sector Fixed Income-Plus Team at Wells Fargo Asset Management, talks seeking quality income in corporate bonds.
After the market closes on Friday, September 28, S&P Dow Jones Indices and MSCI will implement structural changes to the Global Industry Classification Standard (GICS)—the classification standard they use to categorize companies by sector, industry, and sub-industry within their market indices. Only 3 of the 11 GICS sectors will be affected, but changes to those 3 will be significant. It’s important for equity investors—especially those who use index-tracking strategies—to learn what’s changing and understand the impact of the changes on key characteristics of these sectors.
We’re providing financial advisors with talking points and potential solutions for fixed-income clients who are in search of yield.
Contingent convertible bonds (CoCos) are a source of funding for banks that act like debt during good times and convert to equity if banks come under stress. Satish Pulle, Senior Portfolio Manager, Head of Financials – Europe, WFAM Global Fixed Income, discusses the asset class.
We’re providing financial advisors with talking points and potential solutions to help fixed-income clients overcome worries and fears concerning the Federal Reserve (Fed).
Terry Goode, senior portfolio manager for the high-yield municipal bond approach at Wells Fargo Asset Management discusses managing concentration risk for investors.
This is the final article in our series exploring five areas that have been experiencing tremendous growth through strong technological innovation or by leveraging advances in the internet. We refer to these five areas as SCODI, which stands for:
- Software as a Service (SaaS)
- Online retail
- Digital payments
- Internet of Things (IoT)
With contributions from Daniel Sarnowski, Portfolio Specialist, WFAM Global Fixed Income
We are now in a period of rising interest rates, and investors may wonder how municipal bonds have fared in past periods of rising rates and if they have a place within an asset allocation plan today. The answer is that, historically, municipal bonds have performed well when interest rates are increasing.