The stay-at-home factor and what it means for portfolios ?>

The stay-at-home factor and what it means for portfolios

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 a new factor, the
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The week that was … the week to come ?>

The week that was … the week to come

Every Friday, Brian Jacobsen provides perspective on key events and topics of the current week and his thoughts about what the week ahead may hold. Here’s his report for the
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5 Takeaways from November’s Fixed-Income Markets ?>

5 Takeaways from November’s Fixed-Income Markets

Recently, we had a chance to catch up with George Bory, Managing Director of Fixed Income Strategy and Product Specialists, and Janet Rilling, Senior Portfolio Manager and head of Multi-Sector
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Chart of the week: Global economy: Business activity ?>

Chart of the week: Global economy: Business activity

Our Market Optics chartbook contains data-driven insights that power our portfolio management teams’ views, ideas, and decisions. Each week, we’ll take a look a closer look at one of the charts. This week’s
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The stay-at-home factor and what it means for portfolios

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 a new factor, the stay-at-home order, has changed historical risk profiles and what it may mean for a portfolio’s risk profile.

5 Takeaways from November’s Fixed-Income Markets

Recently, we had a chance to catch up with George Bory, Managing Director of Fixed Income Strategy and Product Specialists, and Janet Rilling, Senior Portfolio Manager and head of Multi-Sector Fixed Income-Plus and High Yield, both from Wells Fargo Asset Management (WFAM), on what’s driving the fixed-income markets and how investors can respond to a highly volatile environment for bonds. Here were the top 5 takeaways.

Income Generator: Increasing return for cash investors

Today’s podcast features a discussion about what fixed-income investors with lots of cash on hand can do to increase their return potential. In today’s low-yield world, we’ll be talking about how extending maturity and taking more credit risk can be used. To discuss, we’re talking with Michael Rodgers, Senior Portfolio Specialist at Wells Fargo Asset Management (WFAM).

Income Generator: Political implications for fixed income

It’s been a big week for financial markets with the U.S. election, several central bank meetings—including the Federal Reserve (Fed), and ongoing pressure from COVID-19. The increased prospect of an orderly transfer of presidential power in the U.S. along with a politically divided U.S. Congress, ongoing central bank support, and hopes for a COVID-19 vaccine all conspired to create a surge in riskier assets and a sell-off in low-risk assets. For fixed-income investors, the short takeaway is the pre-election trends of a steeper yield curve, a weaker U.S. dollar, and tighter credit spreads reasserted themselves and are likely to continue into year-end.