Managing for the “What Ifs” in equities: Part 1—Domestic U.S.

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.
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In search of quality income in corporate bonds

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. 
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Upcoming GICS Changes: What’s Happening, and What’s the Impact?

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
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Judiciously taking on yield

We’re providing financial advisors with talking points and potential solutions for fixed-income clients who are in search of yield.
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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.

Understanding CoCo bonds

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.

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.