Tom Lyons, Head of Climate Investment Research and Senior Investment Analyst with Wells Fargo Asset Management, discusses climate change as it relates to integrated energy and the investment case for that sector.

Today’s podcast features a discussion about municipal bonds that have been hurt by the pandemic—continuing care retirement communities and student housing, for example—and the wide variety of creditworthiness within those sectors and others. To discuss, we’ve asked Terry Goode, Senior Portfolio Manager on the WFAM (Wells Fargo Asset Management) Municipal Fixed Income team, to take us on a deeper dive into the world of municipal credit.

In today’s podcast, we will speak with Robert Gruendyke, Senior Portfolio Manager for the Heritage Growth Equity team at Wells Fargo Asset Management (WFAM), about whether or not the stock market is looking like the internet bubble. We’ll focus on growth stocks, the concentration of the big five internet stocks, and where we see resilient growth companies.

Today’s podcast features a discussion about income. What it is, where to find it in today’s low-yield world, and how different fixed-income strategies can be used by investors. To discuss, we’re talking with George Bory, Managing Director and Head of Fixed Income Strategy and Product Specialists at Wells Fargo Asset Management.

Today’s podcast features a discussion about the municipal bond market. We’ll be talking about two aspects—where the opportunities in munis may lie and also why philosophy and process matter in an actively managed bond fund. To discuss, we’ve asked Nick Venditti, Senior Portfolio Manager on the Wells Fargo Asset Management [WFAM] Municipal Fixed Income team, to join us.

As equity markets recover from their losses due to the pandemic’s shutdowns, one asset class in particular—small-cap value—has lagged more than other major indices in terms of its valuation. Is that a buying opportunity? Or a cautionary tale?  To help us make sense of what’s happening in that space, we will talk with Garth Nisbet, Senior Portfolio Manager on the Stageline Value Equity team at Wells Fargo Asset Management.

Today’s podcast features a discussion about fixed income markets since the coronavirus liquidity crisis and what may lie ahead. To discuss, we’ve asked George Bory, Managing Director of Fixed Income Strategy and Product Specialists at WFAM, and Janet Rilling, Senior Portfolio Manager, Head of the Multi-Sector Fixed Income – Plus team, WFAM Global Fixed Income, to join us.

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 traditional risk—as measured by price volatility—may be improved upon by measuring and managing environmental, social, and governance (ESG) profiles within a portfolio.

Tom Lyons, Head of Climate Investment Research and Senior Investment Analyst with Wells Fargo Asset Management, discusses climate change as it relates to the utilities sector and the Climate Change Working Group’s framework for assessing individual firms.