In light of the rising tensions between the United States and China, we would like to share some insights from the lens of an emerging markets equity active investment manager with a focus on the following events:
Health care industry players that focus on developing essential vaccines and therapies are rightfully gaining widespread visibility amid the global pandemic. However, we’re closely watching a set of more niche, under-the-radar health care innovations that hold potential for addressing highly specific and urgent needs in the battle against COVID-19. In this blog post, we’ll tell the stories of four themes that can improve the health of our society and economy while offering potential opportunities for investors.
We believe investors should be paying attention to the Holding Foreign Companies Accountable Act (Kennedy-Van Hollen bill). A core component of the legislation requires companies to certify that they are not under the control of a foreign government. If a company can’t show this—or the Public Company Accounting Oversight Board (PCAOB) isn’t able to audit the company for three consecutive years to determine that it’s not under the control of a foreign government—then the company’s securities would be banned from U.S. stock exchanges.
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 week of May 23–29, 2020. Plus: Since we’re starting a new month on Monday, there’s a quick recap of the big stories from May.
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 week of May 16–22, 2020.
Medical progress and health care response to the coronavirus has been nothing short of groundbreaking — with an unprecedented number of developments, discoveries, and critical decisions all happening in record time.
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 week of May 9–15, 2020.
The latest edition of Overview, Strategy, and Outlook, the monthly Portfolio Manager Commentary that includes the latest updates and views from Wells Fargo Asset Management’s money market investment team, led by Jeff Weaver, is now available.
- High-yield spreads have risen dramatically. Historically, high yield has shown an uncanny ability to recover losses.
- The expected wave of fallen angels may create an opportunity for high-yield investors.
- U.S. Federal Reserve (Fed) support of credit markets is expected to reduce volatility and help narrow risk premiums.