AdvantageVoice®
China recently released a new trade report amidst the hotly debated issue of U.S./China trade relations. What might China’s new data mean for the markets and investors? To learn more, we interviewed Elaine Tse, Portfolio Manager for the SF Global Emerging Markets Team. Watch the video.
Twenty years after my first visit to Moscow, I see the pieces coming together for a Russian IT success story: a new and thriving e-commerce industry. Here’s an inside look at my visit to the headquarters of a Russian social media giant.
The current U.S. economic expansion has hit the 10-year mark. As it continues to age, many equity investors could become increasingly uneasy about the amount of leverage in their portfolios.
This blog post originally ran as a State of the Markets commentary by Darrell Cronk, CFA, President, Wells Fargo Investment Institute and Chief Investment Officer, Wealth and Investment Management
2019 begins with markets fixated on a myriad of key risks for this year. Through the holidays, I was asked many times: What would reinstate confidence and put the markets back on a steady path forward to continue this expansion cycle? I would propose five New Year’s resolutions that could certainly help.
October brought a significant drawdown across major U.S. equity indices. Fears over the potentially negative effects of tariffs and higher interest rates on global growth have been building for most of the year. We think the speed of interest rate increases (as opposed to their absolute levels) may have been the catalyst that spooked U.S. markets into correction territory, with technology bearing the brunt of the pullback. We are closely watching for additional risk-off signals. Credit spreads have widened, as is typically the case when volatility spikes. But, the fixed-income market isn’t showing signs of panic. The continued volatility in emerging markets bears watching. Against this mixed view of current market dynamics, we believe several factors support the case to sustain long-term U.S. growth equity allocations.
We believe small-cap equities are appealing in today’s economic environment. A number of developments have improved their appeal.
The trends are clear. The past few years have seen a dramatic and warm embrace of passive investing across the capital market. Passive exchange-traded funds (ETFs) and passive mutual funds have dominated flows.
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.
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:
You are leaving a Wells Fargo site and entering a website that Wells Fargo does not control. Wells Fargo has provided this link for your convenience, but does not endorse and is not responsible for the content, links, privacy policy, or security policy of that website.