To Reveal True Balance Sheet Risk, Dig Deeper

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.
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Small-cap growth stocks: The cradle of tomorrow’s giants

Doug Basile, Portfolio Specialist with the Heritage Growth Equity team at Wells Fargo Asset Management, lends insight into what makes small-cap growth stock appealing now and over time.
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An interesting retrospective on factors performance

Market cycles typically take years to play out for factor investing to fully be appreciated. But in 2018 we saw a full cycle which tells an interesting story about factor
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Five New Year’s Resolutions For Markets

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
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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.