The week that was … the week to come ?>

The week that was … the week to come

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
Read More
Framing the future: The new realities and future of work ?>

Framing the future: The new realities and future of work

Everyday assumptions of safety, face-to-face meetings, commuting and travel—our routine of work has been turned upside down by the COVID-19 pandemic. As we await advances in medical progress, we will
Read More
Chart of the week: Labor Market: The rocky road to recovery ?>

Chart of the week: Labor Market: The rocky road to recovery

Our Market Optics chartbook contains data-driven insights that power our portfolio management teams’ views, ideas, and decisions. Each week, we’ll take a look a closer look at one of the
Read More
Finding balance in times of crisis – Part 1 ?>

Finding balance in times of crisis – Part 1

The first part of a two part series, this episode discusses how some of the investment teams at Wells Fargo Asset Management have navigated the ups and downs of 2020
Read More
Time to consider small-cap value equities?

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.

Bond markets—recovering as economies reopen, but what’s ahead?

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 a sea of stimulus, will major economies swim on—or sink in debt?

The coronavirus crisis has led to unprecedented declines in economic activity and increases in central bank balance sheets and government debt. With the recovery in risk assets, markets seem to be telling us the policy response has been proportionate to the problem. However, this “sea of stimulus” has caused many investors to worry about whether economies will drown in debt—even though it’s helping keep things afloat today. Is the concern over global economies’ ability to swim or sink merited? We believe the answer comes down to three key questions.