Don’t Give Up on Growth for the Long Term

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
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Five Key Risks for the Equity Market

This blog post originally ran as an Institute Alert by Darrell Cronk, CFA, President, Wells Fargo Investment Institute and Chief Investment Officer, Wealth and Investment Management; Paul Christopher, CFA, Head
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Innovation: Does Small Growth = Large Opportunity?

We believe small-cap equities are appealing in today’s economic environment. A number of developments have improved their appeal.
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Market volatility: The multi-asset solutions viewpoint

Equity market volatility in the U.S. reminds us that while it can be concerning, it also presents potential opportunity to employ new thinking when it comes to investing.
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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.

With contributions from Daniel Sarnowski, Portfolio Specialist, WFAM Global Fixed Income

We are now in a period of rising interest rates, and investors may wonder how municipal bonds have fared in past periods of rising rates and if they have a place within an asset allocation plan today. The answer is that, historically, municipal bonds have performed well when interest rates are increasing.