Active Management: Rebound to Last in 2019?
Andrew P. Folsom, Senior Investment Analyst of Global Manager Research at Wells Fargo Investment Institute discusses the best performers in the first half of 2019 and what the Institute's research and models are signaling.
MASTERCLASS: Global Investment Outlook 2019
U.S. equity valuations are elevated and hovering near historical levels. The outlook for global monetary policy and unsynchronized economic growth conditions present its own set of challenges amid trade tensions and geopolitical concerns. In this panel discussion, 2 experts offer perspective into the potential investment tailwinds and headwinds for the second half of the year: Christian Thwaites, Chief Strategist, Brouwer & JanachowskiNoah Wise CFA, Senior Portfolio Manager, Wells Fargo Asset Management (WFAM) Multi-Sector Fixed Income - Plus team
MASTERCLASS: 2019 Economic Outlook
As we edge closer to the end of a particularly volatile year, it's important to reflect on what investors experienced, and what market developments we can anticipate in 2019. Is the Federal Reserve raising rates too much, too fast, could the ongoing U.S./China trade war bring about a recession? Three experts join together to share their insights on the state of the economy in the coming year. Jim Bell - President and Founder at Bell Investment Advisors David Dali - Portfolio Strategist at Matthews Asia Terry Goode - Senior Portfolio Manager at Wells Fargo Asset Management
Millennials, Money and the Active Pursuit of Happiness
Wayne Badorf, Head of Intermediary Distribution at Wells Fargo Asset Management, discusses the opportunities with Millennials and how financial advisors can successfully incorporate them into their practice.
MASTERCLASS: Impact Investing - October 2018
When it comes to the ESG investing landscape, there are a lot of different terms and delimitations to consider, ranging from gun makers to fossil fuels to fair labor. Three experts join together to discuss recent innovative in a changing landscape and how companies are responding to everyday key environmental and social concerns. Mary Jane McQuillen - Portfolio manager and Head of ESG at ClearBridge Investments John Gilmore - Portfolio Manager, Global Equity Team at Newton Investment Management Chirs McKnett - Senior ESG Investment Strategist at Wells Fargo Asset Management
Analyzing the Low-Volatility Anomaly
What are some of the applications of a low-volatility strategy within a larger portfolio? Harin de Silva, President & Portfolio Manager, Analytic Investors at Wells Fargo provides insight into his company’s strategy and explains why active management is the best way to capture the low-volatility premia.