Category Archives: Market Outlook

Outlook for March: A march higher?

Greece and its creditors (the institutions formerly known as the troika) came to an agreement, in principle, to continue drip-feeding the Greek government enough money to operate until the end of June. Though there is a risk that the funding … Continue reading

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Outlook for February: Shifting momentum

The European Central Bank (ECB) announced a larger-than- expected asset-purchase program when it met on January 25. The knee-jerk response of the markets was to push the euro lower, yields lower, and stocks higher. Other central banks cut rates in … Continue reading

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Outlook 2015: Part 3—follow the Fed and the global hunt for yield (video)

Capital Market Strategists Jim Kochan, Brian Jacobsen, and John Manley with Wells Fargo Funds Management, LLC, help investors understand what effect Federal Reserve policy has on fixed-income markets and explain where in the world to look for yield.

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Outlook 2015: Part 2— follow the shift from U.S. to foreign growth (video)

Capital Market Strategists John Manley, Brian Jacobsen, and Jim Kochan with Wells Fargo Funds Management, LLC, help investors follow the shift from U.S. to foreign growth and understand what opportunities that may represent.

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Outlook 2015: Part 1—follow the flow of liquidity worldwide (video)

Capital Market Strategists Brian Jacobsen, John Manley, and Jim Kochan with Wells Fargo Funds Management, LLC, help investors follow the flow of liquidity worldwide to understand its effect globally.

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Outlook for November: A November thaw?

Novembers are usually known for cooling, not warming weather. The thaw we are anticipating is more a thawing of investor sentiment. Although the stock market has marched higher and bond yields have stayed low, investors have been embracing this bull … Continue reading

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Outlook for October: The three don’ts

Everyone has their to-do list. Yet sometimes, success comes from what we don’t do. So here are some items for your don’t-do list: First, don’t put your head in the sand. Even though the din of the news, misinformation, exaggerations, … Continue reading

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Outlook for September: Too soon to get defensive?

New highs in the equity markets and continued strength in the Treasury markets have a lot of investors thinking it’s time to go on the defensive. Interest rates can only go higher, and valuations are stretched, right? Wrong. Interest rates … Continue reading

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Market Roundup for August: False dawns and dusks

Fed Chair Yellen pointed out in her semiannual report to Congress that the U.S. economy has encountered a number of false dawns—when a hoped-for acceleration in growth has failed to materialize—during this recovery. That’s one reason—maybe the main reason—she is … Continue reading

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2014 Midyear Outlook

Few events can freeze economic growth like extremely cold weather can—and did—at the beginning of the year. But with the warmer weather, growth returned—and our capital market strategists expect it to continue. Here are the key themes they’ve identified so … Continue reading

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