Category Archives: On the Trading Desk

On the road: Putting alternative investments into perspective (podcast)

Alternative investment strategies are gaining traction. What questions should investors ask to determine if this investment vehicle makes sense for them? Amy George chats with Sales Manager Matt Straut, CIMA®; Manager of International Equity and Alternative Strategies Jeff Whitmoyer; and … Continue reading

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Puerto Rico—restructuring and downgrading debt (excerpt)

Here to help put Puerto Rico’s debt issues into perspective is Lyle Fitterer, CFA, CPA, managing director of Wells Capital Management’s Municipal Fixed-Income team, in this excerpt of On the Trading DeskSM from Tuesday, July 15, 2014. Listen to the … Continue reading

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Puerto Rico—restructuring and downgrading of debt (podcast)

Puerto Rico just can’t stay out of the news—this time making headlines over legislation to allow restructuring of its debt and for ratings agencies downgrading much of it. Here to put this into perspective is Lyle Fitterer, CFA, CPA, managing … Continue reading

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Reform agendas in emerging markets (excerpt)

We discuss social, political, and economic reforms in emerging markets with Alison Shimada, portfolio manager with Wells Capital Management’s Emerging Markets Equity team, in this excerpt of On the Trading DeskSM from Tuesday, July 1, 2014. Watch the full interview. … Continue reading

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Reforms in emerging markets (video)

This week we’re discussing reforms in emerging markets with Alison Shimada, portfolio manager with Wells Capital Management, Inc.

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Recent grads—future investors (excerpt)

More than 1.6 million graduates will receive their college degrees this year. Dr. Brian Jacobsen, CFA, CFP®, chief portfolio strategist at Wells Fargo Funds Management, LLC, provides insight into this new generation of savers and tips for investing in this … Continue reading

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Recent grads—future investors (podcast)

The National Center for Education Statistics projects that 1,606,000 students at the bachelor’s degree level will graduate as the college class of 2014. What do we know about this generation of Millennials and what kind of impact will all those … Continue reading

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Filtering risk in fixed income (podcast)

Given the economic and interest-rate environment that the fixed-income market faces today, it’s understandable that investors are focused on risk. Between interest-rate risk and credit risk, it’s a difficult and uncertain time in the market. This week we’re finding out how … Continue reading

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On the road: Ann Miletti (excerpt)

Follow us as we go on the road with Ann Miletti, managing director and senior portfolio manager of the Core Equity team at Wells Capital Management. Recently, I took Ann on a media tour visiting several financial publications and TV … Continue reading

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On the road: Ann Miletti (podcast)

Join us as we follow Ann Miletti throughout a day-long media tour visiting financial publications and TV outlets in New York. Ann is managing director and senior portfolio manager of the Core Equity team at Wells Capital Management. Listen to … Continue reading

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