Category Archives: On the Trading Desk

Evolving money market fund products (excerpt)

As the investment universe expands and evolves, investors rely on companies like ours to provide products that keep pace with change. Aldo Ceccarelli takes you behind the scenes in this excerpt of On the Trading DeskSM from Tuesday, May 26, … Continue reading

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Golden opportunities in large-cap core

Undiscovered opportunity in the large-cap core space can be found with science and art. Jeff Moser, COO and portfolio manager with Golden Capital Management, LLC, explains in this excerpt of the On the Trading DeskSM from Tuesday, May 19, 2015. … Continue reading

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Addressing currency volatility

Venk Lal, director of investment risk and strategy with the EverKey Global Equity team at Wells Capital Management, Inc., discusses investing during a time of expected currency volatility around the globe.

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Meet the Rock Creek investment team

In the final segment of our month-long series on putting alternative investment strategies to work, we take a look at the portfolio management team from The Rock Creek Group, LP.

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Accessing alternative strategies

In part three of our four-part series, Dr. Brian Jacobsen discusses the why and the how of alternative strategies.

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How alternatives fit into your portfolio

In part two of a four-part series, Dr. Brian Jacobsen discusses the when and the where of alternative strategies. This month, we’re looking at how to put alternative investments to work. When do these different strategies work, and when do … Continue reading

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Who should consider alternative investments?

In part one of a four-part series, Dr. Brian Jacobsen discusses what types of investors can use alternatives and four types of alternative strategies.

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Monthly Outlook: April 2015

Earnings, oil, and Greece are top-of-mind items for investors. Chief Portfolio Strategist Dr. Brian Jacobsen provides insight in this excerpt of the On the Trading DeskSM podcast from Tuesday, April 7, 2015. Listen to the podcast (new window). Brian, let’s … Continue reading

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What’s driving stocks and bonds?

John Manley, CFA, chief equity strategist, and Jim Kochan, chief fixed-income strategist, both with Wells Fargo Funds Management, LLC, address the top stories. Listen to the podcast. Amy George: John, tell us what is the most top-of-mind item for investors … Continue reading

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Municipals— taxes, yields, liquidity, and clouds

With us today 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, March 24, 2015. Listen to the full interview. So what’s the connection between … Continue reading

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