Category Archives: On the Trading Desk

Riding out this market volatility

Investors concerned about recent market losses need to know they are not unprecedented, the fundamentals for the U.S. economy look good, this volatility likely is short-lived, and there is even opportunity to be found, according to our capital market strategists, … Continue reading

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Digging into commodities

Commodities from corn to crude are trading at all-time lows. Is this out of the ordinary or normal? Dr. Brian Jacobsen, chief portfolio strategist at Wells Fargo Funds Management, LLC, digs into the details in this edition of the On … Continue reading

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Why mid-cap stocks make sense

Mid-cap stocks continue to hold their own in the current market environment and present a compelling opportunity. Bryant VanCronkhite, CFA, CPA, joins Dr. Brian Jacobsen. Bryant leads the Wells Capital Management Special Global Equity team, which was named the 2015 … Continue reading

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Is the fabric of global growth fraying?

Investors concerned about global growth need only to look to trade deals, China, and Greece (yes, Greece) for positive signs, according to Dr. Brian Jacobsen, chief portfolio strategist at Wells Fargo Funds Management, LLC. Listen to the full interview (new … Continue reading

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What’s driving stocks and bonds (podcast)

Here to help sort through the current stock and bond environment is John Manley, CFA, chief equity strategist, and Jim Kochan, chief fixed-income strategist, both with Wells Fargo Funds Management, LLC. Listen to the podcast (new window). So John, what … Continue reading

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Asian equity update

International Portfolio Manager Jeff Everett puts Asian equity markets into perspective. Listen to the podcast (new window). Aldo Ceccarelli: Between China and Japan, we’ve got a lot of ground to cover. In general, what are your thoughts on the region? … Continue reading

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European equity update

International Portfolio Manager Dale Winner puts European equity markets into perspective. Listen to the podcast (new window). Let’s start with a brief update on the state of European equities. Yes, of course. It’s been volatile the last few weeks in … Continue reading

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Monthly Outlook: July—Iran, China, and the Fed

Nuclear deal or no deal for Iran? Riding China’s bull market. Fed rate hike in July? These are the big topics Dr. Brian Jacobsen is watching in July. Listen to the podcast (new window). Amy George: So Brian, you’re looking … Continue reading

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Midyear Outlook 2015: Part 3—when earnings and interest rates rise

Where to turn as earnings expectations and interest rates rise. Join Capital Market Strategists John Manley, Jim Kochan, and Dr. Brian Jacobsen.

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Midyear Outlook 2015: Part 2—Market shifts in stocks and bonds

Join Capital Market Strategists John Manley, Jim Kochan, and Dr. Brian Jacobsen as they discuss the powerful forces supporting growth in Europe and certain emerging markets.

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