Category Archives: On the Trading Desk

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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Midyear outlook 2015: Part 1—why a turn up in global growth

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Greece: People, place, and thing

Dr. Brian Jacobsen, chief portfolio strategist with Wells Fargo Funds Management, LLC, addresses Greece in this excerpt of the On the Trading DeskSM podcast from Tuesday, June 16, 2015. Listen to the full interview (new window). Let’s first talk about … Continue reading

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Where to be in high yield

High yield has been one of the better-performing categories lately, so where do we go from here? Tom Price, CFA, managing director and senior portfolio manager at Wells Capital Management, Inc., explains in this excerpt of On the Trading DeskSM … Continue reading

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Monthly economic outlook: June 2015 (excerpt)

Greece, the Fed, and the bull in China’s shop. Dr. Brian Jacobsen, chief portfolio strategist with Wells Fargo Funds Management, LLC, addresses hot topics for June in this excerpt of the On the Trading DeskSM podcast from Tuesday, June 2, … Continue reading

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