Category Archives: On the Trading Desk

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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China: Stimulus or stall

Will China live up to expectations or fall behind? Jeff Everett explains in this excerpt of the On the Trading DeskSM podcast from Tuesday, March 17, 2015. Listen to the full interview. Jeff, what’s going on in China? Everybody is … Continue reading

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Growth and income in emerging markets (excerpt)

Looking for growth and income in your emerging markets investments? Anthony Cragg, senior portfolio manager and managing director at Wells Capital Management, Inc., shares his approach in this excerpt of the On the Trading DeskSM podcast from Tuesday, March 10, … Continue reading

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Monthly economic outlook: March 2015 (excerpt)

When will the Fed raise rates? Will India’s fiscal plan produce results? Will the Nasdaq go boom? Dr. Brian Jacobsen, chief portfolio strategist with Wells Fargo Funds Management, LLC, answers these questions in this excerpt of the On the Trading … Continue reading

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Monthly economic outlook: March 2015 (podcast)

When will rates rise? Will India’s fiscal plan produce results? Will the Nasdaq go boom? Chief Portfolio Strategist Dr. Brian Jacobsen joins us. Listen to the podcast.

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