Category Archives: On the Trading Desk

Family, finances, and the financial advisor (excerpt)

Families, and financial advisors who help them, benefit from taking time to discuss their financial future together. Wayne Badorf, CFP®, CFS®, head of intermediary sales for Wells Fargo Asset Management and the firm’s resident expert on practice management and the … Continue reading

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Pardon the correction (podcast)

Sharp market moves, like what we experienced mid-October, concern investors and leave them worried: Has this bull of a market tired out? It’s more important to understand the distinction between bear markets and corrections. Here to help is John Manley, … Continue reading

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Family, finances, and the financial advisor (podcast)

A family meeting regarding personal finances, led by a financial advisor, helps future generations learn the value of a dollar—in the context of family values. Here to explain is Wayne Badorf, CFP®, CFS®, head of Intermediary Sales with Wells Fargo … Continue reading

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A team approach to bond investing (excerpt)

During a time of transition in the bond market, we highlight the value of a team approach to investing. In this excerpt of On the Trading DeskSM from Tuesday, October 14, 2014, three portfolio managers from three areas of the … Continue reading

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Filtering for risk in fixed income (excerpt)

Given the economic and interest-rate environment the fixed-income market faces today, it’s understandable that investors are focused on risk. We’re finding out how one management team filters for risks in the bond market to help preserve alpha for investors. Maulik … Continue reading

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A team approach to fixed-income investing (video)

Three portfolio managers from Wells Capital Management, Inc. take us behind the scenes for a look at their fixed-income trading desk and the team who sits around it. Municipal bond manager Lyle Fitterer, CFA, CPA; corporate bond manager Janet Rilling, … Continue reading

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What’s rocking in equities? (excerpt)

John Manley, CFA, chief equity strategist at Wells Fargo Funds Management, LLC, addresses the big topics rocking the equity markets in this excerpt of On the Trading DeskSM from Tuesday, October 7, 2014. Listen to the full interview. We’ve got … Continue reading

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What’s rocking in equities? (podcast)

Here to point out the bright spots in the equity markets is John Manley, chief equity strategist with Wells Fargo Funds Management, LLC. Listen to the podcast.

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Stay focused on bond fundamentals (excerpt)

Don’t let Bill Gross’ bond-shop hop distract you from the fundamentals. Jim Kochan, chief fixed-income strategist with Wells Fargo Funds Management, LLC, explains in this excerpt of On the Trading DeskSM from Tuesday, September 30, 2014. Listen to the full … Continue reading

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Staying fundamentally focused on bonds (podcast)

If you’re wondering what else is going on in fixed income besides Bill Gross’ bond-shop hop, Jim Kochan, chief fixed-income strategist with Wells Fargo Funds Management, LLC, keeps us focused on the fundamentals. Listen to the podcast.

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