Author Archives: Amy George

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.

Tagged , , , , | Be the first to comment

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

Tagged , , , , , | Be the first to comment

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

Tagged , , | Be the first to comment

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

Tagged , , , , | Comments Off on Monthly economic outlook: June 2015 (excerpt)

Looking for a reason to smile? Bacon!

U.S. stocks rose as investors assessed mixed economic reports on manufacturing, consumer spending, and construction. U.S. manufacturing and construction showed signs of strength, while consumer spending remained flat. Meanwhile, China’s manufacturing contracted for a third-straight month. For the day, the … Continue reading

Tagged , , | Comments Off on Looking for a reason to smile? Bacon!

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

Tagged , , , , | Comments Off on Golden opportunities in large-cap core

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

Tagged , , , , , | Comments Off on Monthly Outlook: April 2015

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

Tagged , , , , , , , | Comments Off on What’s driving stocks and bonds?

Would you like Peeps milk with that?

U.S. stocks fell on Monday as the market continued to ponder the Federal Reserve’s downgraded assessment of the economy and the uncertain timing of interest-rate increases. For the day, the Dow lost 11 points, with 18 of its 30 components … Continue reading

Comments Off on Would you like Peeps milk with that?

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

Comments Off on Monthly economic outlook: March 2015 (excerpt)