Author Archives: Amy George

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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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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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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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

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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

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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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