Podcasts about advantagevoice

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Best podcasts about advantagevoice

Latest podcast episodes about advantagevoice

Wells Fargo Asset Management: On The Trading Desk(R)
Seeing the forest and the trees in a yield-starved environment

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Sep 29, 2021 11:04


This episode features a discussion about the fixed-income markets and considerations investors may need to balance with their desire for income in a low-yield world. Janet Rilling, Senior Portfolio Manager and Head of Multi Sector – Plus & High Yield on our Global Fixed Income Team, discusses the opportunities and risks they see for investors. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0921-00819 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
The delisting of Chinese stocks and its implications

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Sep 22, 2021 14:38


With news headlines centered on the delisting of Chinese Stocks as a result of actions from the Securities and Exchange Commission (SEC) prescribed by the Holdings Foreign Companies Accountable Act, we have Elaine Tse, Portfolio Manager with the SF Global Emerging Markets Equity Team, on the program today to discuss the implications. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0921-00511 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
Stay-at-home vs. return-to-office factors: Impacts on equity markets

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Sep 15, 2021 13:46


Harin de Silva, Portfolio Manager with our Analytic Investors team, discusses stay-at-home vs. return-to-work as quantitative factors, how they've affected equity markets, and their potential impacts going forward. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0921-00412 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
Having fun yet? You should be—Real estate has even more room to run

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Sep 8, 2021 21:05


This episode features a discussion around why real estate continues to remain an attractive area of investment, despite higher prices and the pandemic. To discuss this topic and more are Garth Newport, Senior Portfolio Manager, and Joe Bachmann, Senior Research Analyst with the Private Market Value (PMV) Equity Team. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0921-00126 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
Looking ahead to the rest of 2021 after the unofficial end of summer

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Sep 1, 2021 12:35


With Labor Day right around the corner, we're talking with Brian Jacobsen, Senior Investment Strategist on the Multi-Asset Solutions Team, to examine some current and key market and labor statistics and see if we can decipher what we might expect for the remainder of 2021. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0921-00001 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
Climate change's impact on global banks

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Aug 18, 2021 11:41


In today's edition of On the Trading Desk®, Tom Lyons, Head of Climate Investment Research, and Robert Montague, Senior Analyst for Global Credit Research, share some of their findings regarding climate change's impact on global banks. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0821-00502 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
Travel's back but so is a new variant: What's next for muni investors?

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Aug 11, 2021 18:05


Today's podcast features a discussion around themes, such as travel and the COVID-19 Delta variant, impacting municipal fixed income markets. To discuss the implications is Nick Venditti, Senior Portfolio Manager on our Municipal Fixed Income Team. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0821-00400 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
Investment risks and opportunities in water

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Aug 4, 2021 11:45


Discussing the world's delicate balance with water is Nashat Moin, Senior Sustainable Investment Analyst. Nashat will explain why assessing water risks and opportunities is an increasingly important part of investment decision-making. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0821-00031 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
Market Optics: Data-driven insights guiding us forward

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Jul 28, 2021 24:00


This episode focuses on unpacking data insights in an effort to understand what it's informing from a macroeconomic, fixed income, and equity markets perspective. Providing these insights are Brian Jacobsen, Senior Investment Strategist with the Multi-Asset Solutions team; John Krueger, Head of Platform Equity & Portfolio Specialists; and Danny Sarnowski, Portfolio Specialist on our Global Fixed Income team. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0721-01700 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
The economic impact of the 2021 Tokyo Summer Olympics

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Jul 21, 2021 13:18


With the opening ceremonies of the Summer Olympics Games slated to begin in Tokyo on Friday July 23rd, this conversation will take a deeper look at the economic impact of hosting the Olympics. With us to discuss is Brian Jacobsen, Senior Investment Strategist on the Multi-Asset Solutions Team. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0721-00795 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
Stewardship: Applying a sustainability climate lens to what we do

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Jul 7, 2021 18:02


In today's episode of On the Trading Desk®, Jessica Mann, Head of Stewardship at Wells Fargo Asset Management (WFAM), discusses the firm's 2020 WFAM Stewardship report. You'll learn about the issues at the forefront of sustainable investing at asset management firms with a focus on proxy voting and engagement activities and why they're important. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0721-00121 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
Finding a low-cost option for fixed-income management

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Jun 30, 2021 17:16


This edition of On the Trading Desk® discusses low-cost options for fixed-income management. We're talking about this because investors are fixated on finding products that offer the lowest operating costs when deciding to invest in mutual funds or exchange-traded funds. However, there may be considerable opportunity cost associated with a seemingly low-cost, passive strategy. Discussing this topic is Danny Sarnowski, Portfolio Specialist for the Wells Fargo Asset Management Global Fixed Income Platform and Noah Wise, Senior Portfolio Manager on the Multi Sector Fixed Income – Plus and High Yield Team. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0621-01105 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
How digitization is changing the investable landscape one token at a time

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Jun 16, 2021 20:37


Cryptocurrency is at the center of today's discussion and how these digital assets are changing the fabric of investing. To discuss these implications is Brian Jacobsen, Senior Investment Strategist with our Multi-Asset Solutions Team. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0621-00356 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
Large cap value: Today, tomorrow, and going forward

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Jun 9, 2021 14:25


Today's podcast features a conversation around why large cap value is really appealing in this environment and how our Special Global Equity Team is approaching investing in the space. To discuss these implications is Bryant VanCronkhite, Co-Team Leader and Senior Portfolio Manager with the Special Global Equity Team. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0621-00169 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
Fixed income investors caught between low yields and rising rates

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later May 26, 2021 18:20


This special edition of On the Trading Desk® features a discussion between Danny Sarnowski, Portfolio Specialist for the Global Fixed Income Platform, and Noah Wise, Senior Portfolio Manager on the Multi Sector Fixed Income – Plus and High Yield Team, about low yields, rising rates, inflation concerns, and more. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0521-00845 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
Mid-caps: Primed for the current cycle

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later May 19, 2021 20:20


Discussing where markets are going and why mid-caps may be the primary beneficiary of the next rally, we have John Ognar, Senior Product Specialist for our Special Global Equity Team and Ozo Jaculewicz, Senior Product Specialist for our Fundamental Growth Equity Team. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0521-00581 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)

In this edition, Bob Gruendyke, Senior Portfolio Manager with the Heritage Growth Equity Team at Wells Fargo Asset Management (WFAM), speaks about the recent phenomenon across the investing community of special purpose acquisition companies, otherwise known as SPACs. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0521-00038 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
Answers to your leveraged loan questions

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Apr 29, 2021 16:26


This episode features a global perspective on finding income in fixed-income markets with considerations for both U.S. and non-U.S. investors. Joining us from London to discuss is Jens Vanbrabant, Senior Portfolio Manager and Head of High Yield with the Credit Europe team at Wells Fargo Asset Management (WFAM). A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0421-01863 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
Data-driven insights to power your investment decisions

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Apr 21, 2021 26:58


This edition of On the Trading Desk® features insights we’ve gleaned from looking at data, or data visualization. We’re talking with three investment professionals at Wells Fargo Asset Management (WFAM)—Brian Jacobsen, Senior Investment Strategist with the Multi-Asset Solutions team; John Krueger, Head of Wells Fargo Asset Management Platform Equity & Portfolio Specialists, focusing on internally managed investment capabilities; and Danny Sarnowski, Portfolio Specialist with the Global Fixed Income team—about the global economy and what it may mean for bond and stock markets. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0421-01461 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
Building the new America: Municipal investing with the American Jobs Act

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Apr 14, 2021 17:42


Today’s podcast features a discussion around the impact of the $2.3 trillion American Jobs Act on municipalities. To discuss the implications is Nick Venditti, Senior Portfolio Manager – Municipal Fixed Income at Wells Fargo Asset Management (WFAM). A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0421-00380 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
Why the best offense is a good defense in bond portfolios

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Apr 7, 2021 12:26


Today’s edition of On the Trading Desk® features a discussion about ways to buffer fixed-income portfolios from rising rates. I’m talking with Michael Schueller, Senior Portfolio Manager, Multi-Sector Fixed Income Plus and High Yield at Wells Fargo Asset Management (WFAM) Global Fixed Income. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0421-00002 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
Embrace tomorrow: Through the lens of the right side of change

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Mar 31, 2021 19:34


Today we explore the idea of investing on right side of change and how it helps embrace tomorrow’s financial unknowns. Explaining this concept in detail is our guest, Ozo Jaculewicz, Associate Portfolio Manager and Senior Portfolio Specialist for the Fundamental Growth Equity Team at Wells Fargo Asset Management (WFAM). A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0221-00858 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
Embrace tomorrow: Secret ingredients that drive our investments

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Mar 24, 2021 19:48


Today’s podcast features a conversation about how Wells Fargo Asset Management (WFAM) is embracing tomorrow’s financial unknowns through the foundational investment processes and teams that deliver Active Equity, Fixed Income, and Systematic Investing solutions to our clients. To discuss, we’re talking with Ann Miletti, Head of Active Equity; George Bory, Managing Director, Fixed Income Strategy and Portfolio Specialists; and Jonathan Hobbs, Head of U.S. Solutions for the Multi-Asset Solutions team. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0221-00620 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
Embrace tomorrow: Balancing innovation with scientific learning

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Mar 17, 2021 9:15


This episode features a conversation about scientific learning and how innovative technologies can supplement time-tested and proven investment processes. Today, Randy Mangelsen, Co-Head of the Investment Analytics team at Wells Fargo Asset Management (WFAM), joins the program to discuss this topic. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0221-00471 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
Innovating for 2021 and beyond with Remi

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Mar 10, 2021 15:32


Today’s podcast features a discussion around strides Wells Fargo Asset Management (WFAM) is making to expand choice for our clients, particularly with separately managed accounts (SMAs) and to help them address their critical needs to optimize after tax returns and having portfolios customized to meet their individual needs. With us to discuss the implications are Katie D’Angelo, Head of Wealth & Investment Management (WIM) Partnerships, and Manju Boraiah, Global Head of Systematic Fixed Income at WFAM. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0321-00235 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
Challenging the status quo: Creating change for women to succeed

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Mar 5, 2021 17:31


The pandemic has opened our eyes to inequalities all around us and taught us many lessons – and among them that change challenges us and gives us opportunities for growth. Today we will talk with Yeng Butler, Head of Investment Solutions and the Liquidity Client Group at Wells Fargo Asset Management (WFAM), about a specific challenge – the impact of the COVID-19 pandemic on women in the workplace, as well as embracing the power of diversity and building diverse teams. A transcript is on AdvantageVoice®.The pandemic has opened our eyes to inequalities all around us and taught us many lessons – and among them that change challenges us and gives us opportunities for growth. Today we will talk with Yeng Butler, Head of Investment Solutions and the Liquidity Client Group at Wells Fargo Asset Management (WFAM), about a specific challenge – the impact of the COVID-19 pandemic on women in the workplace, as well as embracing the power of diversity and building diverse teams. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0321-00215 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
Imposter Syndrome: Flipping the script on professional self-doubt

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Mar 3, 2021 13:02


Ever experience that nagging voice in your head? I don’t deserve… I’m not worthy… I’m a fraud… It’s called Imposter Syndrome. Today we will talk with Ann Miletti, Head of Active Equity at Wells Fargo Asset Management (WFAM), about her career and how she came to view Imposter Syndrome—not uncommon among professional women—as her competitive advantage. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0321-00059 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
Beyond money market funds—ideas for cash investments

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Feb 24, 2021 12:01


Today’s edition of On the Trading Desk® features a discussion about ways to invest cash that you maybe haven’t thought of, meaning investment opportunities beyond money market funds. We’re talking with Jeff Weaver, Senior Portfolio Manager and Head of Municipal and Short Duration Fixed Income, Wells Fargo Asset Management (WFAM) Global Fixed Income. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0221-00965 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
A deep dive into sustainable investing

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Feb 10, 2021 20:20


Today’s podcast features a conversation about ESG (environmental, social, and governance) and sustainable investing, including a review of 2020 and an exploration of what might be on the horizon for 2021 and beyond. To discuss, we’re talking with Hannah Skeates and Chris McKnett, Co-Heads of Sustainable Investing at Wells Fargo Asset Management (WFAM). A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0221-00388 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
Rising interest rates—risk or opportunity?

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Feb 3, 2021 15:37


This discussion is about fixed-income markets now that 10-year Treasury yields are above 1% and the yield curve is steepening. We’ve asked Jay Mueller, Senior Portfolio Manager with the Multi Sector Fixed Income - Plus and High Yield team at Wells Fargo Asset Management (WFAM), to share his thoughts on what’s happening in the markets and how investors might prepare for any risks or opportunities. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0221-00068 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
Market risks that may lie ahead in 2021

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Jan 27, 2021 11:23


Today’s podcast features an update about risks that investors may face in 2021. With us to discuss the implications is John Hockers, CFA, PRM, Co-Head of Investment Analytics at Wells Fargo Asset Management (WFAM). A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0121-01610 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
What China’s economic shift may mean for investors

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Jan 21, 2021 18:43


This episode features a conversation about trends we’re seeing in China—from its economy to its political landscape—to better understand the companies that may be driving its growth. To discuss, we’re talking with Derrick Irwin, Portfolio Manager on the Berkeley Street Emerging Markets Equity team at Wells Fargo Asset Management (WFAM). A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0121-01386 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
Income Generator: The fixed-income handbook for 2021

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Jan 13, 2021 0:18


Today’s podcast features a conversation about what’s ahead in fixed-income in 2021. In addition to market outlooks, we’ll focus on ways to generate income and enhance total return. To discuss, we’re talking with George Bory, Managing Director and Head of Fixed Income Strategy and Product Specialists at Wells Fargo Asset Management (WFAM). A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0121-00293 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
Climate change: Credit’s role in decarbonizing the economy

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Jan 6, 2021 14:40


In the first episode of 2021, we are joined by Henrietta Pacquement, Senior Portfolio Manager and Head of Investment Grade with the Credit Europe team at Wells Fargo Asset Management. She will provide insight on climate change, specifically how within fixed income, investing in corporate bonds—also known as credit—has an important role on the path to a net zero carbon future. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0121-00066 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
Reviewing 2020 and previewing 2021

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Dec 16, 2020 13:00


In our last episode of 2020, we will speak with Dr. Brian Jacobsen, Senior Investment Strategist for the Multi-Asset Solutions team at Wells Fargo Asset Management about the year 2020, the course it set us on, and how investors can prepare for 2021. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-1220-00693 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
Municipal bond markets—an update on where opportunities may lie

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Dec 9, 2020 15:27


This episode features a discussion about the municipal bond market, just ahead of year-end, and with a focus on what the November elections and pandemic shutdowns have and will mean for the muni market. To discuss, we’ve asked Nick Venditti, Senior Portfolio Manager on the Wells Fargo Asset Management (WFAM) Municipal Fixed Income team, to join us. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-1220-00447 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
The stay-at-home factor and what it means for portfolios

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Dec 2, 2020 10:09


In today’s podcast, we will speak with Harindra de Silva, Ph.D., CFA , Portfolio Manager for the Wells Fargo Asset Management (WFAM) Analytic Investors team, about how a new factor, the stay-at-home order, has changed historical risk profiles and what it may mean for a portfolio’s risk profile. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-1120-01061 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
Income Generator: Increasing return for cash investors

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Nov 18, 2020 13:10


Today’s podcast features a discussion about what fixed-income investors with lots of cash on hand can do to increase their return potential. In today’s low-yield world, we’ll be talking about how extending maturity and taking more credit risk can be used. To discuss, we’re talking with Michael Rodgers, Senior Portfolio Specialist at Wells Fargo Asset Management (WFAM). A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-1120-00773 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
A report card on sustainable investing

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Nov 11, 2020 11:23


Today we’ll talk with Himani Phadke, Sustainable Investing Strategist at Wells Fargo Asset Management (WFAM) about how we integrate environmental, social, and governance (ESG) investing initiatives here at WFAM. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-1120-00404 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
The U.S. election: An update on the races

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Nov 9, 2020 8:20


In a follow-up episode to his immediate post-U.S. elections commentary, Dr. Brian Jacobsen, Senior Investment Strategist for the Multi-Asset Solutions team at Wells Fargo Asset Management, provides an update on the recent U.S. elections and what we now think it will mean for the markets. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-1120-00304 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
The U.S. elections: Red, blue, or purple?

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Nov 4, 2020 8:30


In today’s podcast, we will speak with Dr. Brian Jacobsen, Senior Investment Strategist for the Multi-Asset Solutions team at Wells Fargo Asset Management about the U.S. elections that took place yesterday on November 3rd and what the election outcome may mean for portfolio risks. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-1120-00148 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
Addressing the problem plaguing fixed-income investors

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Oct 28, 2020 8:42


This special edition features a discussion about the fixed-income markets ahead of the election and how bond investors can source income in today’s low yield environment. With front-end interest rates again in ultralow territory and longer-term bond yields hitting fresh lows around the world, investors are seeking yield and the question is where to find it. To help answer, George Bory, Managing Director and Head of Fixed Income Strategy and Product Specialists at Wells Fargo Asset Management (WFAM), and Janet Rilling, Senior Portfolio Manager, Head of Multi Sector – Plus & High Yield, WFAM Global Fixed Income, discuss the opportunities and risks they see for investors. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-1020-01999 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
Key takeaways for investors if Democrats sweep the election

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Oct 23, 2020 11:09


Today’s podcast features a discussion about election outcomes and the key takeaways for investors if Democrats would win the presidency, the house and the Senate. With us to discuss the implications are John Hockers, CFA, PRM, Co-Head of Investment Analytics, and Michael Thomas, CFA, Senior Analyst, Investment Analytics. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-1020-01822 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
A look at the 2020 Wells Fargo Retirement Study

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Oct 21, 2020 8:20


A discussion on the 2020 Wells Fargo Retirement Study with Nate Miles, Head of Retirement at Wells Fargo Asset Management. Topics include Social Security, Medicare, the Planning Mindset, and COVID-19’s impact on the retirement outlook for Americans. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-1020-00319 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
Blind spots in the retirement space

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Oct 14, 2020 8:37


Nate Miles, Head of Retirement at Wells Fargo Asset Management, reveals three retirement blinds spots that he and his team have noticed in conversations with defined contribution plan sponsors, their consultants, and advisors. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-1020-00513 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

head space llc retirement member wells fargo blind spots finra wells fargo asset management advantagevoice
Wells Fargo Asset Management: On The Trading Desk(R)
Social Security: When’s the best time to start?

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Oct 14, 2020 8:00


In today’s podcast, Sean Fullerton, Defined Contribution Strategist, and Nate Miles, Head of Retirement at Wells Fargo Asset Management (WFAM), discuss Social Security and its value as a source of retirement income, especially when it’s used to the best advantage for each person’s own situation. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-1020-00271 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
November 2020 U.S. elections and the markets

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Oct 7, 2020 14:03


In today's podcast, we will speak with Dr. Brian Jacobsen, Senior Investment Strategist for the Multi-Asset Solutions team at Wells Fargo Asset Management the upcoming U.S. elections and ways to manage the risks surrounding the election. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA). This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan.PAR-1020-00075 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
November 2020 U.S. elections and the markets

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Oct 7, 2020 14:03


In today’s podcast, we will speak with Dr. Brian Jacobsen, Senior Investment Strategist for the Multi-Asset Solutions team at Wells Fargo Asset Management the upcoming U.S. elections and ways to manage the risks surrounding the election. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-1020-00075 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
How an average investor really invests and why it matters

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Sep 30, 2020 9:34


In today’s podcast, we will speak with Harindra de Silva, Ph.D., CFA, Portfolio Manager for the Wells Fargo Asset Management (WFAM) Analytic Investors team, about how an average investor is really investing that is contrary to widely held perceptions. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0920-01038 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Wells Fargo Asset Management: On The Trading Desk(R)
How an average investor really invests and why it matters

Wells Fargo Asset Management: On The Trading Desk(R)

Play Episode Listen Later Sep 30, 2020 9:34


In today's podcast, we will speak with Harindra de Silva, Ph.D., CFA, Portfolio Manager for the Wells Fargo Asset Management (WFAM) Analytic Investors team, about how an average investor is really investing that is contrary to widely held perceptions. A transcript is on AdvantageVoice®. Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA). This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan.PAR-0920-01038 INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE