Wells Fargo
Wells Fargo

Wells Fargo

Wells Fargo Asset Management is a global investment management firm with over US$500 billion of assets under management. The team is distributed across 24 offices around the world.

Latest articles from Wells Fargo

Macro Analysis / Global

The week that was … the week to come

Every Friday, Brian Jacobsen provides perspective on key events and topics of the current week and his thoughts about what the week ahead may hold. For the 25% of S&P 500 companies that have already reported results, the average growth rate of earnin...
Wells Fargo
Wells Fargo Asset Management 23 October 2020
Macro Analysis / Global

Key takeaways for investors if Democrats sweep the election

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. John Hockers: Elections tend to be market-moving events because taxes and regulations a...
Wells Fargo
Wells Fargo Asset Management 23 October 2020
Macro Analysis / Global

Election risks to the muni health care sector

Hospitals represent the largest revenue sector within many of the municipal portfolios we manage, so we pay close attention to trends in the sector. Because the SCOTUS ruling will not be announced until June 2021, a Trump reelection and Republican Se...
Wells Fargo
Wells Fargo Asset Management 23 October 2020
Macro Analysis / Global

Election perspective: Energy and finance sectors

With the U.S. elections for the president, Senate, and House fast approaching on November 3, this month’s Fixed Income Investor Forum, a virtual discussion and debate between our senior fixed-income leaders, considered the various implications of the...
Wells Fargo
Wells Fargo Asset Management 22 October 2020
Macro Analysis / Global

Chart of the week: Global economy: Growth and inflation comparison

Our Market Optics chartbook contains data-driven insights that power our portfolio management teams’ views, ideas, and decisions. Each week, we’ll take a look a closer look at one of the charts. Eurozone GDP shrank 14.7% year over year in the second...
Wells Fargo
Wells Fargo Asset Management 22 October 2020
Macro Analysis / Global

A look at the 2020 Wells Fargo Retirement Study

A discussion on the 2020 Wells Fargo Retirement Study with Nate Miles, Head of Retirement at Wells Fargo Asset Management. Nate: Not surprisingly, we found that those impacted by COVID-19 are more pessimistic about their life in retirement, with many...
Wells Fargo
Wells Fargo Asset Management 21 October 2020