Resource Center

A large part of our time is spent reading economic and market insights and educational content from many different sources. It's our intention to regularly share interesting articles, books and insightful reports in our easy to access Resource Center. Find out what we're reading about today.

 

Making Sense of the Upcoming S&P Sector Changes

September 13, 2018
After market close on September 28, S&P will change its sector lineup. Scott Wren, Senior Global Equity Strategist with Wells Fargo Investment Institute, explains what companies will be moving into the new Communication Services sector- and what investors need to know about the upcoming changes.

https://www.wellsfargo.com/investment-institute/monthly-investment-outlook-sept-2018/

US-China Tariffs: The Risks Are Rising

July 12, 2018
Risk assets pared recent gains following the U.S. Trade Representative’s (USTR) announced list of tariffs on an additional $200 billion worth of Chinese imports. This latest announcement has increased our likelihood of potential for escalation. While the risks have increased, we do not believe that we are in the midst of a trade war yet.

2018 Midyear Outlook

June 20, 2018
The current economic expansion is nine years old and is the second longest since modern records began in 1945. It seems the further the expansion and the related equity bull market run, the more pointed the question, How much longer can they go?

Five Ways Rising Interest Rates Could Affect Investors

February 14, 2018
Now may be a good time for investors to revisit their fixed-income strategy. Investors with allocations in cash and cash alternatives could see returns for risk-free assets slowly move higher. Retirees and fixed-income investors may be able to take less risk to generate income from their portfolios. We expect longer-term interest rates to move modestly higher, hence we recommend investors use caution regarding exposure to securities with long-term maturities.

Wells Fargo Investment Institute Alert

February 5, 2018
Market Sell-off: What Investors Need to Know Now. A swift climb in the 10-year Treasury yield and a strong employment report contributed to Friday’s equity market pullback. Solid fundamentals have been driving the rally, but volatility risks are rising.

The Agile Investor

February 1, 2018
Since the Great Recession, the global economy has been in a low-interest-rate, low-return environment often characterized by deflationary risks. But the economic climate is starting to change. Judging by economic data and statement from the Federal Reserve (Fed), inflation in the U.S. has been slowly returning to its 2-percent target rate. Moreover, health levels of U.S. employment, coupled with rising wages, have boosted consumer confidence.

Outlook Report 2018

December 31, 2017
For much of 2017, positive feedback between the global economy and risk markets has boosted equity and fixed-income credit prices, improved capital flows and sentiment, and facilitated easier financial conditions—which, in turn, boosts risk asset prices. This positive feedback loop was strong for 2017 and should remain in place until we see negative forces from higher input prices or borrowing costs begin to temper growth.

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