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

Join us for a weekly investment news and personal finance podcast featuring portfolio managers and industry experts. Carefully consider a fund\'s investment objectives, risks, charges, and expenses before investing. For a current prospectus and, if available, a summary prospectus, containing this and other information, visit wfam.com. Read it carefully before investing.

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Join us for a weekly investment news and personal finance podcast featuring portfolio managers and industry experts. Carefully consider a fund\'s investment objectives, risks, charges, and expenses before investing. For a current prospectus and, if available, a summary prospectus, containing this and other information, visit wfam.com. Read it carefully before investing.

Beyond money market funds—ideas for cash investments

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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

Feb 24 2021

12mins

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A deep dive into sustainable investing

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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

Feb 10 2021

20mins

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Rising interest rates—risk or opportunity?

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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

Feb 03 2021

15mins

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Market risks that may lie ahead in 2021

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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

Jan 27 2021

11mins

Play

What China’s economic shift may mean for investors

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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

Jan 21 2021

18mins

Play

Income Generator: The fixed-income handbook for 2021

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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

Jan 13 2021

Play

Climate change: Credit’s role in decarbonizing the economy

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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

Jan 06 2021

14mins

Play

Reviewing 2020 and previewing 2021

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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

Dec 16 2020

13mins

Play

A year end update on the municipal bond markets

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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

Dec 09 2020

15mins

Play

The stay-at-home factor and what it means for portfolios

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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

Dec 02 2020

10mins

Play

Income Generator: Increasing return for cash investors

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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

Nov 18 2020

13mins

Play

A report card on sustainable investing

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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

Nov 11 2020

11mins

Play

The U.S. election: An update on the races

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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

Nov 09 2020

8mins

Play

The U.S. elections: Red, blue, or purple?

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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

Nov 04 2020

8mins

Play

Addressing the problem plaguing fixed-income investors

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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

Oct 28 2020

8mins

Play

Key takeaways for investors if Democrats sweep the election

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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

Oct 23 2020

11mins

Play

A look at the 2020 Wells Fargo Retirement Study

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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

Oct 21 2020

8mins

Play

Social Security: When’s the best time to start?

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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

Oct 14 2020

8mins

Play

Blind spots in the retirement space

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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

Oct 14 2020

8mins

Play

November 2020 U.S. elections and the markets

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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

Oct 07 2020

14mins

Play

iTunes Ratings

11 Ratings
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women & investing

By myBIGthoughts - Mar 11 2007
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I'm a wells fargo customer ... great job. I'll keep listening

A great recap of the markets with character

By JohnSmitty - Feb 09 2007
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I've been listening to this podcast since a few weeks ago and must say that it's really very good. A no-nonsense review of what happened in the markets and some commentary from managers of funds. Glad to see Wells Fargo Advantage Funds on the cutting edge once again. I also just signed up to get Peter Nulty's daily e-mail newsletter, the Daily Advantage and it's great! Keep up the great work Peter and team!