Weekly Investment News and Personal Finance Podcast Featuring Wells Fargo Advantage Funds®
Portfolio Managers and Industry Experts
What's happening on Wall Street? How does it affect your portfolio? And where are the investment opportunities? Find out as veteran journalist Peter Nulty interviews mutual fund managers, financial planners, and industry experts. No spin. No hype. Just the latest investment news and useful personal finance tips that'll help you stay informed at every stage of investing.
This Week's Featured Podcast
September 3, 2010
What’s the "Total" in Total Return Bond Funds?
Thomas O’Connor, CFA - Senior Portfolio Manager, Wells Capital Management
Finding Yield in Short-Term Bonds
Thomas M. Price, CFA - Managing Director and Senior Portfolio Manager, Wells Capital Management ListenDownload
August 20, 2010
The Evolution of Target Date Funds
James P. Lauder - CEO, Global Index Advisors ListenDownload
August 13, 2010
Looking Beyond Those Sovereign Debt Headlines
Dr. Brian Jacobsen, Ph.D., CFA, CFP® - Chief Portfolio Strategist, Wells Fargo Funds Management Group ListenDownload
August 6, 2010
Fishing For Growth Across the Market Caps
Thomas J. Pence, CFA - Managing Director, Wells Capital Management ListenDownload
July 30, 2010
One Hot Dot to Follow
Tom Steffen - Head of E-Business & Marketing Technology, Wells Fargo Funds Distributor ListenDownload
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What’s the "Total" in Total Return Bond Funds?Investors are looking for yield from the fixed-income portion of their investments. What role does a total return bond fund play? We’re pleased to introduce Thomas O’Connor, CFA, senior portfolio manager and co-head of the Montgomery Fixed Income team. Tom manages the Wells Fargo Advantage Total Return Bond Fund.
Finding Yield in Short-Term BondsInvestors who turn to short-term fixed-income products to seek less volatility when longer-term economic drivers are uncertain will find that yields are very low. So, how does a portfolio manager find yield in the short term? Here with his thoughts is Thomas M. Price, CFA, managing director and senior portfolio manager on Wells Capital Management’s Fixed-Income team. Among other funds, Tom manages the Wells Fargo Advantage Short-Term High Yield Bond Fund.
The Evolution of Target Date FundsTarget Date Funds came under fire as investors had, maybe, a different set of expectations of how their retirement investment would be impacted during a big economic downturn, like the one we experienced in the last decade. The U.S. Department of Labor and Securities Exchange Commission partnered to explore and propose regulatory change. What’s proposed to change and what’s not? More importantly what might we expect, going forward, from this type of investment? Here to help explain is James P. Lauder, CEO of Global Index Advisors, a subadvisor to the Wells Fargo Advantage Dow Jones Target Date FundsSM.
Looking Beyond Those Sovereign Debt HeadlinesThe sovereign debt crisis in Europe continues to make headlines. That creates anxiety in the short-term and shakes investor confidence. But, there’s typically more to the story than we hear. And, for long-term investors, where there’s uncertainty, there is often opportunity. How do equity and bond fund managers navigate the international terrain successfully, and can investors profit from the crises? Here with some answers is Dr. Brian Jacobsen, CFA, CFP, and Chief Portfolio Strategist with Wells Fargo Funds Management.
Fishing For Growth Across the Market CapsSome money managers look for growth, specifically, within small, medium, or large companies, while others look across the market caps for growth, employing an all-cap-strategy. But does casting a wider net necessarily help catch more growth opportunity? Does it ever land the unexpected? Here to answer is Thomas J. Pence, CFA. Tom is Managing Director for Wells Capital Management’s Fundamental Growth Equity Team. Tom manages several Wells Fargo Advantage Funds. You can search "Tom Pence" at wellsfargo.com/advantagefunds for a complete list.
One Hot Dot to FollowWhen keeping up with Wall Street and the wider investment terrain, investors can use all the help they can get. If you’re an individual investor—or a financial advisor—and you haven’t been to wellsfargo.com/advantage funds lately, now is a great time to visit, stay current on the economy, understand your investments, and discover tools that’ll help make investing easier. Here to guide us through the Website is Tom Steffen, Head of E-Business and Marketing Technology with Wells Fargo Funds Distributor.
Peter Nulty is the writer/editor of Wells Fargo Daily Advantage®. Peter was a member of the Board of Editors of Fortune magazine, where he covered energy, technology, and Wall Street for more than two decades. After leaving Fortune, Peter worked at McKinsey & Co. and participated in setting up CNBC's Web site, CNBC.com. His unique writing style and his take on the business world's ups and downs makes Daily Advantage a quick, informative read – with a little fun thrown in as well.
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