Commentaries

Market Perspectives - Back to Recent Commentaries


March: Madness or just messiness? – March 4, 2014
Market Roundup – By For screen readers: Brian Jacobsen biography.Brian Jacobsen, Ph.D., CFA, CFP®, Chief Portfolio Strategist, For screen readers: John Manley biography.John Manley, CFA, Chief Equity Strategist, and For screen readers: James Kochan biography.James Kochan, Chief Fixed-Income Strategist

February: Will it be short, but intense? – February 4, 2014
Market Roundup – By For screen readers: Brian Jacobsen biography.Brian Jacobsen, Ph.D., CFA, CFP®, Chief Portfolio Strategist, For screen readers: John Manley biography.John Manley, CFA, Chief Equity Strategist, and For screen readers: James Kochan biography.James Kochan, Chief Fixed-Income Strategist

2014 outlook: Are we in the eye of the storm? – January 2014
Market Perspectives – By For screen readers: Brian Jacobsen biography.Brian Jacobsen, Ph.D., CFA, CFP®, Chief Portfolio Strategist, For screen readers: John Manley biography.John Manley, CFA, Chief Equity Strategist, and For screen readers: James Kochan biography.James Kochan, Chief Fixed-Income Strategist

To taper or not to taper: That is not the question – December 3, 2013
Market Roundup – By For screen readers: Brian Jacobsen biography.Brian Jacobsen, Ph.D., CFA, CFP®, Chief Portfolio Strategist, For screen readers: John Manley biography.John Manley, CFA, Chief Equity Strategist, and For screen readers: James Kochan biography.James Kochan, Chief Fixed-Income Strategist

Big Mo-vember? – November 4, 2013
Market Roundup – By For screen readers: Brian Jacobsen biography.Brian Jacobsen, Ph.D., CFA, CFP®, Chief Portfolio Strategist, For screen readers: John Manley biography.John Manley, CFA, Chief Equity Strategist, and For screen readers: James Kochan biography.James Kochan, Chief Fixed-Income Strategist

October: Boogeymen – October 2, 2013
Market Roundup – By For screen readers: Brian Jacobsen biography.Brian Jacobsen, Ph.D., CFA, CFP®, Chief Portfolio Strategist, For screen readers: John Manley biography.John Manley, CFA, Chief Equity Strategist, and For screen readers: James Kochan biography.James Kochan, Chief Fixed-Income Strategist

 

 

Economic News and Analysis - Back to Recent Commentaries


By For screen readers: Brian Jacobsen biography.Brian Jacobsen, Ph.D., CFA, CFP®, Chief Portfolio Strategist

Budget deal: A gimmick that just might work December 11, 2013

Employment situation: Wait and see?October 22, 2013

Debt ceiling dealOctober 17, 2013

Debt ceiling: Deadline to default?October 15, 2013

Treasury plays politics: Says default would be badOctober 3, 2013

Government shutdown, followed by default?October 1, 2013

Christian Chan Christian Chan
Head of Investments

Christian Chan oversees the Investments Group at Wells Fargo Funds Management, LLC. He and his team are responsible for researching and developing capital markets strategies and for managing the multi-boutique investment approach of Wells Fargo Advantage Funds. Mr. Chan has over 15 years of manager research and asset allocation experience and has earned the right to use the Chartered Financial Analyst® (CFA®) designation. He joined Wells Fargo in 2001. Previously, Mr. Chan worked at mPower Advisors as director of investments and at Asset Strategy Consulting as a senior analyst.

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Brian Jacobsen, Ph.D., CFA, CFP® Brian Jacobsen, Ph.D., CFA, CFP®
Chief Portfolio Strategist

Brian Jacobsen is chief portfolio strategist at Wells Fargo Funds Management Group. He has a Ph.D. in economics. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a Certified Financial PlannerTM certificate-holder. In addition to his role at Wells Fargo conducting research and giving presentations on the markets and the economy, Mr. Jacobsen is an associate professor at Wisconsin Lutheran College. His research and teaching center around economics, finance, and investing.

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John Manley John Manley is chief equity strategist at Wells Fargo Funds Management, LLC. Mr. Manley has more than three decades of investment experience, almost all of which were with Smith Barney and its successor firms, where he held a variety of roles, including chairman of the Investment Policy Committee, chief U.S. portfolio strategist, and quantitative investment strategist. He is a seven-time member of the Institutional Investor All-America Research Team and was voted "Most Popular Analyst" in the Smith Barney Financial Advisor poll for several years running. Mr. Manley has earned the right to use the Chartered Financial Analyst® (CFA®) designation. Additionally, he earned a bachelor's degree from Stanford University and a law degree from Boston College.

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James Kochan James Kochan is chief fixed-income strategist at Wells Fargo Funds Distributor. He has 35 years of investment industry experience. Prior to joining Wells Fargo, he was director of Fixed Income Asset Management and bond market strategist at Robert W. Baird & Co. Prior to joining Baird, he spent ten years at Merrill Lynch as fixed income strategist and manager of Fixed Income Research. Mr. Kochan has also held research positions with Chase Manhattan Bank and The Federal Reserve Bank of Cleveland. While at Merrill Lynch, he was named to the Institutional Investor All-America Research Team for bond market strategy. His research reports are frequently quoted in the financial press. Mr. Kochan has graduate and undergraduate degrees in economics from the University of Wisconsin. He currently serves as an adjunct faculty member in the School of Business at the University of Wisconsin-Milwaukee.

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