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Top News & Commentary

Investment Strategy


Our Currency View into Next Year—Insights for Investors

September 24, 2018

Why does Wells Fargo Investment Institute expect the dollar’s strength to wane in 2019?

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Market Commentary

Investing and markets yellow arrow chart

Sales Growth Before Capex

September 19, 2018

While there has been a rise in business capital spending this year, some have expected a larger increase.

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Global Perspectives

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Repatriation—How Are Firms Using Their Overseas Cash?

September 25, 2018

How is corporate-cash repatriation following tax reform likely to affect markets?

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State of the Markets

A look at what’s happening now and what may be ahead from Darrell Cronk, President of Wells Fargo Investment Institute.


Making Sense of the Upcoming S&P Sector Changes

Scott Wren, Senior Global Equity Strategist, explains what companies will be moving into the new Communication Services sector—and what investors need to know about the upcoming changes.


U.S.-China Trade War: Are We There Yet?

In this month’s investment outlook video, Peter Donisanu, Investment Strategy Analyst, explains what a trade war could look like—and what investors should keep an eye on.

Federal Reserve Building Image

Capital Market Assumptions

Ken Johnson, Investment Strategy Analyst, explains how the capital market assumptions are developed—and what they may mean for investors today.


2018 Midyear Outlook

As the economic recovery ages, many investors are wondering if we’re nearing a recession. Wells Fargo Investment Institute explains why late cycle doesn’t mean end of cycle—and what that may mean for investors today. 

What Investors Should Know About Monetary Policy Divergence
What Investors Should Know About a Trade War

What Investors Should Know About a Trade War

The recent equity market volatility shows pretty clearly that many investors are concerned about the negative implications of a potential trade war. Paul Christopher, Head of Global Market Strategy, explains why Wells Fargo Investment Institute remains constructive on global economic growth and higher global equity prices this year.