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Top News & Commentary

Investment Strategy


Our Outlook on the New Communication Services Sector

October 8, 2018

What is Wells Fargo Investment Institute’s guidance for the new S&P 500 Communications Services sector?

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Market Commentary

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30,000-Foot View

October 10, 2018

Is a world with meaningfully fewer trade barriers a real possibility?

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Global Perspectives

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U.S. Inflation Concerns Appear Misguided

October 9, 2018

What is the U.S. inflation outlook today? Could current market concerns on inflation be misguided?

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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.


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