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Top News & Commentary

Investment Strategy

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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?

Read this week's commentary

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?

Read this week's commentary

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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.

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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.

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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.

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Capital Market Assumptions

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

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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