Top News & Commentary

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.

Institute Alert: Emerging Markets “Going Cold Turkey"

What led to the decline in Turkish assets and how will it impact the global financial system?

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.

The Fed’s Decision and What It May Mean for Investors

Wells Fargo Investment Institute shares key highlights from the Federal Open Market Committee meeting.

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

Veronica Willis, Investment Strategy Analyst, discusses Wells Fargo Investment Institute’s global monetary policy expectations for the coming year—and what they may mean for investors.

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.