Wells Fargo Investment Institute


Offering education, guidance, and in-depth insights on equity, fixed income, alternative investments, real assets, fund research and more


Below you will find a few of our personally curated articles by Wells Fargo Investment Institute that help to cultivate informed and thoughtful investment discussions


2023 Outlook

Recession, Recovery, and Rebound

Presenter: Jennifer Timmerman, Global Investment Strategy Analyst, Wells Fargo Investment Institute

State of the Markets

When things fall apart - 04.11.23


by Darrell L. Cronk, CFA®, President, Wells Fargo Investment Institute, Chief Investment Officer, Wealth & Investment Management

Policy, Politics & Portfolios

Opportunities amid federal, state budget negotiations - 03.28.23


by Dorian Jamison, Municipal Analyst
Sara Kisner, Municipal Analyst
Lawrence Pfeffer, CFA®, Equity Sector Analyst, Industrials/Materials
Gary Schlossberg, Global Strategist
Patrick Stoffel, Municipal Analyst
Michael Taylor, CFA®, Investment Strategy Analyst
Jennifer Timmerman, Investment Strategy Analyst

Federal Open Market Committee Meeting Key Takeaways

Policy announcement - 03.22.23

The Federal Open Market Committee (FOMC or the Committee) increased the federal funds rate by .25% (25 basis points ((100 basis points equals 1%)) to 4.75% – 5.00%, continuing with the slower pace set at the February meeting. The FOMC still expects ongoing increases to the federal funds rate and to continue reducing its holdings of Treasury securities, agency debt, and agency mortgage-backed securities in 2023 in accordance with its statement released in May 2022.

Institute Alert

Strain on banks persists - Investors' top questions - 03.15.23


by the Global Investment Strategy Team

Global Equities

Quarterly guidance on global equities - 01.26.23


by Mark Litzerman, CFA®, Head of Global Portfolio Management
Sameer Samana, CFA®, Senior Global Market Strategist
Chris Haverland, CFA®, Global Equity Strategist
Austin Pickle, CFA®, Investment Strategy Analyst

2023 Outlook

Recession, Recovery, and Rebound - 12.2022


Contributors

Darrell Cronk, CFA®, President, Wells Fargo Investment Institute, Chief Investment Officer, Wealth & Investment Management

Global Investment Strategy

Luis Alvarado, Investment Strategy Analyst
Mary Anderson, Investment Strategy Analyst
Paul Christopher, CFA®, Head of Global Market Strategy
Chris Haverland, CFA®, Global Equity Strategist
John LaForge, Head of Real Asset Strategy
Mark Litzerman, CFA®, Head of Global Portfolio Management
Chao Ma, PhD, CFA®, FRM, Global Portfolio and Investment Strategist
Mason Mendez, Investment Strategy Analyst
Austin Pickle, CFA®, Investment Strategy Analyst
Brian Rehling, CFA®, Head of Global Fixed Income Strategy
Sameer Samana, CFA®, Senior Global Market Strategist
Gary Schlossberg, Global Strategist
Mark Steffen, CFA®, CAIA®, Global Alternative Investment Strategist
Jennifer Timmerman, Investment Strategy Analyst
Peter Wilson, Global Fixed Income Strategist
Scott Wren, Senior Global Market Strategist

Global Asset Allocation Strategy
Douglas Beath, Global Investment Strategist
Jeremy Folsom, Wealth and Investment Management Program Analyst
Tracie McMillion, CFA®, Head of Global Asset Allocation
Michael Taylor, CFA®, Investment Strategy Analyst
Michelle Wan, CFA®, Investment Strategy Analyst
Veronica Willis, Investment Strategy Analyst

Wells Fargo Advisors Global Securities Research
Dorian Jamison, Municipal Analyst
Lawrence Pfeffer, CFA®, Equity Sector Analyst, Industrials/Materials
Eric M. Jasso, CFA®, Taxable Fixed Income Analyst
Michael White, Taxable Fixed Income Analyst
*Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.