Couple on Beach

Four steps of successful investing

Key Takeaways
  • Uncertainty is an inherent part of investing. An investor's key to success largely depends on how they respond to it. 
  • We recommend four steps for investors to prepare for what could be ahead.

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stocks and stats

Reiteration

WELLS FARGO Investment Institute 
Weekly perspective on current market sentiment 
August 2, 2023 

Key takeaways
  • We believe investors will have better opportunities to put money to work in the stock market over the course of the coming few quarters. We continue to call for patience. 
  • In other words, our view is to emphasize capital preservation while a sentiment-driven market becomes more overextended. 

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stocks and stats

2023 Midyear Outlook

Navigating end-of-cycle turbulence
June 2023

"History provides a crucial insight regarding market crises: they are inevitable, painful, and ultimately surmountable."

-Shelby M.C. Davis, investor and philanthropist

What's Inside 
  • Global economy
  • Global equities
  • Global fixed income 
  • Global real assets
  • Global alternative investments
  • Our top five portfolio ideas

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