Schwab Network
Following the latest FOMC meeting, CIO Andrew Wells said the Fed appears comfortable staying put for now. While markets still expect one to two possible rate cuts, he believes policymakers are watching inflation and the economy and will adjust as conditions change rather than trying to lead the market.
2025 Year End Funds Review
As we close out 2025, we find it essential to review how markets moved and our framework in navigating them. We share our review of what went well this year, and where we are refining our approach for the year ahead.
MarketWatch
The Fed cut rates without having inflation data from October or November. According to SanJac Alpha CIO Andrew Wells, the decision could look reckless by January if inflation accelerates.
Reuters
As the Fed heads into its final meeting of 2025, what can investors expect? CIO Andrew Wells believes the Fed will cut rates and shares his perspective on market conditions and his outlook as we head into the new year.
Schwab Network
With the Nasdaq up ~20% and the S&P 500 up ~15%, SanJac Alpha CIO Andy Wells believes the market will be in a good place if it maintains these gains through year end. He shares his outlook with Schwab.
MarketWatch
Can the bond market help unlock the stalled housing market? According to CIO Andrew Wells, even though everyone may want the rates to come down, “it’s not going to happen unless the bond market wants it to happen.” CIO Andrew Wells in MarketWatch.
Money Life
The market is in uncharted territory, and the Fed will likely be cutting rates to appease the market – but it may lead to a steeper yield curve. CIO Andrew Wells talks with Chuck Jaffe on The Money Life podcast.
Barron’s
Housing affordability is back in the headlines – are we headed for a “housing emergency? Andrew Wells, SanJac Alpha CIO, recently spoke with Barron’s about why this matters for investors, even if they aren’t in the market to buy a home.
Schwab Network
“When the bond market thinks the Fed has made a mistake, the long end of the curve tells the story.” Andrew Wells, CIO, shared his market insights following the release of the FOMC notes.
Schwab Network
Are the markets becoming comfortable with trade news? CIO Andrew Wells discusses the trade deals made to date, and why he believes we may be past the extreme market reactions.