Schwab Network
Andrew Wells, CIO, believes markets may be overestimating the path of future interest rates. He shares his perspective on why inflation appears to be driven primarily by supply-side factors, what that could mean for Federal Reserve policy, and how he’s thinking about today’s market environment.
The Blunt Dollar Podcast
SanJac Alpha CIO Andrew Wells joined The Blunt Dollar Podcast for a wide-ranging conversation about fixed income including liquidity risk, credit vs. rate risk, the importance of execution, and why the illusion of bond market safety can be so dangerous.
MoneyLife
Bond markets tend to signal underlying market stress before equities do. SanJac Alpha CIO Andrew Wells is closely watching closely watching long-term Treasury yields and credit spreads for signs that market conditions may be shifting.
Bloomberg
Amid sharply declining shares, Blue Owl Capital completed a bond deal arranged by Morgan Stanley. Strong institutional backing points to continued access to capital, even as concerns in private credit remain.
The Wall Street Transcript
Changing bond market conditions are increasing the importance of active risk management and flexibility in fixed income portfolios. SanJac Alpha CIO Andrew Wells spoke with The Wall Street Transcript about the trend and why it matters for investors.
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.