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.
Mid-Year 2025 Market Review & Outlook
As we hit the midpoint of 2025, markets have once again shown that macro narratives rarely playout in straight lines. How did we get here? What can we expect for the rest of 2025? CIO Andrew Wells shares his mid-year review and his outlook moving forward.
Reuters
Global stocks rose Monday while oil prices dropped sharply from multi-month highs, with markets showing little reaction to Middle East tensions. CIO Andrew Wells spoke with Reuters sharing his takeaway.
Money Life
Interest rates aren’t moving. Inflation isn’t backing down. What does that mean for investors moving forward in this environment? CIO Andrew Wells shares his take with Chuck Jaffe on Money Life.
Nikkei
What does a U.S. credit downgrade really mean for the markets? CIO Andrew Wells shared his insights on the move with Nikkei. He explained why it didn’t impact his strategy and what investors should be watching instead.
Market Volatility Amid Trade Tensions
Volatility is likely to remain elevated as markets digest mixed economic data and fiscal headlines. CIO Andrew Wells anticipates renewed interest in active management strategies in this environment – particularly in fixed income.