Media Appearances

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.

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.

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.

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.

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.

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.

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.

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.

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.

“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.

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.

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.

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.

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.

“As tariffs and trade agreements get sorted out, we believe the current tumultuous nature of the market should be transitory in nature because they’re directly related to trade agreements.” CIO Andrew Wells shares market insights on Schwab Network.