• Account Access
  • Contact Us

    Pre-Sales Support

    Mutual Funds and ETFs - 800-456-7526
    Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET
    Friday: 8:00 a.m. – 5:00 p.m. ET

    ETF Trading Support - 415-315-6600
    Monday-Friday: 9:30 a.m. – 5:00 p.m. ET

    Post-Sales and Website Support
    888-843-7824
    Monday-Friday: 9:00 a.m. - 6:00 p.m. ET

  • Advisor Log In

Market Perspectives

Chart of the Month

The Fed may struggle to deliver what markets expect

The market could be disappointed because it expects much more Federal Reserve (Fed) easing than the Fed actually plans to do.

chartMonth_dec2019_small

Market expectations are as of December 3, 2019; Fed expectations are as of September 18, 2019 | Market and Federal Reserve expectations for Fed funds rate at end of each year. | Actual results may vary, perhaps significantly, from the forecasts presented. | Sources: Federal Reserve, Bloomberg, Wellington Management

View More Charts >

Stat of the Month

Statofthemonth_dec2019

Sources: CNBC and Factset. Based on 17 occurrences of 25%+ gains since 1928. Past performance does not guarantee future results. S&P 500 Index is a market capitalization-weighted price index composed of 500 widely held common stocks. Investors cannot directly invest in an index.

Global Investment Strategy
from Nanette Abuhoff Jacobson

Is the risk-on rotation real?

Investors may want to consider neutralizing their defensive allocations and rotating exposure to more cyclical sectors.

Advisor Report

WMR_thumbnail

214872