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Rising Inflation Calls for Careful Stock Picking
by Jeff Moser, John Campbell of Wells Fargo Asset Management, 1/26/17

When it comes to handling inflation, all companies aren’t equal. Investors could be well served by focusing on what might be one of the most important variables in a rising interest rate environment: a company’s ability to raise its prices.

Are Consumers Ready to Start Spending Again?
by Jeff Moser of Wells Fargo Asset Management, 5/13/16
While the U.S. economy has grown at a modest/moderate pace since the end of the Great Recession, one area that has lagged a bit is consumer spending. Consumers took a tremendous hit during the downturn, creating challenges for an economy so dependent on consumer spending. Based on recent consumer and other economic data, however, I believe consumer spending is poised to pick up. While a recovering consumer could benefit the economy as a whole, specific industries and sectors could outperform.

When the Fed Begins to Tighten, Quality Stocks Matter
by Jeff Moser of Wells Fargo Asset Management, 7/30/15
The Federal Reserve has finally signaled its intent to raise (or normalize) interest rates. The question for investors now is what sort of companies stand to benefit the most, as Fed stimulus exits the system? Low-quality stocks benefited from a long cycle of Fed accommodation, but the potential for tighter monetary policy could mean investors should look to higher-quality stocks instead. In a potentially rising-interest-rate environment, investors should look for these five indications of quality.
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