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After a dream-like run over the last 2+ years in the equity markets, the cold splash of reality hit the investment world as risk was re-introduced this quarter. The main culprits: economic policy and tech-company valuations. Does this spell longer term trouble for the markets? Are there fundamental concerns? Is this just a normal part of investing in the markets? Tune in to hear Ryan and Sam delve into what’s moving markets and if this has changed their outlook for a third year in a row of positive gains for investors.
Recorded March 19, 2025 in Charlotte, NC.
Ryan Culpepper, Managing Director - Investment Officer and PIM Portfolio Manager of the 282 Group of Wells Fargo Advisors.
Sam Pennell, Senior Vice President-Investment Officer and PIM Portfolio Manager of the 282 Group of Wells Fargo Advisors.
To schedule time with Ryan or Sam, contact (704) 553-6389 or [email protected].
Opinions expressed in this report are those of the author(s) and are not necessarily those of Wells Fargo Advisors or its affiliates. The material has been prepared or is distributed solely for information purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy.
Index returns are not fund returns. An index is unmanaged and not available for direct investment.
The S&P 500 [Standard & Poor’s 500] is a market-cap weighted index composed of the common stocks of 500 leading companies in leading industries of the U.S. economy.
All investing involves some degree of risk, whether it is associated with market volatility, purchasing power or a specific security, including the possible loss of principal.
Investments in fixed-income securities are subject to market, interest rate, credit and other risks. Bond prices fluctuate inversely to changes in interest rates. Therefore, a general rise in interest rates can cause a bond’s price to fall. Credit risk is the risk that an issuer will default on payments of interest and/or principal. This risk is heightened in lower rated bonds. If sold prior to maturity, fixed income securities are subject to market risk. All fixed income investments may be worth less than their original cost upon redemption or maturity.
Exposure to the commodities market may subject an investment to greater share price volatility than an investment in traditional equity or debt securities. Investments in commodities may be affected by changes in overall market movements. Commodity index volatility, changes in interest rates, or factors affecting a particular industry or commodity. Products that invest in commodities may employ more complex strategies, which makes those investors to additional risk.
