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Special Reports

In order to keep you up to date on timely issues that are top of mind for investors, Wells Fargo Investment Institute and Wells Fargo Advisors produce special reports on a frequent basis. These reports also discuss investment strategy recommendations to better help clients pursue their financial goals.

State of the Markets

Portfolio implications of inflation, the Delta variant, and potential tax hikes. Why markets may be climbing this wall of worry.

July Fed Announcement

Wells Fargo Investment Institute shares its key takeaways from the Federal Reserve’s decision to leave interest rates unchanged.

Understanding Cryptocurrency

Wells Fargo Investment Institute helps qualified investors understand the viability and risks of investing in cryptocurrencies.

2021 Midyear Outlook – Fuel for Growth

Wells Fargo Investment Institute shares potential investment opportunities and risks for the coming months and into 2022.

2021 Midyear Equity Sector Outlook (PDF)

See what the WFA Equity Sector Analysts views are on current themes in each equity sector and their outlook for the rest of the year.

Why Own Bonds?

Five issues for fixed income investors to consider and defensive ideas for today’s environment.

Investing in the Post-Pandemic Landscape

Wells Fargo Investment Institute offers insights and strategies for investing in post-pandemic markets.

Investing for a Longer Life

Strategies to address the potential effects of living longer on your ability to fund your retirement.

Reimagining Retirement

Guidance for Baby Boomers, Generation Xers, and Millennials as they move toward retirement.

Policy, Politics & Portfolios

Updates and analysis from Wells Fargo Investment Institute on what federal budget, regulatory, and trade decisions could mean for investors.

Making Sense of Today's Markets

Insights on the events moving the markets and how investors may want to respond.

Investing with a Purpose

Learn how investors might align their portfolios with their principles.

In Depth

A deeper analysis of investment trends and topics across asset classes and global markets.

Portfolio Perspectives

Explore the intersection between timely topics and potential effects to your investments in Portfolio Perspectives reports.

Wells Fargo Investment Institute, Inc., is a registered investment adviser and wholly owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.