April 29, 2021
Fed Watch: Same as It Ever Was
Three down, five more to go…FOMC meetings, that is. And you know what? Nothing has really changed.
WisdomTree is a leading global Exchange-Traded Product (ETP) sponsor and one of the only publicly traded asset managers exclusively focused on the ETP industry. Currently, Interactive Advisors offers seven portfolios powered by WisdomTree, including the WisdomTree Aggressive and WisdomTree Moderately Aggressive with Alts portfolios.
April 22, 2021
The 2021 Equity Equation: It’s All about Interest Rates
April 15, 2021
Giving Credit Where It’s Due
Although most Treasury yields have moved visibly higher thus far in 2021, the absolute level of rates remains historically low. That quandary still leaves investors searching for yield.
April 8, 2021
Equities for Income
April 1, 2021
Copper: Inducing a Sustainable Future
March 25, 2021
Dusting Off the Inflation Playbook
March 18, 2021
Could the ETF Wrapper Democratize Crypto Investing?
The ETF wrapper has allowed all levels of investors access to the likes of stocks in South Korea, bank loans, and more. The ETF wrapper will likely be no different in the world of cryptocurrencies and bring all these benefits to bear on one of the newest asset classes such as bitcoin.
March 10, 2021
There’s No Such Thing as a Free Lunch
Maybe, just maybe, budget deficits do matter after all because someone has to finance them, and to quote: “There’s no such thing as a free lunch.”
March 3, 2021
A Bull vs. Bear Debate on Bitcoin
A recent Behind the Markets podcast featured a debate on the merits of Bitcoin with Alex Pickard, VP of Research at Research Affiliates, and Jason Guthrie, Head of Capital Markets and Digital Assets for WisdomTree Europe.
February 24, 2021
Reflation, Flation, What’s Your Nation?
In this blog piece, we want to take a deeper look into a theme—reflation.
February 18, 2021
Where Can Bitcoin Go from Here?
Bitcoin is a hot topic! We had the pleasure of discussing the investment thesis for bitcoin on our Behind the Markets podcast with Ari Paul, the co-founder of BlockTower Capital, a crypto asset-focused asset management firm.
February 11, 2021
“Inflate-Gate”? Don’t Tell That to the Bond Market
February 8, 2021
Winning Against the Race to Zero
February 4, 2021
What Does the U.S. Manufacturing Recovery Mean for Commodities?
The monthly release of the ISM Manufacturing PMI report is a closely watched factory gauge. For this index, a reading above 50 is viewed as an indication that the economy is in expansion territory, while a level below this threshold indicates contraction.
January 28, 2021
Fed Watch: Taking a Back Seat, Kinda, Sorta…
When it comes to Washington, D.C. headlines and the bond market, it’s not very often the Federal Reserve (Fed) is not taking center stage. However, with monetary policy seemingly on autopilot, fixed income investors have instead placed their focus on fiscal policy.
January 21, 2021
Discussions Around Platform Businesses and Earnings Trends
We released two separate Behind the Markets podcasts last week, touching on two important issues for the market: developments in content platforms & the latest readings on earnings.
January 14, 2021
Sooner Rather than Later Happened
The December jobs report did come in softer than expected from a headline perspective, but it didn’t change the bond market narrative. It should be noted that the unfortunate events at the Capitol building last week had no effect on the money and bond markets.
January 7, 2021
How Much Tesla Do You Own?
December 28, 2020
Forget FAANG. It’s Time to Scale MT SAAS
Bessemer thinks it is time to supplement FAANG as the default tech leaders with a new group of technology stocks that is well positioned to outperform in the cloud-first world: MT SAAS, which is Microsoft, Twilio, Salesforce, Amazon, Adobe and Shopify.
December 22, 2020
Break on Through to the Other Side
December 17, 2020
Should ETF Investors Be Worried about the Delisting of Chinese Equities?
December 16, 2020
Are Investors Over-Allocated to the U.S.?
Last week on Behind the Markets we spoke with Karthik Sankaran. Sankaran believes investors are under-allocated to foreign markets and that U.S. dominance goes in long cycles of relative performance.
December 10, 2020
Beginning of a Cyclical Bull Market: One Technician’s View
Last week we had the opportunity to speak with Dan Russo, CMT, Chief Market Strategist at Chaikin Analytics about his economic outlook. It was an interesting look at the most important indicators some market technicians are watching around the world as we head into 2021.
December 3, 2020
It’s “On the Line”
With the second wave of COVID-19 dominating headlines, it’s natural to wonder what the economic impact may be this time around as compared to Q2.
December 1, 2020
The Market is Hungry for More
November 19, 2020
Divided Highway Ahead?
A divided government as outlined above would seemingly mean there shouldn’t be any dramatic shifts in the current fiscal policy setting. Sure, executive orders and attendant regulatory action could occur, but meaningful legislation on taxes and spending would more than likely not transpire in such an arrangement.
November 12, 2020
Can We Just Get Back to …. Fundamentals?
“Can we just get back to market fundamentals?” You know, no politics, just looking at the economic data, the Federal Reserve (Fed), rates, etc.—all that wonderfully boring stuff.
November 5, 2020
The One Common Denominator: Fed Policy
October 29, 2020
A Sustainable Investing Focus
Today, 85% of investors suggest they want their personal priorities incorporated into investments. Further, 95% of institutional investors say they either want to incorporate sustainable goals or plan to in the future.
October 22, 2020
“Blue Wave”: The Other Side of the Trade
In the scenario I want to focus on in this blog post, a “blue wave” results in a potentially higher tax, an increased regulatory environment and a less “business-friendly” setting, which could ultimately result in slower economic growth.
