October 10, 2019
Going Global
The global investment grade credit universe (GIGC) far exceeds local submarkets in size and scope and a GIGC strategy may unlock value through diversification and currency inefficiencies.
September 26, 2019
It’s Personal: The Growing Need For Financial Wellness Programs
78% of Americans are living paycheck to paycheck, 43% of student loan borrowers are not making payments and nearly half of all employees can’t cover a $400 emergency. In an effort to help employees understand and improve their personal financial health, many plan sponsors and their advisors are turning to workplace financial wellness programs.
September 12, 2019
Do Advisors Know What Their Clients Want?
What investors want and what advisors think they want can sometimes differ, so getting everyone on the same page could bode well for your client relationships and practice.
September 5, 2019
Munis and Motorcycles
A visit to the Harley-Davidson Museum ignited the idea of how munis may help insurers navigate new regulations and late-cycle investing. This conversation features highlights from an Investment Perspective created by Wells Fargo Asset Management [WFAM] called Of munis and motorcycles: How insurers can navigate new regulations and late-cycle investing.
July 18, 2019
Time to Reengage with Japan
I recently had the opportunity to interview Jesper Koll, a Senior Advisor to WisdomTree, on opportunities in Japan’s equity market for our “Behind the Markets” podcast. Koll believes Japan will be a source of surprise for both economic strength and corporate performance. Koll sees investors as underweight in Japan today as they were at the time of the Fukushima nuclear reactor disaster.
June 6, 2019
India: Stability amid Global Political Uncertainty
Ahead of the monthlong Indian elections, we held a “Behind the Markets” podcast preview with Gaurav Sinha, Associate Director of Modern AlphaTM and Asset Allocation at WisdomTree, and Srinivas Thiruvadanthai, director of research at the Jerome Levy Forecasting Center. Our discussion, which suggested Modi was going to stay in power with a 70% probability, was quite prescient.
May 30, 2019
Platform Businesses: What They Are and Why Own Them
On last week’s episode of the “Behind the Markets” podcast, I was joined by Alex Moazed, Founder and CEO of Applico, and Rafi Aviav, head of WisdomTree Europe’s Product Development team, for a discussion on platform businesses. Moazed described platforms as companies that do not own the means of production but rather the means of connection.
April 25, 2019
Tell Me More – With Technical Strategist Chris Verrone
Tell Me More – Chris is a technical strategist for fundamental investors. He’s extremely adept at spotting out-of-consensus trades, as well as current trends with long-term staying power. I read his work daily.
