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WisdomTree

November 29, 2019

Is the Glamour and Growth Trade Finally Turning?

Last week’s “Behind the Markets” podcast featured a discussion with Nir Kaissar, founder of Unison Advisors. Unison provides portfolios to individuals and institutions that leverage academic work on the long-term performance of various investment factors. Kaissar was an early advocate for focusing on valuations to rotate between the various investment factors and asset classes.

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BMO Global Asset Management

November 14, 2019

Opening For Business: China A-Shares And A Diversified Portfolio

Over the last year, China’s equity markets gained greater global presence when China-A shares were listed on the MSCI and FTSE indices. Yet, the government has been slow to open more investment opportunities to foreigners. In this episode, we explore this rapidly evolving economy and how U.S. investors should view China in the context of their emerging markets exposure.

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Wells Fargo Asset Management

October 17, 2019

India in Person: Watching a Transformation Unfold

During a trip to India, visits to a shopping mall and the basement of a jewelry store provide unique perspectives on the Indian economy and consumer experience. This conversation features highlights from the publication, Market Traveler, created by Wells Fargo Asset Management.

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Wells Fargo Asset Management

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.

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BMO Global Asset Management

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.

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Wells Fargo Asset Management

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.

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WisdomTree

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.

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WisdomTree

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.

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WisdomTree

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.

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