January 23, 2020
Blockchain Meets ETFs
Last week’s “Behind the Markets” podcast featured Dan Doney, CEO of Securrency, a blockchain-based financial infrastructure company, and Will Peck, Director of Corporate Strategy for WisdomTree.
January 23, 2020
Secrets of 2x Advisors
Our panelists, David Griffin of Atlanta Retirement Plans, Jania Stout of Hightower, and Robert Scherzer of Pensionmark, discuss what they learned on their path to 2x, including how they conquered the challenge of growing so rapidly.
December 19, 2019
Preparing for a 21st Century Retirement – Part 2
How can a planning mindset help investors approach retirement saving? The second and final podcast in our overview of the 2019 Wells Fargo Retirement Study explains.
December 12, 2019
Preparing for a 21st Century Retirement – Part 1
The 2019 Wells Fargo Retirement Study highlights the challenges facing investors as the retirement landscape changes. Part one of our two-part podcast series digs into that, as well as the mismatch between savings and safety for today’s workers and retirees.
December 5, 2019
Finding Equity Risks to Optimize Portfolio Outcomes
Investors are looking for consistent, competitive returns in their equity portfolios, and we believe our risk management team partnering with our portfolio management teams is crucial in that pursuit.
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.
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.
October 31, 2019
India in Person: Watching a Transformation Unfold – Part 2
Our two-part series on “India in Person” concludes with this discussion on innovation, data, and tech disruptions. Today’s conversation features highlights again from the publication, Market Traveler, created by 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.
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.
