Brian Manby, CFA Associate, Investment Strategy, WisdomTree
103 posts
Three Portfolio Takeaways Inspired by Buffett
by Brian Manby, CFA Associate, Investment Strategy, WisdomTree Key Takeaways Buffett’s growing cash reserves signal caution in an…
CapEx: The Fuel Supply for the Artificial Intelligence Megatrend
by Christopher Gannatti, CFA Global Head of Research, WisdomTree Key Takeaways The escalating capital expenditures of tech giants…
Fed Watch: Speed Limit 25
by Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree Key Takeaways Following November's quarter-point rate cut, the narrative…
China vs. Japan: A Battle for the Sharpest Equity Market Turns of 2024
by Key Takeaways August and September 2024 saw dramatic shifts in Japan and China’s equity markets, with Japan's…
Is it Time to Sell Volatility?
by Christopher Gannatti, CFA Global Head of Research, WisdomTree Key Takeaways With U.S. equity markets near record highs,…
Keep Your Eye on the CAR-T
by Christopher Gannatti, CFA Global Head of Research, WisdomTree Key Takeaways Despite weak public biotech stock performance, venture…
Q3 Investor Letter: What If Rates Return to Yield Curve Averages?
by Jeremy Schwartz, CFA, Global Chief Investment Officer, WisdomTree & Jim Bianco, President and Macro Strategist, Bianco Research,…
Money in Motion: A Barbell for Rate Cuts
by Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree Key Takeaways Investors can use a barbell strategy aiming…
Stock Market Ideas for Fed Rate Cuts
by Jeff Weniger, CFA, Head of Equity Strategy, WisdomTree Key Takeaways: Pairing DLN for its downside resilience with…