Mind the $2 Trillion Gap
by Kevin Flanagan Head of Investment and Fixed Income Strategy & Bradley Krom, Director, Investment Strategy, WisdomTree With the recent movements…
Value Breakout Shows Benefits of Diversification
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree There was very little macroeconomic news last week, but there was…
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
AI Buildout Drives Yields and Market Rotation
by Professor Jeremy J. Siegel, Senior Economist, WisdomTree Last week’s market action reinforced a critical market driver: the AI buildout…
Rising Real Rates Signal Stronger Growth: Upgrading Equity View
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree The market continues to hold near all-time highs despite pressure from…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Higher Rates Test Stocks, But Growth Endures
by Professor Jeremy J. Siegel, Senior Economist, WisdomTree The Federal Reserve delivered the 25-basis-point increase the markets had largely anticipated,…
Higher Inflation Tests Fed and Markets
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree The latest inflation report crossed an important threshold for the Federal…
Strong Jobs Data Raises Fed Pressure
by Professor Jeremy Siegel, Senior Economist to WisdomTree The August employment report was much stronger than expected and…
Warsh Gets an A: Re-focused Fed on the Right Key Principles
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree Kevin Warsh’s Jackson Hole speech was notably hawkish. But I came…
Markets Hold Firm as Inflation Risks Build
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree Markets continue to hold up remarkably well as we move through…
Gold Miners in 2026: Beneath the Surface, the Case Is Building
by Christopher Gannatti, CFA, Global Head of Research, WisdomTree Key Takeaways Gold miners’ all-in sustaining costs have risen…
Strong Earnings Support Stocks Despite Softer Economic Data
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree The market continues to impress, with the S&P 500 reaching another…
Soft Payrolls, Strong Earnings Reinforce Bullish Outlook
by Professor Jeremy Siegel, Senior Economist to WisdomTree The market was jolted by a much weaker-than-expected employment report,…
Will June Inflation Be as Good as It Gets?
by Jeff Weniger, CFA Head of Equity Strategy & Kevin Flanagan Head of Investment and Fixed Income Strategy,…
Rising Oil and Real Yields Test Equity Leadership
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree The market encountered its stiffest test in months last week as…
Scouring For Non-Tech Sectors
by Jeff Weniger, CFA Head of Equity Strategy & Kevin Flanagan Head of Investment and Fixed Income Strategy,…