Scouring For Non-Tech Sectors
by Jeff Weniger, CFA Head of Equity Strategy & Kevin Flanagan Head of Investment and Fixed Income Strategy,…
Cooling AI Frenzy Reveals a Healthier Bull Market
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree The market received encouraging inflation news last week as both the…
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.
Oil Stays Calm as Strong Earnings Keep Bull Market Intact
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree Despite renewed geopolitical tensions in the Middle East, markets continue…
Jobs Report Masks a Still-Resilient Economy
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree The June employment report’s headline readout was softer than expected, but…
Economic Resilience, Fading Inflation Supporting Value Rotation
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree The sharp retreat in oil prices has dramatically altered the market…
Disinflation Trend Keeps Rate Hikes Unlikely
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree The most important development this week was not the Federal Reserve…
Glass and Light: The Infrastructure Layer of the Quantum Market Is Missing
by Christopher Gannatti, CFA, Global Head of Research, WisdomTree Key Takeaways Nvidia’s multibillion-dollar investments in Lumentum, Coherent and Corning…
Falling Oil Prices Reinforce Bullish Outlook
by Professor Jeremy Siegel, Senior Economist, WisdomTree As we go to press, fighting in the Mideast has escalated,…
Mideast Escalation, Strong Jobs and Resilient Economy Delay Cuts
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree As we go to press, fighting in the Mideast…
Could the ‘I’ in AI Stand for Inflation?
by Jeff Weniger, Head, Equity Strategy, and Kevin Flanagan, Head, Fixed Income, WisdomTree Even if the Middle East…
Falling Yields Reinforce Equity Market Resilience
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree The market continues to demonstrate remarkable resilience. Lower oil…
Potential Iran Settlement Sends Market To Highs
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree Yes, we have been there before, only to be…
The Mag Seven’s Free Cash Flow Withers
by Jeff Weniger, Head, Equity Strategy, and Kevin Flanagan, Head, Fixed Income, WisdomTree Stocks’ rally off the March…
China Summit Disappointment Stresses Markets
by Professor Jeremy J. Siegel, Senior Economist, WisdomTree Markets ended last week under pressure as the optimism that…
When is 100 Not a Good Score?
by Jeff Weniger, Head, Equity Strategy, and Kevin Flanagan, Head, Fixed Income, WisdomTree While the Middle East war…