Fed's Big Rate Cut Sparks Recalibration
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Fed Watch: “Cut” to the Chase
by Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree Key Takeaways The Federal Reserve (Fed) began its rate-cutting…
Gold + Equities = An Interesting Marriage
by Christopher Gannatti, CFA Global Head of Research, WisdomTree Key Takeaways In August 2024, gold prices reached a…
The Case for Bold Fed Rate Cuts
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
A Careful Recalibration Needed
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Have Commodities Hit Peak Bearishness? What Happens Next?
by Christopher Gannatti, CFA Global Head of Research, & Mobeen Tahir, Associate Director, Research, WisdomTree Key Takeaways Investor…
Powell Did Well at Jackson Hole
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Where Are the AI Revenues? A Look at Mega-Cap Tech Sales Multiples
by Blake Heiman, Senior Associate, Quantitative Research, WisdomTree Key Takeaways Companies are investing billions into AI infrastructure to…
Anticipation for Powell’s Jackson Hole Speech
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Can AI Manage Money?
by Christopher Gannatti, CFA Global Head of Research, WisdomTree Key Takeaways The asset management industry involves a wide…
Calm Markets Amid Fed Uncertainty
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Navigating Earnings Season: From Pricing with Margin
by Samuel Rines, Macro Strategist, Model Portfolios, WisdsomTree Key Takeaways Earnings are coming in. Pricing is holding up,…
Indications of Easing Inflationary Pressures
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
The Nikkei Has Room to Run
by Jeff Weniger, CFA Head of Equity Strategy, WisdomTree Key Takeaways The Nikkei 225 reached an all-time high…
Navigating Earnings Season: The Death of Price over Volume
by Samuel Rines, Macro Strategist, Model Portfolios, WisdsomTree Key Takeaways Companies have shifted from prioritizing price increases over…
