The coronavirus pandemic could drive permanent changes in standards for remote work and data management. According to Morningstar, the WisdomTree Cloud Computing Fund (WCLD) is among the top five performing funds in the U.S. Technology category so far in 2020. Jeremy Schwartz and Kara Marciscano discuss WCLD as a potential way for investors to position for long-term growth in the cloud computing industry.
On last week’s “Behind the Markets” podcast, Jeremy Schwartz spoke with Alex Moazed, Founder & CEO of platform consulting firm Applico. The conversation focused on Moazed’s definition of platform businesses and why he thinks they are some of the strongest growth companies in the global economy today.
WisdomTree is relentlessly focused on creating better ways to invest, and that includes continuously reevaluating and improving the positioning of our existing strategies. Jeremy Schwartz and Kara Marciscano discuss the recent enhancements to our WisdomTree Growth Leaders ETF (PLAT), which seeks potential outperformance within the important growth category while reducing tracking error to the major growth benchmarks.
Despite the disruptions caused by the pandemic in the first half of the year, our outlook from an asset allocation perspective has not changed from what it was at the start of the year. We are still following the same four main themes, Scott Welch discusses.
The Federal Reserve’s current easing cycle began exactly a year ago. One year later, there is a zero interest rate policy with a revamped quantitative easing policy to ward off another potential financial crisis. Kevin Flanagan explains why, against this backdrop, it should come as no surprise the Fed decided to take a bit of a summer vacation at this July FOMC gathering.