Jeremy Schwartz, CFA
Jeremy Schwartz has served as our Global Chief Investment Officer since November 2021 and leads WisdomTree’s investment strategy team in the construction of WisdomTree’s equity indexes, quantitative active strategies and multi-asset model portfolios. Mr. Schwartz joined WisdomTree in May 2005 as a Senior Analyst, adding to his responsibilities in February 2007 as Deputy Director of Research and thereafter, from October 2008 to October 2018, as Director of Research and from November 2018 to November 2021 as Global Head of Research. Prior to joining WisdomTree, he was head research assistant for Professor Jeremy Siegel and helped with the research and writing of Stocks for the Long Run and The Future for Investors. Mr. Schwartz also is co-author of the Financial Analysts Journal paper, What Happened to the Original Stocks in the S&P 500? He received his B.S. in Economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Mr. Schwartz is also a member of the CFA Society of Philadelphia.
Six years ago, we launched a suite of dynamically hedged currency ETFs. Jeremy Schwartz outlines how this family of Funds seeks to provide investors with a strategic approach to managing currency risk.
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On the latest Behind the Markets podcast, Jeremy Schwartz, along with guest host Benjamin Dean, Director of Digital Assets at WisdomTree Europe, spoke with Eric Ervin, CEO of Onramp Invest, a crypto-asset technology platform, about stablecoins and crypto ecosystem risks.
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On a recent episode of the Behind the Markets podcast, Jeremy Schwartz spoke with Thomas Tzitzouris, Managing Director and Fixed Income Strategist at Strategas (a Baird Company), about timely market topics such as the Fed Funds Rate and yield curve inversion.
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The Japanese equity and currency markets have become interesting again. Jeremy Schwartz discusses the latest movements in the markets and how investors can gain exposure to Japanese dividend-paying companies.
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In 2006, we launched 20 Funds in one day with a simple idea: rebalancing indexes to a concept of relative value metrics—dividends—can be a powerful driver of returns in a world of expensive markets and higher volatility. Jeremy Schwartz discusses how these funds are well-positioned for a rally in value stocks.
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Most investors allocate to international stocks by adding or stacking currencies on top of their equity exposures. Jeremy Schwartz outlines how currency hedging can help investors seeking to “unstack” their international exposures.
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