As we emerge from the pandemic shutdown in 2021, we believe investors should prepare for a more cyclical rebound with a better economic growth environment. Jeremy Schwartz provides a solution for investors seeking to gain more cyclical exposure in their portfolios.
On last week’s Behind the Markets podcast, Jeremy Schwartz spoke with Nobel Prize-winning economist and Yale professor Robert Shiller, Wharton Finance Professor Jeremy Siegel and Meb Faber, founder of Cambria Investments, about valuations across global markets and what they mean for forward-looking returns.
As markets look past the immediate effects of COVID-19, many commodity prices are rebounding and calls for higher inflation on the re-opening of the market are coming from many strategists, including Wharton Professor Jeremy Siegel. Against this backdrop, Jeremy Schwartz and Jianing Wu introduce WisdomTree’s updated approach to broad-based commodity investing.