INSIGHTS & STRATEGIES

WisdomTree Blog

On last week’s Behind the Markets podcast, Jeremy Schwartz spoke with Jesper Koll, Senior Advisor to WisdomTree, about the current state of Japanese markets and politics. The conversation focused on the recent news surrounding Warren Buffett’s $6 billion investment in five Japanese stocks, and the motives behind it.

Read the article

On last week’s Behind the Markets podcast, Jeremy Schwartz spoke with Tao Wang, UBS chief China economist. The conversation focused on the coronavirus and its impact on the Chinese and global economies.

Read the article

Warren Buffett’s Berkshire Hathaway recently purchased 5% stakes in five Japanese trading firms, known as SogoShosha. Jeremy Schwartz reviews some broader portfolio applications of Buffett’s “Buy Japan” strategy, and why investors may want to follow his lead.

Read the article

On last week’s Behind the Markets podcast, Jeremy Schwartz and Jeff Weniger spoke with two political forecasting experts: Stonybrook University political science professor Helmut Norpoth and Ed Clissold, chief strategist at Ned Davis Research. Their conversations focused on potential outcomes for the 2020 election and what they will mean for financial markets.

Read the article

On last week’s Behind the Markets podcast, Jeremy Schwartz spoke with Jared Woodard, Head of the Research Investment Committee for Bank of America Research. The conversation focused on what the financial markets will look like after the pandemic, specifically for the traditional 60/40 portfolio approach.

Read the article

ESG (environmental, social, governance) investing is one of the trends gaining traction in the investment world. On last week’s Behind the Markets podcast, Jeremy Schwartz spoke with Ben Webster, the CEO of Owl Analytics, about how his firm provides ESG ratings and analytics to help “make the world a better place” while also focusing on improving investment outcomes.

Read the article