INSIGHTS & STRATEGIES

WisdomTree Blog

Scott Welch continues to dive into different economic indicators, what we can learn by looking beyond the headline numbers and what those indicators might tell us about future economic and market conditions.

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We believe rates will continue to grind higher, resulting in a further steepening of the yield curve. Kevin Flanagan and Scott Welch discuss the impact of a growing yield curve on your bond portfolio. 
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In general, individuals, families and small businesses are exhibiting a sense of “cautious optimism” as the COVID-19 vaccinations continue apace, massive fiscal stimulus has been passed and the economy continues to recover. Scott Welch analyzes how this general optimism has translated into actual investor behavior.
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Emerging markets have historically tended to outperform as the U.S. comes out of recession, and that outperformance has lasted for an extended period. Scott Welch provides potential solutions for advisors seeking to take advantage of this outperformance.   
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In this two-part blog series, we will discuss what we believe are a collection of under-reported—or perhaps underappreciated—market metrics. Scott Welch discusses sentiment and behavior and what these metrics might tell us about future market movements.

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Coming out of a recession, value, small-cap and emerging market stocks historically have outperformed. Scott Welch takes a quick look at how that “cyclical rotation” trade has played out over time.

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