Scott Welch, CIMA ®
Scott Welch is the CIO of Model Portfolios at WisdomTree Asset Management, a provider of factor-based ETFs and differentiated model portfolio solutions. In this capacity he oversees the creation and ongoing management of the WisdomTree model portfolio solution set. He is also a member of the WisdomTree Asset Allocation and Investment Committees. Prior to joining WisdomTree, Scott was the Chief Investment Officer of Dynasty Financial Partners, a provider of outsourced investment research, portfolio management, technology, and practice management solutions to RIAs and advisory teams making the move to independence. He remains an outside member of the Dynasty Investment Committee. He sits on the Board of Directors of IWI, the Advisory Board of the ABA Wealth Management & Trust Conference, and the Editorial Advisory Boards of the Journal of Wealth Management and the IWI Investments & Wealth Monitor. Scott earned a Bachelor of Science in Mathematics from the University of California at Irvine and an MBA with a concentration in Finance from the University of Massachusetts at Amherst.
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.
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.
Read the article
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.
Read the article
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.
Read the article
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.
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.
