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.
In late 2020, the WisdomTree Research team built a list of five distinctive investment themes that we believe have a high likelihood of playing out over the course of 2021. Scott Welch summarizes those themes and the corresponding WisdomTree Model Portfolio that aligns with each.
While we haven’t yet seen the ‘whites of the eyes’ of inflation, inflation expectations have moved visibly higher. Against this backdrop, Kevin Flanagan explains why now is the right time for investors to add our WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund to their fixed income portfolios.
On last week’s Behind the Market podcasts Jeremy Schwartz spoke with Alex Moazed, founder and CEO of Applico, and David Trainer, founder and CEO of New Constructs, on important issues facing the market.