
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.
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.
On last week’s Behind the Markets podcast, Jeremy Schwartz spoke with Ed Morse, head of commodities research at Citi, about his global outlook for the commodities space.
With Iran backed into a corner, increased tension between the regime and the White House has resurrected talk of a closing of the Strait of Hormuz, the critical waterway by which the bulk of Middle Eastern oil must travel. Jeff Weniger discusses three key positions that may benefit from the current situation.
With oil two years along in a bull rally, it may be just a matter of time before the purported list of stock market obstacles starts to include retail gasoline pain.
Oil has recently shown signs of buoyancy after experiencing a brutal decline that lasted 18 months from the summer of 2014 through early 2016. Our Emerging Markets High Dividend strategy is particularly well positioned for rising oil and commodity prices.